- Robert Half Finance & Accounting (Charlotte, NC)
- …and prospect meetings, including presentations and documentation. + Oversee new client onboarding processes, including account setup, recurring transactions, ... seeking a proactive and detail-oriented professional to join their team in a client support capacity. This in-office role is essential to maintaining and growing… more
- Gozio (GA)
- …the Product team to ensure client satisfaction and success + Oversee client onboarding , adoption, and retention in partnership with other client -facing ... and Emergency Department wait times, and extensive analytics capabilities. The Client Success Director oversees the organization's customer retention. This will… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support client onboarding and ensure a smooth, welcoming experience + Process ... emphasizing trust, long-term relationships, and exceptional service. The company's client base is stable and primarily referral-driven, reflecting the strength… more
- Moss Adams LLP (Portland, OR)
- …+ Prepare for and execute Quarterly Billing processes. + Build and maintain client onboarding & offboarding processes to include input and maintenance of ... ** Client Operations Specialist** **Description** At Moss Adams, we...unique opportunity to join our growing RIA as a Client Operations Specialist. The Client Operations Specialist… more
- JPMorgan Chase (Boston, MA)
- …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
- Woodforest National Bank (The Woodlands, TX)
- …continued implementation of client investment strategies. . Formalize and manage a client onboarding process. . Monitor branch daily alerts and acts as ... The Registered Client Service Associate works under general supervision, using...of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality… more
- Eastern Bank (Portsmouth, NH)
- …for client service inquiries and requests. + Assist with new client onboarding , including documentation, account setup, and coordination with internal teams. ... The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …members to maintain department productivity standards + Provide support related to client onboarding and maintenance + Maintain confidentiality and adhere to ... Job Summary : The Senior Client Relationship Specialist plays a critical role in...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more
- Edward Jones (West Palm Beach, FL)
- …all project planning phases. They will provide administrative assistance in client onboarding , coordinate tasks/milestones related to the implementation and ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- Mass Markets (Killeen, TX)
- …+ Identify opportunities for account growth and upselling additional services. + Manage client onboarding , transitions, and change requests. + Monitor client ... trusted partner in the industry. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the primary liaison between our… more