- Banc of California (Boston, MA)
- …expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, Client Manager takes responsibility for ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all...ownership of independent collateral verification and protection, and borrower due diligence , on an ongoing basis. +… more
- JPMorgan Chase (Jersey City, NJ)
- …and oversee the end to end client KYC process, including onboarding due diligence , risk profile management, ongoing monitoring, and internal trigger reviews ... growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate...in FRG operations, with a strong focus on Customer Due Diligence to effectively assess and manage… more
- BAYADA Home Health Care (Charlotte, NC)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Manager (Qualified Professional required)** in our **Charlotte, NC Habilitation** ... an exciting career opportunity in a growing industry, a ** Client Services Manager ** could be...visits with clients and guardian + Provide superior customer service and quality home care + Focus on managing… more
- Bank of America (San Francisco, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more
- JPMorgan Chase (New York, NY)
- …and internal stakeholders + Attend client meetings and events as appropriate (including due diligence meetings) + Perform all required client service ... on the Asset Management team you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan Asset Management. You will… more
- Bank of America (Fort Worth, TX)
- …Sales to support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from ... Client Outreach Manager Charlotte, North Carolina;Fort...exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …workers and works hands-on as well. The Manager reports to the Director of Client Technology Services ( CTS ) and is an important member of the Information ... Description: The Client Support Manager ( Manager )...Technology Services ( ITS ) technical support team. This is...the duties of the position. + Experience operating a service unit and managing a team in a complex… more
- T. Rowe Price (Baltimore, MD)
- … satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and ... and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager ...position is regionally focused but may involve working on client service projects from other regions as… more
- Bank of America (Fort Worth, TX)
- …Sales to support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from ... Client Outreach VP/Director Manager Charlotte, North...exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients… more
- T. Rowe Price (Owings Mills, MD)
- …expert on best practices, new regulatory requirements, industry trends, and competitor services /offerings throughout the client service function. Contributes ... Leads internal service team to execute on client business strategy + Promotes firm services ...(GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. +… more
- Citigroup (New York, NY)
- …net worth to family offices.** **Job Family Group:** Private Client Product Services **Job Family:** Investment Due Diligence **Time Type:** Full time ... **Alternatives and Investment Manager Solutions (AIMS) Investment Manager Due Diligence is seeking an Investment Manager Due Diligence VP who… more
- WTW (New York, NY)
- …best practices in insurance due diligence . + Ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW ... We are seeking an experienced and highly motivated Insurance Due Diligence Project Manager to...+ Minimum of 7+ years of experience in insurance due diligence , client management, insurance… more
- CBRE (Salt Lake City, UT)
- Due Diligence Manager Job ID 195693 Posted 24-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management ... States of America **About the Role:** As the CBRE Due Diligence Manager supporting, The...will be responsible for overseeing the due diligence of properties for the client in… more
- UL, LLC (Chicago, IL)
- As a leader of the Due Diligence team, the Program Manager , Onshore Wind is responsible for the team and people leadership, managing and executing ... to your direct reports on all aspects of technical due diligence and client engagements....At least 5-7 years of experience as a project manager in renewable energy due diligence… more
- BlackRock (New York, NY)
- …, core client operations teams driving reporting, billing, and onboarding due diligence across the globe 4. ** Client Experience Transformation** ... Group ("FIG") and our mutual clients to deliver exceptional client service , which partnering with clients on...teams to generate Requests for Proposal (RFP), coordinate operational due diligence meetings and partner with clients… more
- BlackRock (New York, NY)
- …, core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and ** Client Experience Transformation** ... client servicing capabilities. **Your Role** As a client service channel lead, you will be...and/or asset management industries highly preferred + Proven people manager skills leading large teams and the ability to… more
- UL, LLC (Latham, NY)
- As a member of the Solar Due Diligence team, the Program Manager is responsible for managing and executing independent engineering (IE) and technical ... to junior team members on all aspects of technical due diligence and client engagements...At least 10 years of experience as a project manager in solar energy due diligence… more
- Robert Half Finance & Accounting (Dallas, TX)
- …ambitious individual with a strong desire to contribute to our rapidly growing Financial Due Diligence service line * Proficient in Microsoft Excel and ... due diligence engagements, providing financial due diligence assistance and advisory services...communication skills, both internally with superiors and externally in client facing interactions * Results oriented with a strong… more
- City National Bank (New York, NY)
- …Drawing on resources throughout the organization, this team will conduct and/or oversee the manager research and due diligence efforts for approved mutual ... *INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS*...OPPORTUNITY? This position will work directly with the CNR Manager Research team to support and assist in Investment… more
- JPMorgan Chase (New York, NY)
- … client advisers and our key service partners in product, operational due diligence and governance. **Job Responsibilities** + Global asset class lead for ... needs to manage pipeline of new strategies. + Detailed due diligence through manager meetings...with key service partners in product, operational due diligence and governance to facilitate onboarding… more