- Wells Fargo (Charlotte, NC)
- …with all operational, compliance, regulatory and internal policies as part of the client onboarding process. This function will be responsible for shaping the ... or non-documentary means utilizing both in-house and external sources + Initiate client onboarding processes by entering data into client onboarding … more
- Citigroup (Dallas, TX)
- …KYC Operations Senior Supervisor, KYC Operations Analyst or related position involving client onboarding processes for the global financial services industry. 4 ... years of experience must include: Global financial account onboarding processes; Know-Your- Client (KYC) regulations; Global Anti-Money Laundering (AML)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate will own critical aspects of the client experience-handling investment onboarding , wire processing, alternative investment ... growth mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of… more
- BlackRock (Wilmington, DE)
- …internal network to oversee and execute cross-functional project solutions + Help Client Engagement leads with harvesting and onboarding additional client ... **About this role** **Private Markets** **Relationship Manager, Aladdin Client Engagement, Associate ** **BlackRock's Aladdin Business** supports the investment… more
- JPMorgan Chase (New York, NY)
- …legal agreements. + Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal ... during the onboarding process. Show flexibility to manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds. +… more
- BlackRock (Atlanta, GA)
- …to help your clients stay ahead of changing times + Lead harvesting and onboarding additional client business by coordinating across product and sales teams + ... with portfolios totaling over _$13 trillion_ . Our diverse client base is made up of external institutional asset...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- BlackRock (Atlanta, GA)
- …+ Understanding of reference data workflows and conventions; ability to apply them in client onboarding and production environments is a plus + Proficient in ... compliance, and reporting. Our **Data Implementation** team leads the onboarding of investment data across asset classes-fixed income, equities, derivatives,… more
- CVS Health (Austin, TX)
- … client facing and responsibilities include establishment and management of client relationships during the onboarding process. In addition, responsibilities ... and every day. **Position Summary** Implementation Managers are responsible for onboarding complex and customized new and/or existing clients joining CVS Caremark… more
- NCR VOYIX (Irving, TX)
- …plays a strategic leadership role overseeing end-to-end quality assurance, client onboarding , and implementation processes. This individual ensures ... issues. Client Boarding + Own and optimize the end-to-end client onboarding process to ensure timely, accurate, and positive client experiences.… more
- S&P Global (New York, NY)
- …+ Familiarity with advanced AI technologies and APIs. + Domain knowledge in client onboarding , KYC, and regulatory workflows, with a deep understanding of ... the client onboarding lifecycle: initiation, due diligence, approvals, legal entity structuring, and regulatory documentation. + Hands-on experience with entity… more