- WTW (Tampa, FL)
- **Description** The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... client relationship through a dedicated client onboarding team . This role will help ensure that the Team delivers to the Client an efficient and… more
- Truist (Orlando, FL)
- …delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II ... execution of Wholesale services and continuous improvement of the client experience. The Team Leader II ensures...and implementing efficiencies in the products end to end onboarding , and/or client experience. Work is independent… more
- JPMorgan Chase (Tampa, FL)
- …in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions. As a **Senior Lead ... Architect** at **JPMorgan Chase** within the **Merchant Payments** team of **Commercial Investment Banking org** , you are an integral part of a team that works… more
- Actalent (Jacksonville, FL)
- …(Excel, Outlook, Teams), Connected, Vendor Management Systems and Adobe. Client and Team Engagement + Submit new hire onboarding paperwork to our Client ... client employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with the Compliance...and validated with the Compliance Department. + Engage in client meetings with the field team as… more
- Bank of America (Tampa, FL)
- …expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex ... new account and/or maintenance request from the Merrill Branch Office, the Support Onboarding , Maintenance, and Associated Data - Brokerage team ensures all… more
- JPMorgan Chase (Jacksonville, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you ... Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding...exceed our client expectations and creating a client obsession culture within the team +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …2-3 days a week at our corporate office in Saint Petersburg, FL._ As the team lead , you will leverage extensive knowledge and skills in securities, the banking ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- Humana (Tallahassee, FL)
- …strategic connector between our clients and internal technology teams. You will lead technical onboarding and integration for new accounts, ensuring solutions ... secure, and repeatable solutions that power pharmacy growth. **Technology Implementation Lead - Pharmacy Technical Client Integrations** **About CenterWell… more
- Norstella (Tallahassee, FL)
- …and Client Success team members in the overall responsibility for MMIT client contract onboarding , adoption, and renewals with the aim of client ... to contract terms review/changes, documentation in Salesforce, partnering with client team , and client communication...cycle Client Support and Data Management * Lead Digital Segment clients through onboarding and… more
- Cengage Group (Jacksonville, FL)
- …Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery ... and performance data to find opportunities for improvement. + Lead and direct operations team to achieve...addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client … more
- Black & Veatch (Coral Springs, FL)
- …expected to be in the office for activities such as onboarding , training, client meetings, supervisory and team collaboration, as needed. + We may consider ... and external relationships with medium to large complexity and scope. + Lead client engagement activities from identification and opportunity creation to… more
- WSP USA (Miami, FL)
- …Opportunity** WSP has an exciting career opportunity for a **Senior Construction Materials Practice Team Lead ** to join our Miami and South Florida offices. This ... in North Florida and Southeastern US **Your Impact** + Lead an established project team in successfully...careers and knowledge base. Your daily contributions to your team will be essential in meeting client … more
- Black & Veatch (Tampa, FL)
- …are targeted at our clients' needs/planned growth areas **Key Responsibilities** + Lead IA client engagement activities from opportunity creation to business ... ** Client Advisory Partner - Water/Wastewater Utilities - East...Account Management Process (Gold Sheet) for Strategic Accounts/Clients + Lead and guide Strategic Account Team +… more
- Bank of America (Lake Mary, FL)
- …include, but are not limited to:** + Work with highly affluent clients + Lead end-to-end onboarding and maintenance activities for new and existing clients. + ... Registered Wealth Management Client Associate Lake Mary, Florida **To proceed with...client service experience. + Act as a key team member leading our clients' digital experience with the… more
- Synchrony (Altamonte Springs, FL)
- …to critical credit decisions and business processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align ... **Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios… more
- Deloitte (Miami, FL)
- …Delivery Lead (Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with customers through innovative ... and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects.… more
- Norstella (Tallahassee, FL)
- …and business development** :You will work closely with the global Consulting & Analytics team to deliver client consulting projects to a high standard. Key ... Sr. Director/VP/Clinical Delivery Lead , Advisory Services Company: Citeline Location: Remote, United...will work closely with the global Consulting & Analytics team to deliver client consulting projects to… more
- Sharecare (Tallahassee, FL)
- …company policies, and HIPAA regulations. This role also provides support to team members and management by serving as a subject matter expert, trainer, ... and escalation point. The Lead plays a key role in ensuring high-quality output...customer service by being attentive, respectful, and responsive to client needs proactively identifying and resolving concerns. + Maintains… more
- Capital One (Tallahassee, FL)
- …with relevant stakeholders to set expectations, problem solve issues, remove blockers, etc. Lead delivery prep meetings across our team and stakeholders , ... Senior Associate, Capital One Concierge, Delivery Lead - Velocity Black (Remote) This is your...vertical: Velocity Black. Within Capital One, the Velocity Black team is a leading digital concierge company that delivers… more
- Citigroup (Tampa, FL)
- …Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part of Change Management team , you will have a unique ... as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The...synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change… more