- BlackRock (New York, NY)
- …a subject matter knowledge lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Relationship Manager, Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development,… more
- JPMorgan Chase (New York, NY)
- …agreements. **Project and Stakeholder Management** : Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal ... during the onboarding process. Show flexibility to manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.… more
- Broadridge Financial Solutions (Albany, NY)
- …successful customer onboarding and readiness. + Manage and optimize new client onboarding and ongoing program management. Basic Skill Level Requirements + ... the way, come join the Broadridge team. The Enterprise Client Success Rep ensures that the business value received...Enterprise clients at the home office level. + Triage client escalations and issues with speed and urgency, in… more
- American Express (New York, NY)
- …spending. As a core engine that powers the GCS business and its colleagues, the Client Onboarding Services (COS) team plays a critical role in delivering best in ... define strategic goals for continuous improvements to the customer onboarding journey based on client feedback, while...to the customer onboarding journey based on client feedback, while clearly tracking business and technology successes… more
- Mastercard (Harrison, NY)
- …training, either online or in person, as needed to support sales prospects and production client onboarding Work with Client Success Advisor team to help ... ensure successful new client onboarding and solution adoption by managing customer implementation based on established customer onboarding process Respond to… more
- CVS Health (New York, NY)
- …Partner with various internal and external stakeholders in areas such as client onboarding , standard operating procedures, implementation requirements, and L1 ... Product, Account Management, Ad Policy and 3rd party vendors to ensure onboarding and client escalations are resolved in a timely fashion. The ideal candidate… more
- Truist (New York, NY)
- …procedures to comply with department policy and audit requirements. + Support of Client Onboarding policies and procedures + Support of Account Administration ... time to time. + Work in conjunction with the Relationship Manager, Client Manager II, Client Manager I, and Account Analyst III Lead to ensure uniformity,… more
- Citigroup (New York, NY)
- …management firm + Experience leading high performing teams + In-depth knowledge of client onboarding requirements, including KYC and AML + Excellent verbal and ... The Senior Client Service Manager accomplishes results through the management...This role acts as subject matter expert for the client experience in banking and investments for peers and… more
- Neuberger Berman (New York, NY)
- …grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal documents required for the opening ... The Fiduciary Officer will be the daily business owner of a variety of client relationships and is responsible for ensuring high levels of service while partnering… more
- Citigroup (New York, NY)
- …. Incorporating technical solutioning into the client implementation process for seamless client onboarding . Communicating client feedback to the Spring ... key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization to drive … more