- 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
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more
- American Express (New York, NY)
- …efficiency **Minimum Qualifications:** + 7 years of experience in product management, client onboarding , or digital transformation within financial services or ... make an impact in this role?** Reporting into the VP, Sales-Assisted Onboarding , the Director, Global & Large (G&L)/International Card Services (ICS) Sales-Assisted… 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
- JPMorgan Chase (New York, NY)
- …Strategy team, you will serve as a pivotal partner in shaping and executing the client onboarding and ongoing engagement strategy for JP Morgan Private Client ... **Job Description** The JP Morgan Private Client Marketing Strategy team defines the vision for how we support our rapidly growing affluent segment amidst the launch… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …or bi-monthly client presentations on business performance + Oversee new client onboarding Accounting + Manage client accounts, relationships, and ... solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more
- Citigroup (New York, NY)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Nuveen Investments (New York, NY)
- …Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working ... experience. **Key Responsibilities and Duties** + Assist in the coordination of client transitions activity (ie onboarding , off boarding) in close partnership… more
Recent Jobs
-
Administrative Support Associate, (TEMP)- FlexStaff
- Northwell Health (Woodbury, NY)
-
Sentinel Manufacturing / Principal Manufacturing Engineer (16366*)
- Northrop Grumman (Roy, UT)
-
Director - Global Safety & Health
- Micron Technology, Inc. (Boise, ID)
-
Software Engineer (iOS Client Infrastructure, Objective-C)
- Meta (New York, NY)