- 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
- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team 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 leaders and key partners across Product, Operations, Transformation, Business Management,… 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
- Citigroup (New York, NY)
- …client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires ... core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms.… more
- Neuberger Berman (New York, NY)
- …and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product ... be responsible for overseeing operational and change-management aspects of our client lifecycle from onboarding , transition management, offboarding, and overall… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …or bi-monthly client presentations on business performance + Oversee new client onboarding Accounting + Manage client accounts, relationships, and ... solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… 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
- JPMorgan Chase (Jersey City, NJ)
- … + Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and ... Customer (KYC) requirements and oversee the end to end client KYC process, including onboarding due diligence,...end to end client KYC process, including onboarding due diligence, risk profile management, ongoing monitoring, and… more
- Insight Global (New York, NY)
- …Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by ... Skills and Requirements - 3 years of account opening, client onboarding , KYC or related banking experience - Strong time management… more
- JPMorgan Chase (New York, NY)
- …includes designing and optimizing processes for lead management, opportunity tracking, client onboarding , sales pipeline visibility, and post-trade client ... Develop and refine CRM workflows for lead generation, sales pipeline management, client onboarding , and post-trade support, tailored to the unique needs… more
- JPMorgan Chase (New York, NY)
- …market sales. You will help optimize processes for lead management, opportunity tracking, client onboarding , sales pipeline visibility, and post-trade client ... in developing and refining CRM workflows for lead generation, sales pipeline management, client onboarding , and post-trade support, tailored to the needs of… more
- US Bank (New York, NY)
- …and handling trade execution (including pricing negotiation and XVA requirements; completing client onboarding processes; backing up colleagues as it relates to ... complex and sensitive FX transactions + Track record of prospecting and onboarding new client relationships + Well-developed verbal and written communication… more
- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- BMO Financial Group (New York, NY)
- …targets for TPS within FIG. + Ensure operational excellence in deal execution, client onboarding , and service delivery. + Continuously assess and improve work ... the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role… more
- Capital One (New York, NY)
- …implementing products and services. This role supports sales activities, facilitates client onboarding of treasury services (and potentially deposit products), ... along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to acquire the knowledge and skills necessary to… more
- Bloomberg (New York, NY)
- …and Engineering teams to deliver strategic initiatives, product rollouts, and client onboarding . We also work cross-functionally across Enterprise Services ... Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045382 **Description & Requirements** Bloomberg is a global… more
- JPMorgan Chase (New York, NY)
- …ensuring a high level of customer satisfaction. + Partner with internal teams on the client onboarding and KYC process to support the Firm's adherence to legal, ... to develop customized financial solutions that meet the unique needs of each client in the portfolio. You will be supporting assigned Bankers with sales and… more