- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales… more
- SMBC (New York, NY)
- …swap dealer based in New York City. SMBC CM is looking for a Client Onboarding Associate to support expansion initiatives, specialized projects, and day-to-day ... across various business departments. **Role Objectives** + Perform daily processing of client onboarding documentation and KYC due diligence in accordance with… more
- JPMorgan Chase (New York, NY)
- The **JPM WM Client Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to ... of what clients can expect in their wealth management experience. As a ** Client Onboarding Product Manager** as part of the **JPM Wealth Management Product &… more
- Mizuho Corporate Bank (New York, NY)
- …front offices, compliance, other operations and other relevant sections to complete customer onboarding in timely manner. + Ensure new client 's profile and ... Summary As a KYC onboarding AVP, your primary responsibility is to ensure...KYC process, your responsibility is to confirm that new client 's profile is registered in the systems and accounts… more
- Citigroup (New York, NY)
- …+ Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization + Provide sales assistance by ... designing and implementing process improvements + Support new products, promotions, and projects defined by the business + Review and provide training material to sales and operations + Support sales activities for high profile clients + Provide administrative… more
- Bank of America (New York, NY)
- …Markets. + Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR ... client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This… more
- Mizuho Corporate Bank (New York, NY)
- …Provides Clients and Mizuho's Front Office with optimal experience through effective client onboarding and communication. + Responsible for executing ... of a client centric approach that focuses on delivering optimal onboarding experience for the Client by ensuring all onboarding requirements are met in a… more
- JPMorgan Chase (New York, NY)
- …while adhering to controls and transparency requirements. + Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients ... integrated and seamless way to our clients during the onboarding process. + Manage diverse client base...during the onboarding process. + Manage diverse client base including Asset Managers, Pension Funds, Alternatives and… more
- JPMorgan Chase (New York, NY)
- …+ Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding and retention efforts + Build out processes to support new ... and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible for overseeing and… more
- US Bank (New York, NY)
- …banking systems. Fen-X is an advanced cloud-based CLM solution that streamlines client onboarding , KYC/AML compliance, and lifecycle processes for financial ... compliance. + Document test plans, specs, and data migration mappings to maintain integrity during onboarding . + 20 - 30% of your day is spent coding while the rest… more
- S&P Global (New York, NY)
- …Software Development by offering valuable feedback and assistance with testing. + Manage client onboarding for triReduce and triBalance by engaging with clients, ... **About the Role:** **The Team:** The triReduce and triBalance Optimization Client Services team is a global, cross-functional team that delivers our services to… more
- MediaRadar (New York, NY)
- …timely payment. + Partner with the Sales team to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... in the New York City office as a Strategic Client Partner where you will play a crucial role...of business. + Influence our product roadmap by sharing client feedback with our Commercial leaders and Product teams.… more
- Mizuho Corporate Bank (New York, NY)
- …implementation of a client centric approach that focuses on delivering optimal onboarding experience for The Client by ensuring all onboarding ... Summary: + Provides Clients and Front Office optimal experience through effective onboarding and communication + Responsible for coordinating onboarding requests… more
- ADP (New York, NY)
- …experience and beyond. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... the Benefits Value Proposition for the WSE on behalf of the client . + Ensures onboarding benefits plan education, timeliness, and effectiveness of client -… more
- Neuberger Berman (New York, NY)
- …for the quality of content delivered to clients + Be the lead on all client interactions during the onboarding process, leveraging the onboarding team for ... + Utilize contact management system (Salesforce)for entering meeting requests, documenting client interactions, distributing call notes, onboarding kick-off, and… more
- Mastercard (New York, NY)
- …acquirers, and issuers. This position will oversee critical domains such as client onboarding , developer experience, and customer servicing, ensuring smooth ... understanding of customer needs and technology trends . Deep understanding of client onboarding , API platforms, developer ecosystems, and servicing models in… more
- Citigroup (New York, NY)
- …for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts across products, including our ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (New York, NY)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- BlackRock (New York, NY)
- …a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Veterans Transition Program-Relationship Manager, Aladdin Client Engagement** We recognize that veterans bring a unique and valued perspective… more
- JPMorgan Chase (New York, NY)
- …agreements. **Project and Stakeholder Management** : Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal ... during the onboarding process. Show flexibility to manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.… more