• SS&C Technologies (Kansas City, MO)
    …rely on SS&C for expertise, scale, and technology. Job Description Client Relations Specialist Locations: Kansas City, MO | Hybrid (6 Days in Office Each Month) ... provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake...in nature. As a Service Intake Associate Client Relations Specialist , you will handle daily tasks such as JIRA… more
    Upward (06/28/25)
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  • Transactional Banking

    Bangor Savings Bank (Bangor, ME)
    FUNCTION: The Transactional Banking Specialist works within Deposit Operations and handles routine/high-volume tasks on the Transactional Banking ... and execution of consistent controls to mitigate operational risk. The Transactional Banking Specialist Responds to requests in an efficient and… more
    Bangor Savings Bank (06/27/25)
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  • Lead Institutional Investment Operations…

    Wells Fargo (Charlotte, NC)
    …services. As a trusted partner to our clients, we provide corporate and transactional banking ; commercial real estate lending and servicing; investment ... Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Approval to Transact team as...to Transact team as part of Corporate and Investment Banking (CIB) Operations group. Wells Fargo is seeking a… more
    Wells Fargo (07/22/25)
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  • Transactions Specialist IV - Receivable…

    JPMorgan Chase (Tempe, AZ)
    …environment where every day brings new challenges and opportunities. As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing ... and enhance customer experience. + Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
    JPMorgan Chase (07/24/25)
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  • Client Experience Specialist

    Insight Global (St. Petersburg, FL)
    Job Description A large banking client is looking for an Client Experience Officer to join the Operations group supporting their commercial clients. This team ... supports all commercial banking clients for onboarding,...updates and maintenance, and additional administrative support. These incoming transactional and administrative requests will be sent to the… more
    Insight Global (07/18/25)
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  • Private Client Specialist I - Greenville,…

    TD Bank (West Palm Beach, FL)
    …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and ... Investment Advisors who serves clients in the high-net-worth segment, supporting banking , lending, and High Net Worth Investing. The PCS I is primarily responsible… more
    TD Bank (07/24/25)
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  • Vice President or Director - Portfolio Manager…

    BMO Financial Group (Chicago, IL)
    …direction on the creation of comprehensive credit structures to meet the transactional needs of clients. + Collaborates with internal stakeholders to generate ideas, ... stakeholders. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
    BMO Financial Group (05/08/25)
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  • Senior Specialist , Account Operations

    Sallie Mae (Salt Lake City, UT)
    …generations, for the future of education. **What You'll Contribute** The Senior Specialist , Account Operations will be responsible for ensuring the accurate and ... efficient processing of banking transactions and maintaining the integrity of financial records....and integrity of processed transactions. + Identify and resolve transactional discrepancies, errors, and exceptions in a timely manner,… more
    Sallie Mae (07/22/25)
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  • Financial Advisor Support Specialist

    TD Bank (Greenville, SC)
    …role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the needs ... the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent and accurate administrative and… more
    TD Bank (07/12/25)
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  • Payments & Fraud Specialist

    Solvay Bank (Syracuse, NY)
    …part of our Customer Relations and Operations center team. Payments & Fraud Specialist The Payments & Fraud Specialist implements loss prevention strategies to ... losses. The ideal candidate will have a minimum of 2 years of banking experience including fraud mitigation, strong problem solving, demonstrated knowledge of retail… more
    Solvay Bank (06/27/25)
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