2 client specialist jobs found

Client Onboarding Specialist Location: Onsite/Hybrid Pay: $23/hr W2 Duration: 6 Months Job Description: We are seeking a Client Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This role is an exciting opportunity for a motivated and organized professional to collaborate closely with PWM Advisor Teams, Legal, Compliance, and Anti-Money Laundering (AML) departments to facilitate account opening and maintenance for high-net-worth clients. The ideal candidate will combine strong customer service, documentation, and risk management skills with a commitment to delivering a seamless onboarding experience. Responsibilities: Manage the end-to-end client onboarding process by reviewing and validating documentation for new PWM accounts. Partner with PWM Advisors and internal departments to ensure client documents are complete, accurate, and submitted timely. Perform due diligence and review accounts for compliance with AML and...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Construction Draw Specialist is a full-time, on-site position and plays an important role in the organization by performing several tasks related to the Construction Department’s loan servicing and administrative functions. This role requires a strong leader with extensive experience in commercial loan servicing operations, compliance, and customer service. Responsibilities include reviewing and approving invoices, managing budgets, and maintaining accurate records. The specialist will also collaborate with internal teams to align construction projects with company policies and timelines. Essential...