• CSG Client Desk

    Citigroup (New York, NY)
    The CSG Relationship Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... the on-boarding and retention of clients, ensuring the appropriate "Know Your Client " (KYC) and other compliance deliverables are met; + Identifies cross-sell… more
    Citigroup (08/31/24)
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  • Engagement Specialist, CGRC

    South Middlesex Opportunity Council (Framingham, MA)
    …within the Opportunity Center. + Perform data entry including updating data/case notes, CSG and referrals. + Provide front desk coverage and administrative ... Opportunity Center, perform initial assessment, identify needs and direct/refer the client to the appropriate resource. Deliver excellent customer service by… more
    South Middlesex Opportunity Council (08/24/24)
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