- Kelly Services (Phoenix, AZ)
- ** Client Account Opening Specialist ** **Location:** Phoenix, AZ | **Hybrid** (3-4 days onsite) **Pay:** $20/hr **Contract:** 6-Month with possible temp to ... commercial accounts? Join the Payments Transformation Team as a Client Account Opening Specialist and...objectives. **Qualifications Required:** + 3+ years of banking or financial services experience, preferably in deposit account … more
- Comerica (Phoenix, AZ)
- Job Description Client Account Opening SpecialistThe Account Opening Specialist is responsible for Analysis of account documentation presented to ... support our high value, high revenue generating customers. The Client Account Opening Specialist must...+ High School Diploma/GED + 4 years of operational/new account experience within banking/ financial service industry +… more
- Mastercard (Harrison, NY)
- …businesses and governments realize their greatest potential._ **Title and Summary** Senior Specialist , Account Management - US Financial Institutions ... Overview We are seeking a talented Senior Specialist of Account Management to support one...Management to support one of our largest most strategic Financial Institution partners. The Senior Specialist will… more
- AON (Milwaukee, WI)
- …as well as financial underwriting documents. + Invoice and maintain account receivables/payables. + Update client underwriting information and bond records ... Surety Account Specialist Do you have a... financial underwriting documents. + Invoice and maintain account receivables/payables. + Update client underwriting information… more
- Truist (Lumberton, NC)
- …to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with ... while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating… more
- Robert Half Accountemps (San Diego, CA)
- …working in a fast-paced corporate or accounting environment. + Previous experience in financial services, client account management, or a similar role. ... their careers at top organizations. We are assisting a client in San Diego, CA, with their search for...San Diego, CA, with their search for a professional Account Specialist who is detail-oriented, organized, and… more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Banking Specialist role is a direct customer facing ... docs for new onboardings and triggering events, assist with account openings, loan closings, account maintenance during...ensuring all docs meet the regulatory requirement. The Senior Client Banking Specialist 's primary purpose is to… more
- UMB Bank (Trenton, NJ)
- **COMMERCIAL ACCOUNT SPECIALIST -REMOTE** This role is responsible for all the tasks related to opening and maintaining accounts (demand deposit and time deposit) ... Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank, this role...to add or change a signer on an existing account . + Document the beneficial ownership of each legal… more
- Citigroup (San Antonio, TX)
- …Management can provide strategies to help them meet their goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you ... will be responsible for handling end-to- end brokerage account servicing and trading requests for high-net-worth clients in...Business Partners, Relationship Manager, etc.) + Anticipate the complex financial needs of the client and educate… more
- TD Bank (Ramsey, NJ)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support… more