- MUFG (Menlo Park, CA)
- …+ Marketing: create LinkedIn posts, master slides, one-pagers, etc. + Assist with client onboarding - KYC , profitability/returns approvals, etc. + Support ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...selected colleague will work at an MUFG office or client sites four days per week and work remotely… more
- City National Bank (Los Angeles, CA)
- …Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client " ( KYC ) program on new and existing client relationships. Perform ... or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding... profile and update profile to determine accuracy of client risk level. * The KYC Review… more
- US Bank (Los Angeles, CA)
- …The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. **Key Responsibilities:** ... Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management** + Serve as the initial point of contact for… more
- Banc of California (Santa Ana, CA)
- …servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) - Community Banking Support role is dedicated to ... role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer… more
- Citigroup (San Francisco, CA)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding...of contact / guidance for clients going through the KYC onboarding and account opening process +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence ... + Manage day-to-day investor inquiries and monitor team inboxes + Assist with onboarding new investors and funds + Maintain high standards of data quality and… more