- Mizuho Corporate Bank (Los Angeles, CA)
- …staff members to maintain department productivity standards. + Provide support related to client onboarding and maintenance. + Coordinate with the related to ... Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more
- JPMorgan Chase (San Francisco, CA)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Motion Recruitment Partners (Woodland Hills, CA)
- …Specialist (Remote) Woodland Hills, California **100% Remote** Contract $18.93/hr - $18.93/hr Our client is looking for a Onboarding Specialist for a 6-month ... trusted advisor ensuring end user customer satisfaction in the onboarding process of system set up for the IT...in advance. **Posted by:** Kenny Edgerton **Specialization:** + Customer Support / Call Center / Client + Administrative /… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding , subscriptions/redemptions, money movement, and reporting ... Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to serve billionaire clients. Key Responsibilities + Own the end-to-end client experience across onboarding , subscriptions, redemptions, money movements, and ... Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco office) Industry:… more
- ADP (CA)
- …experience and beyond. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... the Benefits Value Proposition for the WSE on behalf of the client . + **Ensures onboarding benefits plan education** , timeliness, and effectiveness of client… more
- Citigroup (San Francisco, CA)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (Los Angeles, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Banc of California (Brea, CA)
- …and regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Client Onboarding : + Facilitate the onboarding ACH origination services. ... WIN(R) **THE OPPORTUNITY** The ACH Origination Specialist is responsible for onboarding new clients and delivering comprehensive technical and operational support to… more
- Kyndryl (Sacramento, CA)
- …environment** is a plus. **Important Notes:** + As part of our client 's onboarding requirements, successful candidates must pass a pre-employment drug ... and proactive **Deskside Support Site Focal** to join our client 's onsite IT support team. This role is ideal...for onsite technicians, leading by influence and ensuring smooth onboarding and training. **Key Responsibilities:** + Act as the… more