- Charles Schwab (Alpharetta, GA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Atlanta, GA)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range ... deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for rendering an extraordinarily… more
- Indeed (Atlanta, GA)
- …seekers. (*Comscore, Total Visits, March 2024) **Day to Day** As a Senior Client Success Specialist you will communicate directly with advertising agency ... get up to speed and have an impact from day one. + Demonstrate relationship management, churn prevention, and client engagement skills while also understanding… more
- Bank OZK (Alpharetta, GA)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Banc of California (Norcross, GA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention with supporting… more
- Robert Half Office Team (Thomson, GA)
- Description We are looking for a success-driven and detail-oriented Client Relations Specialist to join our team in Thomson, Georgia. This Contract to permanent ... impact by delivering exceptional customer service and fostering strong client relationships. The ideal candidate will bring excellent communication skills,… more
- Bank OZK (Marietta, GA)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- First Horizon Bank (Atlanta, GA)
- …**Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Commercial Lending Support ... to Commercial Relationship Managers + Review and Fund Loans + Assist...bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client… more
- BlackRock (Atlanta, GA)
- …thinking + Multitasking and time management **Purpose and Scope:** Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. ... process to provide world-class service to our growing, global client base. Our team members come from different majors...In the process, you will hone technical, industry, and relationship skills. + **Use technology to solve problems** :… more
- Truist (Atlanta, GA)
- …Specialist will partner closely with local teams to: 1) mine existing client base for clients whose relationship would benefit from industry-specific ... and Middle Market relationships managers. Industry Specialists augment the local relationship teams' sales efforts, partner with risk to drive a consistent… more