- Astanza Laser (Dallas, TX)
- …Certified Digital Marketing Associate or other relevant certifications FUNCTIONAL ACCOUNTABILITIES Client Onboarding and Servicing: Working alongside the ... Data-Driven, Omni Channel Strategist, Problem Solving, Attention to Detail, Client Focused, Strong Communication Skills, Highly Technical, Desire to Learn… more
- Robert Half Accountemps (Dallas, TX)
- …ensuring proper scanning, saving, and categorization of workpapers. * Support client onboarding and offboarding processes, ensuring smooth transitions within ... the system. * Act as an administrative partner to detail-focused staff by preparing correspondence, editing invoices, and generating accounts receivable reports. * Manage office operations, including inventory control for supplies, scheduling meetings, and… more
- Citigroup (Irving, TX)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... attention to detail + Developed analytical and problem-solving abilities + Client relationship and solution skills Additional non-core qualifications which will be… more
- JPMorgan Chase (Plano, TX)
- …part of the **Optimization, Insights, & Development (OID)** team within **Shared Services - Client Onboarding & Service** . The OID team is dedicated to ... teams in the COS organization, aiming to boost efficiency and improve both client and employee experiences. This role is ideal for individuals who are highly… more
- Black Ink Business Services, LLC (Austin, TX)
- …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
- CVS Health (Irving, TX)
- …to clients and stakeholders. Position Summary: The Implementation Manager is a client -facing role, responsible for onboarding new and/or existing clients joining ... client facing role, responsibilities include establishment and management of client relationships during the onboarding process. Additional responsibilities… more
- Robert Half Finance & Accounting (Houston, TX)
- …instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding . Your role will also include tracking and resolving ... customer inquiries, and working in a team environment with other analysts. Responsibilities: + Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and liabilities. + Analyze clients' financial goals, risk… more
- Evolent (Austin, TX)
- …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
- Veolia North America (Manor, TX)
- …entire sales cycle from prospecting to creative customer solutions to client onboarding using consultative-selling techniques. + Prepare strategic presentations ... and collateral for prospects (with help from Corporate/Marketing and Sales Operations). + Record prospect evolution and entire sales cycle in Salesforce for owned prospects and won accounts . + Engage with prospects to move the sales process along with… more
- JPMorgan Chase (Plano, TX)
- …multiple technical domains within Asset & Wealth Management (AWM) and Global Client Onboarding to support project objectives. Job responsibilities: + Develop ... and maintain the data architecture framework, standards, and principles for Asset & Wealth Management (AWM), ensuring scalability, performance, and security. + Collaborate with business leaders to define and execute the data strategy, aligning with… more
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