- 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
- Citigroup (San Antonio, TX)
- …effective issue resolution for our clients. The Wealth Services Resource Specialist provides first level support and escalation to licensed and non-licensed ... The Wealth Services Resource Specialist is a...executive levels + Provides point of call resolution, a research/ escalation resource, and partners with process specialists to research… more
- TD Bank (Mount Laurel, NJ)
- …Control Self-Assessments, Quality Control, Issues Management and Key Indicators for the US Wealth , Epoch, IDA businesses. Reporting to the Segment Risk Lead for US ... Wealth , Epoch and Insured Deposit account, the focus of...the business + Proactively analyzes potential risks and ensures escalation of key risks to appropriate areas and/or executive… more
- Wells Fargo (Palo Alto, CA)
- …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
- University of Michigan (Ann Arbor, MI)
- Desktop Support Specialist Associate Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the first ... secure. The team's staff provide telephone, online, and in-person customer service to support computers, printers, telecommunication, and mobile devices. **Job… 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
- S&P Global (New York, NY)
- …enabling them to enter new markets, reduce risk, increase profitability, and improve service standards. We do this by seamlessly managing the huge volume and complex ... Delhi (Gurgaon), Singapore, and Dallas. **Responsibilities and Impact:** + The product specialist provides support and consultancy services to our clients to resolve… more
- First Horizon Bank (Knoxville, TN)
- …in Action: **This position will be responsible for providing:** 1) World-class service to our internal and external customers in an accurate, efficient, and ... efficiency. 3) Monitors existing applications making recommendations for improved performance and service to the application user. 4) Allow him/her to straddle both… more
- Truist (Charlotte, NC)
- …conducting performance reviews for direct reports. Ensures the team delivers high quality service for all internal and external clients while managing the service ... organization. Portfolios support ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of… more
- BMO Financial Group (Los Angeles, CA)
- …concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. + Protects the Bank's assets by adhering to ... is a senior level leadership position within the BMO Wealth Management Financial Planning group, leading a team of...in assets and revenue. + Proves oversight or addresses escalation issues to ensure the retention of the business,… more