742 client specialist jobs found

First Horizon National Corporation Location : 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 customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. Essential Duties and Responsibilities : • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when...

First Horizon National Corporation Location: On site at the location listed in posting Summary Provide assistance to Relationship Managers. Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client’s withdrawals on lines of credit Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals Assist in ordering appraisals, flood...

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: Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being...

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

Ameriprise Financial About Us: LPM Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an Asset Management and Financial Planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment strategy. With close to 1 billion in Assets Under Management our growth is constant and derived from organic referrals -we create fans not just clients! We are looking for an enthusiastic, organized, dedicated, proactive and confident person to join our amazing team! Step into an instrumental role in our primary office location in Concord NH. Assist Financial Advisors with the smooth operation of a fast-paced-and friendly-Financial Planning and Asset Management Firm. Work as a team member of an award winning, nationally ranked, private wealth practice of Ameriprise...

About this role The Private Data Service ( P DS) team provides world-class expertise in the collection and validation of investment data for investors in alternative assets. P DS streamlines the exchange of data between limited and general partners, allowing investors the continuous access to accurate and standardized data. Private Data Service is a part of Aladdin Business , which comprise s over 1, 5 00+ professionals responsible for implementing and supporting our Aladdin clients, sales, and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education We are looking for p rocess d riven d ata Analysts with financial and client relationship background to work within the data governance team processing, analyzing, validating and reviewing financial information submitted to a large provider of risk finance in Luxembourg. Our client enhances the lending capacity of financial intermediaries and stimulates bank lending to SMEs and...

About this role The Private Data Service ( P DS) team provides world-class expertise in the collection and validation of investment data for investors in alternative assets. PDS streamlines the exchange of data between limited and general partners, allowing investors the continuous access to accurate and standardized data , and is a part of Aladdin Business. The Aladdin Business is comprised of 1,200+ professionals responsible for implementing and supporting our Aladdin clients, sales, and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education. We are looking for Process - Driven Data Analysts with a strong financial background to join our data governance team. Our client enhances the lending capacity of F inancial I ntermediaries and stimulates bank lending to small and medium sized enterprises by providing guarantees that encourage increase lending volumes. Financial I ntermediaries include institutions specializing...

Ameriprise Financial Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed....

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

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 Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: A professional needed to deliver outstanding customer service to new and existing customers. Must have excellent systems skills and demonstrated verbal and written communication skills. Essential Duties and Responsibilities: Possess a broad knowledge base of health and welfare related products offered by our offices Assist callers with maneuvering through online enrollment portal Process enrollment elections via telephone Educate clients on different available products...

AEG AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events - from concerts and festivals to sports and theater - at some of the most iconic venues in the world. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today. We're passionate about improving the fan experience and providing game-changing solutions for our clients, and we're always looking for smart, motivated people to help make it happen. Bring your enthusiasm, your big ideas, and your desire to team up with some of the best and brightest in technology and entertainment. The Role The Marketing Specialist develops and executes digital marketing campaigns to support AXS clients in sports, music, and live...

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

AEG AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events - from concerts and festivals to sports and theater - at some of the most iconic venues in the world. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today. We're passionate about improving the fan experience and providing game-changing solutions for our clients, and we're always looking for smart, motivated people to help make it happen. Bring your enthusiasm, your big ideas, and your desire to team up with some of the best and brightest in technology and entertainment. The Role AXS is hiring a Client Services Specialist for our Festival Division in Tempe, AZ. In this role, you will manage client relationships and...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE POSITION The Client & Product Strategy (CPS) team informs the firm's product strategy and sales focus. The team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns. The Client and Product Strategy...