- American Arbitration Association (New York, NY)
- Vice President, DDRC Sales & Client Onboarding Location: New York, NY, United States Date Posted:Jul 29, 2025 The American Arbitration Association is an equal ... protected] . Description Overview The Vice President, DDRC Sales & Client Onboarding will drive growth and adoption of the American Arbitration Association's… more
- Citigroup (Getzville, NY)
- The Client Onboarding Team is responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so ... to centralize and optimize the processes to constantly improve client satisfaction, as well as the overall group performance...audit, compliance, risk and control requirements + Owning the onboarding request from end to end + Ensuring the… more
- Paylocity (Rochester, NY)
- …five days per week during designated work hours. Position Overview As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will ... results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are… more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Perform a variety ... 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
- City National Bank (New York, NY)
- …operational services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, ... impact on the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial meeting to client servicing handoff. *… more
- Wells Fargo (New York, NY)
- …and Operations + Submit requests (via COBAM) for all account opening / new client onboarding requests. + Partner with Sales, Relationship Managers, clients, or ... answering questions regarding client set-ups + Manage and maintain a client onboarding checklist by key milestones + Coordinate with the Negotiation Team to… more
- Mizuho Corporate Bank (New York, NY)
- …front offices, compliance, other operations and other relevant sections to complete customer onboarding in timely manner. + Ensure new client 's profile and ... Summary As a KYC onboarding AVP, your primary responsibility is to ensure...KYC process, your responsibility is to confirm that new client 's profile is registered in the systems and accounts… more
- SMBC (New York, NY)
- …processes that will enhance our overall client experience. **Role Objectives** + ** Client Onboarding & Implementation:** + Serve as the primary project lead ... for client onboarding , managing the entire lifecycle from initial kickoff through to go-live and post-implementation support + Coordinate cross-functionally with… more
- Neuberger Berman (New York, NY)
- …and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product ... be responsible for overseeing operational and change-management aspects of our client lifecycle from onboarding , transition management, offboarding, and overall… more
- KeyBank (Tarrytown, NY)
- …will be an active member of the relationship team accountable for efficient client onboarding , proactive outreach and providing top-tier service. The CRA ... the team with opportunities to grow revenue. + Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing… more