- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... documentation , workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... to enhance the timely delivery of quality goods and services across business lines. The Procurement Customer Support team supports all procurement activities by… more
- HSBC (New York, NY)
- …and/or compliance where required and work closely with business development, client services and operations to ensure smooth onboarding of transaction. The ... as part of a team dedicated to the review and negotiation of documentation related to Bond transactions (Conventional Debt, Medium Term Note Programmes and… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding , or project coordination + Bachelor's degree required; ... ** Business Overview:** The Private Wealth Product Management team...Wealth products and programs to life. You will own client -facing agreements and product related documentation , coordinate… more
- Neuberger Berman (New York, NY)
- …for process improvement, automation, and enhanced controls. + Assist in translating business requirements into detailed process documentation and support the ... The Alternatives Business Enablement and Operations team will provide critical...platform. This Operations Project Manager will assist with process documentation , workflow optimization, and cross-functional coordination, contributing to the… more
- SMBC (New York, NY)
- …team to address and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (New York, NY)
- …efficient closings. + Build and maintain strong working relationships with the Business Control Department (BCDAD), ensuring all required documentation is ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (New York, NY)
- …origination team to meet the scheduled closing date. + Collaborate with the KYC Client Management team to ensure full onboarding of entities before closing. + ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Warner Music Group (New York, NY)
- …design and implement People programs across various areas and partner with the business on key initiatives. The team is passionate, strives for improvement, and ... Partner to support our Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted operational partner to local… more
- JPMorgan Chase (Jersey City, NJ)
- …as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business . This high-impact role ensures senior ... management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance… more
- Mizuho Corporate Bank (New York, NY)
- …spot and raise a discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state of secretary ... Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding ...sites, along with other necessary documentation (ie: 2111, Dodd Frank Protocol 1 &2, etc.).… more
- MUFG (Jersey City, NJ)
- …Middle, Back Office staff and clients to obtain required information and applicable documentation related to client on-boarding and ad hoc production + Initiates ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
- Marex (New York, NY)
- …and other applicable systems. Responsibilities: + Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and ... United States. The team will work with brokers or client services to gather the proper documentation ...Respect - Clients are at the heart of our business , with superior execution and superb client … more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading...documentation process + Provides timely updates to the Business on the status of negotiations, whether via weekly… more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities....lines, clients and their legal counsel in an efficient, business -friendly manner + Participates in client meetings… more
- Santander US (New York, NY)
- …integration of activities and required hand-offs. + Resolves complex client onboarding /transition/conversion issues. + Researches, develops and establishes ... methodologies, protocols and processes to improve the client onboarding experience. + Revalidates product feature...standardized client training to meet the unique client business need. + Completes assigned implementations… more
- Santander US (New York, NY)
- Sr. Specialist, Client Lifecycle Management Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Sr. Specialist, Client Lifecycle Management contributes to the overall success of the Onboarding … more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position...documentation process. + Provide timely updates to the Business on the status of negotiations, whether via weekly… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...and maintain service desk knowledge through structured training initiatives, documentation and other resources. + **Be present with our… more
- Publicis Groupe (New York, NY)
- …Manager, you will be responsible for the day-to-day management and oversight of Media Business Operations initiatives for a specific client (s) as well as a team ... Enforce adherence to internal audit controls, maintenance of audit documentation and participate in external audits + Track key...of attention to improve process, financial standing and/or address client needs + Partner with Media Business … more
