- Citigroup (San Francisco, CA)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (New York, NY)
- …the effectiveness of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (Los Angeles, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- TIAA (Frisco, TX)
- …in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance ... in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance… more
- Wells Fargo (Charlotte, NC)
- …"approval to transact" violations - act as a central point of contact for all client onboarding related audits. **In this role, you will:** + Problem solve trade ... Steward A2T touchpoints with upstream/horizontal/downstream stakeholders such as legal, client onboarding , reference data, financial crimes, agreement… more
- JPMorgan Chase (Newark, DE)
- … feedback and contribute actionable ideas to enhance the 'Becoming a Client ' roadmap and overall onboarding process **Required qualifications, capabilities, and ... US Private Bank and discover a world where your onboarding is not just seamless, but elevated-crafted by experts...for lasting success from day one As a New Client Experience Team Associate within JP Morgan's US Private… more
- Robert Half Office Team (Pittsburgh, PA)
- …aspects of client and internal projects, while also coordinating the onboarding process for new and transition hires across Retail, Office, and Industrial ... will be able to balance multiple responsibilities, including project tracking, client communication, onboarding logistics, and documentation management-all while… more
- Black & Veatch (Wilmington, DE)
- …travelers, are expected to be in the office for activities such as onboarding , training, client meetings, supervisory and team collaboration, as needed. + ... ** Client Account Manager - Food & Beverage** Date:...+ All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of… more
- Nuveen Investments (Chicago, IL)
- …Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working ... experience. **Key Responsibilities and Duties** + Assist in the coordination of client transitions activity (ie onboarding , off boarding) in close partnership… more
- System One (Tulsa, OK)
- …that is seeking a strategic and operationally-minded leader to oversee their client experience strategy from onboarding through long-term partnership. This role ... collaboration, and is passionate about building scalable systems that drive client satisfaction, retention, and growth. You'll lead a high-performing team, serve… more