• Global Markets Client Onboarder

    Bank of America (New York, NY)
    …+ Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (eg Dodd-Frank, MiFID II, EMIR etc.). ... + Experience in Prime brokerage + Strong understanding of institutional client needs, market structure, and regulatory...client -facing experience, markets product knowledge and has a KYC background. The onboarding associate will manage… more
    Bank of America (10/01/25)
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  • Citi Commercial Bank - North America Client…

    Citigroup (New York, NY)
    …the entire Client Executive's team on a daily basis to review all client escalations in Onboarding , Service and Product Management that are responsible for ... The NAM CCB Client Executive Head will proactively drive improvement in...of these activities using the reporting tools GCAD, CSIP, KYC and Service Level Agreements (SLAs) to ensure they… more
    Citigroup (09/05/25)
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  • Vice President Municipal Bond Operations

    TD Bank (New York, NY)
    …set up in the system of record, acknowledging that settlement and other client instructions are complete.** **Depth & Scope:** **Ensures all securities are settled ... documents, investigates and resolves service delivery issues** **Manages relationships with the client , and other areas of TDS / GBS** **Acts as a project… more
    TD Bank (09/21/25)
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  • Loan Syndication - AVP

    SMBC (New York, NY)
    …its corporate, institutional , and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... after syndication process + Initiate contact with potential new investors and manage the onboarding process including KYC + Jointly work with the supervisor to… more
    SMBC (08/19/25)
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