- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES* East Coast Based...of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. ... impact on the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial meeting to client servicing handoff. *… more
- Citigroup (Getzville, NY)
- The Client Onboarding Team is responsible for...escalate issues with the processes + Assist the department manager to create and drive solutions + Take an ... implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they are ready to do business with Citi. This will… more
- Mizuho Corporate Bank (New York, NY)
- …front offices, compliance, other operations and other relevant sections to complete customer onboarding in timely manner. + Ensure new client 's profile and ... Summary As a KYC onboarding AVP, your primary responsibility is to ensure...KYC process, your responsibility is to confirm that new client 's profile is registered in the systems and accounts… more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Perform a variety ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- iPostal1 (Montebello, NY)
- …are an established, cutting edge leader in the digital mailbox industry. Full Time Onboarding / Account Manager Montebello, New York iPostal1 has been pioneering ... individual to join our team in the role of Onboarding / Account Manager . This role...and maintain positive business and customer relationships, fostering long-term client growth + Train owners and operators on our… more
- JPMorgan Chase (New York, NY)
- …work closely with partner functions to **execute the multi-year vision** . As a Product Manager on the Client Service Experience team you will be responsible for ... the development of capabilities for the pre- onboarding , onboarding , and servicing phases of the client ...by our clients around the globe. As a Product Manager you will lead a team and grasp the… more
- iPostal1 (Montebello, NY)
- …are an established, cutting edge leader in the digital mailbox industry. Full Time Client Success Manager - Montebello, NY Montebello, New York iPostal1, the ... of Digital Mailbox technology worldwide, is seeking a proactive and customer-focused Client Success Manager to join our team. Our website, www.iPostal1.com,… more
- LinkedIn (New York, NY)
- …market provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Lead Client Solutions Manager to manage relationships with our largest and ... can provide more value to our clients. The Lead Client Solutions Manager will be measured by...+ Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs. +… more
- Paylocity (Rochester, NY)
- …to work on-site five days per week during designated work hours. Position Overview This Client Services Manager role will support the Enterprise tier in the East ... management, and soft skills to be effective. As a Client Services Manager , you will work with...team workload, ensuring appropriate balance of volume, priority, and client alignment. + Manage the hiring and onboarding… more
- City National Bank (New York, NY)
- * MANAGER CLIENT OPERATIONS II* East Coast Based (NYC or DE) Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? Leads the client and operational ... the Middle Market Servicing unit. Directs and manages the client and operational services of the Middle Market business....required * Minimum 3+ years experience in commercial/middle market onboarding experience required * Minimum 5+ years lead or… more