- JPMorgan Chase (Chicago, IL)
- …Execute Production Verification Testing for new payment rails and markets prior to client onboarding + Drive continuous improvement by collecting and analyzing ... API products throughout their lifecycle + Proven track record with client onboarding and integration processes + Strong understanding of data security, privacy,… more
- iHeartMedia (Albany, NY)
- …and continuous improvement across campaigns, teams, and tools. ** Client Partnership & Onboarding ** + Oversee new client onboarding to set clear ... expectations, define deliverables, and ensure alignment between client goals and Unified's full-funnel media approach. **Cross-Functional Collaboration** + Partner… more
- CIBC (Chicago, IL)
- …Management Onboarding processes and systems engineering to enhance the overall client onboarding and servicing experience + Excellent abilities to manage ... for estimating the projects by interpreting complex information, and participating in client business review sessions to influence decisions regarding the use of… more
- KeyBank (Brooklyn, OH)
- …Increase in Net Promoter Score (NPS) for digital wealth platforms. + Reduction in client onboarding time via technology enhancements. + **Cost Efficiency:** + % ... This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms for investment and advisory… more
- JPMorgan Chase (New York, NY)
- …ensuring a high level of customer satisfaction. + Partner with internal teams on the client onboarding and KYC process to support the Firm's adherence to legal, ... to develop customized financial solutions that meet the unique needs of each client in the portfolio. You will be supporting assigned Bankers with sales and… more
- S&P Global (Boulder, CO)
- …processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts ... manage the full customer journey across key lifecycle touchpoints, including onboarding , training, adoption, ongoing engagement, and renewal support. You will play… more
- M&T Bank (Boston, MA)
- …agreements and various other structured finance documentation + Responsible for managing client onboarding including account opening process, KYC procedures and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Bloomberg (New York, NY)
- …Representative, our clients will depend on you to provide project management, client onboarding , system configuration, training, testing and support across ... Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10048310 **Description & Requirements** Bloomberg is a global… more
- BMO Financial Group (Los Angeles, CA)
- …plans, and other databases. + Coordinates account opening procedures and all required client onboarding activities. + Participates in account review process and ... relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the...direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as the key service… more
- Regions Bank (Charlotte, NC)
- …senior team members in all aspects of the deal process including due diligence, client onboarding and reporting. Analysts also assist in the cultivation of ... Presidents. Responsibilities may vary based on the group and client needs, but analysts can expect to partner across...client relationships by conducting research, staying abreast of … more