- Raymond James Financial, Inc. (Southfield, MI)
- …**Why You'll Love It Here** + Supportive, fast-moving team environment. + Exposure to financial operations and client service best practices. + A role that ... thoroughness in task execution. + Familiarity with financial systems and client service workflows. + Ability to manage multiple requests and prioritize… more
- Aegon Asset Management (Cedar Rapids, IA)
- …or equivalent experience + Two years of experience in the retirement, financial, or client services industry + General understanding of the retirement industry + ... a century ago, we were among the first financial services companies in America to serve everyday people from...by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to… more
- WTW (Greenville, SC)
- … service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather and receive all ... client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is… more
- Zions Bancorporation (Seattle, WA)
- …banking relationships. The Commerce Bank of Washington is seeking a detail-oriented and client -focused Treasury Management Operations Specialist to join our ... team in Seattle. This fully in-person role focuses on delivering exceptional client support and managing back-office operations for Treasury Management products.… more
- Citizens (Riverside, RI)
- …network across various departments, including Sales, Product, Relationship Managers, Client Services , and Operations . The CPS Specialist is also ... Description The Commercial Priority Services (CPS) Specialist is responsible for...with a background in high touch client service + Experience in the Financial Services … more
- First Horizon Bank (Germantown, TN)
- … Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client Specialist provides customer service support and loan operations ... the client 's daily transaction requirements and periodic needs for special services . The Mortgage Warehouse Client Specialist performs a variety of… more
- Insight Global (Commercial Point, OH)
- …Global is seeking a customer-focused and solutions-driven Sr. Client Service Specialist to support client operations at our clients newly opened 1 ... clients and internal teams, you will play a vital role in ensuring service excellence, resolving issues, and supporting the successful launch and ongoing performance… more
- Optiv (Houston, TX)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- Optiv (Kansas City, MO)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- Optiv (San Francisco, CA)
- …team will typically include a Solutions Architect, Client Operations Specialist , and an Executive Advisory Director and services practices personnel as ... (Sr. CM) you'll be responsible for selling Optiv security services and security technology solutions to a select few...members of the extended Optiv team (technical , sales, client operations , etc.) within each assigned account.… more
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