- Santander US (Dallas, TX)
- CIB Client Lifecycle Management - KYC Team Lead , Vice President Country: United States of America **Your Journey Starts Here:** Santander is a global leader ... clients, as well as, leadership and recommendations for onsite client support and training to assist with documentation...bank and audit requirements. + Collaboration with a Global team in support of common client requests,… more
- Insight Global (Plano, TX)
- Job Description Insight Global is looking for a Client Manager Team Lead to work for a client in the benefits industry. This candidate will take over ... a team of benefit administrators and other team members. This includes initial plan documentation ,...partners as needed and maintaining ownership through resolution. - Lead client and carrier calls, complete and… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- …+ In addition to leading client service for assigned book, this individual will lead a small team of employees, mentoring and guiding them on client ... employee benefits practice is seeking an experienced Small Business Client Service professional to join our growing team...Key Performance Indicator (KPI) reporting. + Update and maintain client documentation and policy level detail in… more
- Insight Global (Orlando, FL)
- …of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team . This team sits ... lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all...They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions… more
- Sedgwick (San Antonio, TX)
- …Fortune Best Workplaces in Financial Services & Insurance General Liability Claims Team Lead | Remote TX | Dedicated Client **_Are you looking for an ... standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or...+ Ensures claims files are coded correctly, and adequate documentation is made by claims examiners. **ADDITIONAL FUNCTIONS and… more
- City National Bank (Los Angeles, CA)
- * LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- City National Bank (Los Angeles, CA)
- * LEAD ACCOUNT OFFICER* WHAT IS THE OPPORTUNITY? Leads the client and operational services activities of the Commercial, Specialty or Corporate Banking Division ... units. Oversees the risk associated with the operational aspects of client relationships and their business transactions. Monitors and maintains operations… more
- Trace Systems Inc (Shaw AFB, SC)
- Job Overview Job Title: Trusted Thin Client Lead Location: Shaw AFB (Sumter), SC This position is pending contract award. Job Responsibilities Trace Systems is ... actively recruiting for a Trusted Thin Client Lead to support the AFCENT Combined...environment, and providing performance feedback. Develop training programs and documentation for both internal team members and… more
- KeyBank (Brooklyn, OH)
- …Summary** The Lead Specialist, an integral part of a high-performing team , is responsible for commercial client support functions through telephone or ... of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial… more
- Public Consulting Group (Washington, DC)
- …onboarding, demos, troubleshooting, and follow-up support for clients. + Plan and lead client engagement activities that promote shared learning, peer ... clients and internal teams. The Product Innovation and Delivery Lead will work closely with the Product Strategy ...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
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