Client Account Specialist

The Client Account Coordinator at Pacific Premier Bank is tasked with managing the initiation of new accounts, ensuring quality assurance, conducting internal audits, and maintaining client relationships while evaluating operational efficiency. This role serves as a vital resource for clients and team members during the account onboarding journey. While...

Overview of the RoleThe Account Servicing Associate plays a crucial role in the operational success of Robinhood Markets, Inc. This position is essential for ensuring a seamless experience for our clients.Key Responsibilities:Facilitating the expansion of Robinhood's servicesProviding assistance to clients during pivotal moments in their engagement with our...

Overview of the RoleThe Account Servicing Associate plays a vital role in ensuring customer satisfaction and operational efficiency at Robinhood Markets, Inc.Key Responsibilities:Facilitating the expansion of Robinhood's servicesProviding assistance to clients during pivotal moments in their engagement with the companyManaging a variety of account servicing...

About the RoleThe Account Servicing Associate plays a crucial role in ensuring customer satisfaction and operational efficiency at Robinhood Markets, Inc.Key Responsibilities:Facilitating the expansion of Robinhood's servicesProviding assistance to clients during significant interactions with the companyManaging a variety of account servicing...

Be part of a pioneering fintech organization dedicated to making finance accessible for everyone. Robinhood Markets operates on a fundamental principle: financial markets should be open to all. With a customer-centric approach, Robinhood and its affiliates are working to eliminate barriers and enhance access to financial insights. Together, we are developing...

Position Overview:The Client Account Coordinator plays a vital role in supporting the Account Service Team by managing assigned commercial lines accounts. This role is designed for an individual who is detail-oriented and possesses strong organizational skills.The Client Account Coordinator is committed to delivering exceptional customer service while...

The Client Relations Specialist plays a crucial role in supporting Account Managers and Benefits Consultants in managing employee benefits accounts. This position is ideal for a meticulous and organized individual. The Client Relations Specialist delivers exceptional customer service and fosters professional relationships with client contacts while providing...

Company Overview At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and deliberate decision-making regarding wealth, Matter ensures the families we serve...

Company Overview At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and intentional decision-making regarding wealth, Matter ensures the families we serve...

About the Team/RoleAs a Client Success Specialist, you will play a pivotal role in enhancing customer loyalty and driving growth by ensuring that clients are fully engaged and deriving maximum benefit from the Checkr solution.You will collaborate with a distinguished team of Client Success Specialists who thrive on teamwork, determination, and continuous...

Accounts Receivable SpecialistLocation: Denver, CO (on-site)Are you an experienced Accounts Receivable Specialist eager to contribute to a vibrant and innovative team? Our client, a prominent player in the SaaS sector, is in search of a motivated individual with exceptional communication and organizational skills to thrive in their collaborative and dynamic...

Client Relations Specialist Location: Denver, Colorado Western Paper Co is actively searching for a dedicated Client Relations Specialist to join our team. This is a fantastic opportunity for enthusiastic and skilled individuals. In this role, you will engage with our clients, assisting them in resolving inquiries related to their orders or accounts. This...

About the CompanyAmerican Income Life/Globe Life - Krueger Organization is a distinguished provider of high-quality products and services, boasting a legacy of over 70 years in catering to a varied clientele. We are in the process of expanding our team and are on the lookout for a Sales and Client Relations Specialist.Job Title: Sales and Client Relations...

Job OverviewOur client is in search of a Client Support Specialist. In this role, you will be tasked with managing multiple responsibilities, adhering to established protocols, overseeing driver accounts, and maintaining a high level of accuracy. This position operates on a Monday to Friday schedule, with occasional weekend duties. Compensation will be...

Key Responsibilities: As a Client Success Specialist, you will take charge of the entire lifecycle of your customer portfolio following the initial transaction. Your role will involve educating existing clients about new features, optimal practices, industry trends, and enhancing the value that Formstack provides to their organizations. You will cultivate a...

About the OpportunityBecome a vital part of a prominent fintech organization dedicated to making finance accessible to everyone.Company Overview:Robinhood Markets operates on the principle that financial markets should be open to all individuals. Our focus is on our customers, as we strive to eliminate barriers and enhance access to financial information.We...

What qualities are we seeking in our Client Support Specialist?Russell Tobin & Associates is collaborating with a commercial banking institution to find a Client Support Specialist.Employment Type: Contract/HybridLocation: Denver, COCompensation: $23- $26/hr, based on experienceKey Responsibilities:Respond to customer inquiries via phone and email.Guide...

Client Success Specialist, Remote OpportunityAre you dedicated to enhancing the experiences of organizations? At Mimecast, we focus on not only preventing issues but also on elevating the overall satisfaction of our clients.We are in search of a highly motivated and results-oriented professional who is enthusiastic about fostering robust client relationships...

About The RoleAs a vital member of Foothills Bank, the Client Relationship Specialist serves as the primary point of contact for our valued customers. This role embodies our commitment to Core Values:Integrity, Customer Service Excellence, Team Collaboration, Respect for Individuals, and Community Engagement. The Client Relationship Specialist is dedicated...

Accounts Receivable SpecialistLocation: Denver, CO (on-site)Are you an experienced Accounts Receivable Specialist eager to contribute your skills to a vibrant and collaborative team? Our client, a prominent player in the SaaS sector, is in search of a proactive individual with outstanding communication and organizational capabilities to thrive in their...