- Robert Half Office Team (Del Mar, CA)
- …including data entry, document preparation, scanning, and filing + Assist with client onboarding paperwork and general correspondence + Maintain discretion and ... Description About the Company Our client , a reputable financial services firm, is seeking...clients, visitors, and internal teams. This role combines high-touch client service with administrative coordination and office support in… more
- Kyndryl (Tallahassee, FL)
- …or related technical field **Important Notes:** + As part of our client 's onboarding requirements, successful candidates must pass a pre-employment drug ... proactive and personable **Deskside Support Technician** to join our client 's onsite IT support team. This role is ideal...must reside within 30-50 miles of one of the client 's designated cities (list below under important notes). **Key… more
- Pioneer Management Consulting (Minneapolis, MN)
- …prospective clients. + Manage teams' Statements of Work including SOW development, client onboarding , close-out, and customer satisfaction. Requirements + 5+ ... solutions, and driving execution that leads to measurable results. Responsibilities Client Delivery + Engage clients to develop creative solutions that align… more
- WuXi AppTec (Middletown, DE)
- …regulatory compliance requirements. * Provide QC input into new product introductions, client onboarding , and lifecycle management activities. * Monitor industry ... will ensure all QC activities meet regulatory requirements and client expectations, while driving continuous improvement and inspection readiness.… more
- JPMorgan Chase (Jersey City, NJ)
- …or related financial services. + Deep understanding of party and account data, client onboarding , investment relationships, and financial metrics in a wholesale ... Investment Banking Core Data team, you will drive the Client 360 / CRM program to deliver a unified,...CRM program to deliver a unified, high-quality view of client and investment relationships across the wholesale banking organization.… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding , or project coordination + Bachelor's degree required; ... Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure… more
- Phoenix Protective Corporation (Yakima, WA)
- …to develop pricing models, contract terms, and service plans. + Oversee client onboarding , ensuring smooth transitions and consistent communication. + Support ... and Oregon. This position plays a vital role in cultivating client relationships, identifying new business opportunities, and ensuring the continued excellence… more
- The Cigna Group (Houston, TX)
- …targets including prospective review, request for proposal, finalist meeting and new client onboarding . + Supports achievement of business persistence targets ... **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. This role is aligned to South Texas. **GENERAL… more
- The Cigna Group (San Francisco, CA)
- …targets, including prospective review, request for proposal, finalist meetings, and new client onboarding . + Support achievement of business persistence targets, ... **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. **GENERAL PURPOSE:** + Cigna's mission is to… more
- Aristotle Capital Management (Newport Beach, CA)
- … client facing sales professionals to help facilitate all aspects of new client onboarding and current client retention and satisfaction. Specifically, ... through a culture focused on research, investment management and client success. What You'll Do This individual will work...to inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to… more