- Truecare Homecare Agency (Brooklyn, NY)
- …all departments. + Lead performance improvement initiatives, including staff scheduling, client onboarding , and caregiver deployment, to improve response times ... by improving scalability of operations and ensuring the agency can meet increased client demand efficiently. + Reporting and Analytics + Define, track, and report on… more
- JPMorgan Chase (New York, NY)
- …facing and product stakeholders to outline and define billing requirements related to client onboarding activities and new product development. + Mine and ... analyze data to identify trends and areas of opportunity (ie: business case development & confirmation) to help support recommendations for operational and technology improvements. + Develop and document front-to-back business process flows and business… 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
- Unity House (Troy, NY)
- …health system. Coordinate with clinicians and administrative staff to ensure smooth client onboarding . Provide information about clinic services, policies, and ... procedures. Assist with Front Desk coverage and billing operations when needed. Assist with insurance verification and documentation collection. Ensure compliance with HIPAA and other regulatory standards Promote an environment of inclusion and belonging.… more
- Mizuho Corporate Bank (New York, NY)
- …collecting client requests, obtaining trader inputs, and delivering evaluations within client deadlines. + Account Onboarding Facilitate the opening of new ... efficiency, and integrity of trade operations across various platforms and client interactions. Key Responsibilities + Trade Confirmation & Monitoring Validate and… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …managing various financial, operational and management tasks and responsibilities that include: Client Services + Onboarding new Clients while identifying their ... that provides accounting, financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology, design, manufacturing,… more
- Evolent (Albany, NY)
- …Engineer with expertise in data integration to support the full lifecycle of client onboarding and data pipeline development. This role involves configuring ... systems, resolving implementation issues, and building scalable data workflows using SQL, SSIS, ADF, and Python. **Responsibilities:** + Support the full implementation lifecycle: development, testing, deployment, and go-live. + Troubleshoot and resolve… more
- Robert Half Technology (New York, NY)
- …* Design and develop tools to streamline sales workflows, dealership management, and client onboarding . * Collaborate with product managers and stakeholders to ... determine requirements and deliver effective technical solutions. * Architect and implement both backend services and user-friendly frontend interfaces. * Provide mentorship and technical guidance to two full-stack engineers, fostering their growth and… more
- Santander US (New York, NY)
- …to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensuring understanding of the ... Bank's operating practices and governance and ensure these are followed in line with the guidelines. + Providing pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the… more
- Guardian Life (New York, NY)
- …to process all items within queues daily. **You have** + Knowledge of retail client onboarding /new account process, and advisory products + Strong and analytical ... and organizational skills. + Proficiency in Outlook, Microsoft Word and creating Excel spreadsheets and PowerPoint presentations + Experience in the managed account space, specifically with Envestnet and/or Orion. + Experience with Pershing or Fidelity or… more
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