9 assistant client service specialist jobs found in Columbus, OH

Description Summary: The Insurance Sales Specialist position requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phones sales using multiple insurance carriers.   This individual will be working each day with our internal segment partners to do what’s right for our customer’s insurance needs.  Educating our customers on insurance will be key to success.   Duties & Responsibilities: Sell personal insurance products to Individuals Inbound and Outbound calling to prospective clients Develop and maintain business relationships with internal and external referral sources. Meet goals for volume of quality new business quoted and written within company guidelines. Maintain up to date knowledge of products, services, technology and regulations. Performs other duties as assigned. Basic Qualifications: High School Diploma or...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a highly motivated, collaborative, and team-oriented attorney to support complex Corporate Treasury and Corporate Financial Transactions. This role offers the opportunity to work closely with a cross-functional legal team on a wide range of sophisticated transactions. The successful candidate will partner effectively with internal stakeholders and senior attorneys to support debt issuances, surplus note issuances, catastrophe bond issuances, credit facilities, liquidity and funding arrangements (e.g., FHLB, commercial...

Description Summary: The Huntington Securities, Inc. (HSI) Broker Dealer Ops Analyst 2 , New Account Onboarding Specialist 2, is responsible for supporting institutional broker dealer operations including client onboarding, asset movement, and account maintenance. In this dynamic team environment, you will maintain detailed knowledge of broker dealer operations and organizational policies and procedures. Additionally, you may participate in special projects to drive process improvement. Duties & Responsibilities: Review institutional client onboarding requests and ensure correct documentation is provided based on client type, e.g., Corporation, LLC, Partnership. Complete AML CIP/KYC/OFAC scans for all onboarding and maintenance requests Review and approve Asset Movements, including wire and ACH transactions Complete account maintenance requests Support operations of other institutional sales and...

Description Summary: The Practice Finance Loan Specialist o n-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ensure quality control and provides an exceptional customer experience. Partners and supports a team of Practice Finance Business Development Officers to achieve team results. Assists with onboarding customers with sales from $0-25MM. Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews onboarding process to ensure alignment with Simply the Best customer experience. Provides client service utilizing a relationship plan/model. Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions. Coordinates the due diligence and...

Description Summary: The Business Banking Closing Specialist provides administrative support for the Sales Team and is responsible for the providing quality customer service through day to day interaction between Huntington and the client, coordinating the closing of Business Banking Loans. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Duties and Responsibilities: Generate term sheets / commitment letters, communicate with customers, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect items required to clear conditions to close, and drive a deal toward closing. Provide administrative support for the Business Banking Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide’s Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced and highly motivated Paralegal Specialist to join our team supporting the Department of Investments. This role is a critical partner to attorneys and Nationwide’s investment professionals on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, alternative investments, structured investments, co-investments, secondary transactions, and related matters....

Description Summary: The Treasury Management Customer Experience Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution.  This position requires demonstrated expertise in onboarding commercial treasury products and executing both technical and...

Description Summary: The IS Technical Specialist provides technical and consultative support on the most complex technical matters.  Duties and Responsibilities: Analyzes, designs, and develops systems based upon user specifications.  Provides technical assistance in solving hardware or software problems.  Possesses an in-depth knowledge of and works with the technical tools available for systems development and support. Maintains and demonstrates knowledge of technical industry trends, particularly as they apply to Huntington.  May assist with identifying training needs or with training of less experienced staff.  May serve as project leader for specific projects. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5+ years of related experience or an additional 4 years of related work experience may be considered in lieu of the Bachelor's Degree Preferred...

Description The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington’s Private Bank segment. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict oversight and internal compliance associated with fund movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of professionals in building trust and strengthening client relationships, advancing Huntington’s core value of Service Heart. Duties and Responsibilities Supports account reconciliation process and documentation/disclosure of account transactions Communicates with our third-party tax preparers during tax deadline periods and assists with resolution of open items and issues Prepares fund transfers and payment...