- CAIS (New York, NY)
- …notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade ... to lead impactful initiatives, significantly contributing to CAIS's growth and client success by delivering innovative product onboarding solutions and… more
- Marex (New York, NY)
- …Clients are at the heart of our business , with superior execution and superb client service the foundation of the firm. We respect our clients and always ... services. For more information visit www.marex.com Purpose of Role: The Onboarding Associate will facilitate the onboarding process for opening… more
- Cargomatic (Long Beach, CA)
- …Collaborate with the sales and account management teams to understand client requirements and develop customized onboarding and implementation plans. ... success, growth and well-being. We are seeking a dynamic and experienced Sales Onboarding and Implementation Specialist to join our Sales Operations team. As a Sales… more
- CIBC (Madison, IL)
- …exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with ... and high-quality client experience. How you'll succeed Deliver high-touch service : Manage onboarding , account openings, and operational support with… more
- USAA (Phoenix, AZ)
- …and internal affiliates for existing and new products to include, new business acquisition, field sales and service support, distributor agent training, ... leading the selection and management of sales, marketing, training, licensing, new business , service , money movement technology suppliers to operate the … more
- LGT Capital Partners (New York, NY)
- …for accurate and timely information with superior service . Key liaison to support client onboarding , portfolio management and client service with a ... Job Description Americas client service with an aim to... client updates/collateral, and internal stakeholders regarding structuring, onboarding Client communications Coordinate on investor reporting,… more
- PMA Companies (Roseville, CA)
- We are seeking a skilled and experienced Client Service Manager to join our service team at PMA Companies. In this pivotal role, you will serve as the ... Responsibilities: *Key participant in broker capability presentations and new business meetings focused on demonstrating the service ...thinking and creative problem-solving, coupled with a focus on client service that places client … more
- Advatix, Inc. (Belleville, MI)
- …client 's requests. Key Results Areas Execute defined tasks related to specific client requirements, ensure client service obligations and program ... their clients by handling the day-to-day requirements of the client 's business to ensure a high level...departments, as needed Execute and support defined tasks for onboarding as defined in client requirements Identify… more
- Axelon Services Corporation (Chicago, IL)
- …onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client ... Job Title: Client Service Associate Location: Chicago, IL...onboarding , off boarding) in close partnership with relevant business partners Support the coordination of account maintenance activities… more
- WebMD (Newark, NJ)
- …and continuous improvement. Critical to success is the ability to direct the onboarding , orientation and training of our Client Success Professionals. Support ... develop strategic relationships with key clients, acting as their trusted advisor and business partner. Drive client retention and growth by developing success… more
- Zions Bank (Salt Lake City, UT)
- …at our downtown Salt Lake City, UT location. General Responsibilities Deliver client service aligned to defined segmentation models. Utilize Salesforce Financial ... our success. We recognize that banking is a "local" business , and that to be successful, we must have...the talent; we bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a… more
- Valenz Health (Mechanicsburg, PA)
- …where smarter, better, faster healthcare is possible. About Our Opportunity: As a Client Service Manager (aka Client Relationship Manager), you will ... employee engagement data to identify trends and opportunities for improvement. Oversee the onboarding process for new customers and manage service and program… more
- Goldman Sachs, Inc. (Salt Lake City, UT)
- …firm globally, with daily interaction across other Operations teams, including Client Onboarding , Trade Management, Asset Servicing, Margin, Settlements, ... develops and manages the processes and controls that enable business flow. YOUR IMPACT Are you looking to work...industry experience Ideal candidate will have worked in a Client Service position previously or have worked… more
- Cendien (Carrollton, MI)
- …as a team. Support Client Onboarding Have a excellent understanding of the client 's business needs Work with the client to make sure they are getting ... Office (Word, Excel Experience with Infor or Lawson Proficient in CRM and other Service Related Tools Passion for Client Experience Action oriented with strong… more
- C&F Bank (Midlothian, VA)
- …field preferred, but not required. Experience: 2+ years of experience in an administrative or client service role, preferably in a financial service or a ... Overview The Wealth Management Client Relationship Manager (CRMI) is responsible for providing...complies with firm policies and regulatory requirements. Assist in onboarding new clients, including account setup and data entry.… more
- National Financial Partners (Potomac, MD)
- …clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client 's financial ... collaborative strategies that focus on what is most important to each client . Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and… more
- Amazon (Herndon, VA)
- …product innovations - from foundational services such as Amazon's Simple Storage Service (S3) and Amazon Elastic Compute Cloud (EC2), to consistently released new ... Corporate Infrastructure (RSCI) is looking for an experienced Windows Client Systems Engineer with a deep knowledge of Windows...customers, we are building the future one innovative product, service , and idea at a time. Are you ready… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …The Sr CA will be the primary point person for all aspects of client service , account problem resolution, daily interaction with clients, and all administrative ... schedules, profitability or relationships and relationship time management. Proactive regarding client retention and the overall business development effort.… more
- Aprio (Atlanta, GA)
- …designation strongly preferred. Cultural Fit: Passionate about financial planning and client service . Thrives in a fast-paced, entrepreneurial environment. ... Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast...are seeking a visionary Director of Financial Planning and Client Experience to lead our financial planning team and… more
- IQVIA, Inc. (Wayne, PA)
- …with internal departments). *Supports the development, revision, and ongoing maintenance of client service agreements across business lines, ensuring ... Job Overview: *Manages a group of client service professionals within a part...feedback integration, and cross-functional collaboration. *Leads the recruitment and onboarding process for new analysts, including defining role requirements,… more
