Client Onboarding Coordinator
hace 2 días
Job Description
As a Client Onboard Analyst, you will be responsible for processing client requests related to system setup, including signatories' updates and documentation lodgment. You will work closely with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
You will provide response to client and internal inquiries, prepare documentation for archiving, and apply appropriate bank regulations while processing requests. You will also remain up-to-date with current procedures, internal rules, external regulations, and follow changes in aforementioned documents.
You will document operation procedure updates, process clients' instructions ensuring highest accuracy and effectiveness, and verify and authorize data entered in systems. You will ensure all queries are dealt with efficiently and timely manner, escalate urgent/risk issues through appropriate escalation channels, and cooperate with other teams/employees upon supervisor's instruction.
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Client Onboarding Consultant
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San Francisco, Heredia, Costa Rica Experian A tiempo completoFull-timeEmployee Status: RegularRole Type: HybridDepartment: Customer ServiceSchedule: Full TimeShift: Day Shift**Company Description**:- Our mission is to use data driven insights to simplify healthcare for all.Simply put, we want to make the healthcare system work better for us as consumers and for those who work in healthcare.Our ONE Experian Health...
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Client Engagement Onboarding Manager
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San Francisco, Heredia, Costa Rica Grupo Preselección A tiempo completo**Key Responsibilities**As a Customer Success Onboarding Specialist, you'll be responsible for:Ensuring a successful onboarding period for our customers.Guiding and assisting in the adoption of our platform.Engaging with customers at essential points in their journey.We're seeking someone with:Bachelor's degree in Systems engineering or a related field, or...
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Client Onboarding Engineer
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Vendor Onboarding Coordinator
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San Francisco, Heredia, Costa Rica Equifax A tiempo completo**Job Summary**We are seeking an experienced professional to join our team as a Vendor Onboarding Supporter. In this role, you will be responsible for information gathering and interpretation, chasing, and ensuring all stakeholders have the necessary resources.You will collaborate with various teams to ensure effective process operations and leverage...
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Client Onboarding Specialist
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San Francisco, Heredia, Costa Rica Citi A tiempo completoJob OverviewThe Client Onboard Analyst will be responsible for ensuring a seamless onboarding experience for clients. This includes processing client requests, collaborating with internal partners to maintain systems, and providing exceptional customer service.Key ResponsibilitiesProcess client requests related to system setup, including signatory updates...
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Commuter Services Coordinator
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San Francisco, Heredia, Costa Rica Jll A tiempo completoWe are seeking a highly organized and detail-oriented Commuter Services Coordinator to join our team. As a Commuter Services Coordinator, you will be responsible for ensuring consistent data by auditing internal systems with records from external and internal stakeholder teams.About This RoleThis position will work closely with on-site facilitators and...
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HR Operations Coordinator
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AML Compliance Expert
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San Francisco, Heredia, Costa Rica Citi A tiempo completoResponsibilitiesOversight of timely completion of KYC records within assigned portfolio, including renewal, onboarding, and event-driven review of recordsPreparation of client-specific KYC-related analysis and oversight of completion of Customer Acquisition Due Diligence where requiredWork with the ICG KYC Operations Department to assess documentation...
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Senior Onboarding Consultant
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Customer Experience Onboarding Manager
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Onboarding Specialist
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San Francisco, Heredia, Costa Rica Grupo Preselección A tiempo completo**About Our Team**Grupo Preselección's Onboarding team plays a vital role in ensuring our customers achieve their desired outcomes and maximize the value from our solution.We accomplish this by providing a seamless onboarding experience, guiding customers through essential points in their journey, and empowering them to get the most out of our...
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Customer Success Onboarding Specialist
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Business Development Onboarding Specialist
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Human Resources Coordinator
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San Francisco, Heredia, Costa Rica Infotree Global Solutions A tiempo completo**About the Role**:We are seeking a highly skilled Human Resources Coordinator to join our team at Infotree Global Solutions.Key Responsibilities**:Provide administrative support, data entry, and document management across the employee life cycle.Manage new hire and onboarding processes, including job and location changes, promotions, benefits, terminations,...
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Hr Shared Services Coordinator
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Client Engagement Support Coordinator Position
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