- Charles Schwab (Phoenix, AZ)
- …candidate for this role to work on site in the specified location. As a Sr. Specialist , Service Associate in our Centralized Service & Operations group, you ... will be joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound...on your growing expertise to deliver extraordinary and consistent service . Through mentorship, coaching, and ongoing training, you will… more
- HSBC (Miami, FL)
- …and ensures the proper handling of any subsequent claims + Required to be client - service orientated and proactively look for ways to increase revenues, improve ... High Net Worth and Ultra High Net Worth Insurance Specialist /Producer Brand: HSBC Area of Interest: Insurance Location: Miami, FL, US, 33131 Work style: Hybrid… more
- Paycom Online (Salt Lake City, UT)
- …the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivates and nurtures existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of software/solution/ service … more
- HSBC (Beverly Hills, CA)
- …for clients, and updating CRM systems with changes + Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors + Provide ... distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client...and maintain the overall client experience through appropriate client … more
- Jobleads-US (Palo Alto, CA)
- …is a top home care agency. Our agency delivers caring, top-quality, personal care services . We aim to help clients live well and independently at home. Furthermore, ... community. Job Summary: Your Role as a Talent Acquisition Specialist We\'re looking for an enthusiastic, skilled, and dedicated...care. Ultimately, this leads to stronger teams and better client outcomes. You will be central to building our… more
- First Horizon Bank (Knoxville, TN)
- …in: Fort Lauderdale, FL; Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved in ... supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- First Horizon Bank (Hickory, NC)
- …**Location: Onsite at the location listed.** **Summary:** The Wealth and Trust Services Client Specialist provides sales and administrative support to an ... and business detail. The Wealth and Trust Services Client Specialist will assist...relationship from onboarding to day-to-day account management, compliance and client service . Strong communication, attention to detail,… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert...services to best meet the objectives of each client . As a Client Specialist ... market and sell JPMorgan Chase wealth management services , and ensure the client 's wealth...+ Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and… more
- US Tech Solutions (Brooklyn, OH)
- …SUMMARY AND PURPOSE:** + The purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. + The ... **ESSENTIAL JOB FUNCTIONS** + Set-up of proprietary system and Wealth Portal access for clients. + Set-up Payweb and...work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily… more
- UMB Bank (Leawood, KS)
- …3+ years of applicable experience within Financial Services PREFERRED: * Demonstrated client service experience within a wealth management institution * ... Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth ...organized and can effectively multi-task * Understanding of financial services client service best practices… more
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