- JPMorgan Chase (New York, NY)
- …market insights + Coordinate with the Client Service Team to ensure proper onboarding and execution of KYC / AML requirements + Ensure cross-team cooperation ... **Job summary:** As an Asset Management Program Associate - Global Liquidity (Internal Client Advisor) you will be responsible for partnering with 2-3 Client … more
- Citigroup (Jacksonville, FL)
- …channel and account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice, or in-market, dedicated ... outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments… more
- JPMorgan Chase (Jersey City, NJ)
- …JP Morgan Payments partners to develop comprehensive solutions + Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help ... in forging sales relationships and generating new business from a diverse client base. Your role will involve effective collaboration with various departments such… more
- City National Bank (New York, NY)
- …sales and credit processes, develop understanding other key processes around KYC / onboarding , fundings, internal risk limits (eg industry, product, financial ... processes to ensure seamless execution for clients. Maintain ongoing existing client relationships and continue to proactively identify opportunities that increase… more
- JPMorgan Chase (Chicago, IL)
- …JP Morgan Payments partners to develop comprehensive solutions + Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help ... diverse set of insurance customers. The role requires strong collaboration with client service, compliance, operations, technology, risk, credit and legal in order… more
- JPMorgan Chase (Jersey City, NJ)
- …JP Morgan Payments partners to develop comprehensive solutions + Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help ... handling cross-functional and cross-regional deals. You will support proactive client engagement, collaboration with multiple internal partners, and development of… more
- M&T Bank (Bridgeport, CT)
- …with Treasury Management Consultants (TMC) and Relationship Managers (RM) to enhance client onboarding and product adoption. + Monitor reports, resolve ... and customer needs, to provide tailored solutions and maintain a high level of client satisfaction. This role combines a client -focused mindset, and a commitment… more
- Adecco US, Inc. (Los Angeles, CA)
- Adecco is assisting a local client recruiting for an **Estate Settlement Administrator** opportunity in **Los Angeles, CA.** This is an excellent opportunity to join ... maintenance activities and transactions using systems such as: . Client Relationship Workstation (CRW) . Trust Web . PACE.... Trust Web . PACE . Know Your Customer ( KYC ) Tool . Interact . Administrative Review System (ARS)… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... desk, covering North American and LATAM corporates across the full client lifecycle. Responsibilities include supporting senior salespeople in marketing FX products… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...on AML matters including, but not limited to, customer onboarding , acceptance, rejection, and exits; + Overseeing and managing… more