Client Service Associate - Private Bank PNC BankClient Service Associate - Private BankCleveland, Ohiop style="text-align:inherit"/>Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Client Service Associate Fiserv IncClient Service AssociateOH$120,000–$198,000 / yearFor incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
Client Service Associate - Private Bank The PNC Financial Services Group IncClient Service Associate - Private BankCleveland, OHp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Client Services Associate Reworld Holding CorpClient Services AssociateAvon Lake, OH$39,200–$52,100 / yearp>The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with various internal departments and operations to facilitate services. Reworld partners with businesses by offering cutting-edge engineering and innovative solutions, to help customers reduce, reuse, recycle and recover value from waste streams and meet or exceed their sustainability goals.
KPB Client Service Associate (IM&T) KeyCorpKPB Client Service Associate (IM&T)OH$25–$38.46 / hourThe Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust ("IM&T") accounts, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
KPB Client Service Associate KeyCorpKPB Client Service AssociateOH$25–$38.46 / hourul>Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.
Client Services Associate Flexjet LtdClient Services AssociateCleveland, OHp>Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with clients contracted agreement. The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.
Client Services Associate FlexjetClient Services AssociateCleveland, OHExecuting daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client’s contracted agreement. The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.
Senior Account Manager, Client Services UnitedHealth Group IncSenior Account Manager, Client ServicesCleveland, OHRemote$72,800–$130,000 / yearp>The fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Primary Responsibilities: Analyze risk pool and/or provider group performance to determine areas of focus or improvement opportunities, to include performing analysis of financial statements and other metric-related reports to determine areas of focus or improvement opportunities.
Key Private Bank Client Relationship Associate KeyCorpKey Private Bank Client Relationship AssociateOH$25–$38.46 / hourli>Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesAkron, OH$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.