796 Client Service Jobs - Page 14

As an Onboarding Support Specialist within the international onboarding team, you will report to a Senior Associate or Manager. Your responsibilities include facilitating seamless client onboarding, ensuring accurate requests, and adhering to policies to mitigate risks. You will collaborate with bankers, clients, and product partners, setting the tone for international market expansion. - Collaborate proactively with the Subsidiary Banking team and clients to support comprehensive onboarding processes, ensuring seamless communication and coordination. - Assist with new account services and product setups by validating specific client needs and requirements. - Maintain clear and effective wri...

Role Overview: As a Client Service Manager at BNP Paribas India Solutions, your main objective is to deliver a positive client experience and deepen client relationships through continuous client care. You will be responsible for responding to client requests for information, service activities, and problem resolution across various TB products. Additionally, you will support the Head of Client Service ISPL in managing the team, providing mentorship, guidance, and hands-on training to Client Service Representatives. Key Responsibilities: - Act as the primary point of contact for client requests related to TB products such as Cash Management, Loans, Deposits, FX, and Accounts - Coordinate wit...

Role Overview: The Corporate Treasury division at Goldman Sachs manages the firm's liquidity, funding, balance sheet, and capital to maximize net interest income and return on equity through liability planning and execution, financial resource allocation, asset liability management, and liquidity portfolio management. Corporate Treasury Operations has a global presence with offices in various locations including Salt Lake City, Dallas, New York, London, Warsaw, Bengaluru, Hyderabad, Tokyo, Singapore, Frankfurt, and more. Key Responsibilities: - Perform daily bank nostro reconciliation and investigate and resolve discrepancies. - Collaborate with third-party processors, vendors, and technolog...

As a Consultant in the International Tax & Transaction Services (ITTS) practice at EY, you will have the exciting opportunity to advise various clients on regional and international tax implications. Your role will focus on international tax matters such as permanent establishment, double taxation, tax structuring, and corporate tax impact assessments. **Key Responsibilities:** - Assist in the successful delivery of technically complex international tax engagements with a focus on maximizing client service quality. - Manage leads and opportunities from various areas of the tax practice and the wider EY network. - Contribute to the development of the practice through internal training, develo...

In the role of Audit Associate Manager at Withum, you will have the opportunity to work in the Auditing and Attest Engagement services, which are crucial to the firm's operations. Your responsibilities will include leading the engagement team staff in planning and executing audits, reviews, and compilations for real estate, technology, and financial services clients. You will oversee the day-to-day operations of the audit engagement, from staffing and risk assessment to financial reporting and conclusion. Additionally, you will provide supervision and support to the engagement staff, seniors, and supervisors, promoting open communication within the team and with clients. As an Audit Associat...

As a Travel Consultant at Visit A Fair, your role is crucial in supporting the sales and operations teams to ensure seamless travel arrangements for clients. You will be responsible for coordinating client requirements, managing travel bookings, and delivering exceptional customer service. Key Responsibilities: - Assist the sales team in preparing proposals, quotations, and itineraries for clients. - Maintain updated records of leads, prospects, and bookings in CRM systems. - Support in achieving monthly/quarterly sales targets. - Act as a point of contact for clients, handling travel requests including flights, hotels, visas, insurance, and transfers. - Provide accurate information about tr...

Invoice Payments & Billings Manage Vendor Payments, coordinating the process with Facility Managers. Manage Client Billing, Invoice Reconciliation & consolidation for client & corporate purposes. General Ledger Management, Policies & Procedures & Audit Management of Month End process Accounts Receivables reconciliation Accounts Payable reconciliation Support in the implementation of short and long-term projects. Develop and implement the annual management plan; accomplish key performance indicators as identified by the Manager Client Reporting/Forecasting/Planning Annual Budget preparation, Monthly reconciliation of spend, Control variation of +/- 10% in Q1 and achieve +/- 2% by end Q4Invoic...

