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Client Lifecycle Management
1 week ago
Santander Madison, United States Full time· Client Lifecycle Management - Corporate & Investment Banking Country: United States of America The Associate, Client Service is responsible for the day-to-day operations of the company's business units. · Aims to deliver superior service to clients by driving and optimizing th ...
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Analyst, Client Lifecycle Management- Corporate
4 weeks ago
Santander Madison, United States Full time· Analyst, Client Lifecycle Management- Corporate & Investment Banking Country: United States of America Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficie ...
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Aurora Ventures Madison, United StatesYour tasks: · Responsible for coordinating external product development of electronic industrial components and managing the lifecycle of our industrial components · Definition of preferred modular elements and coordination of discontinuations · Standardization of electronic indu ...
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Senior Account Manager
2 days ago
Hexagon PPM Madison, United StatesResponsibilities · Hexagon's Asset Lifecycle Intelligence division (Hexagon) is seeking a Senior Account Manager – Discrete Manufacturing (incl. Auto/A&D/High Tech) to join our team. At Hexagon, our sales team members are highly enabled and supported "Rainmakers" who work close ...
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Senior Project Accounting Analyst
2 weeks ago
Hexagon PPM Madison, United StatesResponsibilities · Hexagon's Asset Lifecycle Intelligence division (Hexagon) is seeking to hire a Senior Project Accounting Analyst for our Madison, AL office. Individuals in this position are responsible for providing financial advice and support to the project delivery functi ...
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Project Executive
6 days ago
Connect Search, LLC Madison, United StatesSummary · Join a top 400 ENR GC as a Project Executive for their Madison office. Provide leadership for multiple project teams and charged with the development of project teams including Senior Project Managers, Project Managers, and Project Engineers. Responsible for the overall ...
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Sales Representative
2 weeks ago
Chipply Wisconsin, United States Full timeOur team is growing, and we're looking to add a new Sales Representative to our sales team Reporting to our SVP of Sales, our Sales team works to grow new sales revenue within their assigned territory by identifying, qualifying, and coordinating meetings for new opportunities, pe ...
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AWS Administrator
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Ready Set Sales, LLC Wisconsin, United StatesWe seek a skilled and motivated administrator to join our IT team. The ideal candidate will have a passion for infrastructure, a strong understanding of software development principles, and the ability to collaborate effectively with team members. This role offers an exciting opp ...
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IT Asset Manager, Software
2 weeks ago
Exact Sciences Madison, United States Full timePosition Overview · The IT Asset Manager – Software will serve as a lead for our IT Software Asset Management (SAM) practice. This involves managing and optimizing the procurement, maintenance, utilization and disposal or reclamation of software and entitlements. This role will a ...
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Head of Artificial Intelligence Implementation
2 weeks ago
Keller Executive Search Madison, United States Full timeWe are looking for a highly experienced and visionary Head of Artificial Intelligence Implementation to join our team. This position will be based in Madison, Wisconsin and will be responsible for overseeing the implementation of AI solutions across the organization. · To learn m ...
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Sr. Software Engineer
4 days ago
AMETEK Madison, United StatesCAMECA is a world leader in the design and manufacture of scientific instruments for elemental and isotopic microanalysis. CAMECA is a business unit of AMETEK, Inc., with offices located in Paris, France, and Madison, WI. CAMECA is committed to continuously broadening our product ...
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SAP S/4 HANA Technical Architect
6 days ago
TeamSoft Wisconsin, United StatesWe are currently seeking a dynamic and skilled SAP S/4 HANA Technical Development Architect to join our technical team. This role is pivotal in ensuring the stability, integrity, and efficient operation of our enterprise resource planning system. If you have a passion for innovat ...
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Fabrication Sales Representative
4 weeks ago
EMCOR Group Inc. Madison, United States Full timeAbout Us: · IKM Building Solutions is an innovative commercial HVAC, facilities, and MEP services company. Through innovative design, quality execution, and + years of experience providing total mechanical solutions, we help clients across Wisconsin meet their facilities' full l ...
