- Santander US (Miami, FL)
- …integration of activities and required hand-offs. + Resolves complex client onboarding /transition/conversion issues. + Researches, develops and establishes ... methodologies, protocols and processes to improve the client onboarding experience. + Revalidates product feature and functionality with the clients to ensure… more
- KeyBank (Indianapolis, IN)
- …will be an active member of the relationship team accountable for efficient client onboarding , proactive outreach and providing top-tier service. The CRA ... to grow revenue. + Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new… more
- Waystar (Atlanta, GA)
- …PARO scoring logic, financial assistance policy interpretation, Agency Manager workflows, and client onboarding . + Oversee escalated client issues, defect ... and resource forecasting to support team growth and evolving client needs. + Own hiring, onboarding , and professional development of team members. + Analyze … more
- MetLife (Philadelphia, PA)
- …communicating with internal, existing, and emerging clients. Key Responsibilities: * Lead client onboarding and offboarding for SMAs and Fund Investors across ... of the Public Fixed Income (PFI) & Active Equity Client Service Operations team within MetLife Investment Management (MIM),...a focus on Fixed Income. * Hands-on experience with onboarding and change management for SMAs and Fund Investors… more
- Coldstream Wealth Management (Portland, OR)
- …team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific ... and proactively preparing meeting materials in advance + Coordinating the new client onboarding process: + Opening brokerage accounts, establishing cashiering… more
- Actalent (Tempe, AZ)
- …onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg authorization forms, drug ... client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding : input CRM data, manage docs, set up reports, ... knowledge of investment advisory and equity investment processes. * Experience in client relations and onboarding procedures. * Detail-oriented mindset with a… more
- CareOne Senior Care (Farmington Hills, MI)
- …and implement care plans. Establish initial client records and complete all client onboarding requirements. + Client Interaction : Introduce caregivers ... Client Care Coordinator/ Client Scheduler- Home Care Are you a compassionate and organized individual with a passion for enhancing the lives of others? We are… more
- JPMorgan Chase (San Francisco, CA)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a… more
- Edward Jones (St. Louis, MO)
- …all project planning phases. They will provide administrative assistance in client onboarding , coordinate tasks/milestones related to the implementation and ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...to have you join us here. The Edward Jones Client Concierge support the Generations(R) team who provide an… more