- Elliptic (New York, NY)
- …customer usage and engagement data to identify trends and opportunities for additional services Have managed difficult client relationships, such as churn or ... Customer Success Manager Department: AMCS Employment Type: Full Time Location:...targets. In addition, you will take the lead in onboarding and training our customers in using the product… more
- Applause (New York, NY)
- …business 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
- Unknown (Clifton, NJ)
- …and external partners to maintain the highest standards of operational efficiency and client service . Applicants for the Principal Operations Officer position at ... About the Company Expanding provider of investment management, research & trading services Industry Financial Services Type Public Company Founded 1792 Employees… 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 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
- Warner Music Group (New York, NY)
- …company that retains the creative spirit of a nimble independent. **Job Title:** Manager , People Team, Global Finance **A little bit about our team:** The People ... Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted...and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high… more
- Gresham Technologies PLC (New York, NY)
- …banks, asset managers, and financial service providers. As we scale our enterprise client base, we're seeking an experienced Account Manager to serve as a ... and upsells. Identify expansion opportunities and collaborate with sales on execution. Client Onboarding & Success: Guide clients through onboarding ,… more
- SMBC (New York, NY)
- …a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
- Unknown (New York, NY)
- …candidate will be responsible for all aspects of hospitality, including service delivery, concierge operations, retention, and VIP engagement, with a focus ... role demands the design and operationalization of the full member journey, from onboarding to renewal, and the definition and scaling of a white-glove member… more
- Neuberger Berman (New York, NY)
- …process improvements. Qualifications + Minimum of 5 years' experience in financial services , preferably with client service or operations management ... Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of… more
- Unknown (New York, NY)
- …the Company Vibrant financial technology (FinTech) organization Industry Financial Services Type Privately Held, Private Equity-backed Founded 2013 Employees ... 1001-5000 Categories Asset Management Banking Financial Services FinTech Consulting & Professional Services Information Technology & Services Technology… more
- Unknown (New York, NY)
- …is pivotal in ensuring the effectiveness and scalability of the rapidly growing sales, client services , and marketing teams. The VP of GTM Enablement will work ... helping political campaigns run marketing programs Industry Information Technology and Services Type Privately Held, VC-backed Founded 2013 Employees 51-200 Funding… more
- Neuberger Berman (New York, NY)
- … client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine ... client insights. + Overhaul and fully digitize the client account opening and onboarding experience to...roles. + Proven track record overseeing digital platforms and client experience within the financial services sector.… more
- Neuberger Berman (New York, NY)
- …strategy for Neuberger Berman's Alternatives platform. This Operations Project Manager will assist with process documentation, workflow optimization, and ... cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a detail-oriented and… more
- Tutor Perini (New York, NY)
- …trainings for onboarding process + Coordination with the Senior Project Manager for day-to-day activities / tasks + Ensure all disciplines are managing the ... of a new state-of-the-art facility that will have dedicated space for on-site services and programming, indoor and outdoor recreation, food services , staff… more
- Total Management NYC (Bronx, NY)
- …Soft Skills *Exceptional multitasking and prioritization *Strong problem-solving abilities * Client -focused approach to service *Team collaboration across ... requires exceptional multitasking abilities, strong technological aptitude, and excellent client communication skills. Responsibilities ADMINISTRATION *Administrative Assistant duties *Annual… more
- Home Care Evolution (Woodbridge, NJ)
- …pipeline with qualified clients. Partner with care coordination - ensure seamless client onboarding and ongoing satisfaction; troubleshoot issues quickly. Log ... budget and clear promotion path into Senior BD or Sales Manager roles Supportive, mission-driven culture-leadership that listens What You'll Do Identify… more
- 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
- 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
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end ... skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment… 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
