• Head of Transition Management and Client…

    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
    Neuberger Berman (10/03/25)
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  • Marketing Strategy, Vice President, JP Morgan…

    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 (11/07/25)
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  • Private Client Experience Specialist

    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
    JPMorgan Chase (11/07/25)
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  • Client Accounting Manager

    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
    Black Ink Business Services, LLC (09/16/25)
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  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (10/31/25)
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  • AVP Relationship Officer SAFE Act

    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
    Citigroup (11/19/25)
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  • CW-SS- Client Service Associate

    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
    Nuveen Investments (10/24/25)
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  • Sales Operations Engineer

    Prestige Employee Administrators (Melville, NY)
    …between Salesforce and underwriting, benefits, and payroll systems to facilitate smooth client onboarding . + Ensure seamless data flow between Salesforce and ... platforms used by underwriting, benefits, and payroll systems to support both client onboarding and long-term service. Qualifications & Skills + 3-5+ years of… more
    Prestige Employee Administrators (11/18/25)
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  • Client Acquisition Lead, CXO Advisor

    ISMG - Information Security Media Group (New York, NY)
    …relationships. Operational Strategy & Team Leadership: + Build and lead the Client Acquisition team - hiring, onboarding , and mentoring high-performing Account ... cybersecurity leadership challenges. The Opportunity We are seeking a Client Acquisition Lead to play a foundational role in...trusted global media and events organization. You'll lead early client acquisition efforts and lay the groundwork for a… more
    ISMG - Information Security Media Group (08/29/25)
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  • Brokerage Account Operations Analyst

    Insight Global (New York, NY)
    …Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by ... Skills and Requirements - 3 years of account opening, client onboarding , KYC or related banking experience - Strong time management… more
    Insight Global (11/01/25)
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