- EY (Dallas, TX)
- …products and lifecycle, payment authorization and clearing - Customer Relationship Management - Client onboarding - Trade Execution and Trade Processing - ... professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities… more
- EY (Dallas, TX)
- …on individual engagements. Must have 2 years of experience supporting recruiting and onboarding new team members. Must have 1 year of experience managing a ... international and domestic travel up to 80% of the time to meet client needs.Please apply on-line at ey.com/en_us/careers and click on "Careers - Job Search",… more
- JPMorgan Chase (Plano, TX)
- Lead a team of five (5) to ten (10) Client Onboarding professionals who own our International Client 's Treasury Product Onboarding experience end to end! ... As an International Client Onboarding Team Lead within the Commercial Bank, you will...Products and Services to our non-US based clients. International Client Onboarding Leads are responsible for setting… more
- JPMorgan Chase (Plano, TX)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... Own our Client 's Onboarding experience end to end!...Own our Client 's Onboarding experience end to end! Use your Project...of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a… more
- JPMorgan Chase (Plano, TX)
- …the top five "World's Most Admired Companies," As a Control Manager Analyst in Client Onboarding & Documentation (CO&D), you will be responsible for managing the ... Collaborate with teams to identify best data output for client need, efficiencies, and assist in automation of controls...Track record of developing and executing reports that meet client needs but also identify the reports best suited… more
- JPMorgan Chase (Plano, TX)
- …implementations for JP Morgan Chase Clients from around the world. As an International Client Onboarding Associate within the Commercial Bank, you will lead a ... Own our Client 's Onboarding experience end to end!...Own our Client 's Onboarding experience end to end! Use your Project...and services for our non-US based clients. Partner with client and internal stake holders to help provide a… more
- Comerica (Dallas, TX)
- …to ensure effective measures are in place to manage risks associated with client onboarding , ongoing due diligence, and transaction risk. * Ensure proper ... leading a team of colleagues and advising the business in the onboarding , client due diligence, transaction monitoring and risk related process for Payment's… more
- Motion Recruitment Partners (Irving, TX)
- Merchant Onboarding Specialist Irving, TX **Onsite** Contract $45/hr - $50/hr Our client is seeking a Merchant Onboarding Specialist for a 6+ month contract ... an Onsite schedule. Will be involved guiding new partners through the onboarding process, ensuring a seamless transition, and providing continuous support to enhance… more
- Clinitiative Health Research (Dallas, TX)
- …the study execution. The Client Success Manager is responsible for client onboarding , retention, and satisfaction, effectively serving as the main point ... interactions and outcomes in our customer relationship management (CRM) system. + Client Onboarding : Efficiently onboard assigned clients, ensuring they have… more
- JPMorgan Chase (Dallas, TX)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more
- Citigroup (Irving, TX)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... **Keen attention to detail** **Developed analytical and problem-solving abilities** ** Client relationship and solution skills** **Additional non-core qualifications which… more
- US Bank (Dallas, TX)
- …commodity business buildup by creating effective procedures and controls for client onboarding , confirmations, settlements, and reporting processes. The Back ... improvements. RESPONSIBILITIES - Oversee Commodity Back Office responsibilities including client onboarding , confirmations, settlements and cash reconciliations… more
- Truist (Dallas, TX)
- …proactive communication and advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in ... ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth....upon financial planning and a holistic view of the client 's circumstances. The Reserve IM 2 will typically manage… more
- S&P Global (Dallas, TX)
- …**The Team:** The WSO Implementation Team within Professional Services handles all new client onboarding projects across the WSO suite of products and platforms, ... WSO Platform. Knowledge of WSO and syndicated loans is preferred. + Facilitates onboarding of client data as well as client training across WSO products +… more
- Robert Half Office Team (Rockwall, TX)
- …stakeholders, ensuring timely responses to inquiries and requests. + Assist with client onboarding and account maintenance processes, ensuring compliance with ... Join an esteemed organization in Rockwall, TX renowned for their exceptional client service and commitment to excellence. This is a direct hire/permanent opportunity… more
- JPMorgan Chase (Dallas, TX)
- …research, obtaining relationship details from across the firm + Manage the client onboarding /implementation experience + Manage deal pipelines and monitor ... Are you client focused and enjoy building relationships? Join the...Uncover and scope new sales opportunities within the existing client base + Maintain ongoing client relationships… more
- Bank of America (Plano, TX)
- …networking, Memory, Racks and storage to help building the clusters for new client onboarding .** **Proficiency in managing and communicating data warehouse plans ... and initiatives** **Participates and helps with resource interviews and onboarding processes** **Performs access reviews, conducts compliance activities, and serves… more
- Randstad US (Plano, TX)
- …Pega Client Lifecycle Management and/or other AML KYC systems involving client onboarding / KYC refresh processes * Experience in Agile/SDLC methodology and ... and largest Financial Institutions in the United States? Our client is a Fortune 500 Financial Services Company and...and ways of working to better serve an evolving client base * Believes in value of diversity so… more
- Citigroup (Irving, TX)
- …effectiveness mortgage sales. The Team focuses on the following main objectives. * Client Experience and Escalations (Clients) * Onboarding (Sales) * On-Demand ... Mortgage Client Advocacy is a robust sales support and client advocacy team with various roles and responsibilities contributing to the overall… more
- Citigroup (Irving, TX)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... attention to detail + Developed analytical and problem-solving abilities + Client relationship and solution skills Additional non-core qualifications which will be… more
