Client Onboarding Specialist jobs in Dallas, TX

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CORPORATE EMPLOYEE BENEFITS & INVESTMENTS - CLIENT DEVELOPMENT SPECIALIST

Partnering with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate existing clients for the Program. Managing processes for gathering information (ex., Deposi...

CompanyBank Of America
AddressDallas, TX
CategorySales/marketing
Job typeFull time
Date Posted 2 weeks ago See detail

Corporate Employee Benefits & Investments - Client Development Specialist

Bank Of America

Dallas, TX

Partnering with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate existing clients for the Program. Managing processes for gathering information (ex., Deposi...

Product Adoption / Onboarding Specialist

Stack Sports

Plano, TX

1-3 years of experience in support, partner experience, onboarding, training, Product Adoption, or similar (SaaS experience a plus). Excellent listening, verbal, written, and interpersonal communication skills. Strong presentation...

Client Specialist Customer Life Events

Jpmorgan Chase Bank, N.a.

Plano, TX

Serve as the primary contact for customers and approved third parties during the Customer Life event process; provide timely and empathic assistance to customers experiencing Life Events, including answering inquiries, addressing...