- 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 ... is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities… more
- 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
- City National Bank (New York, NY)
- … SUCCESS MGR II* WHAT IS THE OPPORTUNITY? The Treasury Management Solutions (TMS) Client Onboarding Success Manager is responsible for onboarding ... to policies and procedures that have arisen during the client onboarding process to improve future ...service & banking industry experience, preferably handling treasury services * 3-5 years of experience with Microsoft, project… more
- JPMorgan Chase (New York, NY)
- …the firm of what clients can expect in their wealth management experience. As a ** Client Onboarding Product Manager ** as part of the **JPM Wealth Management ... The **JPM WM Client Onboarding & Account Opening** team...advisor transformation in the fast-paced digital landscape of financial services . Our Product teams provide critical insights to shape… 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
- Axis (New York, NY)
- …of specialty lines insurance and reinsurance. We stand apart for our outstanding client service , intelligent risk taking and superior risk adjusted returns for ... request for candidates taking part in the selection process. Onboarding & Governance Manager Job Family Grouping: Underwriting Job Family: Underwriting How does… 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 **Job Description:**...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
- Aston Carter (New York, NY)
- …DoorDash's first software-as-a- service business unit - offering a suite of services across online ordering, branded mobile apps, loyalty solutions, and more that ... Job Description: Platform Implementation Specialist / Onboarding Specialist Location Preferred, in Priority: New York...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… 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
- 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
- Acosta Group (Bloomfield, NJ)
- **DESCRIPTION** We are seeking a Client Success Manager who will serve as the primary point of contact to Acosta clients post contract execution. This position ... verbal and presentation skills are necessary. **RESPONSIBILITIES** + Manage the entire onboarding process, from presentation to the potential client , to… more
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program-Relationship Manager , Aladdin Client Engagement** We recognize that veterans bring a unique and valued ... the opportunity to work at the world's largest asset manager for six months. On completion of the Program,...lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding … 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
- Publicis Groupe (New York, NY)
- …relationships + Develop, grow, and maintain relationships with programmatic customers through exceptional client service + Formulate proposals for new client ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Neuberger Berman (New York, NY)
- The Institutional Client Service Advisor ("CSA") role is an important relationship management and servicing role within Neuberger Berman's North America (NA) ... institutional business. Each Institutional Client Service Advisor...Berman, including our operations, legal and compliance, mutual fund services , and new mandate onboarding team. On… 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
- Publicis Groupe (New York, NY)
- …Paid Search Manager is expected to apply search mastery to deliver against client goals. The Paid Search Manager will work closely with the Associate ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… 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