- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Cengage Group (New York, NY)
- …talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through ... post-contract onboarding processes and managing client succes and service delivery from end...Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused… more
- City National Bank (New York, NY)
- …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- Allied Universal (New York, NY)
- …impacts the communities and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real ... in New York City. The primary role of the Client Portfolio Manager is to enhance ...operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee… more
- DoorDash (New York, NY)
- …our customers receive a white-glove experience and satisfaction with our products and service . Client Success is a fantastic stomping ground for individuals well ... retain, and grow the corporate customers who use the services and products offered by DoorDash for Business, while...many years to come. About the Role As a Client Success Manager you will work primarily… more
- LinkedIn (New York, NY)
- …market provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Sr. Client Solutions Manager to manage relationships with our largest and ... 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
- CDM Smith (Edison, NJ)
- …6-months of onboarding . * Adhering to CDM Smith's Core Values. **Job Title:** Client Service Leader - Water Services **Group:** NEG **Employment Type:** ... CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client...client engagement and business development for municipal water services for multiple private, municipal and state agency clients… more
- Robert Half Technology (New York, NY)
- …A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management. * Expertise in ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
- TD Bank (New York, NY)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... Provide support to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate with external… more
- Neuberger Berman (New York, NY)
- …client experience across all products and channels. This role requires a keen appreciation for client service and a belief that ease of use is critical to ... and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product… more
- Applause (New York, NY)
- …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
- Capgemini (New York, NY)
- …billion. **Job:** **Organization:** _INVENT PEOPLE S&T_ **Title:** _Capgemini Invent - Financial Services Strategy & Advisory - Manager / Sr. Manager_ ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more
- Capgemini (New York, NY)
- …design. All underpinned by technology created with purpose. **YOUR ROLE** As a Senior Manager in our Financial Services team forefront of our initiatives in AI. ... . Leading the development and implementation of AI strategies to enhance financial services offerings . Client delivery including: o Defining AI Delivery… more
