- 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 ... a sustainable world that unlocks priceless possibilities for all. Overview The Client Success team is looking for a Manager, Customer Success Management (CSM)… more
- CaterTrax (Rochester, NY)
- …real-time information on all projects. + Ensures team coordination on new client introductions and onboarding functions for new and/or project add-ons. ... and works closely with Business Development (as needed) to resolve any client concerns. This position ensures team coordination with all internal CaterTrax… more
- Guardian Life (New York, NY)
- …experience + Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding /new account process, and advisory products + Possess a high ... degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when reviewing workflows, exceptions and anomalies and offer… more
- Mizuho Corporate Bank (New York, NY)
- …mention other centrally controlled lists. Key understanding of business processes across client onboarding , operations, finance and data management is essential. ... The position requires a thorough understanding of enterprise data capabilities combined with hands on experience in implementing complex solutions in vibrant and growing organizations. Key Responsibilities: + Implement processes necessary to govern domain… more
- Mizuho Corporate Bank (New York, NY)
- …operational and third-party risk, regulatory reporting, know your customer (KYC) and client onboarding are also beneficial. Assist in the design, development ... and implementation of Internal Audit Department America's (IADA's) annual risk assessment, audit plan including the completion of continuous monitoring reports. Execute and supervise the activities associated with audit testing and analysis including the… 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
- Mizuho Corporate Bank (New York, NY)
- …technology, credit risk, market risk, regulatory reporting, know your customer (KYC) and client onboarding are also beneficial. + Assist in the design, ... development and implementation of Internal Audit Department America's (IADA's) annual risk assessment, audit plan and schedule, continuous monitoring and preparation and/or presentation of related MIS reports. + Manage and review the activities associated with… more
- Publicis Groupe (New York, NY)
- …and weaknesses. **Responsibilities** * Work with data and adtech partners and manage day-to-day onboarding of client data * Manage 1P and 3P data enablement; and ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...that involves working with clients on data strategy, data onboarding , and data insights. You'll also work internally with… more
- Pixalate, Inc. (New York, NY)
- …meet with clients. RESPONSIBILITIES + Managing the complete lifecycle of client accounts, including onboarding , training, customer support, subscription renewals ... of the digital landscape to establish and maintain active relationships with client accounts. This role is currently remote but may require occasional travel… more
- Paylocity (Rochester, NY)
- …values. + Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment. + Manage the hiring and onboarding of new team ... per week during designated work hours. Position Overview This Client Services Manager role will support the Enterprise tier...region. You will play a pivotal role in ensuring client satisfaction and retention. You will develop strategies to… more