- Citigroup (Tampa, FL)
- **Overview:** The ** Client Onboarding Lead Analyst - VP** is a strategic professional who stays abreast of developments within own field and contributes ... speaking individual **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time Type:** Full time **Primary Location:** Tampa… more
- Citigroup (Tampa, FL)
- …leads to help transform Finance's global process. The role holder will lead business process changes by understanding current state processes, helping to define ... on the delivery of required infrastructure capability, and with client -facing and shared services teams in the transformation to...creation of detailed action plans and commitments to meet Onboarding plan targets. + Participate in the analysis and… more
- Fifth Third Bank, NA (Tampa, FL)
- …of all types. This position reports directly to the Director, Wealth Planning Analyst Team Lead . ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and ... at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists...WMAs and may meet with clients and prospects in onboarding into Life360 and developing analyses. Should the prospect… more
- AssistRx (Orlando, FL)
- …to speed with ongoing changes and evolution of data specs + Lead client /partner web-based trainings regarding data specifications and requirements ... presented to internal teams, clients and partners. The Data Analyst leads the onboarding of electronic data...the success of trading partner implementations. The Data Quality Analyst is responsible for monitoring client data… more
- Mathematica (Tallahassee, FL)
- Position Description: Mathematica is searching for a Client Experience (CX) Senior Analyst / Sr. Manager! The Client Experience Senior Analyst / Sr. ... customer experience. * Core Responsibilities:* * Partner with the lead of Client Experience (CX) and other...opportunities, and areas for improvement. * Develop and implement onboarding and training programs to ensure client -facing… more
- AssistRx (Orlando, FL)
- …with ongoing changes and evolution of assigned program data specs. + Lead client /partner web-based trainings regarding data specifications and requirements. ... presented to internal teams, clients and partners. The Data Analyst leads the onboarding of electronic data...the success of trading partner implementations. The Data Quality Analyst is responsible for monitoring client data… more
- City National Bank (Tallahassee, FL)
- …Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay. Client Onboarding , Client Maintenance, Client Statements. Fraud, Risk, ... **BIS- ACH Operations Services Analyst ** **(2nd shift)** **WHAT IS THE OPPORTUNITY?** The...reporting, and escalation. High Profile and High Net Worth Client and Advisor service. Data driven approach to safety,… more
- First Horizon Bank (Miami Lakes, FL)
- …the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a ... function for Treasury Management Services and is critical to a high-quality onboarding customer experience. **Essential Functions:** + Accountable for running large … more
- ADP (Maitland, FL)
- …and provide coaching to analysts to meet standards + Delivery of analyst onboarding training, identifying additional training needs and facilitating ... **ADP is hiring a Deal Desk Team Lead - Commercial Operations Center of Excellence (CoE)**...initiatives on best practices and process improvements, based on client , analyst and sales feedback + Develop… more
- MUFG (Tampa, FL)
- …the Micro-services on the platform. + Simplify and streamline the client onboarding experience with state-of-the-art treasury service integrators, workflow ... integrity, the Manager of Commercial Banking Portal Technology will lead , control, and oversee multiple projects progress to ensure...payment, reporting and client deliveries. + Drive client migration and onboarding strategies for launch… more