Client Service Specialist
Valley National Bank
Job DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.Identify customer needs and take proactive steps to maintain positive experience.Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.Identity cross sale opportunities to appropriate line of business partners.Job RequirementsRequired Skills:Extensive knowledge of all bank products, services, policies and procedures.Self-starter with the ability to work in a fast-paced environment.Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.High degree of detail orientation.Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.Must be able to multi-task effectively and prioritize workflow.Knowledge of Commercial and Corporate Deposit Account Types.Knowledge of Treasury Management products, services, core and business online banking platforms.Required Experience:High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.Preferred Experience:Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.Job DetailsJob Type: Full-timeCategory: OperationsSalaried: Hourly
$27.25 - $29.18 per hour
...Client Relations SpecialistAre you a bilingual, client-centered professional who communicates... ...The ASPCA is seeking a Client Relations Specialist to support a welcoming, compassionate... ...'s local and national work. This client services role requires excellent knowledge of...SuggestedHourly payWork experience placementWork at officeLocal areaImmediate start- ...Allied Solutions is seeking a Client Experience Coordinator in the United States who will drive client satisfaction through proactive service and accurate data entry. The role requires urgency, strong communication, and collaboration with internal teams. You will serve...SuggestedRemote work
- ...proven sales professional who can build genuine connections with clients, convert leads, and assist in business development activities.... ...ideal candidate will have sales experience with professional services or high-ticket items, feel empathy towards clients, and possess...SuggestedRemote work
- ...would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a... ...that build trust and loyalty. As a result, this Client Services and Solutions Specialist will play a pivotal role in nurturing strong relationships...SuggestedWork experience placementSecond jobWork at officeRemote workWork from home
- ...quality of care to those we serve. A focus on client-focused care establishes our family of... .... We offer behavioral healthcare services – psychiatry, addiction recovery, mental... ...Healthcare is seeking a Client Experience Specialist to serve as a trusted point of contact for...SuggestedFull timeWork at officeRemote workFlexible hours
$175k - $225k
Senior Client Quant Specialist, Enterprise Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10053641 Description & Requirements Quantitative investment and research workflows continue to evolve...Temporary workFor contractorsWork experience placementWork at office- ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial... ...involves understanding client goals, recommending tailored services, and ensuring client satisfaction through ongoing support....Remote work
$8 - $10 per hour
...expand through franchising, we remain committed to delivering a seamless, elevated client experience that reflects the highest standards of luxury and craftsmanship. Our Client Service Specialists play a key role in upholding this standard, ensuring every interaction...Hourly payWork at officeRemote workMonday to FridayShift workRotating shift$40k - $60k
...Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Client Service Specialist to join our team. The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales...- ...1K with company match, and wellness program. What You’ll Do Our Client Success team guides the website needs of live dealers and manages stakeholders through their projects. As a Client Services Specialist, you’ll be the dealer’s primary contact, coordinating across Web...Work at officeWorldwideFlexible hours
$120 per hour
...Client Services Specialist, FX Trading TechnologyNew York (Hybrid) | Capital Markets | Up to $120KRole details:FX & Capital Markets Technology | New York City | Hybrid | Permanent | Up to $120,000 baseRole overviewOur client provides technology used by participants in...Permanent employment$60k - $70k
...Patriot Growth Insurance Services | United States | Remote | Full-Time Why This Role Matters As a Client Services Specialist, you'll help clients navigate their day-to-day insurance needs through responsive service, accurate policy updates, and clear communication. Your...Full timeTemporary workWork at officeLocal areaRemote work$85k - $100k
...We are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. Located near Grand Central Station, this role serves as a primary point of contact for high-net-worth clients, ensuring an exceptional...Work at office- ...Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You will be the primary contact for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement...
- ...Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you... ...goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and...Remote workFlexible hours
$85k - $110k
...Job Description Job Description Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals...Private practiceWork at officeLocal areaShift work$22.81 - $23.96 per hour
...Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and... ...Responsibilities: Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work...Hourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift work- CSC is hiring a Client Service Representative to support our Annual Reports and Corporate teams remotely from Hawaii. This role provides solutions that help business clients run smoother and smarter, with training and mentorship to help you grow. Ideal candidates have...Remote job
- DeKalb Public Health (GA) is hiring a part-time, hourly WIC Customer Service Representative at the East Health Center. The role focuses on greeting clients, handling calls, scheduling WIC appointments, processing vouchers, and ensuring accurate intake and documentation...Hourly payFull timePart time
- FieldClock LLC is seeking a Client Service Representative to join our remote team. You will interact with clients, identify needs, process requests, and elevate complaints to deliver a superior service experience. The ideal candidate is attentive, detail-oriented, creative...Remote job
$3,868 - $5,777 per month
Monthly Pay: $3,868 - $5,777 USD per month Summary: Every resolved question helps a client use a service confidently and understand the next step. The Client Success Specialist focuses on service adoption and ongoing account support within the client success team, working...Work at officeRemote workWork from homeDay shift- Bonhams in New York seeks a proactive Client Services Administrator to deliver an exceptional client experience while supporting day-to-day operations of an international auction house. The role requires a Bachelor’s degree with 2 years of client-facing experience, outstanding...Afternoon shift
$28.84 - $38.46 per hour
...or 4-5 days per week in the field. Join Aya Healthcare, winner of multiple Top Workplace awards! The Regional Client Partnership Specialist, Educational Services, is Aya Education’s field leader and plays a central role in expanding our presence within school districts...Hourly payLocal area- Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and concierge level administrative service for the firm’s high net‑worth clients. In this role you will...
$25 - $32 per hour
Position Summary The Client Transition Specialist supports client transition activities related to next-generation data assets. This role serves... ...Investigate and resolve routine client inquiries and first-line service issues. Escalate complex items to appropriate support...Work at office- Iron Birch Advisors is seeking an experienced Client Service Specialist in New York City to support a team of up to four or five advisors, coordinating client requests and ensuring a smooth service experience. You will manage client communications, prepare for meetings,...
- Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering high-quality client service in a fast-paced environment. You will help cultivate client relationships, manage administrative tasks, and assist...
- Opensity Solutions in the United States is seeking a Service Specialist to support office services across client locations, including mail, reception, records, copy, and hospitality tasks. The role emphasizes a can-do attitude, teamwork, and timely service commitments to...Work at office
- ...graduates in business, marketing, or communications. You’ll guide individuals through supplemental benefit options, provide client-centered service, and manage documentation while building lasting relationships. Training, mentorship, and licensing support are provided as...Remote job
$70k - $90k
Client Service Specialist II### Client Service Specialist IIApply: US-NY-Midtown-101 Park Ave-3100: Full time: Posted Yesterday: JR6299**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families...Permanent employmentFull timeTemporary workWork at officeFlexible hours
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