- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales… more
- SMBC (New York, NY)
- …swap dealer based in New York City. SMBC CM is looking for a Client Onboarding Associate to support expansion initiatives, specialized projects, and day-to-day ... across various business departments. **Role Objectives** + Perform daily processing of client onboarding documentation and KYC due diligence in accordance with… more
- JPMorgan Chase (New York, NY)
- The **JPM WM Client Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to ... of what clients can expect in their wealth management experience. As a ** Client Onboarding Product Manager** as part of the **JPM Wealth Management Product &… 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
- Citigroup (New York, NY)
- …+ Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization + Provide sales assistance by ... designing and implementing process improvements + Support new products, promotions, and projects defined by the business + Review and provide training material to sales and operations + Support sales activities for high profile clients + Provide administrative… more
- Bank of America (New York, NY)
- …Markets. + Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR ... client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This… more
- Mizuho Corporate Bank (New York, NY)
- …Provides Clients and Mizuho's Front Office with optimal experience through effective client onboarding and communication. + Responsible for executing ... of a client centric approach that focuses on delivering optimal onboarding experience for the Client by ensuring all onboarding requirements are met in a… more
- JPMorgan Chase (New York, NY)
- …while adhering to controls and transparency requirements. + Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients ... integrated and seamless way to our clients during the onboarding process. + Manage diverse client base...during the onboarding process. + Manage diverse client base including Asset Managers, Pension Funds, Alternatives and… more
- Citizens (Tarrytown, NY)
- …the team in managing the day to day activities of our fiduciary clients including new client onboarding , client service and client retention. This person ... team to ensure proper administration in accordance with trust document + Onboarding new client relationships, new account applications, and AML requirements… more
- JPMorgan Chase (New York, NY)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Insight Global (Ridgefield Park, NJ)
- …other staff to ensure seamless communication and service delivery. - Manage client onboarding processes, including the preparation of necessary documentation and ... Job Description Insight Global is seeking a Client Relations Specialist for one of our litigation...will be located in Ridgefield Park, NJ. As a Client Relations Specialist you will be the point of… more
- MediaRadar (New York, NY)
- …timely payment. + Partner with the Sales team to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... in the New York City office as a Strategic Client Partner where you will play a crucial role...of business. + Influence our product roadmap by sharing client feedback with our Commercial leaders and Product teams.… more
- Citigroup (New York, NY)
- … client portfolio for growth opportunities with a clear focus on client deepening, onboarding , and engagement processes. + Managing end-to-end Impact to ... **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic...President to help lead the Citigold and Citigold Private Client segmentation strategy. Responsibilities will include managing overall … more
- CIBC (New York, NY)
- …efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager** , you will support Private Wealth relationship… more
- IBM (New York, NY)
- … Client Engineering engagements and lead the team in the execution of the client experience. Excellent onboarding training will set you up for success, whilst ... beyond boundaries with innovative approaches. Preferring to 'show' vs. 'tell', Client Engineering co-creates with prospective customers, in real-time, on solutions… more
- Mizuho Corporate Bank (New York, NY)
- …implementation of a client centric approach that focuses on delivering optimal onboarding experience for The Client by ensuring all onboarding ... Summary: + Provides Clients and Front Office optimal experience through effective onboarding and communication + Responsible for coordinating onboarding requests… more
- ADP (New York, NY)
- …experience and beyond. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... the Benefits Value Proposition for the WSE on behalf of the client . + **Ensures onboarding benefits plan education** , timeliness, and effectiveness of client… more
- Mastercard (New York, NY)
- …acquirers, and issuers. This position will oversee critical domains such as client onboarding , developer experience, and customer servicing, ensuring smooth ... understanding of customer needs and technology trends . Deep understanding of client onboarding , API platforms, developer ecosystems, and servicing models in… more
- Citigroup (New York, NY)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Kids First (Montvale, NJ)
- …of contact for referral sources, managing intake communications and follow-up. + Administer client onboarding through the client portal and manage their ... in managing the intake process for new clients and coordinating and managing client services by scheduling Behavior Technicians to provide ABA services in client… more