- City National Bank (New York, NY)
- …with appropriate solutions. Responsible for managing and conducting annual reviews for the internal sales/ service team. + CLIENT SERVICE + Acts as a champion ... + Bachelor's Degree or equivalent + Minimum 4 years of direct client service experience required. + Minimum 4 years experience in a banking environment… more
- KPMG (New York, NY)
- …services methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + ... **Business Title:** Manager, Financial Services Client Onboarding (KYC), Capital Markets **Requisition...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- Neuberger Berman (New York, NY)
- The Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic ... Private Funds (Hedge and Private Equity), and other regional funds. The institutional client mandates include multi asset class mandates as well as clients with… more
- City of New York (New York, NY)
- …and collaboration, with the goal of creating an inclusive, motivated, and client centered workforce. Human Resources Solutions (HRS) is recruiting for one (1) ... Services (DOSS), M-3 to function as the Executive Director, Recruitment & Onboarding , who will: - Oversee the efficient administration, operation, and service… more
- CDM Smith (Edison, NJ)
- …Unit:** NAU **Job Description:** CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business ... professional and industry organizations. * Assembling and leading client and project teams to meet client ...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- AIG (New York, NY)
- …reimagining the way we help customers to manage risk. Join us as a Claims Client Service Manager to play your part in that transformation. It's an opportunity ... leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How...How you will create an impact As the Claims Client Service Manager, you will be the… more
- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction… more
- BlackRock (New York, NY)
- … experience at the EPM platform level, with a focus on our client service and connectivity across reporting, communications and engagement, portfolio updates ... is a key focus area in this role. The Client Experience professional will be responsible for...strategy implementation and will help drive the design of client service models to enable the scalable… more
- Morgan Stanley (New York, NY)
- …on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties ... * Experience focused on examining potential clients' source of wealth during the client onboarding process preferred * Willingness to obtain SIE , Series… more
- Neuberger Berman (New York, NY)
- …and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... class spectrum. This role offers an excellent opportunity for professional growth, as it is expected to evolve to... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more
- S&P Global (New York, NY)
- …as a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management/Sales Roles - PROSPANICA Career Expo **The Locations:** United States **What ... or related field preferred). + Strong presentation, multitasking, and customer service skills. + Proven record of maintaining strong relationships with customers,… more
- Capgemini (New York, NY)
- …the key influencers within the client organization, quickly identifies client culture and decision-making process, and balances professional manner to ... **Job Title: Client Director - Consumer Products (Luxury and Beauty)**...for the customer and work with Managers from other service lines within Capgemini to ensure that service… more
- WTW (New York, NY)
- …throughout the policy term (including acquisition due diligence) + Provide outstanding client service with timely and accurate responses to clients. (instead ... immersed in a 1-week-in-person orientation followed by a robust onboarding training learning about various functions within CRB. Our...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- LinkedIn (New York, NY)
- LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make ... provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Lead Client Solutions Manager to manage relationships with our largest and often most… more
- LinkedIn (New York, NY)
- LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make ... LMS empowers organizations to reach, engage and convert their professional audience at scale. Within OSO, our New &...and purpose. LinkedIn Marketing Solutions is searching for a Client Solutions Manager (CSM) to join our New &… more
- ADP (New York, NY)
- …experience and beyond. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... service and consultation from the beginning of the client journey with ADP TotalSource (TS) through the life...Value Proposition for the WSE on behalf of the client . + **Ensures onboarding benefits plan education**… more
- ADP (Parsippany, NJ)
- …office or unavailable. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... service and consultation from the beginning of the client journey with ADP TotalSource. The LCC role builds...Value Proposition for the WSE on behalf of the client . + Ensures onboarding benefits plan education,… more
- MUFG (Jersey City, NJ)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...will provide more details. Job Summary The Quality Control Professional I is responsible for performing quality control review… more
- Kids First (Montvale, NJ)
- …documentation and client information is accurately recorded. + Determine client service eligibility and communicate next steps clearly and professionally. ... thrive. With a strong commitment to community outreach and service excellence, we aim to create an inclusive, supportive...referral sources, managing intake communications and follow-up. + Administer client onboarding through the client … more
- Morgan Stanley (New York, NY)
- …Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. ... The Business Service Officer (BSO) will report directly to the Complex...within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors… more