- SMBC (New York, NY)
- … to global institutional clients, focusing on North America and Latin America. The Client Onboarding Associate will be responsible for managing the Client ... On-boarding and Periodic Review process. The Client Onboarding Associate responsibilities include performing Customer Information Program (CIP), Know Your… more
- JPMorgan Chase (New York, NY)
- …market, we offer investment experience and insight that few other firms can match. As a US Client Onboarding Management associate on the onboarding team ... **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global… 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
- 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 ... Associate Client Partner, Sell Side Location: NY Hybrid About...and traditional media channels, such as mobile apps, streaming services , and social media. MediaRadar and Vivvix are both… more
- JPMorgan Chase (New York, NY)
- …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
- 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 ... and traditional media channels, such as mobile apps, streaming services , and social media. MediaRadar and Vivvix are both...in the New York City office as a Strategic Client Partner where you will play a crucial role… 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 ... This role is limited to persons with indefinite right to work in the United States . **About S&P Global Market Intelligence** At S&P Global Market Intelligence,… more
- Scotiabank (New York, NY)
- …other stakeholders including US BSA/AML Program, Global Transaction Banking, Global AML, Client Onboarding , and Internal Controls in the delivery of the ... as the USCM AML expands across the USMCA corridor ( United States -Mexico-Canada). + Risk Management + Identify,...AML controls implemented by the first line of defense ( US /GTB Internal Controls and GBM Onboarding ) such… more
- US Bank (New York, NY)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... and handling trade execution (including pricing negotiation and XVA requirements; completing client onboarding processes; backing up colleagues as it relates to… more
- JPMorgan Chase (New York, NY)
- …current on all JPMA products and services + Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and ... for a JP Morgan Advisors team through the coordination and completion of client service -related projects and operational issues supervise junior sales support… more
- Truist (New York, NY)
- …or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift ( United States of America) **Please review the following job ... with department policy and audit requirements. + Support of Client Onboarding policies and procedures + Support...and applications. + Proven experience in account administration and client service . + Must be transfer agent… more
- CVS Health (New York, NY)
- …Partner with various internal and external stakeholders in areas such as client onboarding , standard operating procedures, implementation requirements, and L1 ... Support Manager will be responsible for building out our client support program for CMX self- service offerings...Management, Ad Policy and 3rd party vendors to ensure onboarding and client escalations are resolved in… 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 ... What 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 Bloomberg is an equal… 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
- Amalgamated Bank (New York, NY)
- …provide commercial client service and support including treasury management, client onboarding , and account maintenance. By joining our team, you'll be ... + Deepen relationships by taking a consultative approach to client needs both from a product and service...experience + Two to three years of experience in client -facing roles; work experience in the financial services… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager New York, 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 disseminated 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, increased flexibility,… more
- Neuberger Berman (New York, NY)
- …the comprehensive Intermediary client experience lifecycle (ie, from sales/marketing, client data collection, client onboarding , AML/KYC, SMA model ... diverse team-including 750-plus investment professionals and more than 2,800 employees in total- united in their commitment to delivering client outcomes and… more
- Publicis Groupe (New York, NY)
- …for business impact + Assist team in planning activities such as brainstorming, client onboarding , and internal meetings + Collect information around vendors and ... **Company description** Heartbeat is a full- service agency for healthcare Challenger Brands. Challengers are...them. And hopefully you're our next VP, Strategy, helping us to deliver game-changing campaigns for consumers & HCPs.… more