- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, offers attractive… more
- Metro One Loss Prevention Services Group (Union, NJ)
- Job Description Metro One is a rapidly growing company currently hiring a Client Specialist with 1-2 years minimum experience. The Client Specialist ... volume of activities to ensure strong service levels. We're looking for a strong Client Specialist to provide oversight of our Officers in the field. Client … more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team...Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +… more
- First Horizon Bank (Maryville, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … more
- JPMorgan Chase (Chicago, IL)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury… more
- First Horizon Bank (Hickory, NC)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of… more
- First Horizon Bank (Houston, TX)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... office and document processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund Loans +… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... AML/KYC reviews and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure objectives related to client … more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive.... BA/BS or equivalent experience . 5+ years of client facing role at a major financial institution. .… more
- AON (TX)
- Aon Benefit Solutions is looking for candidates for a Client Service Specialist II in Dallas, TX This is a remote role in the Dallas, TX metro area. The ... Client Service Specialist II is responsible for delivering exceptional customer service and support to clients, ensuring their needs are met with professionalism… more
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