- JPMorgan Chase (New York, NY)
- …as well as streamline the management and negotiation of client onboarding documentation. **Job Responsibilities** The Contract Specialist will focus on being ... that few other firms can match. As a Contract Specialist within Client Service you will be...and negotiation of Investment Management Agreements ("IMAs") and other client onboarding agreements and documentation.You will have… more
- Intuit (New York, NY)
- …Marketing, Sales and Research to provide a connected experience for our customers. As an Onboarding Specialist , you will be the first point of contact for new ... suite of marketing automation, multichannel campaign, CRM, and analytics tools. The Onboarding Team within our Sales organization is focused on engaging and growing… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as a Client Onboarding & Due Diligence (COBDD) Automation Team in Wealth Management Operations to provide support across ... and other Morgan Stanley sponsored benefit programs. #LI-AC1 **Job:** **Other* **Title:** * Client Onboarding & Due Diligence Automation Team- Director (AVP)*… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated… more
- AON (New York, NY)
- …Executive leaders How this opportunity is different: + Collaborate with Account Specialist staff, Account Management team, and Client Service Delivery Leaders ... team in support of the office-based teams. Enable effective onboarding and handling of net new clients and the...efficiency and build standard processes. + Educate assigned Account Specialist by leveraging training plans in client … more
- Citizens (New York, NY)
- …scope of services, expertise, and research, while intimately focusing on each client 's unique circumstances. As a Transitions Operations Specialist at Citizens ... level of experience to clients that results in long-term client loyalty. A dynamic, industry leader has been appointed...Wealth, you will be a crucial part in the onboarding of a newly recruited Wealth Advisory teams. The… more
- Justworks (New York, NY)
- …advance of the clients going live in our system + Work within predetermined onboarding SLA's, depending on client size and complexity + Escalate potential issues ... Payroll Implementation Specialist at Justworks (View all jobs) New York,...Profile What You Will Work On + Fully review client information for completeness in advance of bringing them… more
- TD Bank (New York, NY)
- …specific details for this role. **Job Description:** The Business Insights Specialist leads on the interpretation of complex business issues, generating multifaceted ... Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own… more
- Black & Veatch (Paramus, NJ)
- **Senior Funding and Award Management Specialist ** Date: Oct 29, 2024 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our ... projects. We are looking for an experienced Senior Funding and Award Management Specialist to be a part of our talented, inclusive, and supportive Funding &… more
- TD Bank (New York, NY)
- …globally to mitigate risk and deliver world class service to our global client base. They provide operational support and control functions across the trade ... management and development in a capital markets environment. The Operations Specialist TDS administers and oversees daily check processing, oversees and keep… more
- Goddard Riverside (New York, NY)
- Senior Housing Outreach Specialist - Harm Reduction Job Details Job Location MOC: Outreach Downtown Team - New York, NY Salary Range $41,987.00 - $41,987.00 ... agencies throughout Manhattan. Purpose of Position: The Senior Housing Outreach Specialist works creatively and effectively in the community to engage individuals… more
- Research Foundation CUNY (New York, NY)
- Job Title: Outreach Specialist PVN ID: JJ-2408-006414 Category: Instruction and Social Service Location: JOHN JAY COLLEGE OF CRIMINAL JUSTICE Job Description General ... Description The Outreach Specialist at the Institute for Justice and Opportunity serves...new members by coordinating closely with the Coordinator of Onboarding . + Use creative communication strategies across multiple platforms… more
- ADP (Florham Park, NJ)
- ADP is hiring a **Benefits Specialist .** + Are you driven by innovative thinking and dedicated to delivering exceptional service that surpasses client ... **To learn more about Implementation at ADP, watch here:** https://adp.careers/ Client \_Services\_Videos **What you'll do:** _Responsibilities_ **What you can expect… more
- Black & Veatch (Paramus, NJ)
- **East Region Pursuit Specialist - Governments and Communities Hybrid** Date: Nov 8, 2024 Location: US Company: Black & Veatch Family of Companies **Together, we own ... to use. \#LI-MG1 **The Opportunity** Black & Veatch is seeking a **Pursuit Specialist ** to join our talented, inclusive and supportive Sales & Pursuits team of… more
- JPMorgan Chase (Brooklyn, NY)
- …in the hierarchy, inter-relationships would be very advantageous + Account reference data + Client onboarding + Series 99 or equivalent JPMorganChase, one of the ... including leadership, innovation, and technology. As a Reference Data Specialist IV within the Client Account Services (CAS) Account and Reference Data team, you… more
- Guardian Life (New York, NY)
- …experience. Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding /new account process, non-purpose lending and advisory products + ... The RIA Operations Specialist will serve as the expert on all...associated custody, clearance, and order execution processing. The Operations Specialist will intimately understand how our Portfolio Administration Technologies,… more
- BlackRock (New York, NY)
- …**Technology & Operations** Technology & Operations is the backbone for both the client lifecycle and the investment lifecycle. The group's Follow the Sun Model ... that the firm's operations are consistent and efficient across all investment products, client channels and regions, helping to deliver a superior client … more
- Parsons Corporation (Newark, NJ)
- …joining our team! Parsons is seeking a local** **Senior Document Control Specialist ** **to support our portfolio of projects.** **DUTIES AND RESPONSIBILITIES:** + ... accordance with the digital file structure provided by the client + Take the lead on maintaining all record...the project close out process and assist with document onboarding from the Project Management Software System (PMSS) to… more
- CIBC (New York, NY)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) CIBC is seeking a skilled Resolution Planning Specialist to help drive the development of resolution planning and ... and empowers teams to do what's right for the client and to do it well. As part of...**Develop:** Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and… more
- US Bank (New York, NY)
- …One. **Job Description** Senior Implementation Specialists are responsible for onboarding new middle market customers onto TravelBank's solution. Responsibilities ... include: consultation to determine the best configurations for the client 's business needs; configuring the software with and for the customer; working with internal… more