- 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
- Morgan Stanley (New York, NY)
- …- Performing Client Due Diligence review in support of the Firm's new client onboarding and existing client regular review in accordance with the ... to join our team as an Associate in Shared Services and Banking Operations department to work on cross... banking regulatory environment. - Strong understanding of the Client Onboarding Process and documentation/information specific to… more
- 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 ... to KYC policies and procedures. **Role Objectives: Delivery** Perform daily processing of client onboarding documentation and KYC due diligence. Verify that … more
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding , Vice President Stamford, United States Permanent Full Time \#R-00240566 Share: ... (https://jobs.natwestgroup.com/jobs/14840445- us - client - services -and- onboarding -vice-president/apply?tm\_src=0) Our people work differently depending on… more
- HSBC (New York, NY)
- …business requirements are understood and satisfied at all levels + Organize and conduct client service reviews to present on performance KPIs and opportunities + ... RFPs process including attending pitches with custody and deal teams + Project manage client onboarding with wider business functions in order to achieve smooth… more
- MediaRadar (New York, NY)
- …timely payment. + Partner with the Sales team to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... our clients enjoy the unmatched quality and award-winning customer service that helps them identify sales opportunities, create bulletproof...in the New York City office as a Senior Client Partner. where you will play a crucial role… 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)
- …is responsible for implementing our global digital strategy across 90+ markets, supporting client onboarding across TTS business lines. The strategy includes the ... global and regional teams. + Ability to think through client Onboarding problem statements, how Citi's capabilities...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Capgemini (New York, NY)
- …technical/business expertise in the Customer/ Client Reference Data Programs pertaining to Client onboarding and KYC. Your experience working in strategy and ... and presentation skills and gap analysis highlighting KPI's and CDE's along the client onboarding lifecycle. + Exposure or experience with regulatory compliance… more
- American Express (New York, NY)
- …expense management tools. **How will you make an impact in this role?** The GCS Client Onboarding Services , Global Onboarding , and Implementation's (GOI) ... of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American...+ Own implementations project planning ensuring the timely customer onboarding . + Assess and document client 's business… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their ... **Responsibilities** + Partner with the Head of North America Client Service on client servicing...those needs show an ability to deliver value added services customized to each client 's requirements. Attention… 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
- 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
- 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
- American Express (New York, NY)
- …engine behind the success of GCS. A global team, CBE is responsible for client onboarding and implementations and training and enablement for the sales ... the way together. **Business Unit/Role Specific Info** Global Commercial Services (GCS) is a leader in the commercial payments...Employment eligibility to work with American Express in the United States is required as the company… more
- Bank of America (New York, NY)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- Citigroup (New York, NY)
- …and sales support. + Serve as main point of contact and supervisor for audits, client servicing and client onboarding . + Coordinate premise and O&T needs ... including KYC, AML and fraud controls + Experience with client onboarding and account opening workflow +...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… 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
- Publicis Groupe (New York, NY)
- …procedural efficiencies + Work with Publicis internal sales team to confirm new client onboarding details are shared to broader Activation teams with clear ... media environment. Clients opt into solutions outside the agency's core services that offer tangible benefits including guaranteed outcomes, and advantageous… more
- Wells Fargo (New York, NY)
- …education. + 3+ years of Management experience. + 3+ years of Client Onboarding /Servicing technology experience. **Desired Qualifications:** + Built diverse ... Software Development Manager to lead an engineering team build a state-of-the-art Client Servicing platform delivering a seamless client experience reducing the… more