• Centralized Client Service…

    Coldstream Wealth Management (Bellevue, WA)
    …creating efficiencies and lending support to client -facing team members? If so, our Centralized Client Service Specialist position may be the perfect ... CCS Specialist reports to the Director of Client Service . Specific responsibilities include: + Assist...reports, dashboards, and maintaining data quality in Salesforce) Keyword: Centralized Client Service Associate From:… more
    Coldstream Wealth Management (10/10/25)
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  • Centralized Lending Specialist…

    Bank of America (Plano, TX)
    Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX Plano, Texas **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Plano/ Centralized -Lending- Specialist --Mortgage-Loan-Officer Bilingual-Spanish-Team Plano--TX\_25038657-2) **Job Description:** _At Bank… more
    Bank of America (10/15/25)
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  • Senior Client Banking Specialist

    CIBC (Chicago, IL)
    …and delivering integrated cash flow and treasury management solutions. As the Senior Client Banking Specialist , you will be accountable to perform after sales ... **How you'll succeed** + **Relationship Building -** The Senior Client Banking Specialist will lead and manage...**Business Development -** Identify, through the analysis process and client dealings, other potential sales and/or service … more
    CIBC (10/15/25)
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  • Commercial Client Services…

    KeyBank (Brooklyn, OH)
    …issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. May provide service in relation billing inquiries, ... for the first 6 weeks **Position Summary** The Lead Specialist , an integral part of a high-performing team, is...part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the… more
    KeyBank (09/25/25)
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  • First Line Client Specialist (Trade…

    Citigroup (Getzville, NY)
    …client engagement + Drive improvements to internal efficiency (eg KYC/COB/RISK) through a centralized client service and support team able to both ... **The First Line Client Specialist is a critical role within the Client Facilitation Team, reporting to both the sales product and regional heads. This… more
    Citigroup (10/15/25)
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  • Senior Crpu Specialist

    City of New York (New York, NY)
    Job Description APPLICANTS MUST BE PERMANENT IN THE ASSOCIATE BENEFITS OPPORTUNITY SPECIALIST CIVIL SERVICE TITLE The Department of Social Services (DSS) is ... The Senior CRPU Specialist reports to the Administrative Job Opportunity Specialist NM-I (Deputy Director CRPU) of the Centralized Rent Processing Unit… more
    City of New York (08/01/25)
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  • Sr. Manager, Tax, Trust & Estate Specialist

    Charles Schwab (Westlake, TX)
    …the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth… more
    Charles Schwab (09/28/25)
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  • Sr Specialist , Service Associate…

    Charles Schwab (Phoenix, AZ)
    …this role to work on site in the specified location._ As a Sr. Specialist , Service Associate in our Centralized Service & Operations group, you will be ... joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to build on your growing expertise to… more
    Charles Schwab (10/16/25)
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  • Wealth Support Specialist II

    Truist (Winter Park, FL)
    …triage and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely… more
    Truist (10/07/25)
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  • Wealth Support Specialist

    Truist (Orlando, FL)
    …and delegate client and advisor operational requests to a centralized service team as appropriate. **Essential Duties and Responsibilities:** Following ... to the centralized service team. + Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely… more
    Truist (09/06/25)
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