- Neuberger Berman (New York, NY)
- …Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of ... annual due diligence review of intermediary SMA partners. + Assist with onboarding of new intermediary relationships from contracting to implementation. + Lead… more
- Warner Music Group (New York, NY)
- …Partner to support our Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted operational partner to local ... management and employees. The role collaborates with specialist teams to deliver initiatives and enhance the employee...and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... to ensure that all new clients receive the complete onboarding experience. This includes a thorough client ...Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +… more
- Santander US (New York, NY)
- Sr. Specialist , Client Lifecycle Management Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... possibilities **We Want to Talk to You!** **The Difference You Make:** The Sr. Specialist , Client Lifecycle Management contributes to the overall success of the … more
- JPMorgan Chase (New York, NY)
- …Private Client , you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence which includes talent acquisition ... (RMs). **Job Responsibilities** + Supporting management and execution of CES onboarding end-to-end, knowledge and skill development, client experience, and… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is… more
- Justworks (New York, NY)
- … experience. Your Success Profile What You Will Work On: + Fully review client information for completeness in advance of onboarding + Set up Justworks ... Payroll Implementation Specialist New York, New York Apply Who We...onboarding timelines and meet predetermined SLAs based on client size and complexity + Identify and escalate potential… more
- Ivalua (New York, NY)
- CUSTOMER SUCCESS SPECIALIST (New York, NY - US) Founded in 2000, Ivalua is a leading global provider of cloud-based procurement solutions. COMPANY OVERVIEW At Ivalua ... are looking for a proactive and motivated Customer Success Specialist to join our growing team in New York....You'll support a portfolio of enterprise accounts, ensuring strong onboarding , engagement, and ongoing success. In this role, you'll… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …the general supervision of the Intake & Recruitment Supervisor, the Intake Specialist is responsible for processing referrals received from the RiseBoro marketing ... team and partner organizations in a compassionate and professional manner. The Specialist will also proactively engage with the community to generate new referrals,… more
- Deloitte (New York, NY)
- Dynamics CRM Technical Architect & Delivery Lead ( Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with ... on November 14, 2025. Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior...platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and… more
