- JPMorgan Chase (Charlotte, NC)
- …and team management skills in a financial services environment, with a focus on client onboarding or treasury services, equivalent to at least 7 years of ... overseeing project management activities to ensure smooth transitions and timely, successful client onboarding . + Proficient in delivering clear presentations to… more
- JPMorgan Chase (Charlotte, NC)
- Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. ... opportunities and make a meaningful impact in the world of finance. As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the … more
- Wells Fargo (Charlotte, NC)
- …and Operations + Submit requests (via COBAM) for all account opening / new client onboarding requests. + Partner with Sales, Relationship Managers, clients, or ... answering questions regarding client set-ups + Manage and maintain a client onboarding checklist by key milestones + Coordinate with the Negotiation Team to… more
- JPMorgan Chase (Charlotte, NC)
- Own our Client 's Custom Card Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product ... Investment Bank, you will be responsible for the overall client experience and project management of custom card product...project management of custom card product implementations. Partner with client and internal stake holders to help provide a… more
- JPMorgan Chase (Charlotte, NC)
- Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking ... and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing… more
- JPMorgan Chase (Charlotte, NC)
- Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. ... opportunities and make a meaningful impact in the world of finance. As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the … more
- Siemens (Raleigh, NC)
- …feedback influences product roadmap * Partner with Professional Services to ensure smooth client onboarding and implementation * Work closely with Support to ... stack to enable efficient service delivery and reporting * Create scalable onboarding , adoption, and value realization programs across client segments *… more
- Robert Half Finance & Accounting (Charlotte, NC)
- …and prospect meetings, including presentations and documentation. + Oversee new client onboarding processes, including account setup, recurring transactions, ... seeking a proactive and detail-oriented professional to join their team in a client support capacity. This in-office role is essential to maintaining and growing… more
- WTW (Charlotte, NC)
- …internal and external contacts to resolve accounting discrepancies + Support of new client onboarding processes + Management of required surety carrier documents ... potential. Learn more at wtwco.com . **Description** The Assistant Client Manager provides support to the Client ...Assistant Client Manager provides support to the Client Service teams in all account management initiatives related… more
- IBM (Research Triangle Park, NC)
- … Client Engineering engagements and lead the team in the execution of the client experience. Excellent onboarding training will set you up for success, whilst ... beyond boundaries with innovative approaches. Preferring to 'show' vs. 'tell', Client Engineering co-creates with prospective customers, in real-time, on solutions… more