• Sr. Surety Client Service Specialist

    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 (08/02/25)
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  • Sr. Surety Client Service Specialist

    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
    WTW (07/16/25)
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  • Client Care Specialist

    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
    Banc of California (07/24/25)
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  • Sr. Assistant Client Service…

    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
    WTW (06/21/25)
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  • Investor Account Analyst - KYC…

    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
    KeyBank (07/05/25)
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  • Assistant Surety Client Service…

    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
    WTW (07/18/25)
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  • Client Solutions Specialist

    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
    TEKsystems (07/29/25)
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  • Wealth Management Specialist - NPD

    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
    Bank of America (08/01/25)
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  • Client Specialist II

    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 (08/02/25)
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  • Commercial Client Specialist

    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
    First Horizon Bank (06/12/25)
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