- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- First Horizon Bank (Charlotte, NC)
- …to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, ... requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison… more
- First Horizon Bank (Charlotte, NC)
- …to satisfy compliance requirements + Image and index all deposit and client documentation to ensure proper recordkeeping + Perform account maintenance, ... requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison… more
- Insight Global (San Jose, CA)
- …* Client meeting documentation * Maintain and manage client documentation including confidential legal, financial, and correspondence files * Maintain ... Job Description Our client is an established and rapidly growing Investment...FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As… more
- Banc of California (Murrieta, CA)
- … Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are ... met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking… more
- Thrivent Financial (Brenham, TX)
- …+ Receive, sort, and distribute daily mail/deliveries. + Update certain client documentation requirements, including compliance-related forms and notes regarding ... to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and products. **Skill in:** + Administering AML policies and procedures. + Analyzing client documentation . + Planning and scheduling work to meet regulatory ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- Family Resource Home Care (Bellingham, WA)
- …their well-being. + Update care plans as clients' needs change. + Keep accurate client documentation . + Give clear directions for caregivers. + Collaborate with ... improve more lives! We are currently hiring for a Client Care Supervisor to join our branch located in...to join our branch located in Bellingham, WA. Position: Client Care Supervisor (CCS) We're looking for an outgoing,… more
- Bloomberg (New York, NY)
- …our own end-to-end documentation products, from CMS and authoring tools to client -facing UI. We'll trust you to: + Research, write, and produce client -facing ... Technical Writer - Product Documentation Location New York Business Area Engineering and...The Role: Our writers create a broad range of client -facing user assistance content for the Bloomberg Professional Service… more
- Motion Recruitment Partners (Des Moines, IA)
- …operations. + Ability to understand Level 3 data, chargeback processes, and client documentation (KYC). + Strong background in data entry, quality ... Merchant Services/ Client onboarding Specialist Des Moines, Iowa **Hybrid** Contract...Services Company is looking for a Merchant Services & Client Onboarding Specialist in Des Moines, IA (Hybrid). Work… more
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