- PennyMac (Moorpark, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior Client Support Specialist - Third Party Origination provides advanced customer ... during the loan creation, upload and disclosure process. As the Client Support Specialist , you will provide guidance, direction, and training for TPOs… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based ... of estate and trust administration and the delivery of an exceptional client experience including inventory and collection of estate assets, estate distribution, and… more
- Banc of California (Irvine, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the HOA Services ... Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion-dollar client base… more
- CIBC (CO)
- …paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist , you'll be the first point of contact for ... digital banking needs. You'll deepen relationships by understanding the client 's needs and quickly resolving issues or problems. You'll...upload speed of 10 mbps) **How you'll succeed** + ** Client engagement** **-** Focus on each client … more
- Edward Jones (West Palm Beach, FL)
- …sets of Edward Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...The Edward Jones Generations(R) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than… more
- JPMorgan Chase (New York, NY)
- …Private Client , you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence which includes talent acquisition ... JP Morgan Private Client is more than a financial services provider,...capabilities through a dedicated Relationship Manager. JP Morgan Private Client is growing amid the launch of its new… more
- Banc of California (Escondido, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion dollar client base… more
- JPMorgan Chase (San Francisco, CA)
- …Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit ... Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of… more
- H&R Block (Hamilton, NJ)
- …where you live, work, and play, our door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more