- Santander US (New York, NY)
- …to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensuring understanding of the ... Bank's operating practices and governance and ensure these are followed in line with the guidelines. + Providing pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the… more
- Evolent (Albany, NY)
- …Engineer with expertise in data integration to support the full lifecycle of client onboarding and data pipeline development. This role involves configuring ... systems, resolving implementation issues, and building scalable data workflows using SQL, SSIS, ADF, and Python. **Responsibilities:** + Support the full implementation lifecycle: development, testing, deployment, and go-live. + Troubleshoot and resolve… more
- Cengage Group (New York, NY)
- …Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Bloomberg (New York, NY)
- …their business, workflows, and ET needs. With the goals of increasing revenue from our client base and onboarding new clients to our trading platforms, you will ... Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047106 **Description & Requirements** ETS...Enterprise Sales department. At the forefront of our ET client engagement, you will be expected to gather, organize,… more
- Paylocity (Rochester, NY)
- …values. + Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment. + Manage the hiring and onboarding of new team ... days per week during designated work hours. Position Overview Client Services Manager Ops play a pivotal role in...Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively… more
- Compass Group, North America (New York, NY)
- …& Expansion Support:** Collaborate with business development teams to support new client acquisition and onboarding . Lead pre-opening planning, staffing, and ... frontline professionals, ensuring consistent service excellence, operational efficiency, and client satisfaction. **Key Responsibilities:** + ** Client & Guest… more
- Scotiabank (New York, NY)
- …sales, structuring, pricing, execution, funding, risk management, legal, compliance, client management/ onboarding and all operational pieces. Analyze US ... Corporate clients' capital and financial needs to provide tailored derivative solutions. Understand and articulate the mechanics and risk profile of transactions. Partner with Equity Capital Markets and Corporate and Investment Banking to find opportunities to… more
- Marex (New York, NY)
- …information visit www.marex.com (http://www.marex.com/) (http://www.marex.com/) Purpose of Role: The Onboarding Analyst will facilitate the onboarding process ... data, insights and analytics [do not delete]. The US Onboarding team is responsible for facilitating the account opening...United States. The team will work with brokers or client services to gather the proper documentation and configuring… more
- City National Bank (New York, NY)
- …of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant ... Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to… more
- iPostal1 (Montebello, NY)
- …an established, cutting edge leader in the digital mailbox industry. Full Time Onboarding / Account Manager Montebello, New York iPostal1 has been pioneering digital ... individual to join our team in the role of Onboarding / Account Manager . This role is essential...and maintain positive business and customer relationships, fostering long-term client growth + Train owners and operators on our… more
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