- KeyBank (Buffalo, NY)
- …will be an active member of the relationship team accountable for efficient client onboarding , proactive outreach and providing top-tier service. The CRA ... the team with opportunities to grow revenue. + Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing… more
- JPMorgan Chase (New York, NY)
- …+ Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding and retention efforts + Build out processes to support new ... and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible for overseeing and… more
- S&P Global (New York, NY)
- …Software Development by offering valuable feedback and assistance with testing. + Manage client onboarding for triReduce and triBalance by engaging with clients, ... **About the Role:** **The Team:** The triReduce and triBalance Optimization Client Services team is a global, cross-functional team that delivers our services to… more
- MediaRadar (New York, NY)
- …timely payment. + Partner with the Sales team to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... in the New York City office as a Strategic Client Partner where you will play a crucial role...of business. + Influence our product roadmap by sharing client feedback with our Commercial leaders and Product teams.… more
- HSBC (Buffalo, NY)
- … client management process providing a positive and professional onboarding / client experience for customers and ensure that appropriate arrangements ... of Global Liquidity and Cash Management (GLCM) products. The role incorporates Client integration, Client Implementation and Client Service. As our Client… more
- Mizuho Corporate Bank (New York, NY)
- …implementation of a client centric approach that focuses on delivering optimal onboarding experience for The Client by ensuring all onboarding ... Summary: + Provides Clients and Front Office optimal experience through effective onboarding and communication + Responsible for coordinating onboarding requests… more
- ADP (New York, NY)
- …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
- Mastercard (New York, NY)
- …acquirers, and issuers. This position will oversee critical domains such as client onboarding , developer experience, and customer servicing, ensuring smooth ... understanding of customer needs and technology trends . Deep understanding of client onboarding , API platforms, developer ecosystems, and servicing models in… more
- Citigroup (New York, NY)
- …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
- BlackRock (New York, NY)
- …a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Aladdin Business, Aladdin Client Engagement** **BlackRock Solutions** supports the investment process through the development, deployment and… more