- Broadridge Financial Solutions (Newark, NJ)
- …lenders, broker-dealers, and beneficial owners. The successful candidate will own the client relationship across their product lifecyclefrom onboarding and daily ... health metrics. Cross-Functional Collaboration + Collaborate with product, development, QA, onboarding , client support, and infrastructure teams to ensure … more
- CIBC (Madison, IL)
- …by delivering exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager** , you will support Private Wealth relationship… more
- CIBC (New York, NY)
- …efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service Associate** ,… more
- Citigroup (New York, NY)
- …the entire Client Executive's team on a daily basis to review all client escalations in Onboarding , Service and Product Management that are responsible for ... The NAM CCB Client Executive Head will proactively drive improvement in...operational areas, products and platforms to ensure we exceed client 's expectations. The role is responsible for meeting with… more
- IBM (New York, NY)
- … Client Engineering engagements and lead the team in the execution of the client experience. Excellent onboarding training will set you up for success, whilst ... beyond boundaries with innovative approaches. Preferring to 'show' vs. 'tell', Client Engineering co-creates with prospective customers, in real-time, on solutions… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding , investment subscriptions/redemptions, money movements, ... A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building… more
- Mizuho Corporate Bank (New York, NY)
- …implementation of a client centric approach that focuses on delivering optimal onboarding experience for The Client by ensuring all onboarding ... Summary: + Provides Clients and Front Office optimal experience through effective onboarding and communication + Responsible for coordinating onboarding requests… more
- Aerotek (Harrisburg, PA)
- … client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage ... client requirements for the onboarding packet (eg, authorization forms, drug tests, background checks etc.) and update the Candidate Tracker with contractor data… more
- Aerotek (Edwardsville, IL)
- … client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage ... client requirements for the onboarding packet (eg, authorization forms, drug tests, background checks etc.) and update the Candidate Tracker with contractor data… more
- CVS Health (Raleigh, NC)
- …the strategic direction, execution, and delivery of engineering solutions focused on client onboarding , product configuration, and data ingestion. This leader ... securely and efficiently. + Define and execute the technical strategy for client onboarding , product configuration, and data ingestion platforms. + Drive… more