- M&T Bank (Wilmington, DE)
- …Accounting and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate ... Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers… more
- M&T Bank (Chicago, IL)
- …Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve ... clients. Serves as primary point of contact or relationship lead for client . Maintains daily contact with clients to address general inquiries and/or facilitate… more
- US Bank (Tempe, AZ)
- …skills and discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Client Services Team Leader is responsible for ... leadership of the support staff for Private Wealth Management. Has direct responsibility for overseeing the...US Bank. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items… more
- US Bank (Cincinnati, OH)
- …and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist . Works proactively ... and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative… more
- ADP (Alpharetta, GA)
- …change control requests. Lead handles most complex + Provide consulting services to client base. Provide guidance on design and configuration of complex solutions as ... lifecycle mini-project solutions. Lead handles most complex. + Deliver effective client communications and ticket management/resolution via CRM. Ensure that customer… more
- M&T Bank (Wilmington, DE)
- …Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team is responsible for managing daily loan ... loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in a… more
- Deloitte (Rochester, NY)
- …is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and diverse role, ... work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback...Qualifications Required + Minimum 2+ years of experience in private or public sector AML and/or sanctions-focused activities +… more
- Citigroup (Miami, FL)
- …our client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital ... + Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure adherence to all internal policies… more
- MyFlorida (Fort Pierce, FL)
- …Your Specific Responsibilities: The Linkage to Care Coordinator (LTC)/Disease intervention Specialist (DIS) representative is a regional position within the Area 15 ... clients. As well as acting as a Disease Intervention Specialist to provide partner services to infected individuals. The...field visits and outreaches. Identify newly diagnosed clients, re-engages client who have fallen out of care, and assist… more
- MyFlorida (Tampa, FL)
- …and provide testimony in court. + Maintain thorough documentation in the client records/appropriate information system(s) and maintains organized client files. + ... Florida Certification BoardAND (e) Valid Driver License;AND (f) Must possess operational private vehicle for use in the performance of daily work activities.… more