- Truist (Orlando, FL)
- …delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II ... execution of Wholesale services and continuous improvement of the client experience. The Team Leader II ensures...needs, meeting, or exceeding established service levels, and driving client satisfaction. 10. Demonstrated ability to lead … more
- Insight Global (Orlando, FL)
- …of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team . This team sits ... lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all...They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- As the team lead , you will leverage extensive knowledge and skills in securities, the banking industry, and/or compliance-gained through experience, specialized ... + Serves as the primary back-up for the CIU Team Leads and provides informal guidance to CIU ...in:** + Administering AML policies and procedures. + Analyzing client documentation . + Planning and scheduling work… 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 ... and create impactful analysis to assist in developing business strategy. + Lead data-driven analyses to provide transparency and enable decision-making. + Structure… more
- Paladin Technologies (Minneapolis, MN)
- POSITION OVERVIEW: Support of client service and operations department, Creating and Processing external customer service requests. RESPONSIBILITIES/DUTIES: The ... work orders for invoicing. + Process subcontractor invoices and ensure all related documentation is complete. + Ensure timely status updates for all service calls… more
- Matter Family Office (Denver, CO)
- …build meaningful relationships with Matter families and each other. Job Description As a Client Service Lead , you will bring your expertise and experience to our ... clients, delegating and reviewing work, and completing follow-up items. Client Services Lead Overview + Be an...Overview + Be an active participant of a dynamic client service team , solving complex family office… more
- Trace Systems Inc (Shaw AFB, SC)
- Job Overview Job Title: Trusted Thin Client Lead Location: Shaw AFB (Sumter), SC This position is pending contract award. Job Responsibilities Trace Systems is ... actively recruiting for a Trusted Thin Client Lead to support the AFCENT Combined...and providing performance feedback. + Develop training programs and documentation for both internal team members and… more
- Cargill (Coral Gables, FL)
- …geography's financial business landscape and the corresponding business risks. * Lead client facing activities to understand customers' complex financial ... purpose at Cargill. **Job Purpose and Impact** The Transaction Documentation Negotiation Lead - Trade & Capital...issues or problems. You may provide direction to supporting team members and be a strategic contributor. * Other… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities. GMD is a ... client facing team responsible for advisory services...lead weekly meetings with the desk heads on client updates. + Contribute to automation and process improvement… more
- KeyBank (Amherst, NY)
- …tandem with the RM as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Coach and mentor others on ... + Serve as a resource to the credit underwriting team for deal structure inquiries + Lead ...as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Train… more