- CH Robinson (Phoenix, AZ)
- …late spring/summer of 2026 and is designed for junior year undergrad students.** **Customer Account Specialist Intern** Are you ready to launch your career in ... account management? Join us as a Customer Account Specialist intern at CH Robinson, where...business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will gain real-world… more
- City National Bank (Los Angeles, CA)
- *NEW ACCOUNT SERVICES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? This position will work closely with various departments throughout the bank to assist and ... * Opens and maintains new accounts. Provides accurate information requested by client . Explains and reviews all account documentation and assumes responsibility… 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
- 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
- Truist (Charlotte, NC)
- …and procedures. Work independently with moderate support and supervision from Senior Specialist and the Account Analysis leadership team. **Essential Duties and ... processing and validation of service requests in order to produce accurate Account Analysis statements and effectively bill clients for treasury services. Research… more
- Iowa State University (Ames, IA)
- Position Title: Account Specialist - College of Veterinary Medicine Job Group:Merit Required Minimum Qualifications:* Five years of clerical office experience, ... smoothly? The Veterinary Medical Center (VMC) is seeking a Financial and Inventory Specialist who thrives in...Vetstar and CVIS. + Investigate and resolve discrepancies in client accounts, vendor invoices, and inventory balances. + Collaborate… more
- JPMorgan Chase (Chicago, IL)
- …and Treasury Services product documentation. **Job Responsibilities** + Manage the account opening and client documentation workflow for external clients ... Put your skills to work in the Commercial Bank Client Onboarding team. As a Client Documentation...the research and preparation of all documents required for account opening, products and services for our commercial customers.… more
- City National Bank (Los Angeles, CA)
- *CENTRAL OPERATIONS ACCOUNT MAINTENANCE SPECIALIST * WHAT IS THE OPPORTUNITY? The Central Account Maintenance Specialist is responsible for managing data ... from Wealth Mgmt. and International departments to create and maintain customer/ account records in CIS * Process requests to reassign relationships, ensuring… more
- City National Bank (Newark, DE)
- * CLIENT CARE SPECIALIST * WHAT IS THE...account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...and follows established procedures to ensure clients personal and account information is safe and secure. WHAT WILL YOU… more
- First Horizon Bank (Coral Gables, FL)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and… more