- 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 ... transamerica.com . Job Description Summary As part of the Client Transition Services (CTS) management team, oversee... (CTS) management team, oversee staff that manage the onboarding of new plan sponsor retirement plans and the… more
- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES * East...of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. ... the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial...policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… more
- American Express (New York, NY)
- …organizations to simplify payments, manage travel, and unlock new opportunities for growth. Our Client Onboarding Service (COS) organization is at the center ... simpler, and more impactful. **What You Bring** + Experience in Global client onboarding , customer success, or project management. + Strong problem-solving… more
- Aegon Asset Management (Cedar Rapids, IA)
- …equivalent experience + Five years of experience in the financial services industry including client management, installations/conversions, or contract ... a century ago, we were among the first financial services companies in America to serve everyday people from...compliance + In-depth understanding of retirement plan regulations + Client focused to provide exceptional customer service … more
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding , Manager Closing date for applications: 14/09/2025 LocationStamford,United States Job typePermanent Contract typeFull ... to ensure the proper operations of the department and the business_ **US Client Services and Onboarding , Vice President** . **Purpose** The NatWest Markets… more
- 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 ... support, data visualization, and business performance analysis. As a Business Manager within the COS Business Management support team, you will coordinate… more
- JPMorgan Chase (Chicago, IL)
- …expertise will drive innovation and success in a fast-paced environment. As a Client Technical Onboarding Vice President within the Commercial & Investment Bank, ... matter and innovation thrives. **Job Responsibilities** + Manage projects the Global Client Technical Onboarding organization to include process improvement and … more
- JPMorgan Chase (Chicago, IL)
- …Chief-of-Staff and Business Manager responsibilities for the Client Onboarding & Servicing and Lending Services Product Lines, inclusive of managing ... in a dynamic environment. As a Lead Technical Program Manager in Global Banking Technology's Wholesale Client ...management strategies, ensuring the highest quality and professionalism in service delivery. Wholesale Client Servicing is a… more
- McKinstry (Seattle, WA)
- …all asset information in Computer Maintenance Management System (CMMS). + Support Account Manager with client onboarding presentations as necessary. + ... Complete all Work Order (WO) administrative setup as necessary. + Complete client billings. + Reviews current service processes and then refines the methods to… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end ... skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment… more