Senior Client Services Specialist
Jobtailor
Responsibilities Responsible for meeting the servicing needs of large Corporate and Private Client Group clients Apply banking knowledge to support clients Manage multiple tasks in a fast-paced environment Ensure client retention and satisfaction Handle loan servicing requests independently Manage the onboarding of new clients Serve as the primary point of contact for client servicing Ensure compliance with regulatory requirements Requirements 5-7 years of experience in client service Demonstrated ability to address client inquiries In-depth expertise in banking products and services Ability to work independently and efficiently Proficient in utilizing loan/depository systems and banking software Expertise in Microsoft Word, Excel, and Outlook Advanced verbal and written communication skills Strong attention to detail Advanced interpersonal skills and customer service capabilities Associate's Degree in Business or a related field #J-18808-Ljbffr Jobtailor
- Accountable for ensuring client retention and satisfaction by efficiently and promptly addressing all service requests and inquiries. Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements...SeniorWork at office
- BNY is seeking a Senior Associate in Client Processing, located in Lake Mary, Florida, requiring 4 days in the office each week. The role entails providing analytics and reporting services, managing client issues, and participating in product development. Ideal candidates...SeniorWork at office
- Marsh McLennan Agency is seeking a Senior Client Advisor to dive into client exposures and recommend tailored insurance solutions. The role... ...insurance, a Property & Casualty License, and a strong client service focus. Join a company that values colleague well-being through...Senior
- BNY Mellon is seeking a Senior Specialist, Client Success, to enhance client training and education materials. This role will develop client-facing... .... The ideal applicant has experience in financial services, a proactive mindset for solutions, and is committed to continuous...Senior
- retailforthepeople is seeking a Senior Client Advisor at our Palm Beach flagship location in Royal Poinciana Plaza. This role involves providing... .... Responsibilities include delivering exceptional client service, achieving sales targets, and maintaining the brand's...Senior
- BNY Mellon is seeking a Senior Specialist for their Hedge Fund Accounting Team located in Lake Mary, Florida... ...involves conducting comprehensive accounting services, mentoring junior team members, and interacting with clients regarding fund performance. Candidates should...Senior
- ...sunny Floridian retail landscape, we are seeking best-in-class Senior Client Advisors to help bring our Palm Beach flagship to life for a... ...opportunity to build lasting client relationships, deliver exceptional service, and become a trusted style partner to a sophisticated, global...SeniorHourly payWork at officeWeekend workAfternoon shift
- BNY Mellon is hiring a Senior Specialist in Client Processing for their Lake Mary location. The role involves ensuring service level agreements are met and reviewing account requests for compliance. The ideal candidate will have a Bachelor’s degree, 5-7 years of experience...Senior
- Carr, Riggs & Ingram is looking for a Senior Associate in Client Accounting & Advisory Services based in New York. This role involves managing client accounts, bookkeeping, payroll, and various consulting services. Candidates should have a Bachelor's degree in accounting...SeniorVisa sponsorship
- Associate, Client Processing II At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible...SeniorWork experience placementWorldwideFlexible hours
- Company: Marsh McLennan Agency Description: Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace culture... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...SeniorLocal areaNight shift
- Prattwhitney is seeking a qualified candidate for a customer-focused role in Florida. This position demands a university degree and relevant experience in customer-facing roles. The job includes managing customer communications and performing order administration using ...Senior
- Hillpointe in the Town of Florida, NY, is seeking a Customer Care Specialist, Level 4, to oversee the entire experience lifecycle from... ...resident support. The role involves handling inquiries, coordinating service requests, mentoring junior team members, and supporting the...SeniorWeekend work
- Socotra, Inc. is seeking a Senior Client Advisor for its Palm Beach flagship located at Royal Poinciana Plaza. This role requires a retail... ...professional who is polished and charismatic and can deliver exceptional service to a discerning clientele. Ideal candidates should have 1-2...Senior
- A leading senior care advisory service is seeking an Inbound Sales Representative to be the first point of contact for families exploring senior care options. In this remote role, you'll conduct consultations, educate families on care options, and drive family satisfaction...SeniorRemote job
- A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded... ...12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence...Senior
- A leading fashion company is seeking a Senior Client Advisor with a focus on private clienteling in Palm Beach, FL. The role demands cultivating relationships with personal shoppers and managing in-store appointments to enhance revenue. Ideal candidates should possess over...SeniorFull time
- ...associate to provide accurate information and support to customers, respond to inquiries, resolve issues, and assist with selling services in a non-driving role. The position involves performing administrative tasks to keep station operations running smoothly and may include...SeniorShift work
$75k - $106k
The Boeing Company seeks an Experienced Customer Support Specialist in Hialeah, FL. You will manage customer purchase orders, ensuring timely processing while collaborating with various stakeholders. Applicants must have at least 5 years of relevant experience, excellent...Senior- BankUnited is seeking a Commercial Card Client Experience Officer I for a hybrid role in Miami Lakes, FL. This position is focused on delivering exceptional customer service by assisting clients with routine inquiries and managing service tickets effectively. The ideal...