Invoice Payments & Billings Manage Vendor Payments, coordinating the process with Facility Managers. Manage Client Billing, Invoice Reconciliation & consolidation for client & corporate purposes. General Ledger Management, Policies & Procedures & Audit Management of Month End process Accounts Receivables reconciliation Accounts Payable reconciliation Support in the implementation of short and long-term projects. Develop and implement the annual management plan; accomplish key performance indicators as identified by the Manager Client Reporting/Forecasting/Planning Annual Budget preparation, Monthly reconciliation of spend, Control variation of +/- 10% in Q1 and achieve +/- 2% by end Q4Invoic...

Senior Executive - Valuation Advisory Sound like you? Here is what were looking for: Being Analytical You will be delivering client service, where you will have engage clients as a trusted advisor for their needs and plans. You should have a high level of adaptability within a fast-paced dynamic work environment and be an adept problem solver who is quick on the feet while maintaining strong focus on assignment end goals. You should have strong delivery sense, technological skills, and the ability to function and successfully navigate within a matrix organizational structure. You will also be deriving valuable information from public data sources ranging from macroeconomic trends, various as...

Senior Executive - Valuation Advisory Sound like you? Here is what were looking for: Being Analytical You will be delivering client service, where you will have engage clients as a trusted advisor for their needs and plans. You should have a high level of adaptability within a fast-paced dynamic work environment and be an adept problem solver who is quick on the feet while maintaining strong focus on assignment end goals. You should have strong delivery sense, technological skills, and the ability to function and successfully navigate within a matrix organizational structure. You will also be deriving valuable information from public data sources ranging from macroeconomic trends, various as...

India Finance Manager Workplace Dynamics Location: Pune Position Goals Accountable for the successful delivery of a comprehensive range of financial services & support as defined in the Client Contract Manage the day-to-day financial and accounting operations with particular focus on the clients reporting requirements at a local, regional and global level To achieve KPI, financial, and other targets as established for the account Assist in managing budgetary and forecast function Provide oversight of accounts payable and receivable function A strategic partner with the JLL Operations teams as well as with the Client Duties & Responsibilities Business Partnering Support Regional Finance Lead ...

The job involves making outbound calls to potential customers to generate leads and achieve sales targets. You will need to understand customer needs, identify sales opportunities, and effectively communicate product features, benefits, and pricing. Excellent verbal and written communication skills are essential for this role. Prior customer support or client service experience would be advantageous. Following up with interested prospects and closing sales within specified timelines are key responsibilities. The ideal candidate should be a graduate with at least 1+ years of experience in tele sales or a similar sales/customer service role. Strong communication and persuasion skills are requi...

At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of ...

As a Real Estate Agent at our company, you will play a crucial role in assisting clients with buying and selling residential or commercial properties. Your responsibilities will include conducting market research to stay updated on market trends, property values, and local regulations. Building and maintaining a strong network of contacts to generate leads and provide clients with property listings, market analysis, and professional advice will be essential. You will be organizing and conducting property showings, open houses, and client meetings, as well as negotiating contracts and agreements on behalf of clients to ensure favorable terms. It is important to stay informed on real estate la...

As an Analyst in Client Strategy & Solutions within Investment Management, you will be part of a leading global firm that leverages financial theory, data-driven research, and technology to provide innovative solutions to clients worldwide. Your role will involve collaborating with the global Business Development team to deliver analytical, reporting, and client solutions support to institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private wealth clients. Your responsibilities will include preparing client presentations, pitchbooks, and review materials in partnership with the Business Development and Product Specialist teams. You will als...

The Assistant Relationship Manager-HL in Rural Banking is responsible for delivering high-quality client service, customer retention, enhancing product sales, and acquiring new clients. Your key role will involve identifying new markets, attracting customers, generating leads through various activities like canopy events, leaflet distribution, and cold calling. You will also be required to service leads provided by sales channels, manage client relationships effectively to achieve product sales and client growth targets. As an Assistant Relationship Manager-HL, you will need to meet individual performance targets for income generation, product sales, and new client growth. Your responsibilit...

