- 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
- 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 ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors , you...and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- JPMorgan Chase (New York, NY)
- …types and investment wrappers. You will collaborate with portfolio managers, client advisors , and many internal teams, including RFP, Marketing, Product ... development, distribution management, and portfolio management. + Oversee the end-to-end client onboarding process, including negotiating investment … more
- BlackRock (New York, NY)
- …traded funds, retail mutual funds, business development companies, institutional collective investment funds and separately managed accounts. This in-house role is ... tax support and strategic advice across a range of investment products and fund structures, with a specific focus...letters, purchase agreements, credit agreements) with legal and tax advisors . Business Support + Provide technical tax support to… more
- BlackRock (New York, NY)
- …for the firm's Municipal products, and ensuring the team provides high-quality, investment -focused client service. As the candidate progresses in this role, ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... aspects of implementation. **Responsibilities** + Assist with planning and implementation for client accounts across digital and print for clients in the Technology… more
- TD Bank (New York, NY)
- …I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting ... role will support other team members (Relationship Managers, Trust Advisors , or Investment Advisors ) and...to ensure that all new clients receive the complete onboarding experience. This includes a thorough client … 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
- TD Bank (New York, NY)
- …Manager partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors , and Captive Specialty Practice subject matter ... retention and growth + Partners with Institutional Relationship Managers, Institutional Investment Advisors , Specialty Practice SME, and Corporate Trust … more