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The Consumer AML Front Line Unit (FLU) business control function sits within the Retail Client Protection organization and is responsible for end-to-end controls related to compliance with the Bank Secrecy Act. Client Protection works directly with the Second and Third Line Units as part of an integrated approach to financial crimes compliance.
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Make pet care your purpose The Client Service Specialist (CSS) serves as the clinics primary point of contact for all client interfaces beginning with the first impression during any client experience, whether that is on the phone or face-to-face.
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Working within the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive efficiencies in our client reporting processes.
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In-depth knowledge of ERISA, Department of Labor, Best Interest rules, Managed Accounts and Employee Benefit Programs 2+ years’ experience with Client Service / Contact Center solutions 2+ years’ experience with CRM and help desk software Exposure to a wide array of financial products University undergraduate degree or equivalent.
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Site responsibility and location of coverage may change based on client and/or division needs. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary.
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Job Description We are seeking a Vice President, Client Partner with web and digital experience for our Plano, Texas office. The Vice President, Client Partner, is a key member of the agency’s leadership team, responsible for strategically advancing client relationships and driving business growth.
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This includes overseeing O365 operations, implementing security protocols, and ensuring optimal performance across virtual machines, backup systems, and various IT infrastructure tools.
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Position Overview : As a Remote Legal Assistant / Communications Specialist, you will be responsible for monitoring client communications, primarily through our chat system, and ensuring that information is quickly and accurately relayed to the appropriate team members for follow-up and execution.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Connect with your client’s wardrobe to ‘style them’ ExperienceRequired: Experience in retail or luxury retail or relevant client-related experience (e.g., hospitality). As a Tiffany Client Advisor you will: Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client’s experience extraordinary.
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I am excited to be partnered with my client, a global, privately-held Medical Communications agency, on their search for a detail-oriented + enthusiastic Client Services Director to join their top-tier Client Services team.
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The Loan Officer Assistant/Client Concierge is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.
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We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our North Irving banking center in Irving, TX. If you are passionate about being part of a community, being a team player, and helping other reach their financial goals, then we are interested in speaking with you.
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The Senior Client Escalation Specialist is a skilled role supporting Pennymac third party channels as part of the Mortgage Fulfillment Division (MFD). Proficiency in MS Office and G-Suite, Zendesk, or previous experience with service ticketing a plus.
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Follow applications through to approval, working with both the client and the carriers. Access to Life and Health insurance options This is a REMOTE POSITION - work fully from home or wherever The Henrie Agency - Symmetry Financial Group Powered by JazzHR.
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Title: client banker in Richardson, TX
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