- Neuberger Berman (New York, NY)
- …optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a ... tracking, and analyses for strategic initiatives, including product launches, onboarding , and system enhancements. + Collaborate with Compliance, Risk, Product,… 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
- 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 ... risk in a rapidly evolving market. The Analyst or Associate will play a key role on the Foreign...covering North American and LATAM corporates across the full client lifecycle. Responsibilities include supporting senior salespeople in marketing… 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
- Nuveen Investments (New York, NY)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client Group ... the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business… more
- Public Consulting Group (Albany, NY)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...Track as an add-on tool to EDPlan. + Lead onboarding , demos, troubleshooting, and follow-up support for clients. +… more
- BlackRock (New York, NY)
- **About this role** **Private Markets, Technical Relationship Manager, Associate ** ** ** BlackRock's Aladdin Business supports the investment process through the ... for teams investing in alternatives asset classes. Our diverse private markets client base is made up of external institutional asset managers, pensions, insurance… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-5 years ** of relevant work experience. **Your Team** The ... **About this role** **About This Role** The Aladdin Client Business is growing rapidly, with the volume...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting… more