- 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
- 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