Client Onboarding Specialist
3 weeks ago
In this role, you will:
• Actively participate in project work related to Treasury Clearing, managing to project deadlines and providing frequent updates on progress.
• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations.
• Assist with the design and implementation of an enhanced onboarding process including onboarding checklist, milestone tracking and documenting procedures/best practices.
• Submit requests for all account opening / new client onboarding requests.
• Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations, Credit and Negotiation teams (e.g., organizational documents, Tax forms, etc.).
• Act as a central point of contact for onboarding matters related to the covered business in terms of:
o Setting priorities
o Driving execution
o Providing client documents
o Questions regarding client set-ups
o Tracking and reporting on status
• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place.
• Work with Operations to ensure timely account opening.
• Work with the client and the desk to ensure platform mappings are completed.
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Client Onboarding Specialist
3 weeks ago
charlotte, United States The Judge Group Full timeIn this role, you will:• Actively participate in project work related to Treasury Clearing, managing to project deadlines and providing frequent updates on progress.• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and...
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Client Onboarding Coordinator
4 weeks ago
Charlotte, North Carolina, United States Innova Solutions Full timeAbout the Role:Innova Solutions is seeking a highly skilled Client Onboarding Coordinator to join our team. As a key member of our Sales team, you will be responsible for managing client onboarding, supporting the Sales team, and coordinating with various stakeholders to ensure a smooth client setup process.Key Responsibilities:Manage the end-to-end client...
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Capital Markets Client Onboarding Professional
4 weeks ago
Charlotte, North Carolina, United States Motion Recruitment Partners LLC Full timeJob Summary:Capital Markets Client Onboarding Specialist is responsible for managing the pipeline of clients being on-boarded, establishing priorities, and providing regular status updates to Sales, clients, the Negotiation Team, and Operations.Key Responsibilities:Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish...
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Client Onboarding
6 months ago
Charlotte, United States JPMorgan Chase & Co. Full timeOwn our Client’s Onboarding experience end to end! Use your Project Management expertise to manage complex treasury 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 team that supplies support for the implementation of Treasury and Banking...
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Client Operations Specialist
4 weeks ago
Charlotte, United States Innova Solutions Full timeInnova Solutions has a client that is immediately hiring for a Client Operations Specialist- Title: Client Operations Specialist Job Type: Fulltime/Contract on W2 Duration: 6+ month Locations: Charlotte,NC -
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Client Operations Specialist
4 weeks ago
Charlotte, United States Innova Solutions Full timeInnova Solutions has a client that is immediately hiring for a Client Operations Specialist-Title: Client Operations Specialist Job Type: Fulltime/Contract on W2Duration: 6+ month Locations: Charlotte,NC -
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Onboarding and Customer Set-up Coordinator
2 months ago
Charlotte, United States Genesis10 Full timeGenesis10 is currently seeking an Onboarding and Customer Set-up Coordinator with our client in the financial industry located in Charlotte, NC and New York, NY. This is a 6+ month contract position.Responsibilities: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Business Execution Review and...
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Manager, Treasury Management Onboarding
4 weeks ago
CHARLOTTE, United States Capital One Careers Full timeWest Creek 7 (12077), United States of America, Richmond, VirginiaManager, Treasury Management OnboardingWe are seeking a talented business leader to lead a team of Treasury Management Associates (TMAs). In this role, the ideal candidate would have direct accountability for providing sales support to aid new client acquisition, acting as a liaison between...
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TM Client Support Specialist
2 months ago
Charlotte, United States South State Full timeProvide on-going email and telephone client support and resolution for all Treasury Management products and services. Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner. Ensures Treasury Manage Client Support, Support Specialist, Specialist, Support, Treasury, Management, Business Services
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Client Services Specialist
2 weeks ago
Charlotte, United States Randstad North America, Inc. Full timeAre you a committed, passionate call center professional who believes all customers deserve help with their financial needs? Do you want to help families achieve their dream of home ownership? Then come join our expert team! - - - - START DATE: 01/10 Client Service, Specialist, High School, Client Relations, Business Services, Staffing
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Client Support Specialist
6 months ago
Charlotte, United States Magical Destinations Travel Full timeAbout the job Client Support Specialist Your Gateway to a Rewarding Career!! Are you passionate about your clients and delivering outstanding customer service? Magical Destinations Travel is on the lookout for a Client Support Specialist to enhance our dedicated team. We pride ourselves on creating a professional, supportive, and collaborative environment,...
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Client Success Director
5 days ago
Charlotte, North Carolina, United States Training The Street Full timeCompany OverviewTraining The Street (TTS) is a renowned financial learning services company offering tailored and customized training courses to corporate and educational clients. With a mission to equip professionals with everyday valuation techniques and financial modeling skills, TTS aims to bridge the gap between theoretical knowledge and practical...
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Client Support Specialist
4 weeks ago
Charlotte, North Carolina, United States AlphaGraphics Full timeAbout Us:AlphaGraphics is a dynamic and collaborative work environment dedicated to delivering exceptional service and innovative solutions to our clients. We pride ourselves on our commitment to excellence and our ability to provide opportunities for growth and development.Job Description:We are seeking a highly motivated and detail-oriented Client Support...
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Client Success Specialist
4 weeks ago
Charlotte, North Carolina, United States Home Solutions Full timeAbout the RoleHome Solutions is a rapidly growing company that aims to make home ownership easier. We have achieved significant growth since our inception in 2017 and are now seeking a Client Success Specialist to manage and grow relationships with our home service provider partners.This role will work closely with the Sales Executive and Business...
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Client Care Specialist
1 month ago
Charlotte, North Carolina, United States Ascend Nonprofit Solutions Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Care Specialist to join our team at Safe Alliance. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Key ResponsibilitiesProvide trauma-informed, client-centered support through phone...
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Client and Sales Support Specialist
2 months ago
Charlotte, United States AlphaGraphics - US287 Full timeAbout Us: At AlphaGraphics we are dedicated to delivering exceptional service andinnovative solutions to our clients. We pride ourselves on our commitment to excellence andour collaborative, dynamic work environment. Join us and be a part of a team that valuesyour skills and offers opportunities for growth and development.Job Description: We are seeking a...
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Family Medicine Specialist
4 weeks ago
Charlotte, North Carolina, United States HealthEcareers - Client Full timeJob Summary: We are seeking a highly skilled Family Medicine Specialist to join our team at HealthEcareers - Client. As a key member of our outpatient clinic, you will be responsible for providing high-quality patient care, conducting annual exams, medication refills, labs, EKGs, acute care visits, physicals, and testing in a fast-paced office...
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Client Relationship Specialist
4 weeks ago
Charlotte, North Carolina, United States Spectrum Full timeJob SummaryThe Client Relationship Specialist is a key member of our team, responsible for delivering exceptional customer service to our bulk customers. This role requires a service-minded individual who can provide best-in-class support and maximize opportunities to enhance customer lifetime value.Key ResponsibilitiesAct as a single point of contact for...
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Client Care Specialist
4 weeks ago
Charlotte, North Carolina, United States Ascend Nonprofit Solutions Full timeJob Purpose: The Client Care Specialist is a part-time position at Ascend Nonprofit Solutions, supporting the agency by providing hope and healing to victims of domestic violence, sexual assault, child abuse, and emotional trauma. This role involves providing administrative support to direct service and leadership staff.Responsibilities:Using a...
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Client Specialist
2 months ago
Charlotte, United States Talbots Full timeJob Number: 23199 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...