- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities. GMD is a ... client facing team responsible for advisory services...lead weekly meetings with the desk heads on client updates. + Contribute to automation and process improvement… more
- 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
- Deloitte (New York, NY)
- …Documentation Specialist - Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving ... diagnoses, treatments, and follow-up entries in medical records to lead to coding accuracy + Identify gaps in clinical...team , physicians and other medical staff on suitable documentation processes to ensure consistency and accuracy of clinical… more
- 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
- 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
- BlackRock (New York, NY)
- …5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services ... and embrace change Foster a fun, innovative, and inclusive team atmosphere **About this role** Our Aladdin Client...languages preferred but not required + Proven ability to lead and mentor team members, with past… more
- Capital One (New York, NY)
- …adhered to and mitigated + Establish and manage team standards for client onboarding, including the execution of documentation and the successful ramp-up of ... Sr. Manager, Associate Treasury Management Consultant Team Lead This role is a... leader, you will be instrumental in teaching your team to create and deliver customized, client -centric… more
- Neuberger Berman (New York, NY)
- …user testing, release coordination, and post-launch adoption and performance + Lead client onboarding and account opening experience digitization efforts ... business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual… more
- 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
- KeyBank (Ossining, 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