- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- First Horizon Bank (Memphis, TN)
- …to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, ... requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison… more
- First Horizon Bank (Doral, FL)
- …to satisfy compliance requirements + Image and index all deposit and client documentation to ensure proper recordkeeping + Perform account maintenance, ... requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison… more
- Zions Bancorporation (Houston, TX)
- …inquiries promptly and professionally. + Skilled in reviewing, processing, and auditing client documentation and financial information. + Strong analytical and ... Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to join our...documents to ensure they meet the bank's compliance and documentation standards. + Open and close accounts, update signer… more
- City Wide Facility Solutions (Columbus, OH)
- …quality. + Assist with invoice collection, contractor payments, and maintain up-to-date client documentation and schedules. The City Wide team is committed ... (we call them Facility Solution Managers) to lead the execution of client engagement, retention, ascension and referral initiatives, resulting in raving, loyal… more
- Robert Half Finance & Accounting (San Jose, CA)
- … client base. + Process new account openings, closures, transfers, and other client documentation . + Prepare and execute trades and client transactions ... to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for...Associate - Wealth Management We're looking for a motivated Client Service Associate to join a well‑established, rapidly growing… more
- Thrivent Financial (White Sulphur Springs, MT)
- …+ Receive, sort, and distribute daily mail/deliveries. + Update certain client documentation requirements, including compliance-related forms and notes regarding ... to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and products. **Skill in:** + Administering AML policies and procedures. + Analyzing client documentation . + Planning and scheduling work to meet regulatory ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- Family Resource Home Care (Blodgett, OR)
- …their well-being. + Update care plans as clients' needs change. + Keep accurate client documentation . + Give clear directions for caregivers. + Collaborate with ... improve more lives! We are currently hiring for a Client Care Supervisor to join our branch located in...Supervisor to join our branch located in Corvallis. Position: Client Care Supervisor (CCS) We're looking for an outgoing,… more
- Motion Recruitment Partners (Des Moines, IA)
- …operations. + Ability to understand Level 3 data, chargeback processes, and client documentation (KYC). + Strong background in data entry, quality ... Merchant Services/ Client onboarding Specialist Des Moines, Iowa **Hybrid** Contract...Services Company is looking for a Merchant Services & Client Onboarding Specialist in Des Moines, IA Charlotte NC… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to clients. + Helping out in client meetings. + Keeping up-to-date with client documentation . + Adhering to regulatory rules. + Processing client ... out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | San Jose Join a thriving… more
- Robert Half Finance & Accounting (San Jose, CA)
- …level of customer support to high net worth individuals. + Keeping up-to-date with client documentation . + Adhering to regulatory rules. + Processing client ... in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This...firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm… more
- Waveguide Communications (Coral Springs, FL)
- …knowledge of AutoCAD; ability to read and edit drawings; create plot files for client end documentation . + Maintain knowledge of Photoshop to update and maintain ... The Documentation Specialist is resposible for creating and maintaining...is resposible for creating and maintaining technical and business documentation , training, and communication materials for internal and external… more
- Robert Half Office Team (Rancho Bernardo, CA)
- …experience. Position Overview The Client Services Coordinator ensures that client requests are handled efficiently, documentation is accurate, and ... contact for client inquiries and service requests + Coordinate client onboarding, documentation , and ongoing service needs + Maintain accurate client … more
- Eurofins US Network (Centennial, CO)
- …to clients' needs and ensure a timely response to our clients + Managing Client Interaction documentation + Effectively communicate with Donor Service Team + ... response time to ensure testing department SSRs are clear and understandable to client , they are correct, and resolution/closures are timely + Assist with supply… more
- WTW (Pittsburgh, PA)
- …to request and gather updated exposures and underwriting information + Obtain updated client exposure documentation and perform needs and gap analysis to ensure ... performance. Together, we unlock potential. Learn more at wtwco.com . **Description** This Client Manager role is responsible for a blend of internal partnership &… more
- BMO Financial Group (Phoenix, AZ)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- BMO Financial Group (Chicago, IL)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- Robert Half Office Team (San Diego, CA)
- …via phone, email, and in person. + Support financial advisors with client onboarding, documentation , and account maintenance. + Coordinate the collection ... Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the… more
- BMO Financial Group (City Of Industry, CA)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… more