- S&P Global (New York, NY)
- …knowledge experts. **Responsibilities & Impact:** These roles drive revenue growth and client retention by working with Sales, Relationship Management , Product ... + Master the specific technical knowledge of each Product Specialist domain in order to advise clients and prospects...product, content and delivery enhancements. Partner closely with Product Management , legal and client support teams to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …contact to cultivate and sustain strong, positive relationships. The Key Account Specialist will handle complex client issues, lead strategic conversations, ... way, come join the Broadridge team. The Key Account Specialist is responsible for overseeing and managing the service...preferred. + Minimum of 4 years experience in a client service, account management , or related financial… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Information Technology Support Specialist B Job Profile Title Information Technology Support Specialist B Job Description Summary We are currently… more
- HUB International (Chicago, IL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more ... required + 5+ years of relevant experience, ideally in finance or private wealth /retirement management + Strong proficiency in Microsoft Excel (pivot tables,… more
- Guardian Life (New York, NY)
- … Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... with advisors on case design, strategy, and implementation for client portfolios + Partner with research and due diligence...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities… more
- Wells Fargo (Charlotte, NC)
- …of branches and their responsibilities for remote compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) producing Branch ... procedures, controls, tools and training + Identify issues and provide resolution within Wealth Brokerage Service or Private Client Groups + Assist with… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group (CRG) within Wealth and Investment Management (WIM). ... as well as serve as a primary business contact on key initiatives with Wealth , Compliance, Risk, regional management , and other home office departments + Manage… more
- Win (Women In Need) (Brooklyn, NY)
- Title of Position: Income Building Specialist /Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income ... the Position Salary: $27.55 per hour The Income Building Specialist (IBS) is responsible for providing employment services, ranging...by Win. *Refer clients to training programs based on client 's goals and experience. *Ensure linkages with the New… more
- S&P Global (NJ)
- …financial and/or syndicated loan industry. + Fresh graduates with a strong interest in client management or operations may be considered. + Strong proficiency in ... professional to join our global Loan Administration Team as a Specialist . This role requires a candidate with strong interpersonal communication, organization,… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Specialty Department Specialist role within the Sports & Entertainment Group (SEG) provides support ... of activities for SEG clients enrolled in our Financial Management and Bill Pay service. Financial Management ...account maintenance or payment processing activities. This is a client facing role which provides client support… more