- 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
- Aegon Asset Management (Cedar Rapids, IA)
- …equivalent experience + Five years of experience in the financial services industry including client management, installations/conversions, or contract ... a century ago, we were among the first financial services companies in America to serve everyday people from...compliance + In-depth understanding of retirement plan regulations + Client focused to provide exceptional customer service … more
- JPMorgan Chase (Chicago, IL)
- Join the Client Onboarding and Service (COS) organization, focused on providing a best-in-class experience to our clients and employees. We are seeking a ... support, data visualization, and business performance analysis. As a Business Manager within the COS Business Management support team, you will coordinate… more
- JPMorgan Chase (Chicago, IL)
- …offers competitive benefits and a culture of continuous learning and development. As a Client Onboarding Project Manager Vice President within the Commercial ... Join our dynamic Commercial Bank Onboarding team as a Program Manager ...capabilities, and skills** + Experience working in the professional services industry with client onboarding … more
- JPMorgan Chase (Tampa, FL)
- Join the Client Onboarding & Service ...for Commercial & Investment Banking clients. As a Business Manager , you will partner with the Global Head of ... of agendas and materials for executive events, including leadership offsites, townhalls, and client visits. + Ensure data integrity and accuracy for executive and ad… more
- JPMorgan Chase (Tempe, AZ)
- As a ** Client Onboarding and Service (COS) Training Manager ** within JPMorgan Chase, you will play a pivotal role in designing, delivering, and ... + Manage and lead New Hire and in-role learning curriculums within Merchant Services Solution Center. + Work with management to prioritize key learning needs, while… more
- JPMorgan Chase (Jersey City, NJ)
- …continuous improvement. As a Control Manager Vice President within the Client Onboarding and Documentation team, you will focus on Risk Identification ... Join our dynamic Client Onboarding and Documentation team, where...skills. + Expertise in control management within the financial services sector. + Capability to implement anti-fraud strategies and… more
- JPMorgan Chase (Brooklyn, NY)
- …payments and fintech services to manage and grow their business. As a Product Manager , Digital Onboarding in Merchant Services , you are an integral part ... Merchant Services is the global payment processing business for...delivers value to customers + Map and optimize end-to-end client onboarding journeys + Collaborate with UX/UI,… 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
- Compass Group, North America (Charlotte, NC)
- …trends, support decision-making, and guide clients toward improved performance. **Responsibilities:** ** Client Onboarding & Engagement** + Serve as the single ... interact with our clients, business partners and fellow associates. **Job Summary:** The Onboarding Account Manager plays a critical role in driving member… more
- Capital One (Plano, TX)
- Senior Manager , Small Business Onboarding - Hybrid - Plano, TX The Business Cards & Payments (BC&P) organization is committed to fueling the courageous ... heart of America's business owners and offer products and services to help them do more business. We've built...organization is seeking an accomplished, strategic, and results-oriented Senior Manager to oversee and scale the Onboarding … 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
- Kelly Services (Longview, TX)
- **Kelly Services is hiring for an Onboarding Specialist for a local client in Longview, TX!** **Pay: $22hour (based on experience & qualifications)** ... to 4:30pm (Some flexibility required during peak hiring season)** **The Onboarding Staffing Specialist is responsible for providing onsite support in coordinating… more
- Allied Universal (Houston, TX)
- …and be part of the excitement! Allied Universal Event Services (R) is seeking a Client Account Manager . The Client Account Manager will be responsible ... fan-facing areas such as ticketing, ushering, and emergency response. * Ensure client service expectations are met through effective operations planning,… more
- Mindful Support Services (Mountlake Terrace, WA)
- …qualities into everything we do. About the Role: The Client Success Manager , known internally known as Onboarding Specialist, works in-office at our ... become an expert on all relevant aspects of the onboarding process, early-stage private practice management fundamentals, technology systems,...conflict of interest for an employee of Mindful Support Services to be a current client of… more
- Mass Markets (Killeen, TX)
- …industry-leading organization. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the primary liaison ... and our clients. You will be responsible for managing client expectations, ensuring service delivery, and driving...+ Identify opportunities for account growth and upselling additional services . + Manage client onboarding ,… 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
- Nelnet (Lincoln, NE)
- …of creating opportunities for people where they live, learn, and work. The Client Onboarding organization is responsible for accurate, efficient, effective and ... company committed to enriching lives through the power of service as a student loan servicer, professional services...timely onboarding of clients across all businesses and geographies at… more
- LinkedIn (Chicago, IL)
- …that the market provides. LinkedIn Marketing Solutions is searching for a Sr. Client Solutions Manager to manage relationships with our large and often ... can provide more value to our clients. The Sr. Client Solutions Manager will be measured by...+ Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs. +… more
- Mass Markets (Richmond, VA)
- …delivery. + Identify and pursue opportunities for account expansion and recommend value-added services . + Manage client onboarding , transitions and change ... for account growth. The ideal candidate will have a solid background in client services , account management, or operations, along with excellent communication,… more