- TD Bank (Coral Gables, FL)
- …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
- HUB International (Columbus, OH)
- **POSITION SUMMARY:** Overmyer Hall Associates is seeking to add a Client Specialist to their Commercial Lines team! The Client Specialist will provide ... surety and personal lines. Hub International is a leading full- service global insurance broker and financial services ...+ Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations… more
- First Horizon Bank (Jackson, 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 ... 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
- JPMorgan Chase (New York, NY)
- …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...You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial… more
- First Horizon Bank (Raleigh, NC)
- **Description** **Location** : Onsite listed in the job posting. **Summary** A Senior Client Specialist on the Corporate Banking team is responsible for ... the satisfaction of the client . + Answers client inquiries on bank products, services , accounts...+ Answers client inquiries on bank products, services , accounts and policies; promotes cross-selling; researches and corrects… more
- First Horizon Bank (Atlanta, GA)
- …school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry + Proficiency ... Be able to identify clients' operational needs and bank products/ services to meet these needs and establish proficiency. +...services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client… more
- CIBC (Chicago, IL)
- …St **Employment Type** Regular **Weekly Hours** 40 **Skills** Active Listening, Client Service , Customer Experience (CX), Internal Controls, Interpersonal ... architecting and delivering integrated cash flow and treasury management solutions. As the Client Solutions Specialist , you will be accountable to perform after… more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- PNC (Boca Raton, FL)
- …Boca Raton, Palm Beach Gardens, and Port St. Lucie. As a Sales & Client Specialist Senior (Bilingual: Spanish Preferred) within PNC's Retail Branch organization, ... and delivery of readiness materials for the execution of sales and client experience initiatives. + Coordinates the execution of sales and customer experience… more
- Sanford Health (Fargo, ND)
- …the maintenance of laboratory resource information. The Senior Client Support Specialist will provide front line services for Sanford Laboratories, and act ... ability to coordinate, investigate, and respond to issues regarding service to Sanford Laboratories clients, both internal and external....IT services for system updates. The Senior Client Support Specialist may also be responsible… more