- iHeartMedia (Albany, NY)
- …and continuous improvement across campaigns, teams, and tools. ** Client Partnership & Onboarding ** + Oversee new client onboarding to set clear ... expectations, define deliverables, and ensure alignment between client goals and Unified's full-funnel media approach. **Cross-Functional Collaboration** + Partner… more
- CIBC (Chicago, IL)
- …Management Onboarding processes and systems engineering to enhance the overall client onboarding and servicing experience + Excellent abilities to manage ... for estimating the projects by interpreting complex information, and participating in client business review sessions to influence decisions regarding the use of… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ Participate in client meetings and manage follow-up actions + Oversee client onboarding and strengthen relationships + Manage CRM, client ... financial future. With approximately $600M in assets under management and an average client size of $1.5M, we deliver more than incremental returns - we provide… more
- Insight Global (Stamford, CT)
- …farming." Collaborate with marketing, operations, and customer success to ensure smooth client onboarding and delivery. Maintain accurate and up-to-date records ... from lead qualification to contract negotiation and closing. Conduct client meetings, presentations, and proposals with executive-level decision-makers. Build and… more
- City National Bank (Charlotte, NC)
- …and other bank colleagues as needed * Assists in due diligence, KYC and client onboarding processes * Conducts industry research and attends various industry ... officer(s) in the creation of internal credit documentation as well as external, client facing materials. Assists with various ad-hoc projects at the direction of… more
- M&T Bank (Clanton, AL)
- …agreements and various other structured finance documentation + Responsible for managing client onboarding including account opening process, KYC procedures and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Bloomberg (New York, NY)
- …Representative, our clients will depend on you to provide project management, client onboarding , system configuration, training, testing and support across ... Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10048310 **Description & Requirements** Bloomberg is a global… more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... to provide customized financial solutions to clients and manage client relationships. Contribute to the overall success of the...policies and procedures. **What You'll Do:** + Champion a client centric culture focused on deepening client … more
- JPMorgan Chase (New York, NY)
- …distribution management, and portfolio management. + Oversee the end-to-end client onboarding process, including negotiating investment management agreements, ... our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client… more
- Citizens (Charlotte, NC)
- …You ensure the efficient and effective delivery of operational processes, including client onboarding , account maintenance, and transaction processing. This role ... wealth management systems. + Strong understanding of operational workflows, including client onboarding , account maintenance, and transaction processing. +… more