9 client specialist jobs found

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Junior Order Management Specialist Location : Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Junior Order Management Specialist Location : Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Ameriprise Financial Virtually partner with local operations leaders within dedicated regions to drive consistency in Experienced Advisor Recruit (EAR) onboarding process and practices. Serve as primary paper work processor for overflow paperwork relating to Experienced Advisor Recruit (EAR) transitions. Demonstrate effective quality control of paperwork, timely NIGO management, oversight and processing of overflow business. Consult & coach leaders on onboarding processes & systems. Serve as point of contact for EAR onboarding escalations. Identify process improvements & trends. Work closely with business partners in AMPI providing coaching, training and case flow management. Key Responsibilities Provide virtual practice support for onboarding processes. Seek to deliver best in class experience to clients, advisors & staff. Partner, leverage & influence local staff & leaders to assist in the onboard. Insure defined roles & responsibilities for...

Ameriprise Financial Virtually partner with local operations leaders within dedicated regions to drive consistency in Experienced Advisor Recruit (EAR) onboarding process and practices. Serve as primary paper work processor for overflow paperwork relating to Experienced Advisor Recruit (EAR) transitions. Demonstrate effective quality control of paperwork, timely NIGO management, oversight and processing of overflow business. Consult & coach leaders on onboarding processes & systems. Serve as point of contact for EAR onboarding escalations. Identify process improvements & trends. Work closely with business partners in AMPI providing coaching, training and case flow management. Key Responsibilities Provide virtual practice support for onboarding processes. Seek to deliver best in class experience to clients, advisors & staff. Partner, leverage & influence local staff & leaders to assist in the onboard. Insure defined roles & responsibilities for...

Sharp HealthCare Hours : Shift Start Time: Variable Shift End Time: Variable AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: Weekend Requirements: As Needed On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $28.740 - $35.930 - $40.240 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do Perform in depth financial analysis of individual's financial status for the purpose of evaluating the individual's eligibility for public funding. Assist the underinsured and uninsured patients in securing governmental,...

Ameriprise Financial The Banking & Lending Specialist serves as a clientfacing banking and lending product expert, working directly with clients and in close partnership with Ameriprise Financial Advisors to support clientspecific banking and lending needs. This role delivers a hightouch, whiteglove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted Advisor/client relationship. The Specialist operates under the strategic direction of the Banking & Lending Director and focuses on execution, client engagement, and product education with a focus on growth. Key Responsibilities Work directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies Deliver highquality, whiteglove service through timely responses, clear communication, and personalized client support...