Banking Client Services & Onboarding Specialist
City National Bank of Florida
City National Bank of Florida is seeking a Client Services Specialist in Miami, Florida. This role requires managing client relations, ensuring satisfaction and retention through prompt service addressing all inquiries. Ideal candidates will possess expertise in banking services and have a strong client service background. Responsibilities include onboarding clients, handling loan servicing requests, and ensuring regulatory compliance. The position offers health coverage, retirement savings options, and generous paid time off. #J-18808-Ljbffr City National Bank of Florida
$81.6k - $122.4k
...Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will possess... ...collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually,...SuggestedFull time- ...professional in Miami for a vital role within the Banking, Credit, and Investments platform. The... ...improving workflows, ensuring excellent service while working closely with sales teams,... ...expertise with substantial influence on client experiences. Candidates should possess 5-...Suggested
- ...an accommodation or an alternative application process. Client Services Onboarding Specialist Full Time Regular Miami, FL, US Bci provides financial... ...develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices...SuggestedFull timeWork experience placementAfternoon shift
- ...professionals and visionary changemakers? At Helm Bank USA, we dont just build careers - we... ..., performance management, evaluations, onboarding, recruitment/employment, affirmative... ...of the most attractive personalized client services in the financial industry. At Helm Bank...SuggestedTemporary workWork experience placementLocal areaImmediate startFlexible hours
- ...BCI Bci provides financial services to individuals and... ...innovations and personalized client experience and, with more than... ...third largest privately owned bank in Chile and it has more than... ...SUMMARY The Client Services Onboarding Specialist acts as a primary, client-facing...SuggestedWork experience placementAfternoon shift
- Citigroup Inc. is seeking a Bi-Lingual Client Service Officer in Miami, Florida. The ideal candidate will deliver exceptional client service... ...bilingual communication skills and a deep understanding of banking products. In this role, you will manage client transactions,...
- ...Co. is hiring a Loan Originator to deliver exceptional client service and grow banking relationships. You will meet clients, understand financial... ...technology solutions, and coordinating with a team of specialists to assist with complex financial needs. #J-18808-Ljbffr...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Client Support Specialist The Client Support department consists of two primary operating units: Call Center, Banking Center Support (5410), Cash Services, and Total Bank (Online only). Each unit has defined operational responsibilities that are performed in accordance...
- Citibank (Switzerland) AG in Miami seeks a seasoned Client Tax Service Officer (Assistant Vice President) to lead a new CTS team. You will... ...documentation, respond to tax queries, and coordinate with Private Banking and Tax Operations to ensure compliant forms and timely...
- ...bookkeeping, tax preparation, payroll, and client communication functions. This... ...returns and process payroll Troubleshoot banking-related issues Provide light... ...Experience in an accounting firm or client-service environment Work Authorization...Remote work
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$112.1k - $225.5k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...planning activities in a consulting, advisory, banking, or corporate environment. 4+ years of...Work experience placementInternshipLocal area- ...of Europe’s oldest and most successful banking groups since its founding in 1881. Sabadell... ...since 1993. We offer Corporate Banking services to international companies in the... ...Sabadell is seeking a Senior Payment Services Specialist to join a dynamic team within one of the...
$18k - $25k
...Flex is building the AI‑native private bank for business owners . We’re re‑architecting the entire financial system for entrepreneurs... ...worth members. We’re committed to delivering premium, white‑glove service with an uncompromising standard for quality. You’ll operate as...Immediate startRemote workFlexible hoursShift workNight shiftWeekend work- ...Flex is building the AI-native private bank for business owners . We’re re-architecting the entire financial system for entrepreneurs... ...: interview rubrics, scorecards, leveling guides, and onboarding processes for new hiring managers Analyze funnel metrics (conversion...Immediate startRemote workFlexible hours
- ...Bci Miami is seeking a Client Services Onboarding Specialist to handle the onboarding of new clients. This role is critical in ensuring compliance with legal and regulatory requirements related to account openings. The ideal candidate should have at least 5 years of experience...
- ...full-cycle recruitment process to support hiring across financial services and mortgage-related roles. This position partners with hiring... ...experience, preferably in financial services, mortgage, or banking environments. Experience recruiting for sales and operational...Contract work
- Gravity IT Resources is seeking a Recruiter in Miami, Florida, specializing in financial services recruitment. This role involves managing the entire recruitment lifecycle, from sourcing candidates to offer management, whilst supporting hiring managers and aligning with...
- A financial services company in Miami seeks an Onboarding Assistant to enhance the onboarding experience for new investment professionals. Responsibilities... ...experience. Strong organizational, communication, and client service skills are essential for this role. #J-18808-...
- ...Miami, FL is seeking dedicated individuals for customer-facing banking roles. Join a culture focused on valuing clients, building strong relationships, and enhancing client experiences through attentive service. Ideal candidates will have experience in financial services,...
$81.6k - $122.4k
## Client Tax Service Officer - Assistant Vice PresidentApplyremote type: Hybridlocations: Miami... ...working directly with Private Banking Teams and clients, along with partner... ...Operations, Business Execution, Client Onboarding, Product and Corporate Tax.Applies in-...Full time- ...Client Services Specialist The Client Services Specialist is responsible for meeting the servicing... ...large Corporate, Real Estate, Business Banking, and Private Client Group clients... ...and timely processing. Manages the onboarding of new clients by opening and processing...Work at office
- ...alternative application process. Temporary Client Services Specialist Temporary Miami Office, Miami, FL, US... ...is the third largest privately owned bank in Chile, and it has more than 300... ...tasks including commercial onboarding, wire transfer verification, and account...Permanent employmentFull timeTemporary workWork at officeShift work
- Banesco USA in Miami, FL is looking for a Client Relationship Specialist to enhance client relationships and provide outstanding service at our East Doral Banking Center. The ideal candidate will have a high school diploma and at least three years experience in retail...
- Regions Bank is seeking a Relationship Banker I in Miami, Florida, responsible for providing exceptional customer service on the cash line and educating clients on banking options. This role looks for candidates with prior teller, banking, or retail sales experience and...
- Valley National Bank in Miami is looking for a dedicated professional to enhance client banking experiences by developing strong relationships and providing exceptional service. Your responsibilities will include acting as a liaison between clients and back office departments...
$18 per hour
One United in Miami is looking for a Customer Service Representative to assist clients with banking transactions via telephone and internet. The role requires a High School Diploma and two years of experience in retail banking or call centers, alongside excellent communication...- ...an alternative application process. Client Relationship Specialist Full‑Time Non‑Exempt Miami, FL, US 4... ...Relationship Specialist for our East Doral Banking Center. Primary Job Duties Acquire,... ...by providing exceptional customer service and resolving customer requests....Full timeTemporary workWork at office
- First Horizon Bank in Miami Beach is seeking a qualified individual for a role focused on sales and customer service. Responsibilities include providing teller and platform support, identifying client needs, and processing new accounts. The ideal candidate will have at...
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