- Summitry (San Mateo, CA)
- … Service Specialist is client -facing and responsible for opening accounts, transferring assets, and other account maintenance requests, and serves ... Job Description Client Service Specialist Summitry is a...clients, coordinating client requests, money movement, general client account maintenance, generating reports, and updating… more
- Waldron Private Wealth (Plymouth, MI)
- …etc. Manage the onboarding process of new clients by facilitating or overseeing account openings , transfer requests and account reconciliations for ... individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide...In this role you will: Build and maintain strong client relationships to ensure retention and client … more
- Lincoln Financial (Broomall, PA)
- …a Glance We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the...provide their social security numbers, date of birth, bank account information or other sensitive information in job applications.… more
- Fremont Bancorporation (Livermore, CA)
- …2024 and for the past fifteenconsecutive years. Fremont Bank has an immediate opening for a Private Banking Specialist in Livermore,CA. PositionOverview The ... Title: Private Banking Specialist Location: Livermore, CA Hiringsalary range: $27.16 -... discrepancies. Support relationship managers and private bankers in client meetings, account reviews, and follow-up documentation.… more
- Consultative Search Group (San Francisco, CA)
- …prestigious global law firm has an immediate opportunity for a Billing and Collections Specialist . This position can be based out any of their California offices. ... The Billing and Collections Specialist serves as the primary contact for assigned partners/clients...assembling the bills and attachments, sending bills to the client , and following up with partners/clients regarding outstanding invoices.… more
- Addison Group (Nashville, TN)
- …for a growth opportunity for a reputable company with a positive work environment? Our client is looking for an Accounts Payable Specialist to join their team. ... Role: Accounts Payable Specialist - Contract to Hire Location: Nashville, TN...and gather approvals from managers Maintain and update all account payable data and ensure accuracy in general ledgers… more
- Coast Professional, Inc. (East Aurora, NY)
- …verification for certain accounts when more senior employees, managers or the client have either recommended an account for Administrative Wage ... 300 Gleed Ave, East Aurora, NY 14052. Number of openings for this position Ongoing need to fill this...and/or in writing to request, gather, and file necessary account information. Under close supervision and using the specific… more
- Deschutes County, OR (Bend, OR)
- …part time, pro-rated benefits Job Number: 2024-00002 Department: Health Services Opening Date: 01/03/2024 Closing Date: Continuous Bargaining Unit: AFSCME Summary ... you'll consider joining our talented team. ABOUT THE JOB: The Behavioral Health Specialist II on the Crisis Team provides phone and face-to-face crisis screenings… more
- CashQ, Inc (Miami, FL)
- …to analyze client information and documentation to facilitate the account opening process. Knowledge of rules, regulations, and regulatory requirements ... Job description As Compliance Operations Specialist , you will be mainly responsible for CashQ's Customer/Partner Onboarding Key Responsibilities : Conduct KYC… more
- Public Storage (Plano, TX)
- …Stock Exchange. Job Description We have an opportunity to hire for a client service-oriented Owners' Specialist II, Public Storage Advantage(R) (Third Party ... Company Description Since opening our first self-storage facility in 1972, Public...pace environment Requires 5+ years of business-to-business customer service, client support and/or account management experience College… more
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