- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES * East...of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. ... the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial...policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… 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
- City National Bank (New York, NY)
- …DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries. * ... Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE ADMINISTRATIVE MANAGER CIVIL SERVICE TITLE The Department of Social Services (DSS) is comprised of the ... Human Resources Administration (HRA) and the Department of Homeless Services (DHS). HRA is dedicated to fighting poverty and...with the goal of creating an inclusive, motivated, and client centered workforce. Under the general direction of the… more
- Bank of America (New York, NY)
- …+ Bachelor's Degree or equivalent work experience + 5 years of experience in client onboarding , treasury services , operations, or compliance within financial ... Treasury Sales Associate - Onboarding Specialist New York, New York **To proceed...Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing… more
- Mizuho Corporate Bank (New York, NY)
- …reviewing onboarding KYC, both onshore and off shore, ensuring client files are completed according to industry, regulatory and Mizuho standards. Close ... onboarding review files for business lines according to Client Due Diligence and Enhanced Due Diligence requirements. Work...4-eye check, identify training needs with the Operational Control Manager that will benefit the CSG Onboarding … more
- City National Bank (New York, NY)
- * MANAGER CLIENT OPERATIONS II* East Coast Based (NYC or DE) Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? Leads the client and operational ... the Middle Market Servicing unit. Directs and manages the client and operational services of the Middle...policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… more
- JPMorgan Chase (New York, NY)
- …work closely with partner functions to **execute the multi-year vision** . As a Product Manager on the Client Service Experience team you will be responsible ... the development of capabilities for the pre- onboarding , onboarding , and servicing phases of the client ...will work with both internal products, used by our client service professionals, and external capabilities, used… more
- US Bank (New York, NY)
- …new skills and discover what you excel at-all from Day One. **Job Description** _The ETF Client Service Manager is responsible for ensuring a high level of ... operational service across the Global Fund Services product...such ETFs, Fund Accounting, or Fund Administration and/or managing client relationships in a Client Service… more
- City National Bank (New York, NY)
- *SENIOR MANAGER CLIENT SUCCESS * WHAT IS THE...score * Collaborate with other departments as needed to service client needs or act as SME WHAT ... in a SaaS technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree preferred -in Technology,… more
- CDM Smith (Edison, NJ)
- …6-months of onboarding . * Adhering to CDM Smith's Core Values. **Job Title:** Client Service Leader - Water Services **Group:** NEG **Employment Type:** ... CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client...client engagement and business development for municipal water services for multiple private, municipal and state agency clients… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Client Relationship Manager is accountable for managing... relationships. The primary focus is to provide high-touch service , ensure client satisfaction, and effectively handle… more
- JPMorgan Chase (New York, NY)
- …of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for ... JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone...delivering exceptional client service to Institutional clients of JP… more
- BlackRock (New York, NY)
- **About this role** **Relationship Manager , Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client … more
- LinkedIn (New York, NY)
- …market provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Sr. Client Solutions Manager to manage relationships with our largest and ... can provide more value to our clients. The Sr. Client Solutions Manager will be measured by...+ Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs. +… more
- BlackRock (Princeton, NJ)
- …a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's ... daily tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding , fund launches, and trade activity, partnering with… more
- Amazon (New York, NY)
- …full lifecycle security projects. You will partner with Legal, security teams, and service teams to evaluate and develop security services and infrastructure. If ... Vulnerability Management team is looking for a Technical Program Manager (TPM) to lead security programs focused on builder...programs focused on builder enablement in container VM and Client Devices. This role will lead initiatives for measuring… more
- Honest Networks (New York, NY)
- …you to apply and join our team. About the Role Honest Networks is seeking a Client Relationship Manager (CRM) who is excited to help us expand our 5G internet ... Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning,...that arise to ensure customers are satisfied with our services . Our goal is to grow our subscriber count… 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
- JPMorgan Chase (New York, NY)
- …legal agreements. + Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal ... onboarding process. Show flexibility to manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers,...qualifications, capabilities, and skills:** + 3+ years in a client facing role within the financial services … more