- 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 to ... experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales… more
- SMBC (New York, NY)
- …swap dealer based in New York City. SMBC CM is looking for a Client Onboarding Associate to support expansion initiatives, specialized projects, and day-to-day ... across various business departments. **Role Objectives** + Perform daily processing of client onboarding documentation and KYC due diligence in accordance with… 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
- Citigroup (New York, NY)
- …+ Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization + Provide sales assistance by ... designing and implementing process improvements + Support new products, promotions, and projects defined by the business + Review and provide training material to sales and operations + Support sales activities for high profile clients + Provide administrative… more
- Bank of America (New York, NY)
- …Markets. + Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR ... client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This… more
- Mizuho Corporate Bank (New York, NY)
- …Provides Clients and Mizuho's Front Office with optimal experience through effective client onboarding and communication. + Responsible for executing ... of a client centric approach that focuses on delivering optimal onboarding experience for the Client by ensuring all onboarding requirements are met in a… more
- JPMorgan Chase (New York, NY)
- …while adhering to controls and transparency requirements. + Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients ... integrated and seamless way to our clients during the onboarding process. + Manage diverse client base...during the onboarding process. + Manage diverse client base including Asset Managers, Pension Funds, Alternatives and… more
- BlackRock (Princeton, NJ)
- …daily tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding , fund launches, and trade activity, partnering with ... home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private… more
- JPMorgan Chase (New York, NY)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- MediaRadar (New York, NY)
- …timely payment. + Partner with the Sales team to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... in the New York City office as a Strategic Client Partner where you will play a crucial role...of business. + Influence our product roadmap by sharing client feedback with our Commercial leaders and Product teams.… more
- Citigroup (New York, NY)
- … client portfolio for growth opportunities with a clear focus on client deepening, onboarding , and engagement processes. + Managing end-to-end Impact to ... **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic...President to help lead the Citigold and Citigold Private Client segmentation strategy. Responsibilities will include managing overall … more
- CIBC (New York, NY)
- …efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager** , you will support Private Wealth relationship… more
- Mizuho Corporate Bank (New York, NY)
- …implementation of a client centric approach that focuses on delivering optimal onboarding experience for The Client by ensuring all onboarding ... Summary: + Provides Clients and Front Office optimal experience through effective onboarding and communication + Responsible for coordinating onboarding requests… more
- ADP (New York, NY)
- …experience and beyond. This role will assist the Implementation and Sales teams during client onboarding process. The role will also assist the Human Resource ... the Benefits Value Proposition for the WSE on behalf of the client . + **Ensures onboarding benefits plan education** , timeliness, and effectiveness of client… 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
- Nuveen Investments (New York, NY)
- …serves as a high level contact for clients, and guides direct reports on onboarding new client accounts, delivering reports to clients, and working with business ... growth in Nuveen's direct indexing market share. + Coordinate direct indexing client transitions activity (ie prospecting, onboarding , offboarding) in close… more
- BlackRock (New York, NY)
- …a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Relationship Manager, Aladdin Client Engagement, Vice President** **BlackRock's Aladdin Business** supports the investment process through the… more
- BlackRock (New York, NY)
- …a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Aladdin Business, Aladdin Client Engagement** **BlackRock Solutions** supports the investment process through the development, deployment and… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …with the financial advisor) to review portfolios, performance, and goals. Manage client referrals, ensuring smooth onboarding and integration into the firm. ... why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the Role:**… more
- TD Bank (New York, NY)
- …that ensures all aspects of product development & strategy (eg design, delivery, client onboarding , etc.) are frictionless + Works with senior leaders across ... manage/prioritize backlog, user flows. + Gather and analyse market research, client feedback, and competitive intelligence to identify market opportunities. +… more