- JPMorgan Chase (Plano, TX)
- Join the Client Onboarding & Service ...support for Commercial & Investment Banking clients. As a Business Manager, you will partner with the Global Head ... of COS Business Management, focusing...materials for executive events, including leadership offsites, townhalls, and client visits. + Ensure data integrity and accuracy for… more
- JPMorgan Chase (Plano, TX)
- Seeking a talented Business Enablement Workfront Administrator for the Global Bank (GB) Client Onboarding & Service (COS) team. You'll work daily with ... required to support ongoing project management & reporting needed to achieve business priorities. The successful candidate will be highly detail-oriented with strong… more
- US Bank (Irving, TX)
- …of our clients' onboarding . **ESSENTIAL FUNCTIONS:** Oversee the client onboarding journey, ensuring that our business clients can easily identify the ... with the configuration of Apigee and Sterling File Gateway for prompt client onboarding . Draft documentation to improve operational processes including… more
- US Bank (Irving, TX)
- …and discover what you excel at-all from Day One. **Job Description** The Client Connectivity Solutions Consultant ( Onboarding ) is responsible for optimizing our ... excellence is here to facilitate along the way. Our Client Connectivity Solutions Consultants ( Onboarding ) will assist...looking for someone with a background in collaboration across business and technical teams to contribute to the success… more
- Huntington National Bank (Farmers Branch, TX)
- …+ Identify and engage key stakeholders across departments, including Sales, Service , Onboarding , Product, Vendors, Clients, and Technical Partners. + ... client goals. + Cross-Functional Collaboration: + Partner with Sales, Product, Onboarding , Service , Vendors, and Technology teams to ensure seamless… more
- Ethos Veterinary Health (Dallas, TX)
- …disciplinary actions when necessary. Training & Client Relations: + Oversee training and onboarding of all new Client Service staff, ensuring a smooth ... on qualifications, competence, merit, and business need. Client Services, Client Service Representative,...and business need. Client Services, Client Service Representative, Receptionist, Veterinary Receptionist, Veterinary… more
- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... to meet service levels, conduct call observations, and ensure quality service . + Address client needs by handling escalations, resolving problems, conducting… more
- WTW (Dallas, TX)
- **Description** The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service . This ... train, and mentor new colleagues + Oversee seamless account onboarding + Engage internal resources & assist in resolution...and trackers. + Demonstrate urgency and initiative in resolving client issues and supporting Client Service… more
- JPMorgan Chase (Plano, TX)
- …Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the Active Trader Desk (ATD) of the JP Morgan ... Wealth Management Client Service Center team, you will play...timekeeping, performance reviews, recognition, disciplinary actions, and talent recruitment, onboarding , and development. + Oversee high-volume trading activities and… more
- Black & Veatch (Dallas, TX)
- … drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. + ... to be in the office for activities such as onboarding , training, client meetings, supervisory and team...General understanding of client business and financial drivers and B&V… more