- JPMorgan Chase (San Francisco, CA)
- …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- First Horizon Bank (Maryville, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- JPMorgan Chase (Chicago, IL)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial… more
- First Horizon Bank (Hickory, NC)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and… more
- First Horizon Bank (Houston, TX)
- …school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry + Proficiency ... and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines of… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure... primary purpose is to ensure objectives related to client service and support with CIBC's internal… more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- Fiserv (Berkeley Heights, NJ)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Training - Specialist ** Client Training Specialist ** **What does ... a successful Client Training Specialist do?** As a Client Training ...of our solutions, enhancing their operational efficiency and customer service quality. You will embody our values by creating… more
- AON (AZ)
- Aon is looking for a Client Service Specialist I As a Client Service Specialist you will contribute to the success of our industry-leading PEO ... by the applicable plan documents and policies. #li-am4 2553674 Aon is looking for a Client Service Specialist I As a Client Service Specialist… more
- ADP (Louisville, KY)
- …and is the direct client contact for retirement plan services . The Client Service Specialist is responsible for communicating with clients regarding ... Each Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible...in each retirement plan and be a conduit for client questions. + Proactively discuss products and services… more
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