- Wealth Enhancement Group (Deer Park, NY)
- …others, as well as foster a team of collaborative problem solving. New Client Onboarding Ensures accurate completion of prospect/new client paperwork/set ... specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit...Dix Hills, NY office is looking for a Sr Client Service Associate to serve as the liaison between… more
- CS&A Insurance (Franklin, TN)
- …inquiries, account updates, and policy renewals. Collaborating with teams to facilitate smooth client onboarding and support. Acting as a liaison between Account ... Team at CS&A Insurance is looking to add a Client Service Advisor to our team in Franklin, TN....our team in Franklin, TN. The goal of a Client Service Advisor is to deliver exceptional client… more
- Bruno (Dallas, TX)
- Client Onboarding Assistant - Law Firm Pay: $50k per year Schedule: Monday-Thursday, minimum of 35hrs. Location: The Gild Buildings, Dallas, TX 75206. The ... client onboarding assistant will play a key role in facilitating a smooth onboarding experience for new clients by serving as the main point of contact for… more
- Citigroup, Inc. (Tampa, FL)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... Keen attention to detail Developed analytical and problem-solving abilities Client relationship and solution skills Additional non-core qualifications which will… more
- Innova solutions (New York, NY)
- A client of Innova Solutions is looking for a Client Onboarding Analyst Title: Client Onboarding Analyst Position type: Fulltime Contract (w2) ... Duration: 6 Months Location: New York, NY 10001 (Hybrid) As a Client Onboarding Analyst , you would: Work closely with the Sales team to manage the pipeline of… more
- Axelon Services Corporation (Chicago, IL)
- …Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working ... experience. Key Responsibilities and Duties: Assist in the coordination of client transitions activity (ie onboarding , off boarding) in close partnership… more
- Advisor Business Solutions (Pasadena, CA)
- … meetings Add and maintain current client data and documents in Client Management System Schwab account onboarding Assist in the preparation and distribution ... Our client is a well-established RIA in Pasadena, CA...firm is looking for a reliable and detail-oriented Senior Client Service Associate to join their team. An ideal… more
- BNY Mellon (Houston, TX)
- …issues and develop new business in line with business objectives. Facilitates onboarding client responsibilities and reviews contracts and transaction documents. ... Vice President, Market / Client Risk Management At BNY, our culture empowers...member for the role of Vice President, Market / Client Risk Management to join our Issuer Services team.… more
- The PCA Companies (New York, NY)
- …who thrives in a fast-paced, detail-driven, high-growth environment. Responsibilities Include Lead client onboarding , account setup, and Scope of Work briefings ... for a Brand Manager with proven experience in account management, client services, inventory planning, project coordination, and cross-functional leadership . You'll… more
- Carta (Trenton, NJ)
- …sources. Resolving escalations related to data migration, historical accounting discrepancies, and client onboarding issues Manage all aspects of customer ... our fast-growing Fund Administration business by coordinating, facilitating and managing onboarding activities that are critical to achieving success for both our… more
- Consultative Search Group (Los Angeles, CA)
- …and internal processes and procedures are being followed. Work as part of the new client onboarding team as needed. RISK MANAGEMENT Regularly review client ... the entire firm. RESPONSIBILITIES: Lead and manage one or more business management client service teams Manage workflow, ensure deadlines are being met, and internal… more
- Citigroup, Inc. (Chicago, IL)
- …wealth management firm Experience leading high performing teams In-depth knowledge of client onboarding requirements, including KYC and AML Excellent verbal and ... The Senior Client Service Manager accomplishes results through the management...This role acts as subject matter expert for the client experience in banking and investments for peers and… more
- Citigroup, Inc. (New York, NY)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... Keen attention to detail Developed analytical and problem-solving abilities Client relationship and solution skills Additional non-core qualifications which will… more
- EliseAI (New York, NY)
- …solve critical problems-whether that means improving how we go to market, refining client onboarding , or building internal systems that help us operate smarter. ... and pricing strategy to optimizing implementation and post-sale processes Analyze client workflows and usage to identify opportunities for automation, deeper product… more
- BNY Mellon (New York, NY)
- …proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and ... and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth...with Line of Business colleagues in developing and broadening client relationships. Serves in a consultative role to the… more
- Goldman Sachs, Inc. (Salt Lake City, UT)
- …regulatory compliance, firm policies, and to perform due diligence on all new clients. Client Onboarding works closely with PWM teams, PWM Compliance, PWM Legal, ... and other Operations groups to ensure a positive client experience during the onboarding process. HOW YOU WILL FULFILL YOUR POTENTIAL Understand the different … more
- Selby Jennings (New York, NY)
- …and consultants, including adoption, lead generation, and platform updates Oversee client onboarding and transaction processing across platforms and custodians ... investments, wealth management, and fintech ecosystems is preferred Experience with client onboarding , investor communications, and data segmentation is a… more
- Frontera Health (Denver, CO)
- …to the start of services by collaborating with clinical and operations teams. Client Onboarding : Provide a warm, supportive experience for families throughout ... administrative tasks are completed accurately and promptly. Key Responsibilities: Client Communication: Serve as the primary contact for new...the onboarding process, keeping them informed about their current stage… more
- Traffic Tech Inc. (Chicago, IL)
- …visits with team members to demonstrate best practices and close deals. Manage client onboarding and ensure all processes adhere to established SOPs. Maintain ... up-to-date knowledge of industry trends and competitor activities to stay ahead of the market. What We Are Looking For: 5-7 years of experience in a sales management position, must be in transportation/logistics (3PL experience is a must). Must have a current,… more
- Ethos Risk Services (Philadelphia, PA)
- …brand visibility. Collaboration: Partner with internal teams to ensure smooth client onboarding and successful sales handoffs. QUALIFICATIONS: Education: ... B2B sales, preferably within the insurance or investigative industry. KEY RESPONSIBILITIES: Client Meetings: Meet and exceed outreach goals by conducting 2-3 … more
