- Banc of California (Los Angeles, CA)
- …products and services for business clients. + Fulfills various types of deposit account maintenance and supersede requests. + Gathers, completes and validates ... or a combination of these. + Works daily requests and performs account maintenance , reviews transactions, related documents, verifies work, processes,… more
- Principal Financial Group (Lake Oswego, OR)
- …of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and ... to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses,... relationships through regular follow-ups. + Assist with routine account or policy maintenance items for both… more
- Banc of California (Brea, CA)
- …and regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Client Onboarding : + Facilitate the onboarding ACH origination services. ... but not limited to transactions, file formats, and error resolution. + Process maintenance requests such as limit adjustments and account updates. + Assist… more
- Red River (Chantilly, VA)
- …with SDM and Service Desk Leadership. + Drive the creation and maintenance of client -specific runbooks, knowledge documentation, and escalation procedures. + ... status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency...Support service transitions, onboarding activities, and delivery of new services through planning… more
- Banc of California (Santa Monica, CA)
- …all facets of new accounts including opening new accounts, superseding accounts, account maintenance , research projects, ordering checks and notary services. + ... Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service… more
- COOLSOFT (Richmond, VA)
- … reports and develop advanced analytics queries. .Maintain and audit service account inventories. .Define and enforce onboarding processes, role definitions, ... Development X Start date : 11/03/2025 End Date : 06/30/2026 Submission deadline : 10/20/2025 Client Info : VDOT Note: * Agency Interview Type : Either Phone or In… more
- 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 (Boca Raton, FL)
- …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 (Austin, TX)
- …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
- CIBC (Atlanta, GA)
- …worth and family office clients. You'll respond to client inquiries, coordinate onboarding and account maintenance , and collaborate with internal teams ... client experience. **How you'll succeed** + Deliver high-touch service: Manage onboarding , account openings, and operational support with precision and… more
