Cash Management Implementation & Client Services Manager Job at Beamy (Mumbai)

Cash Management Implementation & Client Services Manager

We are looking for an experienced and client – focused cash management service s...

Location

India , Mumbai

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, Business or a related field
Minimum 3-6 years of relevant experience in corporate cash management / transaction banking either in multinational or private bank or a large corporate treasury
Proven track record of supporting clients on digital cash management solutions (onboarding, training and relationship management)
Strong technical understanding of digital products offerings and India clearing systems
Analytical skills to interpret regular client requests, complaints and data to propose client training and improvements
Advanced MS Office skills (especially excel and Power point)
Excellent interpersonal, organizational and client service skills
Ability to work effectively in a highly collaborative team environment to ensure swift resolution and maintain client satisfaction
Have a solution-oriented mindset to build long lasting relationships with clients
Analyse, Maintain and Disseminate suitable MIS to the internal teams to derive key areas of concern, regular complaints with a focus to provide key insights

Job Responsibility

Serve as the primary point of contact for clients with the clear objective of maintaining and building long-term relationships
Analyze customer requests and reminders
Process and respond to customer requests within the given time frame (pre-defined indicators)
Communicate to the concerned teams of the follow-up / resolutions of requests processed
Enter / list customer requests in the customer request tracking tool & ensure that all information necessary for the resolution of the request is recorded in the tool and that the processing of the request follows the validated procedures
Maintain records/documents to accurately document client requests and past discussions
Inform customers of incidents that could potentially impact them and inform them of their resolution
Escalate immediately the necessary teams in the event of atypical requests and recurrent / major complaints
Co-ordinate with the internal teams for smooth implementation and resolution of client issues
Ensure compliance with KYC, AML and regulatory requirements during the life cycle of the client journey

Fulltime

Accounting Manager / Client Services Manager

We are seeking an experienced Accounting Manager / Client Services Manager to ta...

Location

United States , Wyomissing

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing business and individual client accounting and tax engagements
Strong knowledge of bookkeeping, financial statement review, and tax compliance
Prior experience supervising or mentoring accounting staff
Excellent organizational, communication, and client relationship skills
Professional demeanor and commitment to client service excellence

Job Responsibility

Serve as the primary point of contact for assigned clients, maintaining meaningful monthly communication and documenting interactions
Review monthly financial statements promptly to ensure accuracy, compliance, and timely delivery
Provide ongoing consulting, accounting guidance, and proactive tax planning based on client needs
Monitor client profitability monthly and collaborate with firm leadership on fee adjustments
Visit client locations annually to strengthen relationships and understand operations
Manage preparation and review of business and individual tax returns for assigned clients
Oversee year‑end tax planning, quarterly tax estimates, and reasonable compensation analysis
Coordinate tax return production, maintain organized tax files, and manage deadlines
Handle tax questions and correspondence with federal, state, and local taxing authorities
Supervise, train, and support bookkeepers, including hiring and performance management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Production Support Lead- Cash Management & US Cash Settlements

The Apps Support Group Manager is accountable for management of complex/critical...

Location

Canada , Mississauga

Salary:

145100.00 - 217700.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years relevant experience
Post-Graduation in relevant field preferred
Senior to advanced level experience in an Apps Support role with commensurate experience in people management
Experience of senior stakeholder management
Project management with demonstrable results in improving IT services
Capacity Planning/Forecasting exposure a plus
Effectively share information with other support team members and with other technology teams
Ability to plan and organize workload
Consistently demonstrates clear and concise written and verbal communication skills
Ability to communicate appropriately to relevant stakeholder

Job Responsibility

Demonstrates an in-depth understanding of how apps support integrates within the overall technology function to achieve objectives
requires a good understanding of the industry
Vendor relationship management including oversight for all offshore managed service
Improve the service level the team provides to our end users, which includes maximizing operational efficiencies, strengthening incident management, problem management and knowledge sharing practices
Guide development teams on application stability and supportability improvements
Formulate and implement a framework for managing capacity, throughput and latency
Define and implemented application on-boarding guidelines and standards
Work with various team members on coaching them on how to maximize their potential, work better in a highly integrated team environment and focus on bringing out their strengths
Drives continued cost reductions and efficiencies across the portfolios supported by means of Root Cause Analysis reviews, Knowledge management, Performance tuning, and user training
Evaluates subordinates' performance and makes decisions on pay increases, hiring, terminations and other personnel actions

Fulltime

Security Client Manager

Allied Universal® is hiring a Client Manager. As a Client Manager, you will buil...

Location

United States , Southfield

Salary:

63654.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making

Job Responsibility

Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics
drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans
you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

Security Client Manager

Allied Universal® is hiring a Security Client Manager. As a Client Manager, you ...

Location

United States , New York

Salary:

75000.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate’s degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making

Job Responsibility

Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics
drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans
you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company’s 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

Security Client Manager

Allied Universal® is hiring a Client Manager. As a Client Manager, you will buil...

Location

United States , Columbus

Salary:

55000.00 - 60000.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate’s degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making

Job Responsibility

Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics
drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans
you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company’s 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

Client Implementation Analyst

As a member of the LGIM America Client Implementation Team this person supports ...

Location

United States , Chicago

Salary:

50000.00 - 65000.00 USD / Year

LegalAndGeneral

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Economics, Accounting or related field
Experience in asset management client service a plus – knowledge of transition planning, custodian relationships, transfer agents, record keepers ideal
Flexibility
ability to adapt to growth and change
Strong judgment and decision-making skills
Strong Microsoft Office skills and some project management software skills
Excellent attention to detail and ability to operate effectively within tight deadlines
Strong interpersonal and communication skills
Thrive in a growing and dynamic team construct

Job Responsibility

Provide support to the client implementation and change management service within LGIMA’s Implementation team to ensure all procedural steps, documentation, tracking, approvals and follow-up are properly logged and completed
Communicate and map key implementation milestones as necessary to manage and guide expectations
Assist in the onboarding of new clients by coordinating the documentation and communicating necessary information to various internal and external teams, including the client, the Legal/Compliance Team, the Operations Team and third-party providers
Assist in conversion of onboarding workflow to PEGA to align with global workstreams
Assist in the documentation and enhancements of client order management system
Collaborate with Legal/Compliance Team to ensure in compliance with regulatory requirements
Ensure Salesforce processes and workflows adhered to per regulatory requirements
Rigorously apply business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework
Assist in the design and documentation of additional process and controls around the onboarding and cash flow events
Assist in the project management and documentation of changes to client portfolios/agreements

What we offer

Annual discretionary bonus
health insurance with an optional HSA
short term disability
long term disability
dental insurance
vision care
life insurance
Healthcare, Dependent and Limited Care Flexible Spending Accounts
401K
vacation

Fulltime

Client Manager

Allied Universal® is hiring a Client Manager. As a Client Manager, you will buil...

Location

United States , St Louis

Salary:

65499.98 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate’s degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making

Job Responsibility

Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics
drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans
you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company’s 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

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Cash Management Implementation & Client Services Manager

Job Description

Job Responsibility

Requirements

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