
Client Services Specialist, Banking
City National Bank of FloridaSupports corporate, real estate, business banking, and private clients at a Florida bank. Handles loan servicing, account onboarding, treasury services, and regulatory compliance.


Supports corporate, real estate, business banking, and private clients at a Florida bank. Handles loan servicing, account onboarding, treasury services, and regulatory compliance.

Manage private client tax engagements, returns and staff development at EisnerAmper, a global accounting, tax and business advisory firm.

Lead tax planning, compliance, and complex return reviews for high-net-worth clients at EisnerAmper. Guide teams, build client relationships, support business development, and develop staff.

Support Arch’s travel, accident and health insurance customers by phone, email and chat. Handle claims updates, technical troubleshooting and insurance sales.

Manage complex trade finance transactions and high-risk collections and letters of credit for MUFG. Support accurate, compliant client service across Los Angeles and Tempe.

Lead delivery finances, capacity, quality, and client results while improving enterprise SaaS implementations for Intapp customers in legal, accounting, consulting, and investment services.