- 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
- 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
- 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
- Robert Half Office Team (Rancho Bernardo, CA)
- …point of contact for client inquiries and service requests + Coordinate client onboarding , documentation, and ongoing service needs + Maintain accurate ... A well-established organization is seeking a highly organized and service-oriented Client Services Coordinator to act as the operational hub between clients… more
- Bosch (Itasca, IL)
- …KPIs. + Responding to and managing client technical requests. + Overseeing the client onboarding process for new clients and or new product lines including ... individuals only. Future sponsorship for work authorization unavailable.** **Job Description** The Client Account Manager reports to the Director of Sales & Business… 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...The Edward Jones Generations(R) team provides an end-to-end, HNW client experience by partnering with our branch teams to… 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 (Miami, FL)
- …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
- Mass Markets (Richmond, VA)
- …pursue opportunities for account expansion and recommend value-added services. + Manage client onboarding , transitions and change requests to ensure a seamless ... Services Managerto serve as the key point of contact for assigned client accounts. This role is responsible forensuring exceptional service delivery, fostering… more