- Mizuho Corporate Bank (New York, NY)
- …equivalent + Experience in financial services , preferably Investment Banking. + Client onboarding experience is preferable. Knowledge of KYC and due ... the central point of contact as related to the client onboarding process. The onboarder functions in...is a leading provider of corporate and investment banking services to clients in the US , Canada,… more
- KPMG (New York, NY)
- **Business Title:** Manager, Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory **Area of ... + A minimum of five years of experience in Client Onboarding Operations, professional services ...Applicants must be currently authorized to work in the United States without the need for visa… more
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding , Vice President Stamford, United States Permanent Full Time \#R-00240566 Our people work differently depending ... people to thrive. This role is based in the United States and as such all normal...the department and the business. **Purpose** The NatWest Markets US Client Services team is… more
- S&P Global (New York, NY)
- …https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories- United States of America), ... is April 30, 2025, at which point, an extension will be reviewed.** As a Client Technical Onboarding Specialist, your primary responsibility is to complete the … more
- S&P Global (New York, NY)
- …with platform integration evaluations and partner relationship management. + Observe client onboarding and ongoing relationship management. **Our Internship ... 8th** **Compensation/Benefits Information:** (This section is only applicable to US candidates) S&P Global states that the...to persons with indefinite right to work in the United States . **About S&P Global Market Intelligence**… more
- JPMorgan Chase (Riverside, CT)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- JPMorgan Chase (Riverside, CT)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service , and make your mark by delivering high-quality support and ... team that values building strong relationships and delivering exceptional client service . Your work will directly impact...and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... US based clients and their advisors the personalized service of a dedicated wealth management business and the...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Citigroup (New York, NY)
- …Family:** Program Management **Time Type:** **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $129,840.00 - ... client portfolio for growth opportunities with a clear focus on client deepening, onboarding , and engagement processes. + Managing end-to-end Impact to… more
- S&P Global (New York, NY)
- …Client Success:** + Ensure a smooth transition from sales to implementation; oversee client onboarding processes. + Act as a point of escalation during ... offerings. S&P Global's Regulatory and Compliance Solutions encompass comprehensive services that span client reference data collection...to persons with indefinite right to work in the United States . **Return to Work:** Have you… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as a Client Onboarding Regulatory Services Director as part of the New Client New Business team who will be ... a Team Specialist position at Director level within Core Services , which is responsible for performing and managing product-agnostic...Due Diligence review in support of the Firm's new client onboarding and existing client … more
- SMBC (New York, NY)
- …(Markitwire, ICE, etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process and help coordinate ... + Investigate sales credit discrepancies and create sales credit reports. + Coordinate client onboarding process across the client and internal stakeholders… more
- City National Bank (New York, NY)
- …include loans submissions, tracking and facilitating credit transactions to close, overall client onboarding to ensure positive client experience. Provide ... product solutions to client needs and quality service Responsible for developing and ensuring all Bank and...do * Assists Business Community Managers with loan originations, onboarding , process maintenance, and manage client and… more
- Citigroup (New York, NY)
- …materials. Establish and refine onboarding process to provide seamless client onboarding experience. Provide updates and progress reports to stakeholders ... and keep up with market expectations and drive new client origination. Enhance and update existing product suite for...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... Associate, Corporate Banking, US Structuring and Execution, Energy - New York...family, financial, physical, mental, and social health needs. Location(s): United States : New York : New… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager Country: United States of America **Summary** The Community Development Finance Relationship Manager is ... ability to build rapport across departments and provide excellent client service in a deadline-oriented and time...to achieve timely closing of transactions + Coordinate new client onboarding with Operations, CDF Portfolio Management… more
- Citigroup (New York, NY)
- …. Incorporating technical solutioning into the client implementation process for seamless client onboarding . Communicating client feedback to the Spring ... institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Bloomberg (New York, NY)
- …Representative, our clients will depend on you to provide project management, client onboarding , system configuration, training, testing and support across ... is Bloomberg?: https://www.bloomberg.com/company/stories/what-is-bloomberg/ View our Benefits: https://www.bloomberg.com/company/careers/working-here/employee-benefits/ united - states /?tactic-page=588601 Salary: 120000,175000,USD,Annual Bloomberg… more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City Scotiabank is a… more
- M&T Bank (New York, NY)
- …agreements and various other structured finance documentation + Responsible for managing client onboarding including account opening process, KYC procedures and ... and experience will inform their specific compensation. **Location** New York, New York, United States of America M&T Bank Corporation is an Equal… more