- Paylocity (Pittsford, NY)
- …five days per week during designated work hours. Position Overview As a Client Onboarding Specialist (known internally as Implementation Consultant I), ... results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are… more
- Citigroup (New York, NY)
- …+ Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization + Provide sales assistance by ... designing and implementing process improvements + Support new products, promotions, and projects defined by the business + Review and provide training material to sales and operations + Support sales activities for high profile clients + Provide administrative… more
- Justworks (New York, NY)
- Senior International Onboarding Specialist New York, New York Apply Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, ... right in to affect change. As a Senior Customer Onboarding Specialist , you will function as an...onboarding processes and procedures to enhance efficiency and client satisfaction + Effectively collaborate with internal teams and… more
- Bank of America (New York, NY)
- Treasury Sales Associate - Onboarding Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a critical role in delivering a smooth and timely onboarding experience. The Onboarding Specialist ...equivalent work experience + 5 years of experience in client onboarding , treasury services, operations, or compliance… more
- Aston Carter (New York, NY)
- Job Description: Platform Implementation Specialist / Onboarding Specialist Location Preferred, in Priority: New York City, San Francisco Open To: Phoenix, ... Platform Implementation Manager (PIM) Team is looking for a Platform Implementation Specialist to own and manage all customer-facing components of our Online… more
- BlackRock (New York, NY)
- …thinking + Multitasking and time management **Purpose and Scope:** Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. ... the investment management process to provide world-class service to our growing, global client base. Our team members come from different majors and bring diverse… more
- AON (New York, NY)
- …Executive leaders How this opportunity is different: + Collaborate with Account Specialist staff, Account Management team, and Client Service Delivery Leaders ... team in support of the office-based teams. Enable effective onboarding and handling of net new clients and the...efficiency and build standard processes. + Educate assigned Account Specialist by leveraging training plans in client … more
- Citizens (New York, NY)
- …services, deep expertise, and cutting-edge research-all while maintaining a personalized, client -first approach. We're on the lookout for top-tier professionals who ... are passionate about delivering a gold-standard client experience-those who inspire long-term loyalty and thrive in...environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens Private Wealth, you will be a… more
- Norstella (Albany, NY)
- …and product to resolve data validation requests in accordance with MMIT standards and client practices. As an EADE Specialist , this role preserves the integrity ... Data Enhancement Specialist Company: MMIT Location: Remote, United States Date...of our data while facilitating client confidence in our products and processes. **Responsibilities:** +… more
- American Express (New York, NY)
- …with Sales & Account Development to ensure successful transitions of the client relationship post onboarding + Design and continually improve processes ... solutions and expense management tools. The GCS GOI - Global Onboarding and Implementation's (COI) organization is responsible for end-to-end project management… more
- HSBC (Buffalo, NY)
- …in support of deepening, growing, and maintaining the client 's relationship post onboarding . As our Contact Center Premier Sales Specialist you will: + ... all share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also...deposit gathering. The role will also engage in satisfying client reviews and complete product renewals and maintenance as… more
- IBM (New York, NY)
- …A Technology Sales Engineer role (what we internally call a 'Brand Technical Specialist ') within the Automation Platform means working for a leader in AI-powered ... so that they can change the world at a previously impossible scale. Excellent onboarding and an industry-leading learning culture will set you up for positive impact… more
- IBM (New York, NY)
- …a CS Technical Specialist , you will work directly with the end client , in pursuit of accelerating their deployment of strategic offerings within their production ... **Introduction** A Customer Success (CS) Technical Specialist in IBM means a career where you're...and colleagues to solve technical and business challenges. Excellent onboarding training will set you up for success, whilst… more
- TD Bank (New York, NY)
- …management activities, etc.). **Job Description Summary:** The Sr Business Mgmt Specialist leads a significant business management function and/or strategy planning, ... + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Position… more
- TD Bank (New York, NY)
- …Description:** **Department Overview:** The Financial Crime Risk Management Training Specialist leads, and/or consults on enterprise, multi-business and/or complex ... and program support recommendations. The Financial Crime Risk Management Training Specialist works collaboratively with Business Partners and other FCRM stakeholders… more
- TD Bank (New York, NY)
- …Business Management, Strategy & Support **Job Description:** The Business Mgmt Specialist manages a diverse portfolio of business management activities for complex ... Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own… more
- CDM Smith (Buffalo, NY)
- …**Job Description:** CDM Smith is seeking a Senior Data Privacy and IT Compliance Specialist to join our Corporate Business Technology team. This role is critical in ... documentation (eg, SOC 2 reports, ISO 27001 certifications). * Evaluate client security exhibits and ensure compliance with contractual requirements. * Assess… more
- Robert Half Finance & Accounting (Lancaster, NY)
- …with team members and management. + Experience in tasks such as invoicing, client onboarding , collections, and A/R reporting is highly desirable. For immediate ... Robert Half is looking for a detail-oriented Accounts Receivable Specialist to join a global manufacturing company's team in...company's team in Lancaster, New York! In this AR Specialist role, you will be instrumental in managing the… more
- Mastercard (Harrison, NY)
- …and governments realize their greatest potential._ **Title and Summary** Sr. Sales Specialist , Merchant Offers Sourcing Center of Excellence-1 Overview: * The Sr. ... Sales Specialist is the Merchant Offers Sourcing Center of Excellence...for card-linked offers and affiliate programs. * Responsible for onboarding merchants and managing content. * Manage merchant relationship,… more
- Diageo (NY)
- …is built on the marketing and sales of its extensive portfolio. The HR Specialist role supports the Demand HR Teams as well as other central projects, providing ... performance & engagement goals across the business. The HR Specialist provides day to day HR support to the...Diversity and L&D teams. This position is responsible for client group communications, reporting, data analysis, insight generation, all… more