- Wellington (New York, NY)
- …portal access, password resets etc. + Complete recurring tasks such as operational due diligence questionnaires and requests for information + Oversee recurring ... the Funds Group contributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored funds. These… more
- CIBC (New York, NY)
- …as well as any additional on-boarding inquiries that may arise from the due diligence process. + Maintaining Credit applications. Ensures the accuracy, ... **Weekly Hours** 40 **Skills** Analytical Thinking, Business Effectiveness, Capital Markets, Client Onboarding , Client Service, Customer Experience (CX),… more
- TD Bank (New York, NY)
- …activities. Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions. **Depth & Scope:** + ... financial modeling in Excel + Provides input to external client proposals and internal underwriting memos; assists in the...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- SMBC (New York, NY)
- …that support the organization's cybersecurity and risk posture. **Role Objectives: Expertise** Vendor Onboarding & Due Diligence + Coordinate the ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- BlackRock (New York, NY)
- …teams across BlackRock on new products, during stressed market events, when performing due diligence on the trading efficiency of our current ETF offering, ... + Monitor BlackRock ETF trading daily, identify and raise client and business risks and coordinate with the business,...business groups may require more time in the office due to their roles and responsibilities. We remain focused… more
- Neuberger Berman (New York, NY)
- …performance dispersion for manager traded accounts and model delivery. + Oversee annual due diligence review of intermediary SMA partners. + Assist with ... Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution...onboarding of new intermediary relationships from contracting to implementation.… more
- TD Bank (New York, NY)
- …suggests and actively participates in process improvement opportunities + Ensures necessary due diligence to support the accuracy of all customer transactions ... service skills, including concern for and ability to identify client issues. + Proven ability to meet and exceed...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- Grant Thornton (New York, NY)
- …dispute resolutions. + Contract Lifecycle Management: Participate in contract negotiations, due diligence , change order oversight, ensure contract compliance, ... with budgeting, and manage ARC/RRC monthly audits and approvals. + Onboarding & Transition: Oversee vendor onboarding /offboarding processes, establish governance… more
- Capgemini (New York, NY)
- …tools and platforms. **Desired Skills:** * Experience in enterprise-level consulting, due diligence , and advisory for complex deals. * Ability ... CSM solutions. You'll work closely with global pre-sales, delivery, and client teams to build robust, cost-effective, and competitive architectures that drive… more
- TD Bank (Westbury, NY)
- …/business intentions and is consistent with relevant rules/regulations + Ensures necessary due diligence to support the accuracy of all customer ... you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding ...& Onboarding ** We will provide training and onboarding sessions to ensure that you've got everything you… more
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