- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; ... of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad… more
- JPMorgan Chase (Philadelphia, PA)
- …that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... and clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad hoc requests,… more
- Citizens (Westwood, MA)
- …Additionally, you ensure efficient and effective delivery of operational processes, such as client onboarding , account maintenance , and transactions ... Lead and develop high-performing teams with a focus on client service, relationship management, and operational excellence. + Drive...Act as a peer and collaborator with leaders in Client Experience, Core Operations, and Private Wealth Support. +… more
- TIAA (Frisco, TX)
- …email requests and inbound client calls; processing trust account onboarding , money movement, account maintenance and servicing, and recordkeeping ... with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding... client calls; processing trust account onboarding , money movement, account maintenance … more
- Citigroup (San Francisco, CA)
- The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on ... delivering all aspects of client onboarding and operational solutions for clients...opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA… more
- Citigroup (Tampa, FL)
- The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... issues with transparency. **Qualifications:** + Previous experience in documentation review, account maintenance and related cash products. + Bachelor's degree… more
- Byline Bank (Chicago, IL)
- …complex implementations, ensuring timely and accurate delivery. + Coordinates and facilitates client onboarding meetings, acting as the primary liaison between ... Solutions Specialist is responsible for conducting gap analyses, designing client solutions, managing onboarding projects, and providing ongoing support… more
- Bank of America (Charlotte, NC)
- …inquiries via numerous channels to support operational efficiency and quality client service** **Reviews and approves required account documentation** ... processes and assists in training less experienced team members** **Skills:** ** Account Management** **Attention to Detail** **Customer and Client Focus**… more
- Bank of America (Dallas, TX)
- …complex issues and escalations.** **Responsibilities:** **Performs onboarding and maintenance of accounts and reviewing required account documentation.** ... Account Management Ops Analyst - Private Bank Client Billing Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of… more
- Aerotek (Houston, TX)
- …a positive culture. We promote exclusively from within. **As a Contract Bilingual Onboarding Associate you will ** + Ensure client pre-employment requirements, ... onboarding are kept current and validated with Compliance departments. + Manage client requirements for the onboarding packet (eg, authorization forms, drug… more
- Bank of America (New York, NY)
- …for assigned accounts, such as settlements, reconciliations, and account maintenance + Promotes investment product sales through client meetings and ... Markets. + Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR… more
- Chobani (New York, NY)
- …of urgency. At La Colombe, we believe no task is too small, and the Account Manager should embody this in all client interactions. *Eligible candidates must be ... they can offer consistent, high quality coffee programs. The Account Manager plays a crucial role in this mission,...for coffee and hospitality when they train and educate client 's staff on a routine basis in line with… more
- Allied Universal (Bellaire, TX)
- …staff. + Manage uniforms, equipment, supplies and vehicles utilized at the account (s), maintaining appropriate inventories and maintenance checklists. + Take a ... other perks, depending on the position and eligibility. **Job Description:** **Security Account Manager Retail** **Zip Code: 77027** **Pay Rate : $58,656.00 /… more
- Fiserv (Berkeley Heights, NJ)
- …be responsible for driving client satisfaction and supporting the overall client service experience. Working closely with the Account Executive team, you ... portfolio. + Understand operational requirements and unique goals of the assigned client portfolio to ensure quality delivery and maintenance support of all… more
- CIBC (West Palm Beach, FL)
- …of funding, and cost basis input. + **Handle client inquiries and maintenance requests:** Manage general account inquiries and maintenance requests, ... their needs are met with professionalism and care. + **Manage onboarding and account support:** Oversee new account onboarding , including account … more
- Eastern Bank (Manchester, NH)
- …contact for client service inquiries and requests. + Assist with new client onboarding , including documentation, account setup, and coordination with ... binding and other office related duties as needed. + Process general transactions and account maintenance . + Coordinate with Operations and Account Officers… more
- Commerce Bank (Kansas City, MO)
- …including assisting with the underwriting of new applications and contracts, account setup, maintenance , product changes, contract modifications, pricing ... changes, validations and other account changes. Essential Functions + Complete both credit support...changes. Essential Functions + Complete both credit support and onboarding tasks listed below + Assist with the underwriting… more
- Adecco US, Inc. (Salem, NH)
- Adecco is assisting a local client recruiting for a **Service Account Representative** opportunities in **Salem NH** . If **Service Account Representative** ... meet the qualifications listed below, apply now! POSITION SUMMARY: The service account representative is responsible for providing effective customer service for all… more
- HUB International (Grand Rapids, MI)
- …Associate Account Managers and Team Assistants, as necessary. + Ensure accurate maintenance of client information in EPIC + Special projects and all other ... **Commercial Account Manager** **Who We Are** At HUB International,...Off + Pet Insurance + Bonus Program + Comprehensive Onboarding Program + Continuing Education / Personal Development Programs… more