- Edward Jones (Dallas, TX)
- …all project planning phases. They will provide administrative assistance in client onboarding , coordinate tasks/milestones related to the implementation and ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- Mass Markets (Killeen, TX)
- …+ Identify opportunities for account growth and upselling additional services. + Manage client onboarding , transitions, and change requests. + Monitor client ... trusted partner in the industry. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the primary liaison between our… more
- Insight Global (Dallas, TX)
- …ensure an optimal customer experience. --Deploy small pre-configured projects to facilitate client onboarding or demos. --Participate in occasional side projects ... and tutorial videos). --Manage your training schedule independently to accommodate client needs. --Ensure customer satisfaction and provide post-training support to… more
- IBM (Austin, TX)
- … 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
- Wolters Kluwer (Coppell, TX)
- …leadership development. Provide strategic oversight and execution across implementation, client onboarding , solution design, customer training, and scheduling. ... Kluwer Tax & Accounting clients in North America to ensure an optimal onboarding experience. This executive role will oversee a unified Professional Services team,… more
- UMB Bank (Lubbock, TX)
- …Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey. The Commercial Implementation Specialist is responsible ... client projects with extended time frames, and technical client setups; Manage the onboarding by identifying...frames, and technical client setups; Manage the onboarding by identifying and coordinating appropriate bank resources by… more
- Citigroup (Dallas, TX)
- …KYC Operations Senior Supervisor, KYC Operations Analyst or related position involving client onboarding processes for the global financial services industry. 4 ... years of experience must include: Global financial account onboarding processes; Know-Your- Client (KYC) regulations; Global Anti-Money Laundering (AML)… more
- CVS Health (Austin, TX)
- … client facing and responsibilities include establishment and management of client relationships during the onboarding process. In addition, responsibilities ... and every day. **Position Summary** Implementation Managers are responsible for onboarding complex and customized new and/or existing clients joining CVS Caremark… more
- NCR VOYIX (Irving, TX)
- …plays a strategic leadership role overseeing end-to-end quality assurance, client onboarding , and implementation processes. This individual ensures ... issues. Client Boarding + Own and optimize the end-to-end client onboarding process to ensure timely, accurate, and positive client experiences.… more
- Black & Veatch (San Antonio, TX)
- …travelers, are expected to be in the office for activities such as onboarding , training, client meetings, supervisory and team collaboration, as needed. + ... ** Client Account Manager - Food & Beverage** Date:...a difference, we are looking for you! As the ** Client Account Manager** for Food, Beverage and Agribusiness, you… more