- Truist (Raleigh, NC)
- …and other related AML Program compliance monitoring of first line of defense client onboarding and maintenance processes. 7. Lead Operational Quality Assurance ... of identified gaps. 8. Provide strategic guidance on KYC standards, influencing onboarding and ongoing monitoring practices. 9. Collaborate with technology teams to… more
- Harmony United Psychiatric Care (Brandon, FL)
- …and technology enhancements . + Coordinate cross-functionally to ensure seamless client onboarding , retention, and upsell, while providing leadership with ... technology and operations leaders to ensure sales messaging, demonstrations, and onboarding processes accurately reflect current and planned systems, capabilities,… more
- Paramount (New York, NY)
- …and functional mailboxes; handle user management and bulk AD operations Support client onboarding , offboarding, and permissions in collaboration with HR, Legal, ... security tools (New Relic, CrowdStrike, Proofpoint) Experience supporting enterprise-level onboarding , offboarding, and compliance processes **Bonus Skills:** Experience with… more
- Santander US (Miami, FL)
- …with regulatory requirements and internal policies (eg, trade reporting, reconciliations, client onboarding , etc.). 3. Performance Monitoring * Track operational ... teams on continuous improvement, automation, and transformation efforts. * Support onboarding of new processes or products into Operations with robust controls… more
- Ethos Veterinary Health (Grapevine, TX)
- …with HR on employee performance issues, including disciplinary actions when necessary. Training & Client Relations: + Oversee training and onboarding of all new ... Veterinary Client Service Lead Are you a compassionate, enthusiastic...delivering top-tier patient care and excel in providing exceptional client service. For over 30 years, DVSC has been… more
- Mindful Support Services (Mountlake Terrace, WA)
- …+ Partner with internal teams - including Direct Managers, Operations, Credentialing, and Client Services - to ensure a seamless onboarding experience. + Audit ... or related field (preferred). + 2+ years of experience in onboarding , HR, client success, or account management roles. + Strong organizational skills, attention… more
- Mizuho Corporate Bank (New York, NY)
- …solutions to maximize/improve profitability. + Point of contact for deal teams for client capital onboarding and strategic deal advisory. + Non-bias scrutiny of ... signed off by the Portfolio Management team. + Provide onboarding advisory solutions of new capital requests to Banking... client value propositions at the point of origination to… more
- Publicis Groupe (Chicago, IL)
- …and platform goals + Sponsor strategic initiatives that drive innovation, automation, onboarding throughput, and client satisfaction + Lead execution of ... Own strategic direction and cross-functional impact - The Director of Client Integration sets the vision for integration functions, aligning departmental efforts… more
- JPMorgan Chase (Boston, MA)
- …team capacity, budgets, and cross-training plans + Drive special projects, new client /fund onboarding , and internal investment initiatives + Prepare and review ... Accounting team, and deliver best-in-class service to a diverse client base. You'll have the opportunity to streamline processes,...**Job responsibilities** + Manage a Fund Accounting team, ensuring client deadlines are met and work is executed in… more
- JPMorgan Chase (Brooklyn, NY)
- …of where systems sit in the hierarchy + Account reference data & SSI + Client onboarding + Prime Brokerage product knowledge JPMorganChase, one of the oldest ... level of service to our internal partners and the Client while adhering to the global funds transfer policy...A high-level sense of ownership and responsibility + Excellent Client focus and Customer care working practices + Effective… more