- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales… more
- SMBC (New York, NY)
- …swap dealer based in New York City. SMBC CM is looking for a Client Onboarding Associate to support expansion initiatives, specialized projects, and day-to-day ... across various business departments. **Role Objectives** + Perform daily processing of client onboarding documentation and KYC due diligence in accordance with… more
- JPMorgan Chase (New York, NY)
- The **JPM WM Client Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to ... of what clients can expect in their wealth management experience. As a ** Client Onboarding Product Manager** as part of the **JPM Wealth Management Product &… more
- Lincoln Financial (Albany, NY)
- …**Requisition #:** 74288 **The Role at a Glance** The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter expertise ... exceed established sales goals or objectives. + Cultivates, directs, and maintains client relationships within assigned area(s). + As the subject matter expert,… more
- Citigroup (Getzville, NY)
- The Client Onboarding Senior Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and ... industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the… 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
- Citigroup (New York, NY)
- …+ Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization + Provide sales assistance by ... designing and implementing process improvements + Support new products, promotions, and projects defined by the business + Review and provide training material to sales and operations + Support sales activities for high profile clients + Provide administrative… more
- Bank of America (New York, NY)
- …Markets. + Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR ... client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This… more
- Mizuho Corporate Bank (New York, NY)
- …Provides Clients and Mizuho's Front Office with optimal experience through effective client onboarding and communication. + Responsible for executing ... of a client centric approach that focuses on delivering optimal onboarding experience for the Client by ensuring all onboarding requirements are met in a… more
- JPMorgan Chase (New York, NY)
- …while adhering to controls and transparency requirements. + Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients ... integrated and seamless way to our clients during the onboarding process. + Manage diverse client base...during the onboarding process. + Manage diverse client base including Asset Managers, Pension Funds, Alternatives and… more