456 client experience specialist jobs found

Duties & Responsibilities This role is responsible for the management, training, coaching and development for assigned region of Corporate Trust Relationship Managers. This role will also serve as Lead Administrator for the largest/key complex accounts, volume and /or client relationship to ensure high quality fiduciary services. Provide leadership and guidance to direct reports and the regional teams under their responsibility Actively participate in developing and executing the strategic plan and accompanying annual objectives for Corporate Trust Actively engage with the Corporate Trust Development Team and specifically involve the business development officers assigned to the regions for which they have responsibility Conduct performance discussions/next 90s with direct reports and recommend performance improvements as needed Ensures regional managers are operating profitably and following prescribed controls/procedures consistently across regions Ensures each regional...

JOB This is professional work providing a full range of case management services in the field of drug and alcohol treatment. The employee will screen and assess their clients' needs to determine the level of care required based on placement guidelines. They will be responsible for coordinating access to treatment services and developing, and implementing a comprehensive service plan to include case management follow-up.The employee will also monitor the treatment progress of their clients, write reports, and advocate for clients with other agencies or organizations to maximize clients' benefits. Work is assigned by the Case Management Supervisor in accordance with the objectives of SCA's program and needs. Every client's case is reviewed with the Case Management Supervisor to ensure work is completed in its entirety, and in compliance with the SCA's policies and procedures. EXAMPLE OF DUTIES In accordance with DDAP established guidelines, will conduct telephone screening...

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Develops comprehensive credit structures to meet the transactional needs of more complex clients. Signs off on new, renewal and extension loans within delegated authority. Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions. Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize...

Join a team where your professional growth directly impacts vulnerable families across New York City by providing crucial housing services and eviction prevention legal support that helps clients achieve permanent, stable housing. At NAICA, we’re committed to being an employer of choice by attracting top talent, fostering an engaging work environment, and providing the support you need to advance your career while making a meaningful difference in people’s lives. Title : Case Manager - Mental Health Location : New York Metropolitan Area Reports to : Case Manager Supervisor Pay Range: $27.47 per hour ($50,000 per year) FLSA Status : Non-Exempt Status : Full-time (35 hour per week) Role Summary : The successful candidate will provide a full range of on-site, person-centered, strengths-based services to a caseload of approximately 20-25 clients with the objective to help people live fulfilling lives in the community. The Case Manager will be...

Posting Description: Aon is looking for an Operations Manager II As part of an industry-leading team, you will empower results for our clients by delivering innovative and effective solutions as part of our US Commercial Risk Service Center within Aon Business Services in Bannockburn, IL. As an Associate Director, you will report directly to the Director of Aon Client Services (ACS) and manage licensed specialists. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like: Make employment decisions, evaluate and rewards staff performance, recommend training and development opportunities. Manage overall employee performance and where appropriate communicate disciplinary and corrective...

Overview The Role: Reach Up is one of ESD's benefits programs. It provides financial assistance and coaching services for Vermont families meeting income eligibility criteria. The program's mission is "Reach Up joins families on their journey to overcome obstacles, explore opportunities, improve their finances and reach their goals". Reach Up Case Managers (RUCM) provide mission-driven coaching to help families identify and meet their goals. ESD is looking for someone to join this team who: will collaborate with families in a strength-based way through a coaching model has experience working with individuals and families who may be under extreme stress, have complex needs and experiencing poverty, while simultaneously seeing the potential and strengths in every family will contribute to the development, cohesion and productivity of their team and support teamwork through open and honest communication. thrives in a busy work environment is...

Description Join a mission where your contributions count! At Leidos, innovation is at the heart of everything we do. Powered by a team as diverse as it is talented, we're driven by a shared passion for delivering bold solutions that fuel our customers' success. We believe in empowering our people, giving back to our communities, and leading with sustainability. Every action we take is grounded in integrity and a steadfast commitment to doing what’s right—for our customers, our teams, and the world around us. Our Mission, Vision, and Values aren't just words—they're the compass guiding our journey toward a brighter future. If this sounds like the kind of environment where you can thrive, keep reading! The Defense Sector within Leidos develops and produces advanced space, aerial, surface, and sub-surface manned and un-manned capabilities. Our Business Area delivers smart, integrated, mission-ready solutions that enhance military intelligence operations and...

Disaster Case Manager, Older Adult Specialist Job Status: Full-time, Exempt, On-Site, 40 hours/week Salary: Base salary $5,000 monthly for 7 months (prorated salary of $60,000 annually) with benefits (health, dental, vision, retirement, PTO, life insurance, etc.) Position Description: In response to the May 16 tornado, LifeWise StL and many partners created the Senior Support Team to provide compassionate, client-centered support to impacted older adults. The Senior Support Team’s mission is to help adults 60 and older stabilize and recover from the disaster to the extent possible given available resources. The Disaster Case Manager, Older Adult Specialist serves as a specialized advocate and primary contact for disaster-affected older adults, designing and implementing personalized recovery plans, coordinating with community partners, entering data with accuracy and guiding clients through a structured recovery process. Primary Duties and Responsibilities: 1....

