- Home Care Evolution (North Brunswick, NJ)
- …pipeline with qualified clients. Partner with care coordination - ensure seamless client onboarding and ongoing satisfaction; troubleshoot issues quickly. Log ... office team fuels that mission with innovation, purpose, and heart. Join us and turn your relationship-building talent into meaningful growth for clients,… more
- City National Bank (New York, NY)
- *MANAGER CLIENT SERVICES * East Coast Based (NYC or DE) Required: Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? This position leads the client ... of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients....policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… more
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding , Manager LocationStamford, United States Job typePermanent Contract typeFull Time \#R-00263854 Our people work ... people to thrive. This role is based in the United States and as such all normal...of the department and the business_ ** US Client Services and Onboarding , Vice… more
- Mizuho Corporate Bank (New York, NY)
- …skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment ... Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding ...is a leading provider of corporate and investment banking services to clients in the US , Canada,… more
- JPMorgan Chase (Brooklyn, NY)
- …satisfaction. Join us to help build scalable, secure, and client -centric onboarding journeys that set industry standards. **Job responsibilities** + ... and grow their business. As a Product Manager, Digital Onboarding in Merchant Services , you are an...delivers value to customers + Map and optimize end-to-end client onboarding journeys + Collaborate with UX/UI,… more
- Bank of America (New York, NY)
- …any inefficiencies to improve the end-to-end onboarding process. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales...knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg… more
- Neuberger Berman (New York, NY)
- …ideal candidate thrives in a dynamic environment, managing projects, and partners closely with Onboarding , Client Service , and Investment teams to ensure our ... Software Development Lifecycle, ensuring alignment with the needs of Onboarding , Client Service , and Investment...760-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client … more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating ... and Skills** + **Experience:** 3+ years in client servicing, onboarding , or related financial services roles. + **Technical Skills:** Proficiency… more
- S&P Global (New York, NY)
- …+ 5-7 years of experience in client onboarding or client lifecycle roles within the financial services industry, with managerial experience and ... Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services , and Managed Service offerings. This individual...to persons with indefinite right to work in the United States . **Return to Work:** Have you… more
- Neuberger Berman (New York, NY)
- …client experience across all products and channels. This role requires a keen appreciation for client service and a belief that ease of use is critical to ... and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product… more
- BlackRock (New York, NY)
- …+ Analytical approach + Verbal and written communication + Critical thinking + Client onboarding + Multitasking and time management **Purpose and Scope:** ... clients. **Required Experience:** + 1-3 years of experience in client facing support or financial services , with...Client Solutions team exists to:** + Deliver exceptional client service to users, every time +… more
- Robert Half Finance & Accounting (New York, NY)
- …Responsibilities of this position will include: . Manage new client onboarding and account setup . Handle day-to-day service requests (wires, transfers, ... related field . 1+ years of client service experience, ideally in financial services ....openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- SMBC (New York, NY)
- …(AML) policies. They will be responsible for managing key aspects of the client lifecycle, including client onboarding , periodic KYC reviews, account ... matter expertise. **Responsibilities** + Responsible for managing key aspects of the client lifecycle, including client onboarding , periodic KYC reviews,… more
- MetLife (Whippany, NJ)
- …and real estate. Visit us at www.metlife.com/investments to learn more. The successful Client Service Analyst is a member of the Private Capital Client ... experience for MIM's Private Capital clients. This professional will lead both new client onboarding and client reporting and will assist with responding… more
- Simon & Schuster (New York, NY)
- …closely with, and provide administrative and operational support to, the operations and client services teams internally, as well as key contacts at independent ... tickets, managing systems access, etc. + Support the new client onboarding process, including portal set up...and client training + Manage the Distribution Client Services email inbox and send … more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...client presentations on business performance + Oversee new client onboarding Accounting + Manage client… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... US based clients and their advisors the personalized service of a dedicated wealth management business and the...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding... **Time Type:** **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Mizuho Corporate Bank (New York, NY)
- …in overseeing trade support functions, enhancing operational efficiency, and ensuring seamless client service across a broad range of Fixed Income products. ... ensure consistency and timeliness. + Electronic Platform Enablement Facilitate client onboarding to electronic trading platforms such...is a leading provider of corporate and investment banking services to clients in the US , Canada,… more
- ISMG - Information Security Media Group (New York, NY)
- …relationships. Operational Strategy & Team Leadership: + Build and lead the Client Acquisition team - hiring, onboarding , and mentoring high-performing Account ... About Us ISMG (https://www.ismg.io/) is a leading B2B media...ecosystem of industry news, strategic education, and professional advisory services . We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) , a… more
