- Robert Half Office Team (Oxnard, CA)
- Description We are looking for a skilled Client Onboarding Lead to join our team in Oxnard, California. In this Contract to permanent position, you will play ... with a background in project management and cross-functional collaboration. Responsibilities: * Lead and manage the onboarding team by organizing daily… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Maintain client relationships by anticipating needs and offering tailored solutions + Lead client onboarding to ensure a smooth and professional ... Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a… more
- Robert Half Finance & Accounting (Belmont, CA)
- …leaders to ensure effective communication and support for transactions, including due diligence and client onboarding . * Lead and develop the accounting team ... all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations. * Provide accounting… more
- Citigroup (San Francisco, CA)
- …affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (Los Angeles, CA)
- …in the area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- MUFG (Los Angeles, CA)
- … experiences. Provide a single point of contact and accountability for corporate client onboarding assignments both internally and with clients. Responsible for ... skills are critical. **Major Responsibilities:** + In-house support for client onboarding assignments (including account opening, implementation, maintenance… more
- JPMorgan Chase (Palo Alto, CA)
- …an Experience Design Vice President in the Commercial & Investment Bank Domain Services Onboarding Team , you will play a pivotal role in shaping the user experience ... Leveraging your deep knowledge of design and research practices to lead strategically important initiatives and develop innovative solutions that align with… more
- LinkedIn (San Francisco, CA)
- …the market provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Lead Client Solutions Manager to manage relationships with our largest ... LinkedIn can provide more value to our clients. The Lead Client Solutions Manager will be measured...+ Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs. +… more
- Wells Fargo (San Francisco, CA)
- …products (Lending, Markets, Deposits, etc.) + Experience in areas related to wholesale client onboarding and servicing + Someone who has an execution-based ... **About this role:** Wells Fargo's CIB & CB Client Lifecycle Management (CLM) team is seeking a...Client Lifecycle Management (CLM) team is seeking a Lead Business Execution Consultant to help drive Program Planning… more
- BlackRock (San Francisco, CA)
- …take full advantage of the suite of Aladdin products and workflows + Lead , coordinate, and assist in client -specific Aladdin configuration, testing and user ... **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large… more