- Neuberger Berman (New York, NY)
- …the ownership and execution of several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. Our choice ... aspects of the Client Onboarding and Account Opening journey across the Private Wealth business...Management / Private Banking. Direct experience with client onboarding, product ownership, or business analysis a plus + Strong… more
- Citigroup (New York, NY)
- …requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will work closely with front-office users (bankers, ... and document processes to improve and optimize future opportunities + Own the product roadmap for the GFCM squads and customer processes + Collaborate with… more
- JPMorgan Chase (West Harrison, NY)
- …Your role will encompass the efficient management of operational requests such as account opening , money movement, and investment trades, with a strong emphasis ... but not limited to facilitating accurately and timely operational requests such as account opening , money movement and investment trades + Aid the Advisors… more
- JPMorgan Chase (New York, NY)
- …(front, middle, and back offices), such as client relationship management, account opening , consolidated client reporting, enhanced performance and risk ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- JPMorgan Chase (New York, NY)
- …processes (front and back office), such as client relationship management, account opening , consolidated client reporting, enhanced performance and risk ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- Citigroup (New York, NY)
- …constant communication with the client + Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client ... of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of...all requests in a timely manner + Liaise with product and functional partners to ensure requests are completed… more
- Indeed (New York, NY)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** National Account Managers at Indeed help the top organizations more effectively manage their ... accounts. + Conduct face-to-face meetings, including presentations, webinars, and product demonstrations over the phone. + Identify revenue opportunities within… more
- Citigroup (New York, NY)
- …comprehensive solutions tailored to client needs. + **Operational Oversight:** Oversee account openings , fundings, and closings, ensuring accuracy and resolving ... Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will...any deficiencies. + **Risk Management:** Monitor account activity, manage "tickler" items, and oversee claim submissions,… more
- Citigroup (New York, NY)
- …) + Open and link accounts on One Source. Assist Banker to obtain approval on account openings . Independently review all docs and link all client accounts to the ... accounts. Coordinate with Relationship Officer/Private Banker to obtain approval on account openings , independently reviewing all documentation and linking all… more
- S&P Global (New York, NY)
- …S&P DJI offerings and index-linked products, with a particular emphasis on Account Based Marketing (ABM) and Partner Marketing initiatives. This role will prioritize ... by connecting marketing activities to specific commercial outcomes, focusing on: ** Account Based Marketing (ABM** **)** **/** **Partner Marketing:** + Support… more
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