- JPMorgan Chase (Jersey City, NJ)
- **Job Description:** As a Control Manager - Strategic Testing (Associate) in the Client Onboarding & Documentation (CO&D), you will drive the global Client ... with firmwide standards. **Job Responsibilities:** + Develop a deep understanding of Client Onboarding & Documentation, DDS, WKO operations, and associated… more
- BlackRock (New York, NY)
- …with go-to-market, marketing, and enablement teams to support product launches, client onboarding , and internal education. **Team Leadership** + Build ... at BlackRock have the best-in-class data, analytics, and tools to manage client assets. Twenty years ago, BlackRock made Aladdin available to other asset… more
- US Bank (Los Angeles, CA)
- …and handling trade execution (including pricing negotiation and XVA requirements; completing client onboarding processes; backing up colleagues as it relates to ... complex and sensitive FX transactions + Track record of prospecting and onboarding new client relationships + Well-developed verbal and written communication… more
- Quad (Chicago, IL)
- …practices across the team and within the department . + Support new client onboarding efforts as directed by leadership Job Requirements: Education: Bachelor's ... media (programmatic, search, social + media) and other relevant channels to drive client success. + Lead a team of managers and staff responsible for delivering… more
- Lamark Media (Boca Raton, FL)
- …and Client Services teams to ensure smooth transitions from pitch to client onboarding . Supporting Growth Across Accounts + Expand existing client ... pricing models (retainer, project-based, performance-based). + Established network or client relationships within relevant sectors. + Exposure to creative strategy… more
- Cushman & Wakefield (Kansas City, MO)
- …approvals, and proper documentation (including LOEs/SOWs/MSAs and amendments). + Partner with Client Engagement for client onboarding , portal setup, ... checks, and partners closely with internal stakeholders to deliver a seamless client experience. The position plays a critical role in revenue assurance and… more
- BMO Financial Group (New York, NY)
- …targets for TPS within FIG. + Ensure operational excellence in deal execution, client onboarding , and service delivery. + Continuously assess and improve work ... the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role… more
- Bank of America (Atlanta, GA)
- …team's client service model. **Role Responsibilities** + Identify and own the client onboarding process + Document client interactions and provide team ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… more
- BMO Financial Group (NE)
- …ensure client 's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and ... role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional,...provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to… more
- KeyBank (Cleveland, OH)
- …+ Familiar with risk controls and procedures related to trade settlement and client onboarding . + Knowledge of compliance requirements including CIP, DARQ, and ... income sales and trading team by ensuring smooth trade settlement, maintaining client accounts, and delivering high-quality administrative and client service… more