- CIBC (Chicago, IL)
- …in day-to-day operations of retail and digital banking, including account management, client onboarding , and service delivery. + **Digital Banking Projects:** ... to gain hands-on experience in delivering innovative banking solutions and exceptional client service in a rapidly evolving digital landscape. _At CIBC we enable… more
- Wipfli LLP (Chicago, IL)
- …meetings and training sessions. + Help prepare documentation and training materials for client onboarding . + Act as a liaison between stakeholders including ... skills while learning the product lifecycle, implementation processes, and client support strategies. Responsibilities + Learn the architecture, functionality, and… more
- CIBC (Chicago, IL)
- …Management Onboarding processes and systems engineering to enhance the overall client onboarding and servicing experience + Excellent abilities to manage ... for estimating the projects by interpreting complex information, and participating in client business review sessions to influence decisions regarding the use of… more
- Citizens (Chicago, IL)
- …You ensure the efficient and effective delivery of operational processes, including client onboarding , account maintenance, and transaction processing. This role ... wealth management systems. + Strong understanding of operational workflows, including client onboarding , account maintenance, and transaction processing. +… more
- H&R Block (Lincolnwood, IL)
- …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 d...Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts + A ssist… more
- Ensono (Chicago, IL)
- …of tasks including database optimization, database performance reviews and tuning, and new client onboarding . The individual will provide 24x7 on call support as ... related products for functionality, advising how they benefit the client o Manage vendors relations and quickly resolve problems...the place you can do it. We are a client -facing business, but we do encourage clients to allow… more
- Publicis Groupe (Chicago, IL)
- …and platform goals + Sponsor strategic initiatives that drive innovation, automation, onboarding throughput, and client satisfaction + Lead execution of ... Own strategic direction and cross-functional impact - The Director of Client Integration sets the vision for integration functions, aligning departmental efforts… more
- Bank of America (Chicago, IL)
- …in trading and capital markets, including risks arising from third-party intermediaries, client onboarding , and complex transaction structures. + Knowledge of ... and compliance interact across the product lifecycle. + Familiarity with client due diligence (CDD) and counterparty risk assessments tailored to institutional… more
- RevenueWell (Chicago, IL)
- …achieving or surpassing sales targets. + Collaborate cross-functionally to ensure seamless client onboarding and satisfaction. + Maintain accurate records of ... industry events/tradeshows. + Conduct comprehensive needs assessments to understand client pain points and requirements. + Present and demonstrate...sales activities and client interactions in CRM systems (Hubspot and Salesforce). +… more
- JPMorgan Chase (Chicago, IL)
- …analytics and business modeling programs that drive strategy and execution for the Client Onboarding & Service organization. Develop expertise in core business ... Analytics teams to create dashboards and reporting for capacity modeling and client costing. + Identify and deploy quantitative and statistical methodologies for… more