- Mizuho (Greenwich, CT)
- …solutions to maximize/improve profitability. Point of contact for deal teams for client capital onboarding and strategic deal advisory. Non-bias scrutiny of ... timely fashion and are signed off by the Portfolio Management team. Provide onboarding advisory solutions of new capital requests to Banking Americas including but… more
- CueBox (New York, NY)
- …Responsibilities Lead all- client related operations including onboarding and client success Refine our client onboarding , support and training ... you will work directly with our CEO/co-founder to lead client , operations and growth initiatives. This is a unique...process to improve operational efficiency, enhance client communication, and improve alignment across multiple stakeholders (… 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
- TransUnion (White Plains, NY)
- …Fraud Solutions group. This includes consultations on solution architecture, onboarding support, technical troubleshooting and providing technical expertise for all ... the deep technology skills needed to lead customer engagements and strategic client discussions in solution architecture and design projects to meet their technical… more
- TransUnion LLC (White Plains, NY)
- …Fraud Solutions group. This includes consultations on solution architecture, onboarding support, technical troubleshooting and providing technical expertise for all ... the deep technology skills needed to lead customer engagements and strategic client discussions in solution architecture and design projects to meet their technical… more
- Gartner (Stamford, CT)
- …same space. The Executive Finance Partner's (EFP) role is to engage each member‑ client , and to help them identify key initiatives to achieve specific enterprise ... priorities, and implementations; and, in general, becoming a trusted advisor for the client CFO. With the support of their Executive Partner, our clients are able… more
- JPMorgan Chase (New York, NY)
- …and JPMorgan Group requirements. Job responsibilities Assist with cyclical reviews and Onboarding of all Investor accounts on the Transfer Agency systems including ... for PEP, Sanctions and Negative Media Participate in ensuring excellent client service provided to clients, may include technology needs, regulatory requirements… more
- JPMorganChase (New York, NY)
- …and JPMorgan Group requirements. Job Responsibilities Assist with cyclical reviews and onboarding of all investor accounts on the Transfer Agency systems, verifying ... screening, sanctions and negative media. Participate in ensuring excellent client service, addressing technology needs and regulatory requirements. Continuously… more
- JP Morgan (New York, NY)
- …JPMorgan Group requirements. Job responsibilities Assist with cyclical reviews and Onboarding of all Investor accounts on the Transfer Agency systemsincluding ... for PEP, Sanctions and Negative Media Participate in ensuring excellent client service provided to clients, may include technology needs, regulatory requirements… more
- The Browser Company (New York, NY)
- …engineering culture of knowledge sharing and mentorship. Engineering Managers follow the same onboarding pathway as an IC engineer to learn our product data, and ... and tooling - to support both encoder and decoder model families across client and server. Over time, scale the system using fine‑tuned open‑source LLMs. Partner… more
- Aon Corporation (New York, NY)
- …with, more senior members of the team to advise clients and colleagues. Lead client engagement & Relationship Management Serve as the primary point of contact for a ... developments (SEC, stock exchange requirements) and proxy advisor policies to client situations. Strategic Guidance & Stakeholder Engagement Develop and implement… more
- Capgemini (New York, NY)
- …space. You will help promote program/solution/team success internally and at the client . Requirements: Degree in Mathematics, STEM, or a related field. Strong ... that image may be used for verification, including during the hiring and onboarding process. Applicants for employment in the US must have valid work authorization… more
- Bloomberg (New York, NY)
- …with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets Play a key role in implementing our ... a CFA charter holder or CAIA Experience in customer service or client relationship management Experience working with international business groups and clients… more
- 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 (New York, NY)
- …F&BM, and play a critical leadership role driving strategic business management across Client Onboarding . In this role, you will partner directly with C-suite ... leaders and senior management to shape and execute enterprise-wide priorities, financial discipline, and transformational initiatives. You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery of… 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
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
- Justworks (New York, NY)
- …relationships with sales teams, collaborating closely to ensure alignment and success in client onboarding . + Proactively monitor and manage timelines to ensure ... Customer Onboarding Manager New York, New York Apply Who...onboarding process to ensure a seamless experience for client administrators. You embody a proactive, service-first approach, anticipating… 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
