- First Horizon Bank (Germantown, TN)
- …is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- US Tech Solutions (Brooklyn, OH)
- …+ Minimum of three years experience in areas of bank operations, trust administration, wealth management , and/or technology operations. + Must have a client ... candidate.** **Essential Job Functions** + Set-up of KeyLink and Wealth Portal access for clients. + Set-up Payweb and...and future policies, practices, and trends in the investment management business. + Integrity and trust + Exhibits great… more
- Zions Bancorporation (San Diego, CA)
- …in **San Diego, CA.** This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training ... accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily a back-office role with some client ... could be the perfect next step in your career. Client Service Specialist About the Role We're...experience in a related role. + Prior experience in wealth management , brokerage, or investment advisory (must-have).… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …We're seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is a back-office role with some client ... operational issues. + Prepare reports and assist with quarterly client reporting. + Maintain CRM and portfolio management...years of experience + Must have prior experience in wealth management , brokerage, or investment advisory. +… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan ... you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence...affluent clients and/or subject matter expertise in the affluent wealth market, hospitality or client service +… more
- JPMorgan Chase (New York, NY)
- …acquisition agency + Experience sourcing and pipelining talent + Demonstrate excellent client management skills + Demonstrated ability to build relationships and ... and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified...candidate calls and take ownership of offer negotiation and management + Liaise with hiring managers, human resources, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to ... trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of...and quality. Requirements + 3+ years of experience in wealth management , brokerage, or investment advisory. +… more
- Bank of America (Chicago, IL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Investment- Management - Specialist \_25046508-2) **Job Description:** Merrill Wealth Management… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and… more