Client Portfolio Specialist

CSC is seeking a highly skilled Wilmington Client Support Specialist to join our corporate call center team! In this role, you'll work directly with our clients and teams to provide solutions that help their business run smoother and smarter.You'll be responsible for building relationships with our clients, researching and analyzing legal documents, and...

Delivering Exceptional ServiceCorporation Service Company (CSC) is dedicated to delivering exceptional service to our clients. We value our employees' contributions to making this happen and offer a supportive and inclusive work environment that fosters growth and development.As a Client Liaison Specialist, you will play a key role in building strong...

Job DescriptionWe are seeking a highly skilled Client Support Specialist to join our team at Corporation Service Company. This individual will be responsible for providing exceptional customer service to clients and internal teams, as well as analyzing and processing legal documents.Key ResponsibilitiesProvide timely and effective responses to client...

About the Position:This Commercial Credit Portfolio Examiner role involves assessing the quality of credit decisioning, portfolio management, risk recognition practices, and credit management processes. The successful candidate will have a deep understanding of commercial credit and be able to evaluate appropriateness of client selection, adherence to...

At International Search Consultants, we're seeking a skilled Client Service Specialist to join our team in Wilmington, DE. This is an excellent opportunity for individuals with 3+ years of experience in UHNW client servicing to grow their careers and develop new skills.The estimated salary range for this position is $70,000 - $100,000 per year, depending on...

Job DescriptionHerbein + Company, Inc. is a rapidly expanding firm that offers a dynamic work environment and opportunities for career advancement. We are seeking a skilled Client Accounting Specialist to provide high-quality accounting services to our clients. As a Client Accounting Specialist, you will be responsible for providing day-to-day accounting...

Kenneth Brown - State Farm Agent is looking for a talented Client Acquisition Specialist to join their team. In this role, you will be responsible for developing leads, scheduling appointments, and building long-lasting customer relationships.The ideal candidate will have sales experience and be comfortable communicating with clients via phone, email, and...

Job SummaryWe are seeking a highly skilled Trust Administrator to manage a diverse portfolio of trusts, providing exceptional client service and ensuring seamless trust administration.This role involves collecting and organizing necessary documentation, processing transactions, and maintaining compliance with regulations. The ideal candidate will possess...

**Job Summary:**This Client Support Specialist position plays a vital role in ensuring our clients receive top-notch service. The successful candidate will be responsible for supporting financial consultants with various tasks, including administrative and clerical work.**Key Tasks:Support financial consultants with administrative and clerical tasksPrepare...

About the JobWe are looking for a detail-oriented and organized Financial Support Specialist to join our team. The ideal candidate will have experience in administrative roles, preferably in the financial industry. As a Financial Support Specialist, you will be responsible for compiling and updating necessary documents, preparing presentation materials,...

Join Our TeamWe are seeking a Client Development Specialist to join our team at AUDI JLR LOTUS BMW MOTO. As a key member of our sales team, you will be responsible for developing client relationships and driving sales growth.Key Responsibilities:Nurture long-term relationships with clients to build a loyal customer base.Exhibit consultative selling skills,...

Looking for a career where you can deliver exceptional service and make a real impact? We have an exciting opportunity for a Client Service Professional to join our corporate call center team in Wilmington, DE (Hybrid). We're passionate about helping our clients succeed, and we need someone with strong research skills and attention to detail to help us...

D. Clugston, Incorporated is a reputable construction firm committed to providing premier design and design-build offerings anchored in excellence, ethical practices, and a steadfast commitment to safety.We are currently seeking a skilled Construction Client Relations Specialist to drive our expansion efforts in NC and strengthen client relationships within...

Job DescriptionBuild relationships with our clients to better understand their unique needs and concerns.Research, analyze, review, and process legal documents.Fulfill requests and answer questions for internal and external customers via phone or electronically.Provide excellent client service to both internal and external clients.Manage client portfolios...

About the RoleWe are seeking a highly skilled Client Services Associate to join our team. This individual will provide administrative support to our financial consultants, ensuring seamless client interactions and excellent service delivery.Key ResponsibilitiesDocument Management: Compile and update necessary documents and contracts, preparing presentation...

Job Overview:The Financial Analysis Specialist is responsible for conducting comprehensive examinations and monitoring to assess credit decisions and identify existing and emerging risks. This involves evaluating credit decisioning, portfolio management, risk recognition practices, and credit management processes across various commercial credit portfolios.A...

Job DescriptionGabriela Hutchings is committed to providing a supportive and dynamic work environment for our team members.We are seeking a skilled Remote Client Benefits Specialist to join our team. As a key member of our client services team, you will be responsible for delivering exceptional service and product expertise to our existing and prospective...

Role OverviewThis role is pivotal in fostering and maintaining positive client relationships. As a key member of our team, you will be responsible for providing exceptional customer service to clients by responding to inquiries, resolving issues, and handling client requests efficiently.The ideal candidate will possess excellent communication skills,...

Job DescriptionThe Client Service Associate will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to ensure clients receive high-touch service and their financial transactions are processed accurately and timely. The role involves working closely with ultra-high net worth clients with 200 million plus in investible...

Job OverviewCompany Overview: Strategic HR Client Job OpeningsEstimated salary range is $60,000 - $75,000 per year.We are a dynamic company seeking a strategic HR specialist to manage our HR operations. As the HR Generalist, you will be responsible for managing all aspects of HR, including recruitment, training, and employee relations.This role requires a...