- Lincoln Financial (Albany, NY)
- …opportunity. **Requisition #:** 74288 **The Role at a Glance** The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter ... exceed established sales goals or objectives. + Cultivates, directs, and maintains client relationships within assigned area(s). + As the subject matter expert,… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose ... experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Mizuho Corporate Bank (New York, NY)
- …front offices, compliance, other operations and other relevant sections to complete customer onboarding in timely manner. + Ensure new client 's profile and ... Summary As a KYC onboarding AVP, your primary responsibility is to ensure...KYC process, your responsibility is to confirm that new client 's profile is registered in the systems and accounts… more
- Axis (New York, NY)
- …is available upon request for candidates taking part in the selection process. Onboarding & Governance Manager Job Family Grouping: Underwriting Job Family: ... * Transfer responsibility for new programs to the assigned Program Underwriting Manager upon completion of Onboarding . Departmental Governance Oversight * Ensure… more
- HSBC (Buffalo, NY)
- …our communities and the planet we all share. As theInternational Onboarding Case Manager ,you willdeliversuperior quality advice, consultation and services ... they contact us and resolves inquiry at the first contact. As ourInternational Onboarding Case Manager ,you will: + Support OnLine Digital voice channel, respond… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE ADMINISTRATIVE MANAGER CIVIL SERVICE TITLE The Department of Social Services (DSS) is comprised of the ... with the goal of creating an inclusive, motivated, and client centered workforce. Under the general direction of the...workforce. Under the general direction of the Director, of Onboarding with latitude for independent initiative and action, the… more
- Nuveen Investments (New York, NY)
- The Senior Client Service Manager supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to ... level contact for clients, and guides direct reports on onboarding new client accounts, delivering reports to...partners to service client needs throughout the client lifecycle. As a team manager , this… more
- BlackRock (New York, NY)
- **About this role** **Relationship Manager , Aladdin Client Engagement, Vice President** **BlackRock's Aladdin Business** supports the investment process through ... lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding ...Help Client Engagement leads with harvesting and onboarding additional client business by coordinating across… more
- HSBC (New York, NY)
- …our communities and the planet we all share. The overall objective of the Priority Client Manager (PCM) role is to facilitate and own the delivery of the ... end-to-end onboarding journey for the Institutional Client Group (ICG) Priority Client base, across the global Client Management network.Acting as a… more
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager ** , you will support Private Wealth ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate… more