- JPMorgan Chase (Chicago, IL)
- Join the Client Onboarding and Service (COS) organization, focused on providing a best-in-class experience to our clients and employees. We are seeking a highly ... support, data visualization, and business performance analysis. As a Business Manager within the COS Business Management support team, you will… more
- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business . This high-impact role ... and Data & Analytics teams to drive effective execution. As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will… more
- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES* East Coast Based...of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. ... Manages the risk associated with the operational aspects of client relationships and their business transactions. Monitors...the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial… more
- Citigroup (Tampa, FL)
- The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy ... motivation and organizational skills. Focuses on timely and accurate delivery of client onboarding + Responsible for various types of project management… more
- Aegon Asset Management (Cedar Rapids, IA)
- …from other providers. Job Description Responsibilities Transition + Manage a team of Client Onboarding Managers within an assigned region or market segment to ... Job Family Transactions / Client Processing About Us At Transamerica, hard work,...Services (CTS) management team, oversee staff that manage the onboarding of new plan sponsor retirement plans and the… more
- Citigroup (Tampa, FL)
- The Client Onboarding Senior Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... Masters degree **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time Type:** Full time **Primary Location:** Tampa… more
- Aegon Asset Management (Cedar Rapids, IA)
- Job Family Transactions / Client Processing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. ... * For more information, visit transamerica.com . Job Description Summary Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing… more
- JPMorgan Chase (Tempe, AZ)
- As a ** Client Onboarding and Service (COS) Training Manager ** within JPMorgan Chase, you will play a pivotal role in designing, delivering, and evaluating ... services environment. + Experience supporting solution centers or similar high-volume, client -facing business units. + Certification in instructional design,… more
- Neuberger Berman (New York, NY)
- …+ 5+ years of experience in Wealth Management / Private Banking. Direct experience with client onboarding , product ownership, or business analysis a plus + ... Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven...Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible… more
- Santander US (Miami, FL)
- …action. The Client Onboarding Sr. Analyst reports to the Client Onboarding & Documentation Unit manager . **Position Duties / Responsibilities** ... Client Onboarding Sr. Analyst Country: United... & Documentation related special projects assigned by unit manager * Stay updated on BSA/Anti-Money Laundering/Terrorist Financing and… more