- JPMorgan Chase (Jersey City, NJ)
- …and/or operational change. + Deep understanding of party and account Core data, client onboarding processes, and Commercial & Investment Bank businesses. + ... Facilitate the adoption of the strategic Core data model, supporting onboarding and downstream business processes in collaboration with cross-functional teams. +… more
- TD Bank (New York, NY)
- …A key responsibility is leading the supplier enablement team to grow and expand client B2B volume, ensuring effective onboarding and integration of suppliers to ... you more specific details for this role. **Job Description:** The Commercial Card Client Success Lead is responsible for overseeing and managing the Client … more
- Publicis Groupe (Los Angeles, CA)
- …consensus, and team collaboration + Exposure to wealth management including advisor enablement, client onboarding , portfolio data is a plus + Experience applying ... delivery, mentor the technical team, manage technical risk, and face-off against client IT leadership in defining the solution roadmap and converting business… more
- Charles Schwab (Sacramento, CA)
- …Consultants and Transition Consultants to manage data migration, staff training, and client onboarding . + **Ongoing Guidance:** Provide ongoing consulting and ... of envisioning, designing, and implementing technology strategies that support their ideal client and staff experience. You will leverage deep expertise in the RIA… more
- Deloitte (Morristown, NJ)
- …execution, we partner with clients to streamline trade lifecycle management, enhance client onboarding , transform pricing and risk analytics, and improve ... you will have opportunities to: + Serve as primary client contact or workstream lead on complex projects, liaise...contact or workstream lead on complex projects, liaise with client counterparts, and actively participate in discussions on project… more
- First National Bank of Omaha (Omaha, NE)
- …objectives. Process & Performance Management + Oversee money movement processes, client onboarding workflows, and account maintenance procedures. + Implement ... 3. Operations Leadership - Direct management of operational teams delivering client support and transaction processing You will balance robust first-line risk… more
- The Cigna Group (Lake Mary, FL)
- …running smoothly. This role ensures consistency, accuracy, and timeliness across client onboarding , order fulfillment, communication, compliance, and internal ... coordination-ultimately reducing client friction and elevating service quality. + Serve as...to inquiries. + Copy assigned Sales Representatives on relevant client communications. + Support inbound and outbound client… more
- JPMorgan Chase (Chicago, IL)
- …cost, feature and functionality, risk posture, and reliability + Leads oversight of complex client onboarding and client inquiries + Coordinate internal and ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- M&T Bank (Dover, DE)
- …with Treasury Management Consultants (TMC) and Relationship Managers (RM) to enhance client onboarding and product adoption. + Monitor reports, resolve ... provide tailored solutions and maintain a high level of client satisfaction. This role combines a client -focused...of client satisfaction. This role combines a client -focused mindset, and a commitment to operational accuracy, technical… more
- The Cigna Group (Houston, TX)
- …growth targets, including prospective review, RFPs, finalist meetings, and new client onboarding . + Support business persistence targets, including medical ... **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. This role is aligned to South Texas. **OVERVIEW**… more