- City National Bank (Newark, DE)
- * CLIENT SERVICING SPECIALIST - FUNDS XFR* WHAT IS THE OPPORTUNITY? The Client Service Specialist is responsible for responding to and handling a ... status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage … more
- KeyBank (NY)
- …Those Who Work At Home - Various, Ohio 44144 **Job Summary** The Senior Client Servicing Specialist , Cross Sales will deliver consultative, cross-solutioning ... expertise to bank's existing merchant client base. Responsibilities include ownership of the end-to-end sales...to prevent future issues. + Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference… more
- Citizens (Johnston, RI)
- Description Servicing Ops Estate Specialist Servicing Ops Estate Specialist will be responsible for creating positive interactions with customers during ... delivering an empathetic service experience or helping to problem-solve. This specialist will assist estates and representatives of customers with various requests… more
- S&P Global (CA)
- …delivery and logistics, mathematical in nature within the context of client servicing . Clients include Asset Managers, Banks, Hedge Funds , Mutual Funds , ... met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do...focus - we do what is necessary to ensure client satisfaction. The Service Delivery Management team interacts with… more
- JPMorgan Chase (New York, NY)
- …business strategy and coordination of client meetings. + Partner with the Investment Specialist team to create and maintain fund , strategy and client ... of sector specialists. GFICC manages a broad range of strategies, through funds and/or separate accounts, including Core / Core Plus, Unconstrained, Short Duration,… more
- Regions Bank (Tampa, FL)
- …guidance to deposit client and route to appropriate TM resource for servicing + Pulls daily Non-Sufficient Funds (NSF/Overdrafts) + Processes deposit account ... + Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing + Credits/Loans: + Acts as liaison between Credit Products… more
- Bank of America (Atlanta, GA)
- …Advisors in the Southeast Market. The position will also be responsible for servicing existing client assets and assisting with the prospecting of high-net-worth ... AI Regional Specialist Atlanta, Georgia **Job Description:** At Bank of...order to drive utilization of those solutions and satisfy client needs and objectives. Bank of America Merrill Lynch… more
- Charles Schwab (Orlando, FL)
- …the Loss Prevention team you will work on a multi-facet team that provides client servicing and processing of time sensitive high-risk client transactions. ... employees to feel valued and engaged. This is a Specialist role on the Loss Prevention team which is...fraud + Effectively managing and evaluating risk when reviewing client fund disbursements including but not limited… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …duties and responsibilities including processing of incoming and outgoing highdollar,timesensitive, funds transfer activity via the SWIFT networks. This position may ... as needed. + Effectively route international USD payments as instructed by client to third party international clearing banks. + Proper execution of foreign… more
- Regions Bank (Pasadena, CA)
- …of the system. **Job Description:** At Regions, the Capital Markets Insurance Specialist works within the Real Estate Capital Markets Project Finance Group (RECMPF) ... to ensure timely setup of insurance escrow items and disbursement of funds , and works with agents, borrowers and brokers to ensure compliant coverage is in place as… more