- City National Bank (Los Angeles, CA)
- …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
- C-4 Analytics (Wakefield, MA)
- …of accountability and customer service . We are currently hiring for a Senior Client Onboarding Specialist as we look to expand our team and support our ... Senior Client Onboarding Specialist, REMOTE / Hybrid...- C-4 Analytics C-4 Analytics is a fast-growing, private, full- service digital marketing company that excels at helping automotive… more
- City National Bank (Los Angeles, CA)
- ** CLIENT ONBOARDING SUCCESS MGR II** **WHAT IS THE OPPORTUNITY?** The Treasury Management Solutions (TMS) Client Onboarding Success Manager is ... service level agreements. **What you will do** + Sales/ Client interaction gathering details of implementation and agreements +...to policies and procedures that have arisen during the client onboarding process to improve future … 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
- ADP (Augusta, GA)
- **ADP is hiring a Client Onboarding Specialist.** + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + ... approaches and techniques. Until the client is transitioned to ADP's Client Service organization following implementation, Consultants manage the client … more
- Citigroup (Tampa, FL)
- …be for a Spanish and/or Portuguese speaking individual **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time Type:** ... **Overview:** The ** Client Onboarding Lead Analyst - VP** is a strategic professional who stays abreast of developments within own field and contributes to… more
- Citigroup (Tampa, FL)
- …+ Bachelor's degree/University degree or equivalent experience. **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time ... **Overview:** The ** Client Onboarding Sr. Analyst - AVP**...Onboarding Sr. Analyst - AVP** is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the… more
- Citigroup (Getzville, NY)
- The Client Onboarding Intermediate Associate Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Aerotek (Tempe, AZ)
- …onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg authorization forms, drug ... client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage… more
- Cedars-Sinai (Los Angeles, CA)
- …to leadership in all areas of academics and will develop, assess, and anticipate onboarding related needs and deliver value added service that addresses the ... best practices and participate in HR initiatives. + Develops communication templates and onboarding materials tailored to new hires and client groups. + Manages… more
- RKON (Chicago, IL)
- …Services Onboarding Specialist, you will be responsible for leading and managing new client onboarding to RKON services with a focus on service desk ... and rewarded-a key reason for the extraordinary level of service we deliver to our customers. RKON does not...RKON support approach, and continually improving the implementation and client experience. This position is ideal for a hands-on… more
- Capital One (Richmond, VA)
- …with understanding the Treasury Management sales process to help the team manage client pre- onboarding responsibilities and client escalations. + Assist TM ... United States of America, Richmond, Virginia Manager, Treasury Management Onboarding We are seeking a talented business leader to...Professional (CTP) Designation + 2+ years of customer service experience + Lean Six Sigma training At this… more
- Patten CAT (Addison, IL)
- Working Hours/Days 8/5 Overview The Onboarding Specialist will provide a coordinated and consistent approach in onboarding , deploying and driving adoption of ... with Sales Department PSSR's and MSR's to provide solutions that will enhance client satisfaction by supporting our different digital platforms. The onboarding … more
- US Tech Solutions (Phoenix, AZ)
- …effectively manage a universal, client facing, departmental email box within service level agreement and in a highly professional manner. **Qualifications:** ... ** Onboarding Specialist - New Accounts** **Phoenix, Client...via work queues, and effectively manage time to meet service level agreements. - Ability to learn and follow… 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
- CIBC (Boston, MA)
- …seamless and integrated client experience. **KEY ACCOUNTABILITIES** + Provide professional , high-quality, high-touch service to PWM clients + Assist ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) JOB PURPOSE The Client Service Manager is a critical point...Relationship Managers in onboarding new relationships + Protect client assets… more
- Morgan Stanley (Aventura, FL)
- *POSITION SUMMARY* Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... PWAs/ teams in delivering against their business plan and client service model * Remaining current on...on examining potential clients' source of wealth during the client onboarding process preferred *Knowledge/Skills:* * Knowledge… more
- Morgan Stanley (Miami, FL)
- *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... Assist FAs/PWAs/teams in delivering against their business plan and client service model - Remaining current on...on examining potential clients' source of wealth during the client onboarding process preferred - College degree… 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