- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, offers attractive… more
- Metro One Loss Prevention Services Group (Union, NJ)
- Job Description Metro One is a rapidly growing company currently hiring a Client Specialist with 1-2 years minimum experience. The Client Specialist ... volume of activities to ensure strong service levels. We're looking for a strong Client Specialist to provide oversight of our Officers in the field. Client … more
- First Horizon Bank (Morristown, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … more
- City of Rochester, New York (Rochester, NY)
- Animal Service Client Specialist Print (https://www.governmentjobs.com/careers/cityofrochester/jobs/newprint/5075681) Apply Animal Service Client ... involving a high degree of public interface. The Animal Services Client Specialist responds to customer inquiries and concerns and provides assistance with… more
- JPMorgan Chase (El Segundo, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury… more
- First Horizon Bank (Coral Gables, FL)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of… more
- First Horizon Bank (Memphis, TN)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of… more
- EverBank (Jacksonville, FL)
- **Vendor Client Specialist Senior** This Vendor Client Specialist Senior works independently, performing a wide range of vendor and customer support, ... Reviews third party documents in conjunction with senior documentation specialist to ensure version control. **Preferred Qualifications:** + Equipment… more
- First Horizon Bank (Raleigh, NC)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client... client overdrafts + Approve and process commercial client 's withdrawals on lines of credit + Communicate with… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... AML/KYC reviews and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure objectives related to client … more