and provide analysis on information to be used in future projects. Provide analytic support for work groups (e.g. Agile scrums) engaged in resolving customer pain points Work with outside vendors as needed, including creating and managing relationships with new vendors. Analyze results and make
as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our
Primary Location: China,Zhejiang,Hangzhou Education: Bachelor's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16013462 Description To use a holistic financial planning approach to educate and help customers identify financial
cities Customer Success Management - Retention of High Value Customers Events and Collaborations - Participation & Opportune Presence Community Engagement Affiliates and Partnerships Sales Channel Marketing Customer Education and Training on Oodio products and services About Oodio: OODIO Prerequisites and Preferred Qualification: A Bachelor or Masters degree in Business Administration (most preferred), A ...
and Contribute to Business Growth Deliver wealth management services to CPB Latam clients with guidance from the Banker teams Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures* Respond to client requests promptly and effectively to resolve related problems* Develop knowledge base and skills through specific internal courses* take ownership of client problems
Primary Location: United States,New York,New York Education: Bachelor's Degree Job Function: Relationship Management Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16069611 Description Citi, the leading global bank, has approximately 200 million customer
Primary Location: United States,California,San Francisco Education: Bachelor's Degree Job Function: Private Client Coverage Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16069617 Description Citi, the leading global bank, has approximately 200 million
extremely demanding at peak periods. The role is a permanent position with the core hours being 09:00 to 17:30 with extra hours worked as necessary. Key Responsibilities: • Respond to Client enquiries in relation to Corporate Actions within 3 hours of receipt and as far as possible, without recourse
reviewers to ensure the delivery of activities and to represent IPB US Business and Operational processes. Failure to properly represent the business will ultimately derive in unnecessary corrective action plans and the misuse of resources. Manage resource allocation with IPB US leadership team members
Responsible for adhering to the Client VMO processes including submittals, interview process, immigration requirements, rates, background and drug screening, etc. Managing entire operations: Manage day to day activities Team building HR Issues Management updates and reports Team performance evaluation
through delivery o Must ensure that targets (i.e. gross margin) are focused upon and targeted for success Submitting resumes in portal o Responsible for monitoring throughout the day VMO portals o Responsible for creating new jobs in Bullhorn and alerting the appropriate IRIS management
through the execution of an effective sales process. Create and organize a sales plan designed to acquire new target clients - Generate leads and grow the business through active calling new potential customers. Assess customer needs including asset allocation, makes recommendations to meet all
from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect
strong written and verbal communication skills. - Possess the ability to work with various levels of management and the ability to build and maintain effective working relationships - Proven success in a team environment and strong influence/negotiation skills. - Ability to proficiently use MS Office
Individuals would be required to identify the key stakeholders of corporate in international markets, reach out to them and brief them about the Mobile based Sales CRM tool. They would be required to generate interest and ensure deal closures. Minimum 1 year of experience in B2B sales process targeting the US/Europe/UK/APAC regions involving key decision makers, must be good at market research, cold ...