Client Onboarding Specialist Jobs

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Position Overview: The Senior Platform Engineering Lead is a pivotal senior-level engineering position responsible for driving the

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. About the Team: The <span style="font-size:inherit"

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

Couchbase, the operational data platform for AI, empowers businesses to succeed by bringing data to life in new ways. Major market-leading companies rely on Couchbase for mission critical operational, analytical, mobile and AI workloads. Built to replace legacy infrastructure and fragmented data services, Couchbase empowers enterprises with a unified platform architected for performance, flexibility and global scale. With Couchbase, organizations bring their data to life, launching game‑changing customer experiences, exploring the limitless potential of AI, and seamlessly extending applications from the cloud to the edge and beyond. Couchbase’s AI‑ready technology and enterprise partnership model eliminate complexity and reduce total cost of ownership, enabling teams to stay agile, innovative and secure. Couchbase believes data should never slow you down, but act as the foundation for your next breakthrough. Discover why Couchbase is trusted to help the world’s biggest players scale, move fast and stay resilient, no matter what’s next on their roadmap. Visit couchbase.com and follow us on LinkedIn and X. Want to be part of our story? Apply today! As a Solutions Architect , you will be the trusted advisor helping our customers unlock the ultimate value of Couchbase. You will work directly with customer engineering teams, blending high-level architectural coaching with hands-on professional service delivery. If you love solving complex, real-world data challenges, designing cutting-edge AI-ready architectures, and guiding enterprise customers from design to production, this role is for you. What You’ll Do (Responsibilities): Lead Customer Engagements: Guide short- to medium-term on-site and remote client engagements. You will lead architecture and use case reviews, sizing, performance tuning, and deployment topology planning to get Couchbase up, running, and optimized. Solve Complex Technical Challenges: Work hand-in-hand with customers t

Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission Zocdoc's most important asset is our people. As a Health Systems Enterprise Account Executive, you'll own and grow a portfolio of some of Zocdoc's largest and most strategic health system partnerships. Serving as a trusted advisor to executive stakeholders, you'll drive long-term growth through consultative selling, contract renewals, commercial negotiations, and expansion opportunities. You'll navigate complex enterprise buying processes, lead multi-threaded sales motions, and partner cross-functionally to deliver measurable value for both your customers and Zocdoc. This is an opportunity to make a meaningful impact on a high-priority book of business with significant growth potential. Working closely with Client Success, Product, Operations, Marketing, Finance, Legal, and Leadership, you'll help shape customer strategy, strengthen partnerships, and accelerate adoption across some of the nation's leading health systems. If you're energized by executive-level selling, thrive in complex enterprise environments, and enjoy building relati

Technical Project Manager itD is seeking a Technical Project Manager to drive the delivery of legal and privacy approval workstreams that support business marketing technology and data-integration launches. The ideal candidate will bring deep experience in program/project management, cross-functional coordination, legal/privacy/compliance workflows, and evidence-driven delivery , with a track record of keeping multiple workstreams on schedule against fixed launch dates. Location: Remote; Pacific Time preferred, but not required. We provide comprehensive medical benefits, a 401k plan, paid holidays, and more. Please note that we are only considering direct W2 candidates at this time, as we are unable to offer sponsorship. Responsibilities Drive multiple legal and privacy risk assessments through review and approval in parallel, prioritizing true launch blockers against fixed timelines. Scope assessments with Legal and Privacy partners and adjust scope as needed to protect critical-path delivery dates. Gather, validate, and coordinate required evidence and documentation across engineering, data, business, Legal, and Privacy stakeholders. Manage assessment intake, review, remediation, and approval cycles end to end, following up on open items and pending reviews. Publish recurring status updates for senior stakeholders with clear ownership, next steps, timelines, and risks for each workstream. Escalate blockers and timeline risks early, providing a recommended path forward and coordinating the technical consultations needed to resolve gaps. Navigate a large, matrixed organization to identify and mobilize the appropriate subject-matter experts, reviewers, and process owners while documenting decisions and identifying process improvements. Internal Responsibilities Attend regular internal practice community meetings. Collaborate with your itD practice team on industry thought leadership. Complete client case studies and learning material, including blogs and media materi

