- Mizuho Corporate Bank (New York, NY)
- …assess client structures. + Analytical Competence: Deep understanding of investment advisors ' and fund organizational structures, leveraging expertise to ... experienced, and proactive Vice President to join our KYC Client Onboarding team. This role is critical...and Prime Broker Agreements, while utilizing resources like Investment Advisor Public Disclosure and Edgar sites to… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors , you...and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm… more
- Neuberger Berman (New York, NY)
- …and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... The Onboarding Team is responsible for managing the implementation...responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic offerings. New… more
- Google (New York, NY)
- …businesses grow. Using your relationship-building skills, you provide Google-caliber client service, research and market analysis. You anticipate how decisions ... the strategy for how their advertising can reach thousands of users. The Onboarding team plays a critical role in Google's Acquisitions organization and is… more
- Morgan Stanley (New York, NY)
- …* Experience focused on examining potential clients' source of wealth during the client onboarding process preferred * Willingness to obtain SIE , Series ... deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Assists Financial Advisors /...investment performance monitors * Confirm authorization and authenticate client when processing requests * Onboard and maintain … more
- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Registered Wealth Management Client Associate NEW YORK, New York **Job Description:**...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- TD Bank (Ridgewood, NY)
- …Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will ... is a three-year program with a draw, for financial advisors or planners who will be providing financial planning...who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including… more
- SMBC (New York, NY)
- …the front office as they build out their business with hedge funds and investment advisors . This role will closely partner with Front Office, Back Office, ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process… more
- JPMorgan Chase (New York, NY)
- …includes strategizing and implementing goals-based planning, establishing a client onboarding & service model, providing investment solutions aligned to ... goals, and leveraging tools and technology to enhance client experience. The team supports leaders and advisors...and actionable insights for field leaders. + Support the onboarding of new MDWs with AGP coaching, providing guidance… more
- Santander US (New York, NY)
- …and external counsel to achieve timely closing of transactions + Coordinate new client onboarding with Operations, CDF Portfolio Management Team and third party ... complex commercial accounts that meet the Company's community development investment and loan requirements and maximizes profitability while minimizing...vendors. + Collect new client onboarding documents. + Assist with outreach… more
- Morgan Stanley (New York, NY)
- …CDD Operations Team is considered the first line of defence and supports the onboarding , client due diligence, and negative news processes for Morgan Stanley ... Bankers, Lending Advisors , and Branch Risk Officers, to ensure appropriate client on-boarding due diligence processes are enacted while providing a positive … more
- Robert Half (New York, NY)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will… more
- BlackRock (New York, NY)
- …a start-up vibe but some big-time resources. Aladdin Wealth Tech provides financial advisors , and BlackRock's wealth advisory teams, with a suite of experiences that ... of Aladdin's analytics, technology, and data to give financial advisors the edge they need to build better portfolios...the firm. We operate as one cohesive unit spanning client , product, and engineering, and we pride ourselves on… more
- BlackRock (New York, NY)
- …leverage the power of Aladdin's analytics, technology, and data to give financial advisors the edge they need to build better portfolios and deliver better outcomes ... to their customers. Through our proprietary platform, we equip advisors with proposal construction, risk monitoring, and portfolio analytical capabilities. The team… more
- Neuberger Berman (New York, NY)
- …and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... data for strategic initiatives across the enterprise. You will be working on onboarding strategically important data domains that will lead to the identification of… more
- Morgan Stanley (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With ... visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner… more
- Celonis (New York, NY)
- …you to join us. **The Team** Our Value Engineers (VE) are the trusted advisors for the end-to-end customer value journey and work at the intersection of technology ... the North American market. The program is a unique experience designed to highlight client engagements, mentorship, and a strong team culture where we rely on each… more
- JPMorgan Chase (New York, NY)
- …businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors , and US Private Bank. This will entail product onboarding ... controls, supervision) is paramount in delivering a world-class offering and client experience. **Job Responsibilities:** + Lead product governance (eg, product due… more