- 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
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with...account success while cultivating profitable relationships. + Proactive Client Engagement: Initiate impactful cold calls to expand … more
- Fiserv (Hagerstown, MD)
- …penetration. The Client Service Specialist is responsible for client solution penetration, account monitoring, portfolio reporting, and issue resolution ... scale, come make a difference at Fiserv. **Job Title** Client Service Specialist **What does a successful...+ Creates customized Business Review presentations that illustrate the client 's financial health based on card volume… more
- Brink's (Louisville, KY)
- …and we provide equal opportunity to participate and grow. Job Description Cash Account Manager/ Specialist - This position is responsible for being the lead ... point of contact for key client /cash customer account management matters. Build and...ABILITIES: The competencies required for success in the Cash Account Manager/ Specialist role include: . Composure: Is… more
- Edward Jones (West Palm Beach, FL)
- …client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical... experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively… more
- JPMorgan Chase (Jersey City, NJ)
- …investment experience and insight that few other firms can match. As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team you will ... /platform onboarding events coordinating with key stakeholders + Manage and oversee new account / client data across required systems critical to driving… more
- CBRE (Milwaukee, WI)
- Account Support Specialist (Facilities Management) - Milwaukee, WI Job ID 235564 Posted 04-Sep-2025 Service line GWS Segment Role type Full-time Areas of ... requirements are fulfilled. **What You'll Do:** + Respond to client inquiries and concerns and ensure timely and quality...contracted agreements. Ensure consistent delivery of core operational and financial outputs on the account . + Respond… more
- Blue KC (Kansas City, MO)
- … assistance** **Employee discount program** **Job Description Summary:** The Sales Account Specialist is responsible for coordination and execution with ... values and commitment to your success, we provide health, financial and lifestyle benefits to ensure a best-in-class employee...and will coordinate team events, monitor and respond to client and broker inquires, and conduct research to assist… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Account Support Specialist or Senior Account Support Specialist ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more
- Wolters Kluwer (Philadelphia, PA)
- **Senior Customer Service Technical Specialist ( Account Manager-CSAM) - Hybrid USA R0051179 |** Enablon EHS - North America | Wolters Kluwer **Position ... Summary:** As a **Senior Customer Service Technical Specialist ( Account Manager-CSAM** **)** , you will play a critical role in owning the post-deployment… more