- Coldstream Wealth Management (Mercer Island, WA)
- …Oversee the preparation and processing of all documentation related to client onboarding , implementation, and ongoing maintenance; review documentation prepared ... Job Descriptions: If you want to utilize your client service and financial planning experience and advance...This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager… more
- Robert Half Office Team (Maple Grove, MN)
- …play a vital part in ensuring smooth operations, particularly focusing on client onboarding , document management, and scheduling. This position requires strong ... and a commitment to delivering excellent service. Responsibilities: * Facilitate the onboarding process for new clients by setting up their accounts in internal… more
- Citizens (Boston, MA)
- …accounting SW. Manage the full product lifecycle, including roadmap, enhancements, and client onboarding . + Foster a culture of innovation and high-performance ... and execute the ERPConnect strategy for Citizens to keep and grow our client base while improving customer experiences. + Oversees the integration of information… more
- Amazon (Culver City, CA)
- …confirm material costs on a title-by-title basis * Liaise with labs on client onboarding and encoding requirements * Determine appropriate source elements and ... requires managing multiple projects simultaneously while meeting strict deadlines and client airdates. Key job responsibilities * Review delivery requests against… more
- Citigroup (Tampa, FL)
- …events, processing corporate actions in a timely and accurate manner, facilitating client onboarding , managing trade allocations, and maintaining high standards ... to back up several trade support functions such as onboarding , allocations, and corporate actions as business needs change....own team and internal stakeholders in order to meet client needs + Has direct interaction with external customers… more
- JPMorgan Chase (Jersey City, NJ)
- …and/or operational change. + Deep understanding of party and account Core data, client onboarding processes, and Commercial & Investment Bank businesses. + ... Facilitate the adoption of the strategic Core data model, supporting onboarding and downstream business processes in collaboration with cross-functional teams. +… more
- The Cigna Group (Lake Mary, FL)
- …running smoothly. This role ensures consistency, accuracy, and timeliness across client onboarding , order fulfillment, communication, compliance, and internal ... coordination-ultimately reducing client friction and elevating service quality. + Serve as...to inquiries. + Copy assigned Sales Representatives on relevant client communications. + Support inbound and outbound client… more
- Deloitte (Philadelphia, PA)
- …execution, we partner with clients to streamline trade lifecycle management, enhance client onboarding , transform pricing and risk analytics, and improve ... you will have opportunities to: + Serve as primary client contact or workstream lead on complex projects, liaise...contact or workstream lead on complex projects, liaise with client counterparts, and actively participate in discussions on project… more
- JPMorgan Chase (Chicago, IL)
- …cost, feature and functionality, risk posture, and reliability + Leads oversight of complex client onboarding and client inquiries + Coordinate internal and ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- M&T Bank (Dover, DE)
- …with Treasury Management Consultants (TMC) and Relationship Managers (RM) to enhance client onboarding and product adoption. + Monitor reports, resolve ... provide tailored solutions and maintain a high level of client satisfaction. This role combines a client -focused...of client satisfaction. This role combines a client -focused mindset, and a commitment to operational accuracy, technical… more