- Evolent (Albany, NY)
- …where Evolent does not pay claims + Establish ideal data transfer protocols during client onboarding and implementation, and refine on an ongoing basis + ... with many departments across the organization to analyze, communicate, and negotiate client performance and contracting. **What You'll Be Doing:** + Serve as the… more
- Bank of America (New York, NY)
- …understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding , servicing and offboarding ... Client Servicing Specialist - Equity Prime Brokerage New...daily point of contact between the firm and the client for identifying and resolving operational questions and issues… more
- CIBC (New York, NY)
- …Analytical Thinking, Auditing, Business, Business Effectiveness, Business Management, Capital Markets, Client Onboarding , Client Service, Customer Experience ... assist in achieving the mandate to be a premier client -focused global bank. The Business Management Risks and Controls...of the business; supporting the preparation of business and client plans by performing data analysis, reviewing market trends… more
- Amalgamated Bank (New York, NY)
- …improvment + Liaise between Relationship Management team and external stakeholders to support client onboarding for various treasury products + Work on various ... market and competitive research to identify opportunity + Conduct client research to identify key client painpoints...+ Conduct client research to identify key client painpoints + Provide analytical support and develop monthly… more
- Santander US (New York, NY)
- …etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensure understanding of the ... team to capture additional business by providing advice to match the client 's business needs. Ensure understanding of the bank's operating practices and governance… more
- Bank of America (New York, NY)
- …Asia + Exploring methods to enhance processes, further reduce risks, and boost client satisfaction + Performs onboarding and maintenance of accounts and ... is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established...enabling the team more time to focus on the client . In addition, the individual serves as a leader… more
- Bloomberg (New York, NY)
- …with financial workflows that rely on accurate entity data, such as client onboarding , compliance, KYC, counterparty risk, and issuer classification. Does ... group level. Maintaining accurate, timely, and scalable entity data is crucial for client trust and operational efficiency, and as such, we are undergoing a… more
- Mastercard (New York, NY)
- …them achieve their long-term objectives. Lead and manage the end-to-end lifecycle of client success, from onboarding to growth, ensuring alignment with client ... world that unlocks priceless possibilities for all. Overview The Client Success team is looking for a Senior Analyst,... Success team is looking for a Senior Analyst, Client Success Management (CSM) to act as the strategic… more
- HSBC (Buffalo, NY)
- …a named Relationship Manager in support of deepening, growing, and maintaining the client 's relationship post onboarding . As our Contact Center Premier Sales ... all share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also...deposit gathering. The role will also engage in satisfying client reviews and complete product renewals and maintenance as… more
- Paychex (Manhattan, NY)
- …both internally and externally with Partner. Assumes responsibility for selling, and onboarding client deliverables. Drives the business results for assigned ... Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resources Services… more