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Client Service Specialist Banking Jobs

Client Service Specialist / Homecare Scheduler
By NurseCore At Sarasota, FL, United States
Experience should emphasize problem solving skills in a patient care setting
Makes service calls to referral sources to offer available personnel and to prospects to gather information regarding client needs
Tracks physician orders, case conferences, re-certifications, in-service and supervisory visits
Ensures compliance with licensure and credentialing requirements
Completes data entry as assigned
At least one year of training or experience in a service related industry
Client Service Specialist Jobs
By UBS At , New York $105,000 - $125,000 a year
Strong client management experience and proven client service competencies
strong client management experience and proven client service competencies
Strong communication, presentation, and organizational skills, with the ability manage multiple client deliverables while balancing internal and external stakeholder demand
Lead client meetings to evaluate performance, identify client needs and development requests, and manage the strategic client relationship
Excellent knowledge of the equity business and general market knowledge
excellent knowledge of the equity business and general market knowledge
Client Service Specialist (Teller)
By Bank OZK At , Jonesboro
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Helpful, friendly, approachable, enthusiastic and professional disposition
Team player approach, capable of thriving in a continually changing environment
Enthusiastically support the bank’s values and mission
Client Service Specialist (Teller)
By Bank OZK At , Carrollton, Ga
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Helpful, friendly, approachable, enthusiastic and professional disposition
Team player approach, capable of thriving in a continually changing environment
Enthusiastically support the bank’s values and mission
Temporary Client Service Specialist
By Bulgari At New York City Metropolitan Area, United States
Drive customer satisfaction and a seamless client experience by proactively problem solving and resolving any client frustrations.
Superior verbal and written communication skills.
Maintain a high level of professionalism with clients and establish a positive rapport with every client.
Clientelling tasks including post sales outreach for specific orders based on value, item(s) and if assisted.
Ensure Stella Connect Surveys are sent after each qualifying service.
Meet sales goals as outlined by leadership. This includes base revenue targets and motif centric goals.
Client Service Specialist (Teller)
By Bank OZK At Little Rock, AR, United States
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Helpful, friendly, approachable, enthusiastic and professional disposition
Team player approach, capable of thriving in a continually changing environment
Enthusiastically support the bank’s values and mission
Client Service Associate - Commercial Banking
By Phaxis At New York City Metropolitan Area, United States
Utilize business analytics and data management skills to create highly detailed, accurate financial and pipeline reports within designated timeframes.
Proficiency in business analytics and data management, with experience in generating detailed and accurate financial reports.
Handle loan advance/paydown requests, manage deposits, and address complicated challenges and tasks presented by the bank's demanding requirements.
Manage client relationships for bankers, ensuring their needs are met and exceeded.
Previous experience in a client service and support role, preferably within commercial banking.
Strong communication skills, both written and verbal, with the ability to interact professionally with high net-worth clients and businesses.
Client Service Specialist Jobs
By Alexander Wang LLC At New York City Metropolitan Area, United States
Communicate global client responses in brand appropriate tone to align experience
1-2 years of experience in luxury retail preferred
Bachelor’s degree or relevant experience in field preferred
Experience with e-commerce platforms across OMS, WMS, payment portals and fraud prevention systems
Excellent client service standards and skills
Proactive & detailed communication skills
Client Service Specialist (Teller)
By Bank OZK At , Marietta, 30062, Ga
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Helpful, friendly, approachable, enthusiastic and professional disposition
Team player approach, capable of thriving in a continually changing environment
Enthusiastically support the bank’s values and mission
Client Service Specialist - The Villages, Fl
By Charles Schwab At , The Villages, 32162, Fl $46,000 - $69,100 a year
Delivering unparalleled value, excellent service and providing a positive client experience
Assisting the Branch Manager and sales staff with meeting our client's needs
1 year of Client/Customer Service experience preferred
Demonstrated experience handling client needs with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Specialist, Client Service Jobs
By BNY Mellon At , Lake Mary, Fl $63,000 - $124,200 a year

Overview Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the ...

