- 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; ... Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic… 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
- 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
- Beacon Hill Staffing Group, LLC (New York, NY)
- Our investment client is seeking a Temporary to Permanent Office Coordinator to support the smooth daily operations of their New York office. This individual will ... setup and cleanup for office events and meetings. Assist with employee onboarding and offboarding logistics. Support the planning and execution of internal events… more
- Capco, a Wipro Company (New York, NY)
- …same. We strive to create an engaging and inclusive experience from application to onboarding . **About the Job** As a Technical Recruiter with a focus on contract ... mainly contract hiring, including high-volume pipeline creation and rapid fulfillment for client project needs. + Partner closely with hiring managers to understand… more
- Neuberger Berman (New York, NY)
- …Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of ... annual due diligence review of intermediary SMA partners. + Assist with onboarding of new intermediary relationships from contracting to implementation. + Lead… more
- Capco, a Wipro Company (New York, NY)
- …alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, ... scale programs. **What You'll Get to Do:** + Lead or support client engagements focused on credit card product strategy, digital payments, issuing/acquiring models,… more
- Neuberger Berman (New York, NY)
- …and develop mitigation strategies. + Run workshops, demos, roadshows, and onboarding ; cultivate "platform champions" across business teams. + Drive enterprise ... 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- Neuberger Berman (New York, NY)
- …optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a ... tracking, and analyses for strategic initiatives, including product launches, onboarding , and system enhancements. + Collaborate with Compliance, Risk, Product,… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... limited assurance GHG emissions annually, including managing the vendor onboarding process. + **Sustainability Education:** Assist in developing education materials… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... closing deadlines. + Coordinate with internal KYC team members to confirm all onboarding approvals are in place prior to closing. + Request and track post-closing… more
- Neuberger Berman (New York, NY)
- …pre-hire Workday requests for potential new hires + Manage new hire onboarding processes for new employees: monitor fingerprint submissions, review and distribute ... 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- Warner Music Group (New York, NY)
- …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 ... year-end reviews, and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high standards, including… more
- HSBC (New York, NY)
- …the Americas + Collaborate with Implementation and Service teams for follow up on the client sales process + Connect with Product teams + Grow your knowledge of cash ... interact with clients' senior staff + Strong project management skills to handle the onboarding process for clients and the various products they use with us + Learn… more
- Tutor Perini (New York, NY)
- …plan and approach for all subcontractors and field staff + Representing client relations for documentation flow and procedure approach + Oversee and implement ... of record documentation responsibilities + Organizing all required trainings for onboarding process + Coordination with the Senior Project Manager for day-to-day… more
- Stony Brook University (Stony Brook, NY)
- …leadership. + Identify and respond to any perceived challenges with client services. + Manage supplies inventory, handle maintenance/equipment issues. **Recruiting, ... employees to maintain central operations and other administrative responsibilities. + Coordinate onboarding experience for them and new pro staff. Support CC intern… more
- Citigroup (New York, NY)
- The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… more
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding requests for all divisions of Mizuho + End to end ... onboarding coordination + Compose KYC packages and perform due...discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state… more
