- RVO Health (New York, NY)
- …managing facilities and vendors to supporting executive onsite needs and hosting client -facing events, the Office Coordinator ensures the office runs smoothly and ... - Plan and execute internal team events and external-facing meetings, including client visits, executive offsites, and board or investor meetings. Ensure that all… more
- Neuberger Berman (New York, NY)
- …pre-hire Workday requests for potential new hires + Manage new hire onboarding processes for new employees: monitor fingerprint submissions, review and distribute ... 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- SCRAM Systems (Albany, NY)
- …of the funnel to personalize outreach, improve conversion, and accelerate the client path from first touch through installation and long-term engagement. The Senior ... * Build structured funnels that address early awareness, arrest-triggered outreach, onboarding , installation, retention, and renewal. * Work with analytics and… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... closing deadlines. + Coordinate with internal KYC team members to confirm all onboarding approvals are in place prior to closing. + Request and track post-closing… more
- Warner Music Group (New York, NY)
- …Partner to support our Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted operational partner to local ... year-end reviews, and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high standards, including… more
- Tutor Perini (New York, NY)
- …digital folder, in accordance with the digital file structure provided by the client + Take the lead on maintaining all record as-built drawings, design drawings, ... department to support the project close out process and assist with document onboarding from the Project Management Software System (PMSS) to the final repository +… more
- Tutor Perini (New York, NY)
- …plan and approach for all subcontractors and field staff + Representing client relations for documentation flow and procedure approach + Oversee and implement ... of record documentation responsibilities + Organizing all required trainings for onboarding process + Coordination with the Senior Project Manager for day-to-day… 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
- 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
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