833 client experience specialist jobs found

Heritage Bank currently has an exciting opportunity within our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Loan Servicing Specialist to support our customers! The loan servicing specialist is responsible for providing primary support to internal and external customers over the telephone and e-mail along with performing basic account maintenance and monetary transactions. This position is full time and fully on-site at the Southern Operations Center in Tacoma, WA. Typical schedule is Monday-Friday 8:00 a.m.- 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. Base Salary Range: Level I - $20.00 - $22.70 - $26.87 per hour The Role at a Glance: Provides support to internal and external customers over the telephone and email utilizing professional phone etiquette and business communication...

Position Title: Private Wealth Advisor Date: Oct 16, 2026 Location: Fort Lauderdale, FL, US, 33301 Company: Popular Bank Popular Investments - SFL We are currently searching for a Private Wealth Advisor to join our Popular Investments team in South Florida. The Private Wealth Advisors (PWA) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. They will work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. PWA’s deliver an unparalleled investment platform inclusive of the full product and service offerings of Osaic Institutions and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Private Wealth Advisor serve clients with complex balance sheets,...

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Associate Director – Finance Excellence – (Strategic Performance Solutions) Location: New York, NY | Boston, MA Position Type: Full time Requisition ID: JR101177 Description: We Do Consulting Differently Associate Director – Finance Excellence – (Strategic Performance Solutions) The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. #ThinkBRG The BRG Corporate Finance practice has in-depth experience across a wide range of industries and...

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Associate Director - Financial Institutions Advisory Location: Washington, DC | New York, NY Position Type: Full time Requisition ID: JR101171 Description: We Do Consulting Differently Associate Director - Financial Institution Advisory We Do Consulting Differently BRG is launching a new capital markets group within its Financial Institutions Advisory practice that will focus on helping financial institutions, including broker-dealers, investment advisers, swap dealers, and other capital markets participants, solve pressing business, regulatory, and compliance issues. The group includes former regulators, compliance experts, financial modelers, technologists, and...

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Associate Director – Finance Excellence – (Strategic Performance Solutions) Location: New York, NY | Boston, MA Position Type: Full time Requisition ID: JR101178 Description: We Do Consulting Differently Associate Director – Finance Excellence – (Strategic Performance Solutions) The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. #ThinkBRG The BRG Corporate Finance practice has in-depth experience across a wide range of industries and...

Description About CoreSite: CoreSite is a leading colocation data center company providing the space, power, cooling and connectivity that businesses rely on to operate and grow. Our data centers bring dozens of organizations together under one roof, supporting the technology and services that keep our world connected. Our people are at the heart of everything we do, bringing the expertise, ideas and commitment that power our business and help our customers succeed. With a culture built on collaboration, ownership, and operational excellence, CoreSite is a place to make an impact. Lease Administration Specialist: Why This Role Matters: As a Lease Administration Specialist, you'll play an important role in supporting CoreSite's customer contract lifecycle and helping ensure critical business information is accurate and up to date. This role offers the opportunity to work closely with teams across Sales, Legal, Finance, Operations, and Senior Leadership while...

GENERAL SUMMARY The Senior Treasury Management Call Center Specialist serves as a senior subject matter expert for Treasury Management products and Commercial Online Banking services. This position is responsible for providing advanced support to internal and external clients, resolving complex service and operational issues, supporting strategic initiatives, and ensuring the successful delivery of Treasury Management services. The Senior Specialist acts as the primary escalation point for complex client inquiries and technical support issues involving Treasury Management products, Commercial Online Banking, ACH, Positive Pay, Wire Transfers, Account Reconciliation, Remote Deposit Capture, Lockbox, and Cash Management services. This individual works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Information Technology, Accounting, vendors, and other business units to deliver superior client service and operational excellence. The...

Job Classification: Corporate - Administration A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! Our Quantitative Solutions business is seeking a talented and driven Executive Assistant to work closely with leadership...

JOB DESCRIPTION In partnership with our internal business partner, BPO, this position will be responsible for premium reconciliation, discrepancies, and monitoring policies' financial status for all distribution channels. The Premium Reconciliation Specialist is expected to perform and prioritize billing and/or premium functions, executing tasks and responsibilities while building and maintaining positive relationships with internal and external clients. Direct ownership of a block of business as it relates to premium management. This position requires strong analytical skills, relationship management, communication, judgment, organizational skills, and problem resolution to meet the diverse needs of our clients. Location: Chicago, IL; Columbia, SC; Chattanooga, TN; or Portland, ME. Work arrangement: In-Office Expectation: 4 days in office, 1 day remote. RESPONSIBILITIES Effectively manage a block of multiple policies and accounts from a premium accounting and...

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic?  If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success.  We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying:   Video Clip 1   Video Clip 2  Video Clip 3   Learn more about us at cathaybank.com   GENERAL SUMMARY The New Accounts Review Specialist acts as a liaison with the Retail Banking team and other areas of the bank in reviewing, verifying and processing customer account opening documents to ensure compliance with legal, regulatory and...

About Us: We specialize in providing non-core, mission critical facilities maintenance and management services to large organizations with geographically dispersed properties in various industries such as retail, restaurants, banking, telecommunications, and others with multi-location business operations. Job Summary: This position is responsible for supplier selection and contract execution with USM's suppliers for Exterior and Interior Services. In the execution of these tasks, this position involves supplier RFQs, negotiation of rates, confirmation of supplier quality and capacity, and post-award, collection of contract documents and maintenance of supplier compliance. This position also supports the operations team with regard to issue resolution and supplier quality scorecarding. A Buyer ensures all active client locations and services have a capable, qualified, affordable, and reliable supplier assigned and under contract Essential Duties & Responsibilities:...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”  About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your...