- 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
- 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
- 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
- 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)
- …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
- 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
- Amalgamated Bank (New York, NY)
- …commercial client service and support including treasury management, client onboarding , and account maintenance. This position is hybrid allowing remote ... + 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
- M&T Bank (New York, NY)
- …agreements and various other structured finance documentation + Responsible for managing client onboarding including account opening process, KYC procedures and ... and experience will inform their specific compensation. **Location** New York, New York, United States of America M&T Bank Corporation is an Equal… more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100...family, financial, physical, mental, and social health needs. Location(s): United States : New York : New… more
- BMO Financial Group (New York, NY)
- …Risk and Cross-Business Structuring + Documentation & Legal + Market Risk + Client Onboarding + Compliance **Compensation and Benefits:** $250,000 - 275,000 USD ... BMO Capital Markets is a leading, full- service financial services provider. We offer...and/or crude oil derivatives for BMO's corporate and investor client base. This role includes direct responsibility for executing… more