with local regulation and Citi standards - Update KYC forms and client profiles according to policy requirements - Followup... objective of this role is to develop and manage a dedicated internal KYC (Know Your Client) program at Citi. **Responsibilities...
notes and track action items for follow-up. Manage expense reports, reimbursements, and corporate credit card... for our mission, and the energy and discipline to come in and be a builder in a start-up tech environment. Please note...
, client and regulatory guidelines and provides additional support (including followup) as needed. - Maintains thorough... regulatory requirements. - Works closely with internal and external client contacts (up to and including members of client...
and client interactions using a CRM system. - Collaborate with the marketing team to followup on leads and improve campaign... and follow-up. - Consistently meet or exceed monthly and quarterly sales goals. - Maintain accurate records of sales activities...
information for resolution purposes - Follow established runbook procedures to resolve user issues - Utilize established... to expedite resolution of future issues - Assist the client service team with generating client reports through the ticketing...
Responsibilities Executive Support and Follow-Up Track action items from executive meetings Followup with leadership to ensure... and Reporting Support company scorecard management Followup with teams to ensure weekly KPIs and metrics...
on identified defects and followup to ensure proper correction. - Analyze and report test results, statistics, etc. - Participate... (errors) early, and prevent their spread and arrival in the client's environment (production). ** **Requirements...
cosmetic features - Diligent follow-up - Time Management - Accuracy and strong attention to details - Intermediate..., we take a proactive approach to client services. Bay Property Management Group is seeking to hire a Lease Administrator...
or ClickUp within 2 hours to keep records current. Prepare tailored sales dossiers, meeting briefs, and follow-up materials...In this role, you'll help manage client communications, track sales opportunities, prepare key documents...
companies. **Your main duties will be**: - Assist sales teams in generating leads. - Follow-up on all inbound leads (goal: no... for those organizations, constantly growing and looking for better results in their markets. **Know about our client**: Our client's history...