- Fidelity TalentSource LLC (Fairfield, CT)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... Job Description:Investment Consultant You joined the financial services industry to make a difference in the...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- ConsultNet (White Plains, NY)
- Our client is looking for a passionate, growth-oriented team player to join our team! The Sales Analyst plays a crucial role in partnering with the Sales Team, ... accuracy and completeness as well as provide training and onboarding to new team members Analyze iDig and KARMA...4 years of experience Preferred Beverage Alcohol Industry or Client , wine knowledge is a plus Understanding and ability… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you for ... and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and...not fail due to a lack of training or onboarding !The Value You DeliverA key member of the team,… more
- Capgemini Government Solutions (New York, NY)
- …process and that image may be used for verification, including during the hiring and onboarding process. Applicants for employment in the US must have valid work ... cycle process that translates business requirements into functioning software systems, services and solutions. This is a multifaceted role working in collaboration… more
- Capgemini Government Solutions (New York, NY)
- …process and that image may be used for verification, including during the hiring and onboarding process. Applicants for employment in the US must have valid work ... (VAECOT) to proactively monitor the VAEC environments and CSP services to ensure all VAEC SLAs are met or...with integration of SL1 with existing enterprise applications like Service Now and JIRA Workflow Manager Help to develop… more
- Capgemini Government Solutions (New York, NY)
- …process and that image may be used for verification, including during the hiring and onboarding process. Applicants for employment in the US must have valid work ... lifecycle process that translates business requirements into functioning software systems, services and solutions. The successful candidate will have the opportunity… 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
- Morgan Stanley (New York, NY)
- …broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for ... Services clients globally. The team is responsible for client testing of trades, transfers, swaps, cash wires and...and API. We are seeking a quality driven creative Client Integration/ Onboarding specialist focused around onboarding… more
- NatWest Markets (Stamford, CT)
- … Permanent Full Time \#R-00240566 Share: (https://jobs.natwestgroup.com/jobs/14840445- us - client - services -and- onboarding -vice-president/apply?tm\_src=0) ... US Client Services and Onboarding ,... US Client Services and Onboarding , Vice President Closing...people to thrive. This role is based in the United States and as such all normal… more
- KPMG (New York, NY)
- … methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + ... client stakeholders, consulting team members and leaders around; Client Onboarding , Back-office Operations, Managed Services...Applicants must be currently authorized to work in the United States without the need for visa… 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 (Greenwich, CT)
- …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
- 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
- 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
- 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
- Bank of America (New York, NY)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening...GED / Secondary School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:**… 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