- 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
- Bank of America (Chandler, AZ)
- Centralized Lending Specialist (Mortgage Loan Officer) - Chandler, AZ Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/ Centralized -Lending- Specialist --Mortgage-Loan-Officer Chandler--AZ\_25047082) **Job Description:** _At Bank of… more
- Bank of America (Mandeville, LA)
- Advisor Development Program Financial Solutions Advisor Trainee Centralized : Mandeville, LA Mandeville, Louisiana **To proceed with your application, you must be at ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mandeville/Advisor-Development-Program-Financial-Solutions-Advisor-Trainee- Centralized --Mandeville--LA\_25045836-2) **Job Description:** At Bank of America,… more
- 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
- 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
- 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 (Lone Tree, CO)
- …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
- Truist (Atlanta, GA)
- …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 (Miami, FL)
- …and triage and delegate client and advisor operational requests to a centralized service team as appropriate. + Work within the Truist risk framework ... to the centralized service team + Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely… more
- State of Michigan (Lansing, MI)
- Supplier Relationship Specialist - Departmental Specialist 13 Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5150092) Apply Supplier ... Relationship Specialist - Departmental Specialist 13 Salary $31.99 - $47.75 Hourly Location Lansing, MI Job Type Permanent Full Time Remote Employment… more