- WTW (Tampa, FL)
- **Description** The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... client relationship through a dedicated client onboarding team . This role will help ensure that the Team delivers to the Client an efficient and… more
- Truist (Orlando, FL)
- …delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II ... execution of Wholesale services and continuous improvement of the client experience. The Team Leader II ensures...and implementing efficiencies in the products end to end onboarding , and/or client experience. Work is independent… more
- JPMorgan Chase (Tampa, FL)
- …in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions. As a **Senior Lead ... Architect** at **JPMorgan Chase** within the **Merchant Payments** team of **Commercial Investment Banking org** , you are an integral part of a team that works… more
- Actalent (Jacksonville, FL)
- …(Excel, Outlook, Teams), Connected, Vendor Management Systems and Adobe. Client and Team Engagement + Submit new hire onboarding paperwork to our Client ... client employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with the Compliance...and validated with the Compliance Department. + Engage in client meetings with the field team as… more
- Bank of America (Tampa, FL)
- …expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex ... new account and/or maintenance request from the Merrill Branch Office, the Support Onboarding , Maintenance, and Associated Data - Brokerage team ensures all… more
- JPMorgan Chase (Jacksonville, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you ... Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding...exceed our client expectations and creating a client obsession culture within the team +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …2-3 days a week at our corporate office in Saint Petersburg, FL._ As the team lead , you will leverage extensive knowledge and skills in securities, the banking ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- Humana (Tallahassee, FL)
- …strategic connector between our clients and internal technology teams. You will lead technical onboarding and integration for new accounts, ensuring solutions ... secure, and repeatable solutions that power pharmacy growth. **Technology Implementation Lead - Pharmacy Technical Client Integrations** **About CenterWell… more
- Norstella (Tallahassee, FL)
- …and Client Success team members in the overall responsibility for MMIT client contract onboarding , adoption, and renewals with the aim of client ... to contract terms review/changes, documentation in Salesforce, partnering with client team , and client communication...cycle Client Support and Data Management * Lead Digital Segment clients through onboarding and… more
- Cengage Group (Jacksonville, FL)
- …Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery ... and performance data to find opportunities for improvement. + Lead and direct operations team to achieve...addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client … more