- JPMorgan Chase (Jersey City, NJ)
- …as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business . This high-impact role ensures senior ... management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance… more
- Mizuho Corporate Bank (New York, NY)
- …spot and raise a discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state of secretary ... Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding ...sites, along with other necessary documentation (ie: 2111, Dodd Frank Protocol 1 &2, etc.).… more
- MUFG (New York, NY)
- …Middle, Back Office staff and clients to obtain required information and applicable documentation related to client on-boarding and ad hoc production + Initiates ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... documentation , workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing… more
- Marex (New York, NY)
- …and other applicable systems. Responsibilities: + Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and ... United States. The team will work with brokers or client services to gather the proper documentation ...Respect - Clients are at the heart of our business , with superior execution and superb client … 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 ... to end Onboarding coordination for OTC Derivatives and Equities Derivatives business , Securities and Bank onboardings for Corporate clients + Produce Metrics and… more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading...documentation process + Provides timely updates to the Business on the status of negotiations, whether via weekly… more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities....lines, clients and their legal counsel in an efficient, business -friendly manner + Participates in client meetings… more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position...documentation process. + Provide timely updates to the Business on the status of negotiations, whether via weekly… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...and maintain service desk knowledge through structured training initiatives, documentation and other resources. + **Be present with our… more
- BlackRock (New York, NY)
- …template or client forms of agreement + Assessment of legal, business and operational risks for escalation to impacted stakeholders + Coordinate efforts with ... the product and trade lifecycle as well as BlackRock's client and employee experience. Tech & Ops provides solutions...the US Wealth Advisory, Cash Management and Retirement Group business channels. We work closely with our business… more
- Meta (New York, NY)
- **Summary:** About the Team: The Client Council and Industry Trade Relations team (part of the Global Partners team) builds and maintains trusted relationships with ... add a Program Manager to our team. **Required Skills:** Program Manager, Client Council and Industry Trade Relations Team Responsibilities: 1. Strategic Operations &… more
- Publicis Groupe (New York, NY)
- …Manager, you will be responsible for the day-to-day management and oversight of Media Business Operations initiatives for a specific client (s) as well as a team ... Enforce adherence to internal audit controls, maintenance of audit documentation and participate in external audits + Track key...of attention to improve process, financial standing and/or address client needs + Partner with Media Business … more
- TD Bank (New York, NY)
- …and utilizes discretion, judgement and specialized expertise in approving the documentation for business line use: disclosures; forms; customer-facing ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
- Publicis Groupe (New York, NY)
- …the world by helping brands become cultural icons. **Overview** A Senior Business Affairs Manager plays an integral role supporting creative development and ... and bidding to final delivery. **Responsibilities** Creative & Production + BA Lead for client day to day work + Partner with various cross-agency teams to review… more
- Publicis Groupe (New York, NY)
- …fearless, inventive and generous Unicorns of all kinds. **Overview** As a **Media Business Operations Analyst** , you will play a central role in collaborating with ... Media, Accounts Payable and Client Finance teams on a daily basis. Areas of...excellence. The Analyst will provide regular feedback to Media Business Operations Manager and internal teams on reconciliation progress.… more
- Robert Half Finance & Accounting (New York, NY)
- …release readiness validation . Create training materials and support both internal and client onboarding . Drive alignment with product, engineering, UX, QA, and ... . Strong foundation in requirements gathering, process design, analysis, and documentation . Confident communicator with strong client -facing presence; able… more
- Meta (New York, NY)
- **Summary:** Business Engineering is looking for impact-focused, entrepreneurial engineers ready to bring their ideas and make a difference. We are technology ... experts that apply our software engineering skills to bring a unique blend of business and technology expertise to ensure our partners succeed. Our team is at the… more
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...coverage team + Partner with sales teams to exceed client expectations and make client onboarding… more
- BMO Financial Group (New York, NY)
- …decision-makers. + Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to ... + Influence product prioritization and platform investments by translating client demand into clear business cases and...Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high… more