- Prestige Employee Administrators (Melville, NY)
- …overseeing plan setups, serving as first point of contact for new client onboarding , and addressing escalated customer service inquiries. Candidates should ... have strong organizational and communication skills, with knowledge of 401K plans and customer service experience being a plus. This role requires 3 days in the office and 2 days working from home, offering a salary up to $75K based on experience.… more
- Capital One (New York, NY)
- …to a core agnostic GraphQL interface layer Provide automation and tooling to accelerate client onboarding to the modern core efficiently Ensure all the client ... applications and use cases function as expected post migration Basic Qualifications: Bachelor's Degree At least 7 years of experience in software engineering At least 5 years of experience working with at least one of the following programming languages:… more
- Trellis Group (New York, NY)
- …transactions and related industrial lending regulations. Advise on AML, KYC, and client onboarding frameworks for private market and alternative investment ... and industrial lending transactions. Background in AML/KYC and private funds client onboarding . Familiarity with insurance compliance and state‑by‑state… more
- Goldman Sachs Bank AG (New York, NY)
- …assets within fund Work closely with the lead portfolio manager to manage client onboarding Responsible for regular fund maintenance (risk monitoring, credit ... talented professionals and deliver continued innovation to meet our client 's evolving needs. Job Summary & Responsibilities: The Wealth...are made available to some of the most important client relationships of both Goldman private wealth as well… more
- Mizuho Financial Group Inc. (New York, NY)
- …solutions to maximize/improve profitability. + Point of contact for deal teams for client capital onboarding and strategic deal advisory. + Non-bias scrutiny of ... are signed off by the Portfolio Management team.* Provide onboarding advisory solutions of new capital requests to Banking... client value propositions at the point of origination to… more
- SS&C (Uniondale, NY)
- …Do: Lead teams supporting fund administration services to clients* Support multiple client implementations and onboarding events* Create, maintain, and/or review ... work papers* Manage the year-end audit process, in collaboration with the client and auditors* Implement effective processes to improve the overall operations*… more
- Videa Health, Inc. (New York, NY)
- …and be the voice of the client internally to refine the client experience including client implementation, onboarding , and product experience ... Requirements 6+ years of B2B software sales experience with a track record of proven success selling technology to enterprise customers Proven track record of sales success from hunting and closing new logos Enterprise strategic sales experience, demonstrating… more
- DeepIP (New York, NY)
- …legal expertise, and strategic input to transform the IP experience. KEY RESPONSIBILITIES Client Success & Impact Drive onboarding and adoption of DeepIP's ... play a key role at the intersection of product, client engagement and legal expertise. This role is perfect...into software, become highly operational and take ownership of client success and business development initiatives. This is a… more
- Prestige Employee Administrators (Melville, NY)
- …and setting up their plans and match rules in HRIS system. Attend new client onboarding consultations when necessary. Assist new clients in completing required ... attending sales calls when requested and providing plan comparisons. Maintain new client onboarding records to track new plan setups and update daily. Manage the… more
- The CFO Centre - Italy (New York, NY)
- …highly networked and love to meet new people, develop business and ensure client satisfaction Enjoy comprehensive onboarding , mentoring and a global network of ... our core, as is often found in our own client 's operations. Who are we? The CFO Centre USA...colleagues to share best practices and client experiences. Earnings The earnings potential of the CFO… more
- JPMorgan Chase & Co. (New York, NY)
- The Private Client Banking Marketing team is part of the Consumer Bank Marketing organization and is responsible for shaping the vision for how we support our ... segment. Our focus is on offerings designed specifically for this audience-Chase Private Client and JP Morgan Private Client . We are seeking a strategic,… more
- Chronograph, LLC (New York, NY)
- …suite. We are seeking an accomplished and ambitious account executive to join our Client Development (enterprise sales) team to help drive new client acquisition ... broader go-to-market strategy. You will work closely across stakeholders to expand our client development and sales function in our growing New York office, with a… more
- The PCA Group (West Islip, NY)
- …Execution Partner with Operations, Finance, and Customer Success to ensure seamless client onboarding Ensure new accounts are implemented efficiently and ... their own. You will own revenue generation, lead new client acquisition, and play a direct role in shaping...aggressive growth strategies to expand PCA's 3PL market presence Client Strategy & Relationship Leadership Serve as a senior… more
- Sbhonline (New York, NY)
- …Marketing on events, lunch-and-learns, and local sponsorshipsli> Ensure smooth handoff to onboarding and early client success. Stay current on NY payroll/tax ... provide payroll, time & attendance, tax filing, and compliance services with white-glove onboarding and support. The Role We're hiring a Sales Manager who has sold… more
- Traveltechessentialist (New York, NY)
- …in the UK, proactively identifying and closing gaps across training, onboarding , platform tools, partnerships, client -facing materials, and community engagement. ... no matter their starting point. A powerful suite of tools for booking, client management, and marketing, ensuring agents can focus on delivering exceptional travel… more
- The PCA Group (West Islip, NY)
- …and customer service teams to ensure seamless transition and implementation of new client contracts. Ensure customer onboarding and account setup are completed ... role is focused on identifying, securing, and managing new client relationships, with a specific emphasis on expanding our...and execute effective sales strategies to grow the company's client base and expand market share within the logistics… more
- AXA Group (New York, NY)
- …for broader talent-management touchpoints like new hire orientation and onboarding . The role combines program ownership, stakeholder partnership, skills-based talent ... Talent Acquisition to plan recruitment and selection strategies, manage onboarding , monitor participant progress, oversee course completion, facilitate role… more
- CybSafe (New York, NY)
- …long-term client relationships, and collaborates cross-functionally to ensure successful onboarding and value realization. Reporting to the CRO, this leader will ... team of GTM professionals focused on net-new logo acquisition and expanding current client relationships in the crypto and digital payments space. Oversee the entire… more
- ING Group (New York, NY)
- …KYC onboarding and remediation efforts as part of overall client relationship Mentor junior team members Candidate Profile Experience/Knowledge Knowledge of ... sponsors with dedicated infrastructure verticals. Main Duties and Responsibilities Client coverage Undertake senior banker role for infrastructure focused FSG… more
- NewEdge Wealth LLC. (New York, NY)
- …while maintaining oversight, quality control, and a consistently elevated client experience. This role requires impeccable judgment, excellent operational ... coordination, security, and health/wellness. Create structured processes for vetting, onboarding , reviewing, and rotating preferred providers to ensure consistently… more