Job Duties DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. Summary The Manager Talent Development, working in collaboration with and in support of the firm's Transactions strategic initiatives, develops and organizes national, office, client and practice group substantive legal skills and soft skills programs including supervising content, logistics, materials and communications. Manages multi-day academies and programs. Assists in preparing annual department budget. Location This position can sit in any of our US office locations, offers a hybrid work schedule, and requires periodic travel. Responsibilities Oversees all logistics of Talent Development academies and conservatories, including complex off-site, internal,...

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor in managing office workflow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and perform other practice management tasks such as organizing client events and other marketing activities. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position functions: Business management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients Maintain files and...

Duties & Responsibilities This role is responsible for the management, training, coaching and development for assigned region of Corporate Trust Relationship Managers. This role will also serve as Lead Administrator for the largest/key complex accounts, volume and /or client relationship to ensure high quality fiduciary services. Ensure the prompt and accurate setup of new accounts Manage and provide guidance and direction to staff Conduct performance reviews and recommends discipline as needed Assigns and adjusts staff workloads Responsible for interviewing, hiring & training Resolve ALL administrative issues and provide support to any level client staff Provide guidance to junior staff Operate independently to service the largest clients and resolve the most complex issues Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and...

job summary: We are seeking a Senior Construction Project Management Specialist in New York City, NY. Join Our Client, a Top U.S. Employer unlocking the power of food! We need a driven PM with a relevant Bachelor's and 3+ years in luxury retail construction to lead end-to-end builds.   location: New York, New York job type: Contract salary: $39.08 - 54.66 per hour work hours: 8am to 5pm education: Bachelors   responsibilities: Lead end-to-end retail store construction, relocations, and refurbishments for Our Client, ensuring projects are delivered on time, within scope, and under budget. Direct all pre-construction and bidding activities, including comprehensive lease evaluations, permit securement, material procurement, and vendor proposal negotiations. Collaborate with Our Client's internal teams and external stakeholders to uphold design integrity, devise contingency plans for project issues, and implement spatial requirements. Manage critical project...

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. You will produce new business sales revenue from a SaaS license model. You will accomplish this through account planning, territory planning, researching prospect customers, using business development strategies and completing field-based sales activities within a defined set of prospects, territory or vertical. What you get to do in this role: Develop relationships with multiple...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking a Legal Administrative Specialist (LAS) to support the Investment Management Practice Group. Reporting to the Office Manager this position will be responsible for providing a broad range of administrative, secretarial and document processing support with guidance to the assigned practice group in an environment where superior client service is emphasized and practiced. Maintaining an in-office presence is important to delivering our services through an integrated and collaborative work culture. Firm policy requires this role to work in the office three days per week as scheduled by their manager unless client demands, or another accommodation approved by their practice group, require them to be elsewhere. PRIMARY FUNCTIONS AND RESPONSIBILITIES Individuals in this...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Digital Experience (Manager) Print (https://www.governmentjobs.com/careers/metrocouncil/jobs/newprint/5300447) Apply ? Digital Experience (Manager) Salary See Position Description Location 390 Robert St. N St. Paul, MN Job Type Full-Time Job Number 2026-00109 Division Regional Administration Department Program Services Opening Date 04/13/2026 Closing Date 4/28/2026 11:59 PM Central Description Benefits Questions WHO WE ARE We are the Metropolitan Council, the regional government for the seven-county Twin Cities metropolitan area. We plan 30 years ahead for the future of the metropolitan area and provide regional transportation, wastewater, and housing services.More information about us on our website. (https://metrocouncil.org/About-Us/The-Council-Who-We-Are.aspx) We are committed to supporting a diverse workforce that reflects the communities we serve. Communicationsprovides strategic communications planning, as well...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Company description Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns on Facebook, Instagram, Snapchat, Twitter, and YouTube for Fortune 500 brands including Walmart, McDonald's, Pepsi, Nestlé, General Mills, Toyota, Samsung, Sony Pictures and many more. Influential is the only company that can track deterministic one-to-one in-store foot traffic and sales attribution from paid influencer posts, as well as TV tune-in lift and attribution. Influential is a strategic partner of WME and Oracle's Moat and has offices in Beverly Hills, New York City, and Las Vegas. (www.influential.co (https://publicisgroupe.icims.com/proxy/classic-data/classic-data-spa/export/profile/JOB/www.influential.co) ) Overview Influential is looking for an experienced...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest clients with the most complex needs. This role is responsible for the management of day-to-day operational / client service activities while effectively monitoring internal controls within the specialty corporate trust team focused on the CLO product. In addition, this role will work along senior management and technical staff to identify business solutions for improvements to business processes, policies, and systems. Resolve the most complex administrative issues and provide support to senior levels of client staff. Operate independently to service the largest clients and resolve the most complex issues. Provide day-to-day support to existing CLO accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt...