- 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
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * **Location:** *New ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations ...Due Diligence review in support of the Firm's new client onboarding and existing client … more
- Publicis Groupe (New York, NY)
- …Collective from our competitors, and provide a critical foundation to the agency. The Senior Associate , Client Operations will be part of a growing Client ... serve the world's best-known and most successful brands. **Job Description** **Our Client Operations Department** manages client -specific operational tasks… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... Client Operations team on a well-known client . This...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate … more
- Mizuho Corporate Bank (New York, NY)
- …improvement and innovation to our processes and methods. Job Description: As a Client Tax Documentation Operations Analyst, you will be responsible for the ... Tax Analyst to join our collaborative and growing Tax Operations team. As a tax team, we take pride...accurately processing requests for customer's tax profile on various client systems. Responsibilities: + Manage and review weekly/monthly reports… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead ... any issues that occur pre, post production cycle. + Onboarding of new OCIO clients. Partnering with client...client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects… more
- MediaRadar (New York, NY)
- …with the Sales and Onboarding teams to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... customer issues swiftly and provide best-in-class customer experience. + Document client engagement activity and proactively manage renewal pipeline, with account… more
- Broadridge Financial Solutions (Newark, NJ)
- …come join the Broadridge team. Broadridge is growing. We are seeking a DTC Associate to join our Newark, New Jersey team. Our Business Process Outsourcing team here ... which is supported across the globe. Although there are client specific functions performed by the independent teams, there...and conducting user acceptance tests (UAT). + Participate in onboarding new clients onto Broadridge product suite such as… 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 ... to its employees. **Role Description** The Sales Middle Office Associate role will be joining the newly created Sales...credit discrepancies and create sales credit reports. + Coordinate client onboarding process across the client… more
- BlackRock (New York, NY)
- …solver and business partner - to take full advantage of Aladidn. This is a client facing role and the associate will be expected to build deep partnerships ... a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client … more
- JPMorgan Chase (Brooklyn, NY)
- …**Job Responsibilities:** + Perform quality assurance review of data set up at client onboarding , withholding and reporting stages for tax and reporting purposes ... Join our Quality Team of Private Bank Operations today! This role offers you the opportunity...+ Work with members of the Tax and Client Onboarding team on inquiries on tax… more
- Publicis Groupe (New York, NY)
- …optimal processes and resource allocation, in order to deliver the expected results. This Client Operations Associate Director role will be dedicated to ... delivery network to meet performance goals across a variety of channels. The Client Operations team within Central Activation works hand-in-hand with the agency… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Functional Resource Management **Requisition Number:** 112745 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... as we are, join our team. KPMG is currently seeking a Senior Associate , Functional Resource Management to join our Tax organization. Responsibilities: + Help to… more
- 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 ... Private Wealth Teams. Will partner with Compliance, Supervision, Business Control and Operations as a point of service contact to ensure a highly efficient and… more
- TD Bank (New York, NY)
- …while being part of a major global investment dealer. Confidence in our US operations systems stems from the recognition of our in-depth industry knowledge and from ... have the opportunity to gain exposure to various industries, products and client groups. Working closely with the Investment Banking teams, Associates support… more
- BlackRock (New York, NY)
- …covering all BlackRock business units, including investment management, sales, trading, client business, risk management, operations , finance, and legal and ... business units, including investment and asset management, risk management, operations , finance, and legal and compliance. **Technology Audit** The Technology… more
- Publicis Groupe (New York, NY)
- …solution of Publicis Groupe, Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... Ad Tech in order to achieve this goal. This Associate Director position requires a highly motivated, technical savvy,...the final audience recommendations/plans + Build, maintain and grow client relationships and client business + Analyze… more
- JPMorgan Chase (New York, NY)
- …operating model efficiencies, increased product coverage as well as scalability for further client onboarding . You will also assist with driving the strategic ... of funds. As an Investment Middle Office Service (IMOS) Product Development Associate within the Securities Services business, you will promote design and delivery… more
- Publicis Groupe (New York, NY)
- …in the dept + Manage direct reports at the Associate and/or Senior Associate level as needed + Comfort in onboarding new/existing staff and provide ... others in the dept by reviewing submissions, training and onboarding staff, identifying ways to improve process and efficiencies,...delivery. This role may have direct reports at the Associate /Senior Associate level as appropriate. Core Duties… more
- The Cigna Group (New York, NY)
- **The Cigna Group Sales and Contracting Development Program** **Sales Associate ** **Start Date July 14, 2025** It's fun to work in a company where people truly ... Track to onboard The Cigna Group's next generation of client and provider facing **Sales and Network Professionals.** **As...facing **Sales and Network Professionals.** **As a Sales Track associate , you will attend a blend of virtual classroom,… more