- Robert Half Finance & Accounting (San Ramon, CA)
- …and follow-ups + Build financial plans and manage planning software + Handle client onboarding and communications + Assist with insurance proposals and ... in delivering personalized financial planning and investment strategies. You'll manage client communications, assist with onboarding , and help build tailored… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …proactive communication and service + Collaborate with internal teams to ensure seamless client onboarding and support Why This Role Stands Out Established ... protect, and transfer wealth. Our approach is rooted in deep client understanding, cross-disciplinary expertise, and high-touch service. Position Summary As a… more
- Bank of America (Newport Beach, CA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Compass Group, North America (Concord, CA)
- …for Quarterly Business Reviews (QBRs) and RFPs + Provide data support during client onboarding and program refreshes + Maintain clarity and alignment around ... insights that drive smarter decisions, improve service performance, and enhance client engagement. You'll work closely with the Director of Coffee&Refreshment… more
- Nelnet (Sacramento, CA)
- …institutions. This is a foundational role responsible for designing and executing client onboarding processes that will replace our existing product offerings. ... our new platform. **JOB RESPONSIBILITIES:** + Design and standardize onboarding methodology, project templates, timeline estimation models, milestone frameworks, and… more
- ADP (La Palma, CA)
- …this may be an opportunity for you. Read on and decide for yourself. As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale ... and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a… more
- Truist (Beverly Hills, CA)
- …with the team to identify and address variances. + Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance ... typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …transactions and ensure regulatory compliance + Refine and implement processes for client onboarding , maintenance, CRM workflows, and investment reconciliation + ... high-performing team. This is a dynamic leadership role focused on optimizing client service operations and supporting investment activities across a sophisticated … more
- JPMorgan Chase (Palo Alto, CA)
- …Coordinate the Letter of Credit process across the Commercial Bank's customer base during client onboarding , new facility set up and Letter of Credit issuance. + ... Are you excited to provide best in class client experience to our customer base, do you...- Vice President within the Commercial Bank, you are client facing and will team up with our Commercial… more
- H&R Block (Cupertino, CA)
- …payroll services to Block Advisors small business clients including assisting with client onboarding , accurate and timely recording of financial transactions, ... assist in the overall development of the business services client base serviced by Block Advisors. Day to day,...Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts + Assist in… more