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Online Resumes with "Client On Boarding"
Client Services Manager - Brought new clients on-board by teaching them the SOI concept; sign up their employees into the programs of their choice such as health insurance; 401k; FMLA; Direct Deposit, etc.
To be the best I can be in my career and bring my own ideas and skills to the table in order to better the company
Tags for this Online Resume: Professional Employee Organization, Quickbooks, PowerPoint, Great writing skills, Great teaching skills, Great people skills
5yrs 4months work exp in Compliance and KYC field of Investment Banking- Team Lead with Deutsche bank-Completed 2 LEAN PROGRAM
To be associated with a progressive Organization that gives me scope to update my knowledge and skill in accordance with the latest trends and be Leader of a team that works dynamically towards the growth of the Organization and gain satisfaction thereof
Tags for this Online Resume: Compliance, KYC, Client On-boarding, Project Management, Transition, Transformation
Process Re-Engineering, Client ON-Boarding
A highly motivated individual, with a verifiable record of accomplishments. Highly creative, recognized as a results-oriented and solution-focused individual. Proactive leader skilled in managing, as well as, supervising overall project schedules, identifying critical areas of need, resolving conflicts, collaborating closely with key project partners, and providing accurate / timely status reporting. Excellent organizatio...
Tags for this Online Resume: Process Re-Engeering, Transformation, Client On Boarding, Project Management, Management , Manager
Sales Operations and Business Development Professional with an eye on growth and constant improvement aimed at superior customer service.
I would like to be a part of a growing company where I can use my sales, operations and marketing expertise to drive profitability and innovation. The ability to learn new things in my job is also very important.
Ideal Companies: Wells Fargo, Technology, Financial Services, Start Ups
Tags for this Online Resume: Staff Building & Development, Cross Functional Collaboration, Sales Strategies, B2B Relationship Development, Budget Management, Operations Management, Sales Management, B2B Sales, Customer Service, Vendor Negotiations, Training Manuals, Corporate Communications, New company start up, Creative Content Development, Sales Forecasting, large account management, training manager
Client Relationship Manager - 15 years experience - Boston/Providence Area
I'm a highly personable Customer Service Professional with over twenty years of experience in account management, claims and sales processing, client on-boarding, logistics, and call-center operations within the food, industrial and automotive service industries.
Tags for this Online Resume: Providence, on-boarding, account management, customer service, Client Relationship Manager
Accounting / Finance Professional and CPA exam candidate for New York State licensure with7 years Experience
Self-motivated Accounting professional with 7 years of experience in foreign and local transaction tax billing, preparing individual and business income tax, and enforcing tax compliance with medium and large sized companies.
Ideal Companies: Morgan Stanley, Bank of New York, Goldman Sach, PWC, Yahoo, BP, EY, KPMG, Deloitte, Barclays, JP Morgan
Tags for this Online Resume: Compliance, Tax, Audit, Finance, Accounting
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD
Business Analyst - 18 Years of Experience - Near 08901
Summary Dynamic self-motivated and highly analytical professional with over 20 years' hands-on experience in Project Management, Business Analysis, Product Development, Product Management and Account Relationship Management within the financial services industry. Expertise in domains such as financial Investments, Risk Management, Data Governance, AML, KYC, Trading, Vendor Management. Strong knowledge of Regulatory/Complian...
Tags for this Online Resume: Training Development, Product Development, Account Manager, Distribution, Management, Product Management, Quality Assurance, Sales, Test, Project Manager, Business Analyst, Bilingual - Spanish, Relationship Management, Risk Management, Process Improvement, Documentation
Financial Services - 20 Years of Experience - New York
Accomplishments * Accomplished Functional Business Analyst / Project Manager / Program Manager with expertise in conversions and managing integration, while utilizing System Develop Life Cycle (SDLC) * Extensive knowledge of SDLC based on Agile and Waterfall methodologies * Strong emphasis on developing and implementing Project Management processes, standards and methodologies across financial services enterprise * Created ...
Tags for this Online Resume: Management, Capital markets, Documentation, Swift, Banking Industry, Mergers, Messaging, Business Analysis, Business Analyst, Project Management
International Seasoned Chief Information Officer with over 25 Years of Experience
To continue my IT Leadership experience, skill and motivation for an outstanding company
Ideal Companies: Companies that have exceptional leadership teams, and are financially sound and growing.
Tags for this Online Resume: Leadership, Planning, Management, Project Management, Software, Software Development, e-Commerce, Support, Accounting, Architect, Big Data, Enterprise Datawarehouse
Executive Director - 20 Years of Experience - Near 10984
Tags for this Online Resume: Mergers, Call Center, Integrate, Management, Process Improvements, Branch Administration, Infrastructure, assistant manager, manager, management, Documentation Manager, Client On-Boarding, Customer Service Supervisor
Project Manager - 20 Years of Experience - Near 02050
PROFILE EXPERIENCE Inside Sales Manager, Quality Assurance Business Development EOS USA INC., Norwell, MA 2014 - 2017 Territory Management * Lead new client on-boarding by organizing pertinent data and coordinating with multiple internal departments to implement the services efficiently Highly motivated, * Develop and execute project plan process used by various departments, continually making client-focused, results- orien...
Tags for this Online Resume: Account Manager, Insurance, Integrate, Long Term Care, Marketing Management, Support, Technical Support, Underwriting, Radiology, Scheduling
