• Transactional Client Service…

    Fox Rothschild LLP (New York, NY)
    **Description** The Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
    Fox Rothschild LLP (05/03/25)
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  • Private Client Specialist I

    TD Bank (New York, NY)
    …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
    TD Bank (05/02/25)
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  • Client Operations Specialist…

    Optiv (Overland Park, KS)
    …is supporting a field sales organization with quoting, strategic pricing, order placement, client service and issue resolution. The Client Operations team ... can be hired remotely anywhere in the US_ The Client Operations Specialist - Manager is responsible...include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis + Create and maintainCOS… more
    Optiv (04/30/25)
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  • Operations Specialist II

    AON (Fort Washington, PA)
    Aon Is Looking for An Operations Specialist II The Operations Specialist II with Aon Business Services - Integrated Services and will support our Healthcare ... and remote throughout the week. Job Responsibilities: Responding to client inquiries + Responsible for responding to client...advisory capacity he/she must fill. If the need is transactional , the colleague would process the request based on… more
    AON (03/30/25)
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  • Financial Advisor Support Specialist

    TD Bank (Greenville, SC)
    …status of account administration, retention and projects + l Completes assigned administrative/ Client service tasks within policy and operating procedures + ... Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client ...segment. The role serves as the primary administrative and service support for the Financial Advisors (FAs) and their… more
    TD Bank (05/02/25)
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  • Wealth Investment Support Specialist

    Truist (Atlanta, GA)
    …Support Specialist ; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge ... may change from time to time. 1. Facilitate day-to-day transactional needs of the client base, including...client interaction. 7. Continually provide responsive and personal service to our Wealth Clients. 8. Assist with special… more
    Truist (04/17/25)
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  • Wealth Investment Support Specialist I

    Truist (Mclean, VA)
    … Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience. + Knowledge ... may change from time to time. + Facilitate day-to-day transactional needs of the client base, including...client interaction. + Continually provide responsive and personal service to our Wealth Clients. + Participate in onboarding… more
    Truist (02/14/25)
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  • Digital Account Operations Specialist II

    EverBank (Irvine, CA)
    …day-to-day operations of consumer and commercial banking. This job performs administrative/ transactional banking tasks such as assisting with service ... **Banking Ops Specialist II** The Banking Operations Specialist ...within their department. **Key Responsibilities and Duties** + Answers service and referral calls and responds to customer questions… more
    EverBank (04/30/25)
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  • Fiduciary Support Specialist

    Truist (Atlanta, GA)
    … Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate ... to time. 1. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits,… more
    Truist (04/18/25)
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  • Private Wealth Management Relationship…

    Regions Bank (Orlando, FL)
    …wealth management clients. **Primary Responsibilities** o Facilitates day to day basic transactional needs of the client base, including processing deposits, ... and relationship building skills o Proactive and thorough in developing comprehensive client correspondence. o Strong organizational and customer service skills… more
    Regions Bank (03/14/25)
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