Here’s a summary of the role: Diligent is seeking a Customer Success Manager I to join our growing Customer Success team, partnering with a portfolio of key accounts to drive product adoption, retention, and long-term customer value across our GRC platform. This is a role for someone who thrives on building strong relationships and delivering measurable impact, with a hands-on approach to customer engagement. At Diligent, our Customer Success Managers are at the heart of how our clients realise value from our platform. You’ll own a portfolio of accounts, build trusted relationships, and play a key role in shaping customer outcomes across France, Belgium, and Luxembourg. If you’re passionate about helping customers succeed, thrive on collaboration, and enjoy turning insight into action, this is your opportunity to make a measurable difference in a fast-growing global SaaS company. This role operates on a hybrid model, with 50% office-based work required. This role is open to candidates based in Netherlands. Regrettably we are unable to provide visa sponsorship, so you must be eligible to work in the location you reside. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Managing a portfolio of client accounts, acting as the main point of contact for day-to-day coordination Running regular strategic review meetings with clients to discuss usage, goals, strategy and overall satisfaction Monitoring product adoption and usage data to identify risks or growth opportunities and drive client engagement Increase overall client health and satisfaction with Diligent Proactively engaging with customers to drive success and value realisation, identifying retention risks, and developing mitigation strategies Reaching out to clients to drive engagement and ensure they’re getting value from the platform Driving renewals by maintaining strong relationships and demonstrating ROI Identifying and qualifying upsell and expansion opportuni

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Position Overview The Senior Director, Office Leasing Advisory will lead strategic office leasing advisory services for corporate occupiers across Singapore, acting as a trusted advisor on complex workspace transactions and portfolio strategies. Key Responsibilities Business Development & Growth Develop and execute targeted business development strategies to expand OLA client base Generate new business through networking, industry events, and thought leadership Target multinational corporations, financial institutions, technology companies, and professional services firms Leverage existing relationships for referrals and portfolio expansion opportunities Collaborate with regional and global OLA teams to capture cross-border opportunities Team Leadership & Collaboration Mentor and develop junior OLA team members on transaction management and client service Provide guidance on negotiation strategies, market analysis, and best practices Collaborate across JLL service lines to deliver integrated workplace solutions Partner with regional colleagues to support clients' pan-Asia

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Maintenance Supervisor – JLL What this job involves: This UAW Maintenance Supervisor position is a hands-on technical role for our Pontiac, MI, location with a very high expectation of &#34;wrench time.&#34; You will be a critical part of our facilities team, responsible for maintaining, troubleshooting, and repairing essential equipment across multiple buildings. We are seeking a multi-skilled expert with a strong focus on plumbing who can independently diagnose and resolve issues with HVAC, water/steam processes, and other building infrastructure. This role is essential for ensuring our client's facilities operate safely and efficiently, requiring a high level of technical expertise and the readiness to respond to on-call emergencies. This position operates under the International Union of Operating Engineers (IUOE Local 99). What your day-to-day will look like: Perform all routine maintenance, repairs, and installations of plumbing, HVAC, and building mechanical systems. Diagnose and troubleshoot critical equipment, including supply air units, exhaust fans, pressure boiler systems, pumps, and valves. Monitor equipmen

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Key Responsibilities: Provide support in producing tender documentation packages including plans, details, schedules and specifications Take site measurements or survey Client's existing furniture inventory, if required Provide support in producing materials and finishes scheme and documentation Prepare finishes, furniture and door hardware schedules Upkeep and maintenance of library facility Assist Interior Designers and Senior Interior Designers in producing quality visuals for presentation boards Requirements: Currently pursuing a Diploma in Interior Design, Architecture or related field Proficiency in AutoCAD and SketchUp Familiarity with Revit is a plus point

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell objectives for assigned business or customer segments, products, and assigned geographies. Strong understanding of customer needs and expectations across multiple market segments. Moderate influence on the sale and retention of business. Fundamental Components: Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illustrating a keen understanding of clients' multifaceted needs and benefits utilizing Aetna's full product array (e.g., fully vs. self-insured, product combinations and/or product specializations by industry). Develops, executes, and communicates company objectives that are aligned with prospect’s objectives, financial position, and employee benefits strategy. Coordinates sales materials, testimonials, and support from SME’s to put together presentations for clients. Delivers organized polished presentatio

