- Comerica (Farmington Hills, MI)
- Job Description Client Account Opening SpecialistThe Account Opening Specialist is responsible for Analysis of account documentation presented to ... support our high value, high revenue generating customers. The Client Account Opening Specialist must...+ High School Diploma/GED + 4 years of operational/new account experience within banking/ financial service industry +… more
- Truist (Arlington, TX)
- …to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up ... and resolution. Servicing specialists act as client advocates to track client complaints and...Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
- AON (Fort Washington, PA)
- …of an Account Specialist I: The Account Specialist I will identify, develop, and maintain client relationships, enhance customer retention, ... ensure their coverage aligns with their risk exposure and financial goals, making recommendations for adjustments or enhancements as... Specialist I: The Account Specialist I will identify, develop, and maintain client… more
- Bloomberg (New York, NY)
- Client Quant Developer (SPEC TEAM), Specialist Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # ... last decade and Bloomberg is uniquely positioned at the forefront of this financial revolution. The Desktop Build Group (DBG) works closely with Bloomberg clients to… more
- Truist (Lumberton, NC)
- …to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with ... while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating… more
- Commerce Bank (Kansas City, MO)
- …(Amount based on relevant experience, skills, and competencies.) About This Job The Account Specialist 's primary focus is client support. Responsibilities ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...support client needs and ensure satisfaction. The Account Specialist works closely with Account… more
- Robert Half Accountemps (San Diego, CA)
- Description Robert Half is looking for a detail-oriented and proactive Account Specialist to support our clients with their financial and customer account ... troubleshooting account discrepancies. Key Responsibilities + Manage and maintain client accounts, ensuring accurate records of financial transactions. +… 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. ... docs for new onboardings and triggering events, assist with account openings, loan closings, account maintenance during...and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure… more
- The Hartford (San Antonio, TX)
- …accomplish theirs, too. Join our team as we help shape the future. The Construction Account Specialist (CAS) or Senior Construction Account Specialist ... analysis) and controls and provide underwriters and agents with direction to improve account conditions and reduce financial exposure + Work to understand the… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support… more
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