- Robert Half Office Team (Miamisburg, OH)
- Description We are looking for a motivated Client Service Coordinator - Associate to join our team in Miamisburg, Ohio. This is a Contract position requiring 30 ... ideal candidate will thrive in an onsite environment, supporting office operations and ensuring seamless communication and organization. Responsibilities: * Manage… more
- Horizon Services, Inc. (Hayward, CA)
- JOB TITLE: Associate Director of Outpatient & Prevention Program Operations LOCATION: Administration - Hayward CA Employment Type: Full-Time (Salary) POSITION ... develop, implement, and maintain policies and procedures related to program operations , including client intake and orientation procedures, medication storage… more
- TEKsystems (Colorado Springs, CO)
- …Candidates must be comfortable navigating multiple systems and interpreting complex client instructions. Key Responsibilities + Process 350-400 client activities ... movements, new account setups, complex asset allocations. + Review and interpret client paperwork, emails, and phone transcripts to determine intent. + Navigate… more
- MetLife (Whippany, NJ)
- …real estate. Visit us at www.metlife.com/investments to learn more. The Institutional Client Group (ICG) is responsible for driving the firm's strategy and business ... Due Diligence (ODD) questionnaires to support new business generation and existing client care. In addition, DSG ensures that MIM's investment strategies are… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the judgement made from… more
- Citigroup (Getzville, NY)
- …clients product/pricing sets are established. + Verifies all details of the client /product from a regulatory and control perspective for Institutional Client ... schedule Monday through Friday from 8:30am to 5:30pm **Job Family Group:** Operations - Services **Job Family:** Reference Data Services **Time Type:** Full time… more
- US Bank (Seattle, WA)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- JPMorgan Chase (Jersey City, NJ)
- …team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior ... Collaborate with senior Finance leaders and key partners across Product, Operations , Transformation, Business Management, and Data & Analytics teams to drive… more
- UMB Bank (Kansas City, MO)
- The Securities Services Operations Associate is a part of the Trust & Custody Operations team that supports the Corporate Trust and Institutional Custody ... environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are… more
- Capital One (Plano, TX)
- Associate , Tax Credit Operations (New Market Tax Credit) Are you looking for a challenging role that includes the convenience of working virtually at home? Then ... Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of… more