- Santander US (Miami, FL)
- Sr. Client Onboarding Analyst Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... possibilities **We Want to Talk to You!** **Position Summary:** The Sr. Client Onboarding Analyst is responsible reviewing account opening documentation, KYC… more
- PrincePerelson & Associates (Salt Lake City, UT)
- ** Client Onboarding & Operations Analyst - Entry Level** SLC, UT (In-Office) - Relocation required without relocation assistance $47-56K/year A prestigious ... firm based in Salt Lake City is seeking a Client Onboarding & Operations Analyst to join its Private Wealth Management Operations team. This role is ideal… more
- Citigroup (New York, NY)
- The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… more
- Citigroup (Getzville, NY)
- The Reference Data Services Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... clients product/pricing sets are established. + Verifies all details of the client /product from a regulatory and control perspective for Institutional Client … more
- Citigroup (Tampa, FL)
- The Client Onboarding Lead Analyst is a strategic professional responsible for project managing the onboarding of clients into the Securities Services ... deliver superior customer service and resolution of customer issues throughout the client onboarding Responsibilities: + Responsible for the overall project… more
- Marex (New York, NY)
- …more information visit www.marex.com (http://www.marex.com/) (http://www.marex.com/) Purpose of Role: The Onboarding Analyst will facilitate the onboarding ... data, insights and analytics [do not delete]. The US Onboarding team is responsible for facilitating the account opening...United States. The team will work with brokers or client services to gather the proper documentation and configuring… more
- KeyBank (Brooklyn, OH)
- …for East Coast meetings, required **Job Description:** Seeking a dynamic Lockbox Onboarding , Analyst Lead to join our Commercial Data Transmissions (Lockbox) ... with clients to onboard Lockbox products In addition, they will integrate client systems ( ERP, Treasury Workstations, etc.) with the bank's infrastructure via… more
- Banc of California (Durham, NC)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Support Analyst for Merchant Services serves as the primary point ... for client servicing inquiries, providing seamless support throughout the onboarding and underwriting processes. This role is integral to the business… more
- BlackRock (Princeton, NJ)
- …daily tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding , fund launches, and trade activity, partnering with ... a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes. + ** Analyst Role:** 1-3 years of experience, emphasizing… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding : input CRM data, manage docs, set up reports, ... Description Investment Banking Client Services Analyst Fort Worth, TX...investment advisory and equity investment processes. * Experience in client relations and onboarding procedures. * Detail-oriented… more