- UMB Bank (Kansas City, MO)
- …in helping families with diverse investment needs and strategies. Working as the Client Service Specialist II, you will partner with assigned Financial ... UMB's Private Wealth Management takes a holistic and collaborative...contact for all sales and service related activities including client development and prospecting, on boarding, new account openings,… more
- Maxim Healthcare Services (Orange, CA)
- The Client Relations Specialist completes tasks under the direction of the Account Manager for the Financial Management Services program in CA. The Client ... the consumer admissions/intakes as directed by the management team + Ensures client 's hours/services are authorized by the Payor Source and communicated to the… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... client 's financial transactions, ensuring accurate documentation, maintaining ...of the recruitment process . Company Overview Mizuho Financial Group , Inc. is the 15th largest bank in the… more
- First Horizon Bank (Johnson City, TN)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... individual or small group of individuals, relieving them of clerical, administrative and...them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in… more
- Maxim Healthcare Services (Oxnard, CA)
- Maxim Healthcare Services is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ... the consumer admissions/intakes as directed by the management team + Ensures client 's hours/services are authorized by the Payor Source and communicated to the… more
- Maxim Healthcare Services (San Jose, CA)
- Position Description: The Client Relations Specialist completes tasks under the direction of the Account Manager for Employer of Record programs in CA. The ... Client Relations Specialist monitors each program recipient's...Life and Basic Accidental Death & Dismemberment Insurance, Voluntary Group Life Insurance and Supplemental Accidental Insurance, Hospital Expense… more
- JPMorgan Chase (Columbus, OH)
- …discretionary investment management and trust portfolios. This role supports over 1 million client accounts within JP Morgan Private Bank and US Wealth ... **Job Title: Portfolio Management Group (PMG) Associate** **Position Description:** The Portfolio Management...scalable accounts across various products. + Review and trade client account portfolios, manage orders, and execute trades. +… more
- Public Consulting Group (Jackson, MS)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... We are currently seeking the services of a full-time Implementation Specialist to support our Software System Integration and modernization projects. If… more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $508 billion in assets under management. The private investment group of the firm, NB Private Markets, ... is a leading and growing investor in private markets, managing over $125 billion of ...of other Specialty Strategies in serving as a product specialist for the Japanese sales team + Manage investment… more
- Citigroup (Miami, FL)
- …(or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to… more