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Customer support specialist Jobs in Richmond, VA

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Customer support specialist • richmond va

Last updated: 1 day ago

Fiduciary Support Specialist II

SunTrust Investment Services, Inc.Richmond, VA, United States
$58,000.00–$70,000.00 yearly
Full-time

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.Provide client support to Trust Advisors.Help coord... Show more

Mortgage Customer Services Specialist

ASCENDINGRichmond, VA, US
Full-time
Quick Apply

Mortgage Customer Services Specialist Richmond, VA (100% onsite) Long-term Contract-to-hire Schedule 1st–16th of each month:.Last two weekends of each month:.Saturday Overview Seeking a custo... Show more

Global Director, Technical and Customer Support

FlexHenrico, VA, US
Full-time

Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world.A career at Flex offers the opportunity... Show more

Community-Based Services Support Specialist

Extra Special Parents, Inc.Richmond, VA, USA
$21.50–$26.00 hourly
Part-time
Quick Apply

About Extra Special Parents: At Extra Special Parents (ESP), we believe every child deserves a safe home and a nurturing adult they can trust.Since our inception in 2006, our mission has been to su... Show more

Fiduciary Support Specialist II

TruistRichmond, VA, United States
Full-time

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.Provide client support to Trust Advisors.Help coord... Show more

Remote Customer Support - Medical Transportation Client

Arise Virtual SolutionsRichmond, Virginia
Remote
Full-time

Work From Home: Support a Medical Transportation Client Through the Arise® Platform.Interested in earning extra income without leaving your home? The Arise® Platform connects you with remote custom... Show more

 • Promoted

Inperson_W2_Sharepoint Support Specialist

Tech MarketingRichmond, VA, United States
Full-time

Inperson W2 Sharepoint Support Specialist.The SharePoint Business Support Specialist responds to requests from agency business users for SharePoint 2010 assistance.The role performs 'power-user' ty... Show more

Customer Relations Specialist

LjhorizonsRichmond, Virginia, United States
Remote
Full-time
Quick Apply

We are seeking a dependable and people-focused Customer Relations Specialist to support customer communication, service coordination, and ongoing relationship management.This role is well suited fo... Show more

Customer Support Engineer

AMF BakeryRichmond, VA, USA
$35.00 hourly
Full-time
Quick Apply

About AMF BakeryWE RISE TOGETHER! At AMF, we are dedicated to working alongside our customers to produce better food for families around the world while creating better lives for our teammates, fam... Show more

Technical Support Specialist

EmplyfyKew, RIC, GB
$30,000.00–$40,000.00 yearly
Full-time

Are you an experienced Technical Support Specialist looking for a role where no two days are the same? Our client is an international high-tech organisation and established MSP providing technology... Show more

IT Support Specialist

Unity Technologies CorporationRichmond, VA, USA
Full-time

SBA-certified Woman-Owned Small Business (WOSB) delivering high-impact professional and technical services to government agencies.With deep expertise in Industrial and Enterprise Systems Modernizat... Show more

Implementation Support Specialist

Talium AdvisorsRichmond, VA, United States
Full-time

Talium Advisors is searching for an Implementation Specialist who will be responsible for working with external clients throughout the new implementation process.Establishes user accounts and provi... Show more

Customer Service Specialist

Globe Life AIL - McQuade OrganizationRichmond, VA, US
$62,000.00–$80,000.00 yearly
Full-time
Quick Apply

Join our team as a Customer Service Specialist in VA—help clients with benefit solutions, deliver top-tier service, and grow your career with a Fortune 500 company 💼 Full-Time.Weekly Pay | Advance... Show more

Customer Service Specialist - VA

XACTRichmond, VA, us
$15.00 hourly
Full-time

Customer Service Specialist – Make a Difference for Our Customers Every Day.We are looking for energetic individuals who have an interest in providing our clients' customers with excellent customer... Show more

Global Director, Technical and Customer Support

Flex LtdHenrico, VA, United States
Full-time

Global Director, Technical and Customer Support.Anord Mardix, a Flex company, is a global leader in critical power solutions.With facilities around the globe, Anord Mardix leads in critical power i... Show more

Seasonal Customer Support Manager, Tax (REMOTE)

JDA TSGRichmond, VA, US
Remote
Full-time +1

You bridge the gap between complex operations and human empathy, ensuring your team of tax professionals has the tools and support they need to meet performance metrics without sacrificing exceptio... Show more

Residential Support Specialist (RSS)

ALIGN INTEGRATED CARE PLLCSandston, VA, US
$16.50 hourly
Full-time +1

The Residential Support Specialist (RSS) provides direct care, structure, and supervision to residents within the ASAM Level 3.Clinically Managed Low-Intensity Residential Program, as defined by th... Show more

Key Account Support Specialist

Advantage Unified CommerceRichmond, VA, United States
Full-time

Key Account Support Specialist.As a Key Account Support Specialist, you will play a pivotal role in driving client success.Your primary responsibilities will include directing client annual review ... Show more

Coordinator, Customer Facing API Support

TForce FreightRichmond, US
Full-time

Job Description Responsibilities * Provide day-to-day operational support for external APIs, including monitoring performance, uptime, and transaction health.Troubleshoot and reso... Show more

Incident Management Specialist Launch & Deployment Support

AmpcusRichmond, VA, United States
Full-time

Incident Management Specialist Launch & Deployment Support Job Location: Mclean, VA - Hybrid.Duration: 6 months assignment with the possibility of extension.Job Description: We are seeking an expe... Show more

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Fiduciary Support Specialist II

Fiduciary Support Specialist II

SunTrust Investment Services, Inc.Richmond, VA, United States
12 days ago
Salary
$58,000.00–$70,000.00 yearly
Job type
  • Full-time
Job description

Job Title

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
  • Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Utilize various trust systems to affect transactions, monitor accounts, and create reports
  • Respond to client requests for information and assistance within appropriate level of authority
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
  • Prioritizing fiduciary activities that enable quality client interaction
  • Continually render extraordinarily responsive and personal service to our Wealth Clients
  • Participate in onboarding new teammates and training
  • Assist with special projects for Fiduciary Group Support Leader
  • Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
  • Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
  • Demonstrate strong knowledge of bank policy and procedures
  • Strong problem-solving skills
  • Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
  • Excellent interpersonal and relationship management skills
  • Excellent oral and written communication skills
  • Exemplary customer service and professional etiquette skills
  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • Undergraduate degree
  • Trust School attendee or graduate
  • Fiduciary experience a plus

The annual base salary for this position is $58,000-70,000 per year.