- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and ... flexible schedule, including overtime as needed. **Preferred Qualifications:** 1. Previous Client service , collections, or sales experience 2. Bilingual… more
- Charles Schwab (Phoenix, AZ)
- …by integrity, by visibility and by advocacy of our clients' best interests. As a ** Client Service Specialist ** , you are responsible for assisting in the ... retirement client needs including accumulation of supporting documents or reports. The Client Service Specialist will also be required to demonstrate the… 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 # ... clients. You will be expected to create resources and client -facing content that is both strategic in its appeal...need to have:** + Minimum 5 years' experience in Financial Services or a Financial … more
- Charles Schwab (Westlake, TX)
- …+ FINRA Series 7 and 63 licenses required + 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services ... **Your opportunity** As a **International Client Service Specialist ** ,...general account servicing inquiries. We also complete document translation services for internal partners and service clients… more
- Coinbase (Charlotte, NC)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high performing ... Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most...Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals… more
- Fiserv (Omaha, NE)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Specialist -Product **What does a successful Client ... credit bureaus, government agencies and merchants. As a successful Client Service Specialist -Product, you will...in Business or Finance + Previous experience in the Financial Services Industry + Knowledge of Fiserv… more
- CBRE (Stockton, CA)
- Client Services Specialist Job ID 233458 Posted 13-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Services Specialist position is… more
- Umpqua Bank (Roseville, CA)
- Client Service Specialist Retail Banking...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Fifth Third Bank, NA (Rosemont, IL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION The Client Service Specialist is responsible for providing exceptional support and ... experience in retail , commercial, business, private banking, and/or client services industry. + Experience operating in...based upon company, line of business and/or individual performance Client Service Specialist Total Base… more
- Charles Schwab (Westlake, TX)
- …service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this ... If you are looking for a step into the financial services industry that allows you to...industry and/or securities industry + 2+ years in a client service capacity **Preferred Qualifications:** + Bachelor's… more
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