- Lincoln Financial (Radnor, PA)
- …a Glance** We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... Identifies when to escalate the most complex questions to appropriate senior stakeholders. + Discusses investment features and availability within Lincoln's… more
- First Horizon Bank (Palm Beach, FL)
- …deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines ... + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Assist other AAs and other departments… more
- WTW (Hartford, CT)
- …performance. Together, we unlock potential. Learn more at wtwco.com . Assistant Client Services Specialists - Surety Are Integral Members of Our Account Management ... Surety Clients. This Will Involve Building Relationships and Working Closely with Client -Decision Makers, Executing Deliverables on Our Client 's Behalf in… more
- WTW (Cleveland, OH)
- …business performance. Together, we unlock potential. Learn more at wtwco.com . The Senior Surety Client Manager supports Producers and Account Executives in all ... and account management initiatives related to surety and insurance client 's accounts with surety needs within in a small...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Bank OZK (Bainbridge, GA)
- …accounts, as needed, and recommend new products and services to meet client needs. + Demonstrate competency and accountability to maintain banking center operational ... to assist others. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner,...training, staffing shortages), as needed + Skill in identifying client needs + Skill in using computer and Microsoft… more
- Truist (Cookeville, TN)
- …and client complaints that Truist receives from various regulatory agencies or senior leaders. Uncover the issues impacting the client so we can assure ... at the locations listed on the requisition. Work on client complaint cases that include topics such as: account...on complaints that come from regulatory agencies or Truist senior leaders. 2. Ensure resolution and responses are in… more
- WTW (Hartford, CT)
- …Together, we unlock potential. Learn more at wtwco.com . **Description** The Assistant Client Manager provides support to the Client Service teams in all ... account management initiatives related to surety client 's accounts. **Note** : Employment-based non-immigrant visa sponsorship and/or assistance is not offered for… more
- Citigroup (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell.… more
- TEKsystems (Napa, CA)
- …Work Location -Zip code CA 94559. Financial experience highly desired. The Client Service Specialist provides excellent service operation and sales support ... and administrative functions of the branch. - Work with Sr Financial Consultants and Financial Consultants to communicate solutions...onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues… more
- WTW (Los Angeles, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
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