set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
set-up information, to ensure the information is accurate and conforms to the signed dealer executed agreement. Data entry into multiple applications to support clientonboarding and ongoing change management activities. Follow SOX-approved Quality Control & Activation procedures to onboard clients in the programs they are enrolling … Control procedures to make changes to existing clients. Create tasks for other internal teams to initiate the onboarding process. Provide assistance to client inquiries on Epsilon's automotive programs as it relates to onboarding and dealer set up. Triage and resolve onboarding and … inquiries from the time they are received until the inquiry has been resolved Utilize CRM Solution Database and department resources for product knowledge. Document client transactions in the CRM database Assist in special project generation, testing, research, etc. as needed. Ability to manage their own workload with minimal supervision. more »
New England innovation ecosystem and our focus is on creating founder success. The Portfolio Management Associate role supports the team by addressing and solving client needs, generating portfolio performance, and supporting the overall New England Startup Banking team. Manage day-to-day operations of client requests. A major … variety of teams within SVB. You will collaborate with teammates across the bank and work closely with our Startup Banking Support Team Facilitate new clientonboarding journey though client outreach, clientonboarding, portfolio management, credit/regulatory tracking and identifying cross-sell opportunities … accelerators, incubators, universities, tech labs and industry groups Collaborate with the team on programming, events, and content to meet in-market goals and support client base While working with the top early-stage startups, you will gain a deep understanding of SVB's platform, products & services, while also developing more »
Description There's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the history of aviation. Our shared purpose - Connecting People, Uniting the World - is about more than more »
industry vendor events as an AVEX representative to obtain information that is formally shared with the wider company to support sales goals. Implementation of clientonboarding and assistance with invoicing and collections. Job Qualifications Bachelor's Degree desirable Minimum 3-5 years successful sales and business development more »
responsible, therefore you must have considerable Corporate and Personal tax experience as well as actively manage and control the delivery of all aspects your client portfolio. Purpose of the role/key responsibilities: Annual tax return compliance for companies, individuals and partnerships Tax efficient remuneration planning Corporate tax planning … accounting work, at both manager and partner level, identifying opportunities for clients Working with others in both the Business Advisory Services team & the Private Client management team to manage the annual compliance function for circa 1,800 clients, and co-ordinating this operation across the firm Being responsible for … including quoting for new work followed by onboarding these new clients according to the firm's processes Managing all aspects of your client portfolio, working alongside other teams in the firm as well as the client's wider professional networks to ensure all client service more »
Doncaster, South Yorkshire, Yorkshire, United Kingdom
TaxAssist
post holder will need to be very comfortable with using multiple systems such as Office 365 (including outlook, word and excel), TaxCalc and other client databases for workflow and onboarding processes, as well as being adaptable to learning new systems. You will also be required to assist … other staff from time to time, work flexibly and to budgets on each client file. Duties/Responsibilities The successful candidate will ideally have at least two years bookkeeping and administrative experience. The key duties of the post are as follows: Answer all telephone calls and reception enquiries in … and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions. Make and record accurately client appointments within outlook. Booking jobs in when required, liaising with the client, and ensuring all information has been brought in along with updating more »
Northampton, Northamptonshire, East Midlands, United Kingdom Hybrid / WFH Options
Yusen logistics
term contract. The shift pattern for this role is 09:00 17:00, Monday Friday. The role holder will be responsible for the onboarding of a new customer. The Benefits - Salary of £50,000 - £60,000 per annum (pro rata) - £6,000 car allowance per annum (pro rata more »
Account Manager, Senior Account Manager, COR5593 We seek an Account Manager to join our client based in East London. Are you an Account Manager looking for a new challenge? Looking to work in a pivotal role as an Account Manager in a stable, progressive organisation? This is a role … not to be missed! Our Client We're delighted to represent a global client within the Scientific sector. Their product suite is used across the world by all the leading companies. Within their space, they enjoy global recognition for quality and comes with a long history of success. … ll act as a global liaison, providing pre-and post-sales support, identifying new business opportunities, and contributing to the inbound sales process for client onboarding. The Account Manager is the face of the brand to important, established (and new) customers. What We Need The ideal Account Manager will more »
company's order book and delivering sustained, profitable growth for the Penta team. You'll work closely with the Sales & Marketing team, proactively onboarding new customers and preparing accurate quotes to maximise flow and throughput. You will be continuously improving how the team operates and contributing to driving more »
Gateshead, Tyne and Wear, North East, United Kingdom Hybrid / WFH Options
Onecom
Role: Project Coordinator (12 Month FTC) Location: Homebased (Occaisional travel to Gateshead office) Competitive Salary: £24,000 Per Annum Fantastic Hours: Monday-Friday 08:30 - 17:30 The task at hand: The Project Delivery Coordinator will be a pivotal role more »
Calling all aspiring IT technicians! Baltic Apprenticeships are thrilled to partner with a client who has over 25 years of experience working in the IT field. They are looking to use their expertise and knowledge to support their next aspiring IT support technician.Having successfully supported an apprentice before could … the Job: Answering and completing IT Support tickets/helpdesk tickets raised by Support clients Office 365 console administration Supporting on email migrations Onboarding new clients Support sales team with technical queries Setting up hardware for clients e.g. laptops, desktops, printers etc Assisting in IT projects Full training more »
