- CIBC (New York, NY)
- …Thinking, Auditing (Inactive), Business, Business Effectiveness, Business Management, Capital Markets, Client Onboarding , Client Service, Customer Experience ... assist in achieving the mandate to be a premier client -focused global bank. The Business Management Risks and Controls...of the business; supporting the preparation of business and client plans by performing data analysis, reviewing market trends… more
- CVS Health (Amherst, NY)
- …it all with heart, each and every day. **Position Summary** + Review new client onboarding requests and validate them against established book pricing. + Review ... existing client annual renewal requests and validate them against various...& assessments processes. + Work closely with partners in Client Management, SOURCE Renewal Team and Revenue Operations Billing… more
- Amalgamated Bank (New York, NY)
- …improvment + Liaise between Relationship Management team and external stakeholders to support client onboarding for various treasury products + Work on various ... market and competitive research to identify opportunity + Conduct client research to identify key client painpoints...+ Conduct client research to identify key client painpoints + Provide analytical support and develop monthly… more
- BlackRock (New York, NY)
- …of data strategies and new product offerings for clients + Collaborate with IDS's Client Onboarding Services (COS) Team and the Aladdin business to address ... you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected… more
- S&P Global (New York, NY)
- …of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process. + Become a domain, product, ... **About the Role:** **Grade Level (for internal use):** 07 **The Team:** The Visible Alpha Client Support team is a global team based in New York and Mumbai that… more
- Citigroup (New York, NY)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... Keen attention to detail + Developed analytical and problem-solving abilities + Client relationship, Deal Pipeline Management and solution skills + Proven ability to… more
- Citigroup (New York, NY)
- …including but not limited to loan closing and servicing coordination, facilitating complex client onboarding , data management, and quality control. The team will ... detail + Developed analytical and problem-solving abilities + Pipeline Management & Client relationship and solution skills + Proven ability to collaborate with team… more
- Bloomberg (New York, NY)
- …with financial workflows that rely on accurate entity data, such as client onboarding , compliance, KYC, counterparty risk, and issuer classification. Does ... group level. Maintaining accurate, timely, and scalable entity data is crucial for client trust and operational efficiency, and as such, we are undergoing a… more
- TD Bank (New York, NY)
- …where TD Securities operates. This includes cross-functional processes centered around onboarding , client due diligence, document validation, client ... and 61, as well as CRS compliance and FATCA/CRS client due diligence. The TDS tax operations team interfaces...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …managing various financial, operational and management tasks and responsibilities that include: Client Services + Onboarding new Clients while identifying their ... that provides accounting, financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology, design, manufacturing,… more