- CIBC (King, NC)
- …and delivering integrated cash flow and treasury management solutions. As the Analyst , Client onboarding & Sales Support, you will be accountable to ... succeed** + **Relationship Building -** As a project manager the Analyst , Client onboarding & Sales Support will lead and manage the transition effort… more
- BlackRock (Chicago, IL)
- **About this role** ** Client Onboarding Analyst ** SpiderRock Advisors, LLC ("SRA") is part of BlackRock, based in Chicago, IL the firm focuses on providing ... add option strategies to their investment portfolios. SRA is actively looking for talented Client Onboarding Analysts who will be responsible for managing the … more
- Principal Financial Group (Des Moines, IA)
- …databases and onboarding new defined benefit plans? As a **Defined Benefit Onboarding Analyst ,** you'll be responsible for the data conversion process for ... participant data from prior providers and process benefit calculations. + Drive client and vendor conversations to extract valuable information and assess client… more
- BlackRock (New York, NY)
- …+ Analytical approach + Verbal and written communication + Critical thinking + Client onboarding + Multitasking and time management **Purpose and Scope:** ... customer-first strategy forward. **Job Overview** We are seeking an Analyst to join the Client Solutions team,...world, acting as a key liaison between the Preqin Client Experience, Sales , Data and Research Management,… more
- CVS Health (Austin, TX)
- …do it all with heart, each and every day. **Position Summary** The Senior Analyst will be responsible for Coalition Client Implementations year round. This ... includes management of all tasks associated with onboarding new clients; ie managing implementation tasks in e-Project. This role includes coordinating activities… more
- WTW (Atlanta, GA)
- …will be immersed in a 1-week-in-person orientation followed by a robust onboarding training learning about various functions within CRB. Our program is designed ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Geo/Deputy Overview** Colleagues in this role will… more
- KeyBank (Brooklyn, OH)
- …business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional ... caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned...Analyst will work closely with clients, FinTech partners, sales , and back-office support teams to ensure successful and… more
- ADP (Maitland, FL)
- …to Sales teams and work directly with SMB clients in their post- sales onboarding process and smooth transition to ADP. **Responsibilities:** + The team ... **ADP is hiring a** **Deal Desk Analyst I - Small Business Services (SBS) within...and deal level that ensures accuracy and compliance with Sales and Service customer onboarding policies/procedures +… more
- Fiserv (Alpharetta, GA)
- …Desk Finance Analyst plays a key role in supporting the sales organization by analyzing and structuring complex renewal deals for financial institutions, ... terms, and pricing elements. By bridging the gap between sales , finance, legal, and other departments, the analyst...materials, and ensuring that proposals are tailored to meet client needs while aligning with the Fiserv solution offerings.… more
- Fiserv (Alpharetta, GA)
- …a global scale, come make a difference at Fiserv. **Job Title** Deal Desk Contract Analyst **What does a successful Deal Desk Contract Analyst do?** At Fiserv, a ... crucial role in ensuring the accuracy and compliance of sales contracts. As a bridge between sales ,...and optimizes deal profitability and accuracy. A successful Contract Analyst ensures that all contractual terms meet our company… more
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