- ...Palm Beach, FL Retail For The People is seeking an exceptional Senior Client Advisor (Private Clienteling Focus) to join the in-store Rosie... ...appointments. Uphold impeccable visual, fitting room, and service standards. Who You Are 4+ years of experience in luxury retail...SeniorHourly payFull timeTemporary workSummer workSeasonal workLocal areaImmediate start
- Omni Hotels & Resorts is seeking a Senior Conference Services Manager in New York to oversee complex group activities and ensure flawless execution... .... This role involves acting as the primary liaison between client groups and hotel departments, coordinating logistics, and...Senior
- ...-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank products and services Confidently and proficiently explain Seacoast Bank products and services to customers Proven ability to create and enhance relationships...SeniorBank staffWork at officeFlexible hours
- BNY Mellon is seeking a Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team in Lake... ...a Bachelor’s degree, 5-7 years of experience in client services, and preferred certifications like Series 7 and Series 24....Senior
- ...portfolio share a strong reputation for quality, design, and customer service, offering employees competitive pay, opportunities for career... ..., courteous, respectful, ethical manner with customers, clients, co‑workers, and supervisors Experience, Skills, Qualifications...SeniorFor contractorsWork experience placementNight shift
- ...role requires over 3 years of experience, strong knowledge of Property & Casualty insurance, and the ability to manage and service a diverse client base. The ideal candidate will have excellent communication skills, a team-oriented mindset, and familiarity with AMS 360...Senior
- ...involves becoming the primary advisor for an established group of client households through a thoughtful succession from a retiring... ...with a focus on building trust and delivering exceptional client service without the pressure of prospecting. #J-18808-Ljbffr Certified...Senior
$75k - $105k
...mid-sized CPA firm in New York is seeking a Senior Audit Associate to lead complex audit engagements and manage diverse client relationships. This role requires a strong background... ...skills, and a commitment to client service excellence. The position offers a hybrid work...Senior- Blossom seeks a Lead Client Support Specialist based in New York to serve as the senior technical resource in their Cards Support team. This role involves advanced... ...have a background in technical support or client services, alongside experience with card processing and...Senior
- Jobtailor in the United States seeks a seasoned Client Service professional to support large Corporate and Private Client Group clients. You will apply banking knowledge, manage onboarding, and handle loan servicing requests while ensuring compliance and high client satisfaction...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Specialist. Be the first to apply!
- insurance customer service advisor Florida, NY
- senior customer service advisor Florida, NY
- customer service representative hiring Florida, NY
- customer service representative data entry Florida, NY
- customer associate Florida, NY
- customer service representative 1st shift Florida, NY
- customer retention representative Florida, NY
- customer advisor Florida, NY
- virtual customer service advisor Florida, NY
- customer success associate Florida, NY

