- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role ... consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client meetings, including reports,… more
- Insight Global (Buckeye, AZ)
- …Insight Global is seeking a customer-focused and solutions-driven Client Service Specialist to support client operations at our clients newly opened ... clients and internal teams, you will play a vital role in ensuring service excellence, resolving issues, and supporting the successful launch and ongoing performance… more
- T. Rowe Price (Baltimore, MD)
- …ITS, Investment Compliance, Finance, Global Investment Operations and Global Client Investment Reporting. + The Specialist exercises proven judgment and ... and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements. Qualifications Required:… more
- JPMorgan Chase (Tampa, FL)
- …environment. **Required Qualifications, Capabilities, and Skills** + Baseline knowledge of client service operations , including transaction processing, ... satisfaction, you have found the right team. As a Client Service Delivery Specialist IV...projects. **Job Responsibilities** + Provide daily support within our operations , addressing client inquiries, processing transactions, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This ... CRM and portfolio management systems. + Contribute to quarterly reporting and help improve client service processes. + Maintain accurate client data and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …**Why You'll Love It Here** + Supportive, fast-moving team environment. + Exposure to financial operations and client service best practices. + A role that ... thoroughness in task execution. + Familiarity with financial systems and client service workflows. + Ability to manage multiple requests and prioritize… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support the daily administration ... to determine the best course of action. + Identify client needs and appropriate internal or external teams to...hours annually for employees in their first year of service . + Ten (10) paid holidays per year (typically… more
- First Horizon Bank (Germantown, TN)
- … Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client Specialist provides customer service support and loan operations ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- MyFlorida (Palmetto, FL)
- CLIENT INTAKE AND SUPPORT SPECIALIST - 48006370 (BLIND SERVICES) Date: Nov 1, 2025 The State Personnel System is an E-Verify employer. For more information click ... Requisition No: 862444 Agency: Department of Education Working Title: CLIENT INTAKE AND SUPPORT SPECIALIST - 48006370...reflects level of disability if applicable. Applicable to career service positions only. + If claiming Right to First… more