Client Service Specialist (Teller)
By Bank OZK At , Concord, 28025, Nc
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Helpful, friendly, approachable, enthusiastic and professional disposition
Team player approach, capable of thriving in a continually changing environment
Enthusiastically support the bank’s values and mission
Client Service Specialist - Remote
By Anywhere Real Estate At , Sarasota, Fl $43,200 - $48,000 a year
2+ years of experience in a customer-centric business, preferred experience with administrative responsibilities.
Maintain data integrity across all systems, and complete data entry tasks pertinent to the referral.
Experience and proficiency in Microsoft Office including: Word, Excel and Outlook
Ensure both contract and closing information is obtained and shared to applicable parties.
Ability to work flexible shifts to accommodate clients in various time zones and weekends.
High School Diploma or equivalent.
Client Service Specialist Jobs
By Corridor At , Remote
Excellent verbal and written communication skills, and ability to relate well in remote environment under the supervision of coding managers
Works collaboratively with management team to identify process and operational efficiencies that are scalable and benefits across teams and portfolios.
Maintains proficiency/knowledge of OASIS Data set items, home care reimbursement and compliance as related to OASIS regulations and requirements
Clinical license and/or history in management preferred
Plan of treatment review for accurate reflection of patient’s condition and skilled interventions
Care planning as it relates to assessment and regulatory requirements
Compliance Product Group Manager - Us Personal Banking - Customer Service/Operations Admin/Client Experience (Hybrid)
By Citi At , Jacksonville, Fl $136,700 - $205,050 a year
Advising ICRM and function/business/product management and personnel on regulatory and compliance issues and provide credible challenge.
Excellent written, verbal and analytical skills
Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Experience in managing regulatory exams and relationships with examiners, auditors, etc.
Awareness of regulatory requirements including local and US laws, international and industry standard
Advanced knowledge in area of focus
Client Service Specialist Jobs
By Prolink At New Mexico, United States
Review profiles sent, and make sure they have all required certifications and no marks against their licensure
Facilitating/scheduling interviews with clinical managers (as needed)
Send Offers over to Prolink
Track and offer extensions one month ahead of their end date, once approved by Director of Nursing
• 1-2 years Recruiting experience
• Experience working in a team environment
Client Service Specialist Jobs
By Coastline Wealth Management At , Port Jefferson, 11777, Ny $55,000 - $70,000 a year
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Excellent communication skills, both verbally and in writing
Previous experience in the independent financial services culture preferred
Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

Are you looking for a challenging and rewarding role in the banking industry? We are looking for a Client Service Specialist to join our team and provide exceptional customer service to our clients. You will be responsible for responding to customer inquiries, resolving customer complaints, and providing guidance on banking products and services. If you have a passion for helping others and a commitment to excellence, this could be the perfect job for you!

Overview Client Service Specialist Banking is a professional who provides customer service and support to clients in a banking environment. They are responsible for assisting customers with their banking needs, such as opening accounts, processing transactions, and resolving customer inquiries. They may also be responsible for providing financial advice and guidance to customers. Detailed Job Description Client Service Specialist Banking is responsible for providing customer service and support to clients in a banking environment. They are responsible for assisting customers with their banking needs, such as opening accounts, processing transactions, and resolving customer inquiries. They may also be responsible for providing financial advice and guidance to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must also be able to handle customer complaints and disputes in a professional and courteous manner. Job Skills Required
• Excellent customer service skills
• Knowledge of banking products and services
• Ability to explain banking products and services to customers
• Ability to handle customer complaints and disputes
• Ability to work in a fast-paced environment
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in computer applications and software
Job Qualifications
• High school diploma or equivalent
• Previous experience in customer service or banking
• Knowledge of banking regulations and procedures
• Ability to maintain confidentiality of customer information
• Ability to work flexible hours
Job Knowledge
• Knowledge of banking products and services
• Knowledge of banking regulations and procedures
• Knowledge of customer service principles and practices
• Knowledge of computer applications and software
Job Experience
• Previous experience in customer service or banking
• Previous experience in a banking environment
Job Responsibilities
• Assist customers with their banking needs, such as opening accounts, processing transactions, and resolving customer inquiries
• Provide financial advice and guidance to customers
• Maintain customer records and accounts
• Handle customer complaints and disputes in a professional and courteous manner
• Ensure compliance with banking regulations and procedures
• Maintain confidentiality of customer information
• Monitor customer accounts for suspicious activity
• Process customer payments and deposits
• Update customer information in the banking system