- 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
- 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding , account setup, and CRM updates + Help coordinate meetings and ... at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service...info. Our client is recruiting for a Client Service Associate at a growing, client -focused… more
- Kelly Services (Phoenix, AZ)
- …specialty deposit accounts. + Collaborate with multiple internal teams to deliver seamless client onboarding . + Support accounts often exceeding $40M in deposits ... ** Client Account Opening Specialist** **Location:** Phoenix, AZ |...while maintaining department service levels. + Support the successful onboarding and maintenance of high-value commercial relationships. + Perform… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …staff members to maintain department productivity standards. + Provide support related to client onboarding and maintenance. + Coordinate with the related to ... Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more
- Coldstream Wealth Management (Seattle, WA)
- … meetings and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts, establishing cashiering ... a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment… more
- Black Ink Business Services, LLC (Austin, TX)
- …or bi-monthly client presentations on business performance + Oversee new client onboarding Accounting + Manage client accounts, relationships, and ... solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding , including preparation of new account paperwork ... to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- TEKsystems (Tempe, AZ)
- …onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg authorization forms, drug ... companies. Learn more at TEKsystems.com. **Scope:** Support transactional activities of the onboarding process as part of the hub operations for assigned OpCo. **Job… more