- WTW (Hartford, CT)
- …Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client 's accounts with surety ... to underwriters + Responds to clients' needs and questions relating to account bond program, project limits and specific project opportunities + Communicates with… more
- WTW (Cleveland, OH)
- …Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client 's accounts with surety ... to underwriters + Responds to clients' needs and questions relating to account bond program, project limits and specific project opportunities + Communicates with… more
- Banc of California (Santa Ana, CA)
- …to support PCI clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity. + Researches and resolves client ... requirements. + First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication… more
- WTW (Hartford, CT)
- …Assistant Client Services Specialists - Surety Are Integral Members of Our Account Management Teams Who Proactively Obtain, Compile and follow Up on ... Activities. + Prepare Written Correspondence, Reports and Analysis as Needed For Management + Communicate Effectively with Clients, Client Managers and Other… more
- KeyBank (Overland Park, KS)
- …of record. **ESSENTIAL JOB FUNCTIONS** + Responsible for providing superior client service while independently maintaining risk management , compliance with ... for compliance requirements + Review Loan Documents to decide the specific account requirements + Review, communicate, and setup of new Restricted Bank Accounts… more
- WTW (Hartford, CT)
- …Client Manager provides support to the Client Service teams in all account management initiatives related to surety client 's accounts. **Note** : ... internal and external contacts to resolve accounting discrepancies + Support of new client onboarding processes + Management of required surety carrier documents… more
- TEKsystems (Fort Worth, TX)
- …and advisors with business partners for problem-solving - Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with ... Support clients and advisors with web portal navigation and account information updates - Assist clients and advisors with...solving for clients taking the time to investigate the client 's current situation and ask questions to learn what… more
- Bank of America (Denver, CO)
- Wealth Management Specialist - NPD Denver, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...63, and 65. The **Elite Growth Practice (EGP) Wealth Management Specialist ** position may be filled at… more
- First Horizon Bank (Winston Salem, NC)
- …such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes ... cross-selling; researches and corrects account discrepancies. + Prepares loan documents, notices, and periodic...bank services + Authorize payment and fees of commercial client overdrafts + Approve and processes business client… more
- First Horizon Bank (Knoxville, TN)
- …companies, title companies, and various other professionals to assist with loan and deposit account management + Assist in ordering appraisals and other loan due ... areas of the clients' relationship with the bank, including loans, deposits, Treasury Management , and other bank services + Research and coordinate responses to … more
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