- JPMorgan Chase (Jersey City, NJ)
- …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… more
- Mizuho Corporate Bank (New York, NY)
- …spot and raise a discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state of secretary ... Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding ...sites, along with other necessary documentation (ie: 2111, Dodd Frank Protocol 1 &2, etc.).… more
- MUFG (New York, NY)
- …Middle, Back Office staff and clients to obtain required information and applicable documentation related to client on-boarding and ad hoc production + Initiates ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... documentation , workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing… more
- Marex (New York, NY)
- …and other applicable systems. Responsibilities: + Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and ... United States. The team will work with brokers or client services to gather the proper documentation ...Respect - Clients are at the heart of our business , with superior execution and superb client … more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading...documentation process + Provides timely updates to the Business on the status of negotiations, whether via weekly… more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities....lines, clients and their legal counsel in an efficient, business -friendly manner + Participates in client meetings… more
- Santander US (New York, NY)
- …integration of activities and required hand-offs. + Resolves complex client onboarding /transition/conversion issues. + Researches, develops and establishes ... methodologies, protocols and processes to improve the client onboarding experience. + Revalidates product feature...standardized client training to meet the unique client business need. + Completes assigned implementations… more
- Santander US (New York, NY)
- Sr. Specialist, Client Lifecycle Management Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Sr. Specialist, Client Lifecycle Management contributes to the overall success of the Onboarding … more
- TD Bank (New York, NY)
- …for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global ... products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position...documentation process. + Provide timely updates to the Business on the status of negotiations, whether via weekly… more