- Citigroup (Tampa, FL)
- The Client Onboarding Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... Masters degree **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time Type:** Full time **Primary Location:** Tampa… more
- Citigroup (Getzville, NY)
- The Client Onboarding Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… more
- JPMorgan Chase (Plano, TX)
- Join the Client Onboarding & Service (COS) group within JP Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & ... of agendas and materials for executive events, including leadership offsites, townhalls, and client visits. + Ensure data integrity and accuracy for executive and ad… more
- Santander US (Miami, FL)
- Client Onboarding Sr. Analyst Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial services industry ... and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge… more
- JPMorgan Chase (New York, NY)
- …F&BM, and play a critical leadership role driving strategic business management across Client Onboarding . In this role, you will partner directly with C-suite ... leaders and senior management to shape and execute enterprise-wide priorities, financial discipline, and transformational initiatives. You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery of… more
- JPMorgan Chase (Chicago, IL)
- Join the Client Onboarding and Service (COS) organization, focused on providing a best-in-class experience to our clients and employees. We are seeking a highly ... talented candidate for a full-time position on our COS Business Management support team within the Finance & Business Management (F&BM) organization. Work with senior leadership to provide executive communication support, data visualization, and business… more
- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- JPMorgan Chase (Plano, TX)
- Seeking a talented Business Enablement Workfront Administrator for the Global Bank (GB) Client Onboarding & Service (COS) team. You'll work daily with our ... Workfront instance delivering centralized intake and the related infrastructure required to support ongoing project management & reporting needed to achieve business priorities. The successful candidate will be highly detail-oriented with strong Workfront… more
- Truist (Atlanta, GA)
- …in identifying and implementing efficiencies in the products end to end onboarding , and/or client experience. Work is independent and self-directed, with ... Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II role supports… more
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more