- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... APPLICATION FULFILLMENT SPECIALIST REPORTS TO: Application Fulfillment Supervisor DEPARTMENT: Operations...productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY: In… more
- Truist (Greensboro, NC)
- …is followed. 5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes. 6. Maintain a knowledge of ... loans originated through a variety of channels including the Community Bank, Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in a… more
- Bank of America (Plano, TX)
- …year to more than 66 million consumer/small business relationships and 2 million wealth management clients. This role is responsible for planning, coordinating, ... Production Services Specialist II Plano, Texas **To proceed with your...users, responding to issues related to incidents and problem management governance for multiple applications, and leading triage activities… more
- S&P Global (Charlottesville, VA)
- …Intelligence clients. The team would provide expertise in datasets, assist with client requests, and would help Product and Commercial teams with their engagements ... with current and prospective clients. **The Impact:** The Private Equity Outreach Specialist will primarily work alongside the Market Intelligence dataset teams on a… more
- Regions Bank (Hoover, AL)
- …of the system. **Job Description:** At Regions, the Commercial Loan Fulfillment Specialist - Operations orchestrates the closing process for all members of the ... + Contributes to the formulation of plans to mitigate risks + Understands the client 's needs and identify opportunities to improve and resolve client service… more
- Regions Bank (Tampa, FL)
- …of the system. **Job Description:** At Regions, the Commercial Loan Fulfillment Specialist - CBG Operations will orchestrate the closing process for all members ... + Contributes to the formulation of plans to mitigate risks + Understands the client 's needs and identify opportunities to improve and resolve client service… more
- NBT Bank (Burlington, VT)
- …planning process. Works directly with external and internal clients, Financial Consultants, Wealth Management Advisors and other members of the Wealth ... to keep the process moving efficiently. Track process in management software. + 10% Provide post-plan client service on an ongoing basis. Follow up with advisors… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices ... service with employees committed to adding value to every client activity. **Job Purpose** **:** We are looking for...looking for a reliable and organized Employee Benefits Support Specialist to support our HUB Texas Employee Benefits Practice… more
- S&P Global (New York, NY)
- …to work under pressure with tight deadlines + Collaborate with the Account Management team to build and maintain C-level client relationships across existing ... Level (for internal use):** 09 **About the Role: Sales Specialist - Pricing, Valuations and Reference Data** **The Team:** This...Establish clear retention and growth goals to expand our client base with systematic progress review + Identifies and… more
- HUB International (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... Reporting to the _Senior_ _Manager, Marketing Automation_ , the _Senior Specialist , Marketing Automation_ will collaborate with our digital, analytics, brand, &… more