- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES * East...of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. ... the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial...policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages...~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices… more
- Neuberger Berman (New York, NY)
- …identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services , Operations, Legal, Compliance, Risk, and Technology) ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic… more
- MUFG (New York, NY)
- …MUFG's digital channels + Produce and commercialize metrics and key details for self- service onboarding and maintenance of customers + Works with front-line and ... service functionalities. **Major Responsibilities:** + Manage high visibility onboarding strategy and initiatives with multiple stakeholders to drive alignment… more
- iPostal1 (Montebello, NY)
- …are an established, cutting edge leader in the digital mailbox industry. Full Time Onboarding / Account Manager Montebello, New York iPostal1 has been pioneering ... office and all the benefits of these digital mailbox services to flexible workspaces current virtual and tenant members...individual to join our team in the role of Onboarding / Account Manager . This role… more
- Paylocity (Rochester, NY)
- …be able to work on-site five days per week during designated work hours. Position Overview Client Services Manager Ops play a pivotal role in ensuring ... expertise, process management, and soft skills to be effective. Client Service Manager Ops works...are in place to best support clients and the client services team, including Technical Services… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...client presentations on business performance + Oversee new client onboarding Accounting + Manage client… more
- Cengage Group (New York, NY)
- …talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through ... post-contract onboarding processes and managing client succes and service delivery from end...Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused… more
- City National Bank (New York, NY)
- …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- Allied Universal (New York, NY)
- …impacts the communities and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real ... in New York City. The primary role of the Client Portfolio Manager is to enhance ...operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Client Operations Manager collaborates closely with client ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Capital One (Albany, NY)
- …- Telecom Partnerships (Remote) Capital One Shopping is looking for a Senior Strategic Client Manager to join the Partnerships Team. You'll be responsible for ... Senior Manager , Client Development, Capital One Ad...cycles and customer acquisition processes + Knowledge of telecom service contracts, customer onboarding , and general business… more
- Norstella (Albany, NY)
- …representing the voice of the client , when partnering with internal teams ( Client Services , Data Operations, Product Management, etc.). + Act as the internal ... Client Success Manager Company: MMIT Location:...services . The CSM is directly responsible for driving client outcomes and building long-term relationships that result in… more
- Cardinal Health (Albany, NY)
- …and data streams with 3rd party vendors.- **_Qualifications_** + Min 5 years related client services experience, preferred + Min 5 years' experience in managing ... Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, afford and remain… more
- Robert Half Technology (New York, NY)
- …A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management. * Expertise in ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
- Insight Global (New York, NY)
- …to performance metrics. * Lead onboarding and transition of new client processes into the managed services environment, ensuring smooth knowledge transfer ... Manager levels to lead the delivery of recurring accounting and reporting services across multiple client engagements. This role offers the opportunity to… more
- Citigroup (New York, NY)
- … Experience Group Manager is a leadership role and specializes in onboarding , focusing on delivering an exceptional client experience and ensuring efficient, ... scalable operational processes specific to client onboarding and ongoing account management. The role requires extensive leadership, management, and technical… more
- TD Bank (New York, NY)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... Provide support to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate with external… more
- Applause (New York, NY)
- …case and value proposition for proposed solutions when necessary + Collaborates with Client Services Team and Executive Leadership Team in executing the ... like Google, Microsoft, PayPal, Starbucks, Vodafone, and BMW. As a Strategic Account Manager - Financial Services you will be responsible for driving revenue… more
- Capgemini (New York, NY)
- …billion. **Job:** **Organization:** _INVENT PEOPLE S&T_ **Title:** _Capgemini Invent - Financial Services Strategy & Advisory - Manager / Sr. Manager_ ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more