- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; ... of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between… more
- JPMorgan Chase (Newport Beach, CA)
- …clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad… more
- JPMorgan Chase (Philadelphia, PA)
- …that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... and clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad hoc requests,… more
- TIAA (Frisco, TX)
- …email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance and servicing, and recordkeeping ... with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding... client calls; processing trust account onboarding , money movement, account maintenance … more
- Citigroup (San Francisco, CA)
- The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on ... delivering all aspects of client onboarding and operational solutions for clients...opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA… more
- Citigroup (Tampa, FL)
- The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... issues with transparency. **Qualifications:** + Previous experience in documentation review, account maintenance and related cash products. + Bachelor's degree… more
- Byline Bank (Chicago, IL)
- …complex implementations, ensuring timely and accurate delivery. + Coordinates and facilitates client onboarding meetings, acting as the primary liaison between ... Solutions Specialist is responsible for conducting gap analyses, designing client solutions, managing onboarding projects, and providing ongoing support… more
- Bank of America (Charlotte, NC)
- …inquiries via numerous channels to support operational efficiency and quality client service** **Reviews and approves required account documentation** ... processes and assists in training less experienced team members** **Skills:** ** Account Management** **Attention to Detail** **Customer and Client Focus**… more
- Bank of America (Dallas, TX)
- …complex issues and escalations.** **Responsibilities:** **Performs onboarding and maintenance of accounts and reviewing required account documentation.** ... Account Management Ops Analyst - Private Bank Client Billing Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of… more
- Aerotek (Houston, TX)
- …a positive culture. We promote exclusively from within. **As a Contract Bilingual Onboarding Associate you will ** + Ensure client pre-employment requirements, ... onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg, authorization forms, drug… more