Audiovisual Technician / Installer (Associate, Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is looking for a motivated and self-starting Audiovisual Technician / Installer (Associate, Experienced or Senior) to join our team based in Herndon, VA . Position Responsibilities: Survey, plan, design, configure, and test multi-classification AV solutions tailored for government customers. Create custom audiovisual system designs, including DSP layouts and system configurations Participate in customer stakeholder meetings to gather, document, and validate system requirements. Research, evaluate, and recommend technology solutions to address customer needs Prepare detailed system engineering documentation such as signal flow diagrams, line diagrams, bills of materials, rack elevations, and cable plant layouts Continuously enhance industry knowledge and technical skills through ongoing training, certifications, and review of relevant trade publications Support and lead onsite AV system installations and configuration phases Collaborate closely with customer facility teams, subcontractors, and vendors during installation as needed Assist in developing end-user training materials, as well as operations and maintenance plans Conduct thorough in-house testing and perform on-site system commissioning at client locations Basic Qualifications (Required Skills/Experience): This position requires an active Top Secret/SCI U.S. Security Clearance with an active Counterintelligence Polygraph (U.S. Citizenship Required) (A U.S. Security Clearance that

Audiovisual Technician / Installer (Associate, Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is looking for a motivated and self-starting Audiovisual Technician / Installer (Associate, Experienced or Senior) to join our team based in Herndon, VA . Position Responsibilities: Survey, plan, design, configure, and test multi-classification AV solutions tailored for government customers. Create custom audiovisual system designs, including DSP layouts and system configurations Participate in customer stakeholder meetings to gather, document, and validate system requirements. Research, evaluate, and recommend technology solutions to address customer needs Prepare detailed system engineering documentation such as signal flow diagrams, line diagrams, bills of materials, rack elevations, and cable plant layouts Continuously enhance industry knowledge and technical skills through ongoing training, certifications, and review of relevant trade publications Support and lead onsite AV system installations and configuration phases Collaborate closely with customer facility teams, subcontractors, and vendors during installation as needed Assist in developing end-user training materials, as well as operations and maintenance plans Conduct thorough in-house testing and perform on-site system commissioning at client locations Basic Qualifications (Required Skills/Experience): This position requires an Active U.S Top Secret/SCI U.S. Security Clearance (U.S. Citizenship Required) (A U.S. Security Clearance that has been active in the past 24 months is

Audiovisual Design & Integration Specialist (Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is seeking motivated and self-starting Audiovisual Design & Integration Specialist (Experienced or Senior) for a position based in Herndon, VA . Our team in the Washington, DC Metro region designs, configures, and operates advanced AV systems for U.S. Government customers. Position Responsibilities: Survey, plan, develop, design, configure, and test multi-classification AV solutions for government customers. Generate custom audiovisual system designs, including DSP layouts and systems configuration. Lead or attend customer stakeholder meetings to collect and document or validate system requirements. Research, identify, and recommend technology options to solve customer problems Draft system engineering documentation, including signal flows, line diagrams, bills of materials, rack elevations, and cable plants Support onsite installation of AV systems and lead system configuration phases Coordinate with customer facilities teams and other onsite sub-contractors and vendors during systems installation as required Support the development of end-user training materials and operations & maintenance plans Perform in-house testing and on-site commissioning at client locations Develop expertise in the industry through continuing training, certifications, and review of trade publications Basic Qualifications (Required Skills/Experience): This position requires an active Top Secret/SCI U.S. Security Clearance (U.S. Citizenship Re

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity: This role has a robust compensation package: Base salary: $83,000-105,000; OTE: $1866,000-210,000, uncapped accelerators, equity grants, competitive benefits and more. We are seeking an Account Executive with experience in end to end supply chain solutions and fulfillment to build and maintain a healthy book of business. You'll be part of a high-performing team where you’ll focus on building up Flexport’s brand while solving customer problems with tech-enabled supply chain and fulfillment solutions. A normal day might include leading a discovery call with a prospect to uncover more about their supply chain processes, project managing the complexities of a global supply chain, reviewing a customer’s growth strategy with their Flexport Operations Team, jumping on a plane and travel with a prospective client to tour a Flexport warehouse, or sharing your best practices with the broader sales team in a peer learning session. You will Build your book of business by closing net-new customers and/or cross-selling and upselling existing customers that contribute to Flexport's overall revenue goals Uncover and connect with ideal clients through a combination