- 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
- 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 (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
- Citigroup (Getzville, NY)
- …clients product/pricing sets are established. + Verifies of all details of the client /product from a regulatory and control perspective for Institutional Client ... Accounts. + Serves as escalation point for issues and complex processing. + Involved in key projects for unit. + Delivers project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work… more
- 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
- 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
- FranklinCovey (Albany, NY)
- …that drive adoption, performance improvement, and account growth. **Essential Job Functions** ** Client Onboarding , Launch & Adoption** + Conduct discovery to ... schools and institutions. To learn more, visit franklincovey.com **Title:** Key Account Client Success Manager **Payroll Title:** Client Success Manager - Key… more
- Citizens (Tarrytown, NY)
- …you will attend to client inquires, process transactions, assist with client onboarding procedures, and maintain accurate documentation, all while upholding ... members. + Oversee the execution of daily transactions. + Assist with client onboarding processes, including but not limited to the establishment of new… more
- American Express Global Business Travel (Albany, NY)
- …GBT brand strategies + **Manage Implementation & Operations** - Oversee client onboarding , product implementation, training, and ongoing maintenance; facilitate ... relationships with accounts and customers and drive alignment around the client 's business, account strategies, and objectives. **What You'll Do:** + **Primary… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more