Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
About the role
- Audit Lead overseeing audits for Institutional Client Services, Wealth, & HR at M&T Bank. Leading audit teams and executing risk assessments with effective communication and relationship management.
Responsibilities
- Leads and executes audits across the Institutional Client Services, Wealth, & HR domains
- Responsible for overseeing and executing annual risk assessments, continuous auditing, and remediation plan validations
- Communicate audit progress and findings to Bank management and oversee Auditors on assigned audit activities
- Plan and execute other assurance activities utilizing modernized assurance methodologies, tools, and approaches
- Write audit findings that clearly identify risk and root cause
- Coach, develop and oversee work of Auditors and new hires
Requirements
- Bachelor’s degree and a minimum of 5 years’ relevant work experience
- Minimum of 1 year’s leadership experience
- Experience with internal audit methodology
- Solid understanding of internal control concepts
- Experience evaluating adequacy of the controls
- Strong leadership skills
- Proven analytical skills
- Excellent verbal and written communication skills
- Experience presenting sensitive and complex findings to business management
- Proven ability to handle multiple projects at the same time
Benefits
- Medical benefits
- Retirement plans
- Forty hours of paid volunteer time per year
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.