- 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 (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
- 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
- Robert Half Finance & Accounting (Greenwich, CT)
- …Robert Half is supporting a global private equity firm to hire an Investor Relations Associate . Our client has a long tenured and seasoned investment team with ... and ad-hoc LP updates or events. + Support Head of Investor Relations in onboarding , subscription document, AML/ KYC , and capital call process for new and… more
- 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
- 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