- 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
- 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
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding , Manager LocationStamford, United States Job typePermanent Contract typeFull Time \#R-00263854 Our people work ... people to thrive. This role is based in the United States and as such all normal...of the department and the business_ ** US Client Services and Onboarding , Vice… 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
- City National Bank (New York, NY)
- …Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for ... partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries. * Prepare paperwork of all new… more
- Bank of America (New York, NY)
- …any inefficiencies to improve the end-to-end onboarding process. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales...knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg… more
- Neuberger Berman (New York, NY)
- …ideal candidate thrives in a dynamic environment, managing projects, and partners closely with Onboarding , Client Service , and Investment teams to ensure our ... Software Development Lifecycle, ensuring alignment with the needs of Onboarding , Client Service , and Investment...760-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client … more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating ... and Skills** + **Experience:** 3+ years in client servicing, onboarding , or related financial services roles. + **Technical Skills:** Proficiency… more
- S&P Global (New York, NY)
- …+ 5-7 years of experience in client onboarding or client lifecycle roles within the financial services industry, with managerial experience and ... Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services , and Managed Service offerings. This individual...to persons with indefinite right to work in the United States . **Return to Work:** Have you… 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
- SMBC (New York, NY)
- …(AML) policies. They will be responsible for managing key aspects of the client lifecycle, including client onboarding , periodic KYC reviews, account ... matter expertise. **Responsibilities** + Responsible for managing key aspects of the client lifecycle, including client onboarding , periodic KYC reviews,… more
- Simon & Schuster (New York, NY)
- …closely with, and provide administrative and operational support to, the operations and client services teams internally, as well as key contacts at independent ... tickets, managing systems access, etc. + Support the new client onboarding process, including portal set up...and client training + Manage the Distribution Client Services email inbox and send … 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
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding... **Time Type:** **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Mizuho Corporate Bank (New York, NY)
- …in overseeing trade support functions, enhancing operational efficiency, and ensuring seamless client service across a broad range of Fixed Income products. ... ensure consistency and timeliness. + Electronic Platform Enablement Facilitate client onboarding to electronic trading platforms such...is a leading provider of corporate and investment banking services to clients in the US , Canada,… more
- ISMG - Information Security Media Group (New York, NY)
- …relationships. Operational Strategy & Team Leadership: + Build and lead the Client Acquisition team - hiring, onboarding , and mentoring high-performing Account ... About Us ISMG (https://www.ismg.io/) is a leading B2B media...ecosystem of industry news, strategic education, and professional advisory services . We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) , a… more
- American Express (New York, NY)
- …engine behind the success of GCS. A global team, CBE is responsible for client onboarding and implementations and training and enablement for the sales ... work makes an impact, and together, you will help us define the future of American Express. **Business Unit/Role...Employment eligibility to work with American Express in the United States is required as the company… more
- Citigroup (New York, NY)
- …ensuring an end-to-end focus from deal origination and execution through client onboarding and transaction processing to post-transaction servicing. The ... Trade and Working Capital Solutions (TWCS) within the Services organization is a dynamic, high growth global...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Bloomberg (New York, NY)
- …teams to deliver strategic initiatives, product rollouts, and client onboarding . We also work cross-functionally across Enterprise Services teams in ... Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045382 **Description &...Have:** + **2-5 years of experience** in Foreign Exchange: ** Client Services , Trade Support, Middle/Back Office** teams… more
