• Senior Service Officer or Lead Service…

    KeyBank (Amherst, NY)
    …tandem with the RM as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Coach and mentor others on ... + Serve as a resource to the credit underwriting team for deal structure inquiries + Lead ...as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Train… more
    KeyBank (09/24/25)
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  • Sr Client Service Associate

    Public Consulting Group (Albany, NY)
    …onboarding, demos, troubleshooting, and follow-up support for clients. + Plan and lead client engagement activities that promote shared learning, peer ... clients and internal teams. The Product Innovation and Delivery Lead will work closely with the Product Strategy ...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
    Public Consulting Group (08/28/25)
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  • Head of North America Regulatory Reporting…

    Citigroup (New York, NY)
    …highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM ... partnering with the enterprise data and regulatory reporting operations team . + ** Client Tax Operations:** Oversee and...in tax matters, tax form expiry, solicitation, refunds of client taxes and tax documentation across a… more
    Citigroup (07/22/25)
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  • VP, Global Markets Documentation - Prime…

    TD Bank (New York, NY)
    …provide you more specific details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities. The group ... negotiation and execution of agreements that govern capital markets trading products. The team is committed to providing a seamless client experience while… more
    TD Bank (08/09/25)
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  • Tax Solutions Sr. Client Support Specialist

    S&P Global (New York, NY)
    …Level (for internal use):** 10 **The** **Role:** Tax Solutions Client Success/ Client Engagement Sr. Specialist **The Team :** S&P's Market Intelligence group ... and resolution. + Collaborates daily with software engineers to troubleshoot and resolve client issues and implement customizations. + Lead meetings with … more
    S&P Global (09/30/25)
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  • VP Revenue Cycle Client Delivery

    Highmark Health (Albany, NY)
    …and offshore operations team . Ensures optimal performance and adherence with enGen's Client Delivery Management Model. The VP is closely involved with client ... to Ensemble leadership **People Management** : + Build and lead a skilled RCM operations team , providing...client demands efficiently. + Work with the Talent team to ensure the optimal staffing levels are maintained… more
    Highmark Health (09/03/25)
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  • Manager Client Services - Onboarding

    City National Bank (New York, NY)
    *MANAGER CLIENT SERVICES* East Coast Based (NYC or DE) Required: Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? This position leads the client and ... services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, document… more
    City National Bank (08/07/25)
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  • Licensed Private Client Banker

    KeyBank (Suffern, NY)
    …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private...that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts + Strong… more
    KeyBank (09/12/25)
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  • Service Officer or Lead Service Officer…

    KeyBank (Amherst, NY)
    …for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and ... partners supported by the IPG/CDLI/IRE/HC teams. Client segment focus is local, regional and national developers...high volume environment + Provides backup for servicing for team members. + Active involvement and assist RM and… more
    KeyBank (09/24/25)
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  • Client Delivery Manager (NYC)

    UpClear (New York, NY)
    …of a startup-like company that already has a global reach About The Role As Client Delivery Manager, you will be part of UpClear's global Delivery team . You ... well as provide project management support to our existing client base. The role involves developing and managing project...and internally, and directing technical resources on our Solutions team . The role includes periodic travel (less than 10%)… more
    UpClear (07/19/25)
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