- Umpqua Bank (Portland, OR)
- … account . + Assume responsibility for routine fiduciary duties connected with an account when a client dies. + Take direction from Trust Relationship Managers ... Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:**...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… more
- Cognizant (Chicago, IL)
- …with the Client Partner and service line stakeholders + Advise account and delivery leadership by identifying risks, surfacing issues, and enabling proactive ... **About The Role** Cognizant is seeking a Service Line Specialist to join our dynamic Life Sciences team, specifically...mitigation strategies + Develop and implement account growth plans that integrate with the client… more
- Percepta (Plymouth, MI)
- **Description** **Inbound/Outbound/Chat Specialist - Automotive Industry** _Training - Full paid training and equipment provided_ _Full-time, Permanent (40 hours a ... across each market we support. As an **Inbound/** **Outbound/Chat Specialist - Automotive Industry** in **Livonia, MI** , you'll...* Adhere to, and support, all Percepta and internal client initiatives. * Meet or exceed all performance metrics.… more
- The Walt Disney Company (New York, NY)
- Disney's Addressable Ad Operations team is seeking an Ad Operations Solutions Specialist who will be an exceptional addition to our Advertising Operations team on ... Ad Operations team is seeking an Ad Operations Solutions Specialist who will be an exceptional addition to our...Manager of Ad Operations Solutions and work closely with Account Managers, and other sales support teams. The Ad… more
- Cognizant (Phoenix, AZ)
- **Service Line Specialist - BPaaS Healthcare** **Work Model:** Hybrid - US (Any location) and are comfortable with up to 50% travel. **Level:** Sr. Director **About ... at www.cognizant.com or follow us @Cognizant. **About the role:** The Service Line Specialist for the BPaaS Healthcare Portfolio plays a critical role in supporting … more
- HUB International (Mclean, VA)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... We currently have an opportunity for a **Retirement Education Specialist ** to join our **Retirement and Private Wealth** team...or in coordination with a Retirement Advisor and the Client Service team. The successful candidate must understand all… more
- Wells Fargo (Minneapolis, MN)
- …this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist ) to join the Trust Services team as part of Wealth and Investment ... a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in… more
- Guardian Life (Holmdel, NJ)
- …experience + Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding/new account process, and advisory products + Possess a high ... The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all… more
- Wells Fargo (Dallas, TX)
- …collaborates with partners to develop and propose solutions. Provides analysis of client 's total financial situation and offers creative thinking to arrive ... a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and...specifications, resources, and long term goals for highly complex financial planning needs + Lead the strategy and resolution… more
- DESC (Seattle, WA)
- Behavioral Intake Specialist - STAR Center Seattle, WA (http://maps.google.com/maps?q=619+3rd+Ave+Seattle+WA+USA+98104) *STAR Center Apply Job Type Full-time ... for employee coverage) **Other Benefits:** Employee Assistance Program (EAP), Flexible Spending Account (FSA), ORCA card subsidy, Paid Time Off (34 days per year),… more