AVP, Client Experience & Onboarding
Citibank (Switzerland) AG
Citi is seeking a seasoned Client Experience Associate AVP in Chicago to support onboarding, KYC, and client requests with cross-functional teams. You will apply domain knowledge to monitor and improve processes, ensuring a smooth and differentiated client experience while upholding regulatory and internal controls. The role requires strong analytical and communication skills, the ability to manage multiple deadlines, and collaboration with sales and product partners in a hybrid work setting. #J-18808-Ljbffr Citibank (Switzerland) AG
$87.36k - $131.04k
...7,360.00 - $131,040.00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned... ...ensure a seamless and differentiated experience in partnership with sales teams and... ...ResponsibilitiesApplies specialized knowledge related to onboarding in order to complete monitoring,...SuggestedFull time$90k - $155k
...Enablement testing, closures, etc.)The AVP, MSF Enterprise Enablement will lead client enablement of for Synchrony... ...technical, business and customer experience aspects of client MSF enablementCross... ...fingerprints as part of the onboarding processYou must be able to satisfy...SuggestedFull timeWork experience placementWork from homeVisa sponsorshipWork visaMonday to Friday- ...is seeking a seasoned Private Banker Support professional. You will apply in-depth knowledge of onboarding, KYC, and wealth management processes to improve client experiences and coordinate with sales and product partners. The role emphasizes documentation accuracy,...Suggested
- ...processes and workflows within the Banking, Credit and Investments platform in Chicago. This role will involve ensuring a seamless client experience by working closely with sales teams and liaising with internal partners. The ideal candidate must have 5-8 years of experience...Suggested
- Citigroup Inc. in Chicago, IL seeks a seasoned professional to improve onboarding processes within the Private Client Coverage area. This role coordinates with sales, KYC, and product partners to support client onboarding, ensuring documentation is accurate, timely, and...Suggested
$120k - $150k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...platform and the broader client onboarding transformation, accountable for defining... ...improve onboarding outcomes, enhance client experience, strengthen control and governance, and...Full time- Northern Trust Corp in Chicago seeks a Client Onboarding Specialist to coordinate onboarding and asset transitions with clients and internal... ...progress updates, ensuring timely delivery and a high-touch experience that reflects our service and expertise. Ideal candidates...
$152k - $242k
...leader responsible for the strategic direction, leadership, and performance of CNA’s Client Services organization, ensuring the delivery of a consistent, differentiated claims experience across enterprise product lines and business segments. Leads a national team of...Temporary workWork experience placementWork at office$50k - $65k
...Republic Business Credit, a subsidiary of Renasant Bank. The Client Onboarding Specialist will support activities to assess and bring new... ...Qualifications Bachelor's degree required. Minimum 2 years job‑related experience. Strong problem‑solving skills. Ability to critically...Hourly payWork experience placementSecond jobWork at officeFlexible hoursNight shift$60.7k - $100.1k
...we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world... ..., and intellectually curious Client Onboarding Specialist to join our team. Core Responsibilities...Worldwide$46.55k - $67.1k
...and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients (5+ locations)....Summer workRemote work- ...Business Development OverviewThe AVP Business Development will... ...organizational objectives and client needs.Collaborate with... ...teams to deliver seamless client onboarding and satisfaction.Analyze market... ...required.Minimum of 5 years of experience in sales or business...
$200k - $225k
...decisions, and build lasting client relationships worldwide. At Starr... ...strength and vast industry experience to deliver solutions for our... ....Position Overview:The AVP of Operations is responsible... ...transactional accuracy.Support the onboarding, training, and development of...Full timeTemporary workWorldwide- ...global leader in wealth management and banking services, seeks a Client Onboarding Specialist to coordinate onboarding events, manage timelines... ..., provide status updates, and ensure a white-glove client experience from onboarding through transition to the service team. The...
- BMO Financial Group is seeking a Client Onboarding Advisor to serve as the single point of contact for onboarding commercial, capital markets... ...and other stakeholders to deliver a seamless onboarding experience and build strong working relationships with #J-18808-Ljbffr...
- Globalchannelmanagement is looking for a Client Service Associate in Chicago, Illinois. The role requires 4+ years of experience in client service and proficient use of CRM systems. Responsibilities include coordinating client transition activities, supporting account maintenance...
- ...seeking a dedicated individual to join their Client Implementation Team. In this role, you will provide crucial support for client onboarding and transitions while contributing to... ...degree in Finance or related fields and experience in asset management. Strong skills in...Work at office
- Bartlett & Co. is seeking a detail-oriented Client Services Associate to serve as a primary contact for clients, coordinate onboarding, and collaborate with Advisors and... ...financial services with strong MS Office and CRM experience. Excellent communication and...
$70k - $75k
Client Onboarding & Deployment Strategist Reports to: Director of Client Success / VP of Operations Location: Flexible; must be willing to... ...ensuring each community offers a seamless, branded prospect experience. Train client leasing teams, marketing staff, and...Full timeFlexible hours$57.5k - $106.5k
...Family Group: Customer Shared Services Summary of Role: The Client Onboarding Advisor serves as the single point of contact for onboarding... ...stakeholders to deliver a seamless client onboarding experience. Will need to build strong working relationships with clients...Part timeWork at officeLocal area- ...Group is seeking a team member for their Client Implementation Team in Chicago. This... ...focuses on supporting client transitions and onboarding new mandates within a dynamic... ...Finance, strong interpersonal skills, and experience in asset management client service. The...
- ...business process outsourcing firm is seeking a Sales Onboarding Consultant to streamline operations for new clients. This role involves leading onboarding... ...strong communication and organizational skills, and experience in sales or client-facing roles is preferred. The...
- Net2Source (N2S) is seeking a detail‑oriented operations professional to coordinate client transitions, onboarding and offboarding in close partnership with relevant business partners. The role supports account maintenance (amendments to names, fee schedules, agreements...
$130k - $178k
Huron helps its clients drive growth, enhance performance and sustain leadership in the... ...create a more consumer-centric healthcare experience, and drive physician, patient and... ...enterprise.The Director of Client Enablement & Onboarding will support the Transition and...Permanent employmentFull timeWork at officeLocal areaShift work- JPMorgan Chase & Co. is looking for a Client Technical Onboarding Manager in Chicago, IL. This role is crucial for guiding clients through the... ...receivables products while ensuring a seamless onboarding experience. The successful candidate will have strong client...
- A leading client success firm is seeking a Client Onboarding & Deployment Strategist to enhance the adoption of their self-guided touring solutions across... ...ensuring quality assurance. Candidates should have experience in client onboarding, strong analytical and communication...
- Bartlett Wealth Management is seeking a detail-oriented Client Services professional to support onboarding, CRM maintenance, and coordination between clients, advisors, and custodians in a hybrid Chicago-area environment. You will manage onboarding tasks, update CRM records...
- ...specialties, combining creativity, precision, and deep expertise to solve the most complex challenges facing our clients and communities.Client experience at HDR is built on understanding our clients’ needs, earning their trust, and consistently meeting expectations and...Work at office
$73k - $86k
...Manager to lead the deployment of its services and products to new clients. This hybrid role requires strong project management skills... ...client engagement. The ideal candidate will have 3-6 years of experience, preferably in the Hospitality or SaaS sectors, and be...- Northern Trust in Chicago seeks a Client Onboarding Specialist to coordinate onboarding projects, manage milestones, and collaborate with... ...Legal. The role focuses on delivering a high-touch onboarding experience while ensuring timelines and risk controls are respected....
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