- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business… more
- Wells Fargo (Salt Lake City, UT)
- …Customer Support Specialist as part of the The Private Bank (TPB) Service Team within Wealth and Investment Management Operations. This team supports the ... at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . As a Licensed Customer Support Specialist , you will be responsible for providing best-in-class customer… more
- Wells Fargo (St. Louis, MO)
- …+ 4+ years of Alternative Investments operations experience + 2+ years of wealth customer service experience + 2+ years of project oversight and ... **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Alternative Investment Product team within Wealth and… more
- Wells Fargo (Boston, MA)
- …Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory oversight of ... Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. You will work with… more
- Deloitte (Raleigh, NC)
- …wants to work in a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new ideas and collaborate on ... opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you will likely be… more
- Covr Financial Technologies (Houston, TX)
- REPORTS TO: Sr. Application Fulfillment Specialist DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR ... long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech… more
- Comerica (Dallas, TX)
- Job Description BRCO Specialist Lead The Business Risk and Control Officers (BRCOs) play a pivotal role in guiding the business to identify and understand risk ... accordance with the risk management lifecycle. The Business Risk and Control Office (BRCO) Specialist Lead for the Line of Business will be assigned to support two… more
- DriveTime (Dallas, TX)
- …downtime. As an IT Support Specialist II, you would be the primary escalation point for the Enterprise Service Desk team. **Technical Support** + Provide ... Nice, But What's the Job?** As an IT Support Specialist II, you will be a key part of...you will be a key part of our Enterprise Service Desk providing day-to-day IT technical support to employees… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr. within PNC's Wealth Management organization, you will be based in ... as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues. +… more
- Comerica (San Jose, CA)
- Job Description NATL ABL AUDIT SPECIALIST This position is responsible for conducting collateral examinations on new, potential loan customers and highly complex ... to ensure maximum protection of the Bank's assets; Timely communication and escalation of critical exam findings, concerns, or suspicion of fraud between CEG… more