• Team Lead - Client Onboarding

    WTW (New York, NY)
    **Description** The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... client relationship through a dedicated client onboarding team. This role will help ensure that the Team delivers to the Client an efficient and… more
    WTW (12/18/25)
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  • Client Onboarding Senior Analyst…

    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 and ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… more
    Citigroup (11/28/25)
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  • Commercial & Investment Bank- Client

    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 (12/17/25)
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  • Client Onboarding & Documentation…

    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 (10/19/25)
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  • Client Onboarding - Investment…

    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
    Mizuho Corporate Bank (11/03/25)
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  • Client Onboarding

    Mizuho Corporate Bank (New York, NY)
    Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding requests for all divisions of Mizuho + End to end ... onboarding coordination + Compose KYC packages and perform due...discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state… more
    Mizuho Corporate Bank (12/03/25)
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  • AVP- Securities Client Onboarding

    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...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
    MUFG (12/05/25)
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  • Customer Onboarding Manager

    Justworks (New York, NY)
    …relationships with sales teams, collaborating closely to ensure alignment and success in client onboarding . + Proactively monitor and manage timelines to ensure ... Customer Onboarding Manager New York, New York Apply Who...onboarding process to ensure a seamless experience for client administrators. You embody a proactive, service-first approach, anticipating… more
    Justworks (12/15/25)
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  • Wealth at Work - Client Experience Head…

    Citigroup (New York, NY)
    client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires ... core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms.… more
    Citigroup (11/26/25)
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  • Head of Transition Management and Client

    Neuberger Berman (New York, NY)
    …and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product ... be responsible for overseeing operational and change-management aspects of our client lifecycle from onboarding , transition management, offboarding, and overall… more
    Neuberger Berman (10/03/25)
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