- CHA Consulting, Inc. (Raleigh, NC)
- …will provide and facilitate required training for personnel in support of client projects, onboarding and annual trainings, CCMS, compliance reporting, and ... independently, the EMR Analyst will lead field walkdowns of client assets in order to produce detailed equipment hierarchy...Asset Listings (MAL) and detailed metrics in support of client projects, as well as attending project team meetings… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …managing various financial, operational and management tasks and responsibilities that include: Client Services + Onboarding new Clients while identifying their ... that provides accounting, financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology, design, manufacturing,… more
- CVS Health (Northbrook, IL)
- …to clients and stakeholders. Position Summary: The Implementation Manager is a client -facing role, responsible for onboarding new and/or existing clients joining ... client facing role, responsibilities include establishment and management of client relationships during the onboarding process. Additional responsibilities… more
- VisionPoint Marketing (Raleigh, NC)
- …integrations (eg, HubSpot ↔ ClickUp) to support smooth handoffs between new business, onboarding , client delivery, and billing. Resourcing & Client Project ... stages, but our greatest pride is making life easier-and more successful-for our client partners. Headquartered in Raleigh, NC, we operate as a remote-first company… more
- Lineage Logistics (Fort Worth, TX)
- …Finance, Customer Support, etc.) to ensure smooth and timely execution of client deliverables. + Coordinate onboarding , implementation, and day-to-day operations ... shipping performance, and forecast accuracy. The ideal candidate will assess both client operations and overall site performance. We are seeking a proactive and… more
- UMB Bank (Kansas City, MO)
- …aimed at client retention and engagement + Intimately involved in the new client prospect and onboarding process, partnering with client service to ... Job Duties: + Primarily focused on servicing high value family client segments as a client -facing Wealth Planner + Senior mentor for other financial planners on… more
- Robert Half Finance & Accounting (Glendale, CA)
- …clients and vendors to address system issues and recommend enhancements. * Support client onboarding processes by setting up payroll systems, mapping financial ... data, and validating information. * Ensure compliance with all payroll regulations and maintain detailed documentation for audit purposes. Requirements * Minimum of 3 years of experience in full-cycle payroll management, preferably within the healthcare… more
- Evolent (Annapolis, MD)
- …Engineer with expertise in data integration to support the full lifecycle of client onboarding and data pipeline development. This role involves configuring ... systems, resolving implementation issues, and building scalable data workflows using SQL, SSIS, ADF, and Python. **Responsibilities:** + Support the full implementation lifecycle: development, testing, deployment, and go-live. + Troubleshoot and resolve… more
- Bank of America (NC)
- …MLBTC's compliance with regulatory standards and internal policies. You will lead client onboarding governance, internal audits, and regulatory reporting, while ... collaborating across departments to maintain operational integrity. + Oversee and monitor governance for all newly onboarded clients (individuals, partnerships, companies, trusts). + Lead internal inspections and audits to ensure compliance with legal,… more
- American Express (Phoenix, AZ)
- …embed compliance risk management into day-to-day operations, new product development, and client onboarding . + Monitor and report on compliance risk indicators, ... emerging threats, and control effectiveness to business and risk leadership. + Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions. + Support internal and regulatory exams, audits, and… more