- Neuberger Berman (New York, NY)
- … client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine ... client insights. + Overhaul and fully digitize the client account opening and onboarding experience to...roles. + Proven track record overseeing digital platforms and client experience within the financial services sector.… 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 ... history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer...the Americas, SMBC Group has a presence in the US , Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed… more
- SMBC (New York, NY)
- …a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group ... the Americas, SMBC Group has a presence in the US , Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed...Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It… more
- Elliptic (New York, NY)
- …customer usage and engagement data to identify trends and opportunities for additional services Have managed difficult client relationships, such as churn or ... targets. In addition, you will take the lead in onboarding and training our customers in using the product...an upsell target across target accounts, particularly in Financial Services Have worked across a broad customer base in… more
- Tutor Perini (New York, NY)
- …WILL BE CONSIDERED FOR THIS POSITION Applicants must be eligible to work in the United States without visa sponsorship now or in the future Tutor Perini O&G ... of a new state-of-the-art facility that will have dedicated space for on-site services and programming, indoor and outdoor recreation, food services , staff… more
- Neuberger Berman (New York, NY)
- …identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services , Operations, Legal, Compliance, Risk, and Technology) ... **Position Overview** The Onboarding Team is responsible for managing the implementation...760-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client … more
- Neuberger Berman (New York, NY)
- …process improvements. Qualifications + Minimum of 5 years' experience in financial services , preferably with client service or operations management ... diverse team-including 760-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client outcomes and… more
- Capco, a Wipro Company (New York, NY)
- …Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ... with our clients and shape the future of financial services . At Capco, we deliver innovative solutions that shape...experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by… more
- SMBC (New York, NY)
- …a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group ... the Americas, SMBC Group has a presence in the US , Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed...Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It… more
- Warner Music Group (New York, NY)
- …People Partner to support our Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted operational ... and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high...identify and resolve issues in a timely manner **About us :** As the home to 10K Projects, Asylum, Atlantic… more
- Neuberger Berman (New York, NY)
- …diverse team-including 760-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client outcomes and ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- SMBC (New York, NY)
- …a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group ... the Americas, SMBC Group has a presence in the US , Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed...Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It… more
- American Arbitration Association (New York, NY)
- …President, DDRC Sales & Client Onboarding Location: New York, NY, United States Date Posted:Oct 16, 2025 The American Arbitration Association is an equal ... . Description Overview The Vice President, DDRC Sales & Client Onboarding will drive growth and adoption...a hybrid work arrangement; candidates must reside at a US location within 125 miles of their assigned office… 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …and procedures. + Identify opportunities to refer services based on client needs, contributing to continuous improvement of service center operations. + ... Associate within Chase Media Solutions, you will enhance the client onboarding experience and provide support across...position, you must be authorized to work in the United States . We do not offer employment-based… 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
- 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
