• Client Onboarding KYC

    Morgan Stanley (New York, NY)
    …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to...environment. - Strong understanding of the Client Onboarding Process and documentation/information specific to KYC /AML… more
    Morgan Stanley (10/04/24)
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  • GCIB / GM KYC Business Support Manager VP

    Bank of America (New York, NY)
    …the front line unit who work with clients as part of meeting Know Your Client ( KYC ) periodic refresh and remediation requirements. We work in close collaboration ... Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination… more
    Bank of America (09/12/24)
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  • Client Onboarding Associate

    SMBC (New York, NY)
    …portfolio of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Verify that ... policies and procedures. **Role Objectives: Delivery** Perform daily processing of client onboarding documentation and KYC due diligence. Verify that … more
    SMBC (09/12/24)
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  • ISG Management, FCRCO Query Resolution…

    Morgan Stanley (New York, NY)
    …an important part of our culture. Department Profile The Financial Crimes Risk and Client Onboarding ("FCRCO") Team sits within the Firm's business line. It is ... laundering and reputational risk issues associated with higher risk client types. The FCRCO Team is considered the first...that include: Advisor support * Provide SME guidance to KYC onboarding and DDR teams on … more
    Morgan Stanley (10/04/24)
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  • Sales Middle Office Associate

    SMBC (New York, NY)
    …sales credit reports. + Coordinate client onboarding process across the client and internal stakeholders (legal, tax, credit, KYC ) + Initiate the credit ... (Markitwire, ICE, etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process and help coordinate… more
    SMBC (07/31/24)
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  • Centralized Business Services Analyst/…

    Neuberger Berman (New York, NY)
    …As a member of the Private Wealth Centralized Business Services group, the Associate /Analyst will provide onboarding and business support to Neuberger Berman ... point of service contact to ensure a highly efficient and rewarding client experience. Responsibilities: + Coordinate with Neuberger Berman's Private Wealth teams to… more
    Neuberger Berman (09/06/24)
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  • Asset Managers- Payments- Sales Associate

    JPMorgan Chase (Jersey City, NJ)
    …JP Morgan Payments partners to develop comprehensive solutions + Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help ... solutions to clients. You have found the right team. As a Payments Sales Associate , in Asset Managers, you will be responsible for assisting PSM's with the… more
    JPMorgan Chase (09/01/24)
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  • Associate Director EDM Professional…

    S&P Global (New York, NY)
    …and add-on implementations of ThinkFolio, iLEVEL, EDM, WSO, Corporate Actions, CLM Pro, Onboarding Accelerator, KYC and other Enterprise Solutions products . We ... year, this this allows us to deliver hundreds of successful client engagements spanning multiple segments and industry verticals **Responsibilities and Impact:**… more
    S&P Global (08/29/24)
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  • Equipment Finance

    SMBC (New York, NY)
    …Inside Sales Associate handles Quick Decision Model (QDM) submissions, new client on-boarding for KYC as well as identifying new business opportunities ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
    SMBC (09/10/24)
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