4K Sports Infra Pvt Ltd is a leading provider of premium sports infrastructure solutions for schools, institutions, real estate developers, sports clubs, corporates, and individual clients. We offer end-to-end solutions from design to installation of world-class sports facilities. As a Sales Executive at 4K Sports Infra Pvt Ltd, your responsibilities will include developing business with institutional clients such as schools, colleges, corporates, and real estate developers, as well as direct individual customers. You will be expected to build and maintain strong relationships with key decision-makers, architects, contractors, and sports facility owners. In this role, you will need to identi...

About this role: Wells Fargo is seeking a Due Diligence Consultant In this role, you will: Own client onboarding process to mitigate risk through a due diligence process Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk Consult and provide support to interpret policies, guidelines and governance programs Support business in execution of due diligence reporting processes and controls Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Aggregate, evaluate and report results and escalat...

Role & responsibilities Meeting set sales goals for the clients / accounts assigned to you. Identifying and prospecting potential clients through research, networking, and outreach. Negotiating and closing deals with clients. Building and maintaining strong relationships with existing clients to ensure customer satisfaction and retention. Creating and delivering compelling sales pitches and presentations to potential clients. Monitoring and reporting on sales performance and competitor activities. Serving as the main point of contact for clients, addressing their needs, concerns, and inquiries in a timely and professional manner. Understanding and aligning with clients' business objectives a...

About this role: Wells Fargo is seeking a Due Diligence Associate In this role, you will: Engage with clients directly or indirectly through relationship managers to support meeting policies or regulatory requirements and focus on client satisfaction Conduct comprehensive research and background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate risks through documenting findings Review basic issues, policies or procedures for which answers can be quickly obtained related to lower risk tasks and deliverables with narrower impact Run periodic due diligence reporting supporting processes reflective of the current business environment Gath...

RESPONSIBILITIES: Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy. Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model. Coordinate activities with other local and international Cl...

The candidate will play a crucial role in identifying opportunities and expanding digital marketing services for Ameriprise financial advisors. You will oversee specialists managing updates for dedicated advisors to ensure an exceptional digital experience. Collaborating with various teams, you will develop a social media reporting framework and utilize engagement analytics to create client prospect and deepening opportunities. Upholding high standards of business ethics and legal requirements is essential in this role. You will bring industry expertise to enhance digital marketing services for Ameriprise advisors, work with marketing and analytics teams to drive digital progress, and devise...

You will be working at eClerx, a company that serves some of the largest global companies, including 50 Fortune 500 clients. Clients rely on eClerx to solve their most complex problems and provide transformative insights. Working at eClerx will give you the opportunity to build expertise, challenge the status quo, think boldly, and help clients seize value. eClerx is a global leader in productized services, combining people, technology, and domain expertise to enhance business results. The company's mission is to set the benchmark for client service and success, while the vision is to be the preferred innovation partner for technology, data analytics, and process management services. Since i...

As an Experience Management Associate at EY, you will have the opportunity to be part of a high-performing team of workforce management professionals dedicated to providing exceptional client service and supporting employees in achieving their career aspirations. You will play a crucial role in optimizing staffing demands, monitoring demand intake channels, scheduling individuals on projects, and ensuring efficient employee utilization and bench management. At EY Global Delivery Services (EY GDS), you will join a global network of over 50,000 professionals working collaboratively to deliver innovative business solutions to EY member firms and clients worldwide. Experience Management is a fun...

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth, entrepreneurial energy, and inclusive teamwork resulting in exponential results. Withum empowers clients and professional staff with innovative tools and solutions to address accounting, tax, and overall business management needs. As a US nationally ranked Top 25 firm, we recruit the best and brightest individuals with a genuine passion for the business. The Auditing and Attest Engagement services at Withum are the cornerstone of the firm. The audit and advisory team possesses the expertise necessary to instill confidence in financial information for stakeholders. Services pr...