- Citigroup (New York, NY)
- …going through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert ... knowledge in Citi's client onboarding and account opening policies, procedures, and applications + Ensure all documentation received is current, accurate and complete. + Fulfill all requests in a timely manner + Liaise with product and functional partners to… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …ranked business school. Work to ensure the optimal performance of Customer Relationship Management (CRM) systems, databases, and products, upgrading and configuring ... to ensure key stakeholders can leverage the platform for self- service reporting and on-demand analytics. Serve as an internal...the data collected at the School level and maintain expert level knowledge of Stern and University data. Oversee… more