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Business Intel Data Modeler-IV
4 weeks ago
Serigor Inc Madison, United StatesJob Title: Business Intel Data Modeler-IV (Remote) · Location: Madison, WI 53703 · Duration: 06+ Months · Job Description: · The client is implementing the Enterprise Analytics · Platform (EAP), including a data lake with data serving the 13 UW universities and campuses. · The E ...
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Underwriting Director
2 weeks ago
Wisconsin Mutual 56 Company, Inc. Madison, United StatesOversees the underwriting department by identifying and addressing performance indicators, actively engaging in problem-solving. · • Provides recommendations to executive management for enhancing underwriting performance and streamlining operations. · • Collaborates with the te ...
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Investment Operations Analyst
2 weeks ago
State of Wisconsin Investment Board Madison, United StatesMaking a DifferenceThe State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $156 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other ...
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Field Service Technician
4 weeks ago
Key Technology Wisconsin, United StatesAbout Us: · Key Technology in Walla Walla, WA is a worldwide leader in food processing technology. As a global industrial manufacturing company, our ongoing innovations provide increased control, continuous processing, sorting, automated inspection, specialized conveying, and gra ...
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Underwriting Consultant
2 weeks ago
Church Mutual Insurance Company, S.I. Madison, United StatesUnderwriting Consultant · Job LocationsUS-WI-Merrill | US-WI-Madison | US-WI-MilwaukeeID CategoryUnderwritingTypeRegular Full-TimeIntroduction · As an underwriting consultant, you will coordinate and execute underwriting projects and initiatives that drive profitability and corpo ...
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Project Manager
2 weeks ago
EMCOR Group Inc. Madison, United States Full timeAbout Us: · IKM Building Solutions, Inc. is an innovative commercial HVAC, facilities, and MEP services company. Through innovative design, quality execution, and + years of experience providing total mechanical solutions, we help clients across Wisconsin meet their facilities' ...
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Application Architect-III
3 weeks ago
Serigor Inc Madison, United StatesJob Title: Application Architect-III (Hybrid) · Location: Madison, WI · Duration: 1+ Months · Job Description: · The client is seeking applicants for an Application Architect III. This position will lead application architecture for client at the direction of the Custom Applicati ...
Analyst, Client Lifecycle Management - Madison, United States - Santander
Description
Analyst, Client Lifecycle Management Country: United States of America Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk.
Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements.
Researches and monitors external landscape to identify developments and translate them into operational implications for the company. Essential Functions/Responsibility Statements: Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes. Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
Regularly reviews and appraises workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment. Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents. Leads process improvements based on post-mortem transition analysis.
Ensures the platform is successfully rolled out according to required timescales and customer initiative requirements. Builds relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth and partnership. Works closely with the Sales and Customer Success team to ensure seamless onboarding for all new customers.
Owns the onboarding and implementation process for our most strategic clients, forging a successful long-term partnership. Maintains and tracks all projects and documentation. Serves as the client's project manager and liaison internally during the onboarding process and special ongoing projects.
Creates and delivers all onboarding programs and materials. Leverages client feedback to improve the onboarding process collaborating with leadership teams across departments. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent degree and/or equivalent work experience
Work Experience: 3+ Years Experience in securities, financial services or client-facing or project management roles preferred. Skills and Abilities: Excellent verbal and written communication skills Excellent interpersonal skills with the ability to engage at all levels of the organization Exhibit a high energy level, and demonstrate the ability to work as a valuable contributor to the team, with flexibility in work habits to schedule and meet the needs of the Department The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner Strong analytic and problem solving and project management abilities Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking.
Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This job description does not list all of the job duties of the job.
You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time.
This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The base annual salary range for this position is $72,000-$94,300. The exact compensation may vary based on skills, experience, training, licensure and certifications
The Santander Effect Our work touches 140 million lives every day. How?
By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we keep reinventing ourselves for the digital age, you'll find that with us, even your smallest action will have a massive impact. That's the Santander Effect.
