- Huntington National Bank (Charlotte, NC)
- … Term Loan B transactions + Maintain strong relationships across Huntington's institutional investor client base which includes Collateralized Loan Obligation ... Credit Trading will be a point of contact for institutional investors and trading counterparties and partner with credit...closers to maximize trade settlement efficiency + Assist in onboarding trading counterparties through the KYC process… more
- Citigroup (Atlanta, GA)
- …Manage customers and transactions in the CRM platform + Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ... thought partners who bring simplicity in an increasingly complex world. We develop client -centric solutions for their long-term growth and pave the way for them to… more
- 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
- JPMorgan Chase (New York, NY)
- …by ensuring a high level of customer satisfaction. + Partner with internal teams on the client onboarding and KYC process to support the Firm's adherence to ... financial solutions that meet the unique needs of each client in the portfolio. You will be supporting assigned...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Huntington National Bank (Columbus, OH)
- … new FX clients, ensuring timely and accurate completion of documentation, KYC , and regulatory requirements. + Prepare client -facing materials such as ... Markets FX team, responsible for delivering exceptional service to corporate and institutional clients. This role blends operational accuracy, market insight, and … more
- JPMorgan Chase (New York, NY)
- …and reviewing information for underwriting, and collaborating with internal teams to complete onboarding , including Know Your Client (" KYC ") due diligence. + ... partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (New York, NY)
- …and Skills:** + Familiarity with data management, reference data, client onboarding and Know Your Customer ( KYC ) processes, and industry sources of ... of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our… more
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