- Banc of California (Glendale, CA)
- …assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions. The role of a Senior Teller ... regulatory procedures to ensure the safety and security of client and bank assetsAssist with processing and scanning of...branch's overall goals. + Help with the training and onboarding of new team members. + Treat people with… more
- Zscaler (San Jose, CA)
- …relationships with customers, guide them through a positive post-sales experience from onboarding to renewal, and proactively engage with them to help them realize ... + 3+ years of experience in Customer Success, Account Management, or a similar client -facing role at a Saas cybersecurity company + 2+ years managing a book of… more
- WTW (Los Angeles, CA)
- **Description** The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... client relationship through a dedicated client onboarding team. This role will help ensure that the Team delivers to the Client an efficient and… more
- JPMorgan Chase (San Francisco, CA)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a… more
- Robert Half Office Team (San Diego, CA)
- …via phone, email, and in person. + Support financial advisors with client onboarding , documentation, and account maintenance. + Coordinate the collection ... Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the… more
- JPMorgan Chase (Palo Alto, 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
- Norstella (Sacramento, CA)
- …Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding , adoption, and renewals with the aim of client ... Client Success Renewals Specialist Company: MMIT Location: Remote,...onboarding and adoption of licensed solutions * Support client with the submission, monitoring, and ensuring resolution of… more
- Aerotek (Fresno, CA)
- … client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage ... client requirements for the onboarding packet (eg, authorization forms, drug tests, background checks etc.) and update the Candidate Tracker with contractor data… 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
- Valet Living (San Francisco, CA)
- …and deliver professional presentations to establish trust and win new business. + Oversee Client Onboarding : Close new contracts and ensure a smooth handoff to ... Additionally, you will collaborate with internal teams to ensure seamless onboarding and exceptional client satisfaction. We are seeking a quick learner who is… more
