- Paramount (New York, NY)
- …and functional mailboxes; handle user management and bulk AD operations Support client onboarding , offboarding, and permissions in collaboration with HR, Legal, ... security tools (New Relic, CrowdStrike, Proofpoint) Experience supporting enterprise-level onboarding , offboarding, and compliance processes **Bonus Skills:** Experience with… more
- Santander US (Miami, FL)
- …with regulatory requirements and internal policies (eg, trade reporting, reconciliations, client onboarding , etc.). 3. Performance Monitoring * Track operational ... teams on continuous improvement, automation, and transformation efforts. * Support onboarding of new processes or products into Operations with robust controls… more
- System One (Tulsa, OK)
- …resolve ownership issues affecting revenue distribution or JIB. + Assist with client onboarding , audits, and due diligence activities. Qualifications + ... management, division order setup, and process improvement efforts across a diverse client portfolio. This position requires a deep understanding of division order… more
- Citigroup (Tampa, FL)
- …Wealth's key businesses such as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part of Change ... as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The...obtaining buy-in for change. + Manage all aspects of client service, including planning, prioritizing and organizing projects. +… more
- Publisher's Circulation Fulfillment (NJ)
- …input, support activity, and system configuration to ensure optimal output regarding client expansions, new client onboarding , route restructures, ... analysis and new routing solutions for Operations using current and potential client data. + Analyze existing route structures and eliminate inefficiencies while… more
- Truist (Atlanta, GA)
- …a deep understanding of product offerings. h. Support an accurate, smooth, and expedient client onboarding journey. 5. Define and execute on a personal and ... and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders. 2. Act… more
- Robert Half Finance & Accounting (New York, NY)
- …release readiness validation . Create training materials and support both internal and client onboarding . Drive alignment with product, engineering, UX, QA, and ... analyses to improve efficiency and user experience . Facilitate client workshops and translate insights into requirements, decision logs,... client -facing teams . Maintain project plans, risks, timelines, and… more
- Principal Financial Group (Des Moines, IA)
- …quarterly fees, review invoices, process payments, and resolve billing issues. + ** Client Onboarding & Termination:** Update internal systems and coding for ... role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO)… more
- JPMorgan Chase (Jersey City, NJ)
- …implement opportunities to improve client experience by liaising with Client Onboarding and Service teams **Required qualifications, capabilities, and ... and user stories to support product development + Perform data analytics on client pricing and revenue management to identify trends and opportunities. + Manage… more
- Ensono (Annapolis, MD)
- …of tasks including database optimization, database performance reviews and tuning, and new client onboarding . The individual will provide 24x7 on call support as ... related products for functionality, advising how they benefit the client o Manage vendors relations and quickly resolve problems...the place you can do it. We are a client -facing business, but we do encourage clients to allow… more