- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... to provide customized financial solutions to clients and manage client relationships. Contribute to the overall success of the...policies and procedures. **What You'll Do:** + Champion a client centric culture focused on deepening client … more
- Kids First (Buffalo, NY)
- …issues. + Maintain clinic documentation and assist with general office support tasks. Client Intake & Onboarding + Manage the intake process from referral ... through onboarding . + Ensure all client documentation is accurate, complete, and up to date. + Confirm eligibility and communicate next steps to clients and… more
- US Bank (New York, NY)
- …the preparation of the credit approval memorandum, loan documentation and client onboarding . **Qualifications** .Bachelor's or master's degree in finance, ... to the ABF Sales and Originations Market Leader, this client facing role is primarily responsible for sourcing, and...and will have direct responsibilities tied to new ABF client acquisitions and will provide ABF product support to… more
- CVS Health (Albany, NY)
- …to showcase the value of our population health solutions. + Participate in client onboarding processes, ensuring smooth transitions and alignment of clinical ... + Collaborate with the sales and business development teams to support client acquisition and retention efforts. + Ensure provision of clinical expertise and… more
- Sodexo (New York, NY)
- …of digital tools, ensuring timely delivery and cross-functional collaboration. + Oversee client onboarding and training, promoting seamless platform adoption and ... as a partner to our sales and operations teams to deliver desired client outcomes. Key responsibilities of the role include creating technical and digital solutions… more
- US Tech Solutions (New York, NY)
- …are applied in a US banking environment + Strong understanding of the Client Onboarding Process and documentation/information specific to KYC/AML and the various ... per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential… more
- Citizens (Rochester, NY)
- …liaison between clients, financial advisor(s), and internal departments + Complete new client onboarding and service requests for existing clients + ... liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and… more
- Highmark Health (Albany, NY)
- …information technology systems: Group Database and Services, Group Policy Automation, Client Onboarding Engine (COBE), and Benefits Plan Information Repository ... budget and expense analysis for Commercial Operations group. + Support the onboarding of groups for commercial and partner business ensuring all service level… more
- TEKsystems (New York, NY)
- …* Oversee execution of virtual events and lessons * Execute standard client onboarding processes Administrative Operations Management * Daily: Manage support ... expense reporting * Bi-weekly: Coordinate merchandise/inventory management and vendor relationships Client & Contract Support * Handle day-to-day client … more
- TEKsystems (New York, NY)
- …Execute renewal processes for existing client relationships * Support complex client onboarding processes Vendor & Budget Management * Own vendor ... collection and analysis for revenue forecasting Quality Assurance & Client Support * Handle escalated client issues...Assurance & Client Support * Handle escalated client issues and high-touch communications * Support complex … more