Client Onboarding Team Lead

Cherre is the real estate industry's leading data management platform, powering more than $3 trillion AUM globally. Our end-to-end platform helps clients connect, transform, analyze, and act on trusted data to increase efficiencies, reduce risks, gain visibility into market trends, and make strategic moves in response to changing market conditions. At...

Shape the Future with Your Expertise. At BNY Mellon, we present a diverse range of innovative career opportunities at the convergence of finance, technology, and business. As a leading global asset management and banking institution, we oversee trillions of dollars in assets, custody, and administration. Recognized as the "bank of banks," we partner with 97%...

Hybrid Work Schedule Located in New York, NY (Midtown).8-Month Contract offering a competitive hourly pay rate. About Our Client Our client is a major Japanese financial services company located in Midtown New York City, known for providing a wide range of financial products and services, including banking, securities, and trust services. The client operates...

Job DescriptionJob DescriptionJob DescriptionSupport direct team manager for all onboarding processes.Manage daily onboarding requests for all divisions of the bank.· End to end onboarding coordination.· Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due Diligence.· Conduct...

About Us Findigs is dedicated to revolutionizing the residential leasing landscape, making the transition into new rentals both efficient and transparent. Supported by leading investors in venture capital and real estate, we are in search of enthusiastic and talented individuals eager to make a significant impact in a fast-paced startup environment. Our...

Job SummaryCitadel Securities Americas Services LLC is seeking a highly skilled Client Operations Specialist to join our team. As a Client Operations Specialist, you will be responsible for the front-to-back onboarding of new and existing clients, while maintaining effective communication with clients and internal stakeholders.Key ResponsibilitiesCoordinate...

About Us:At HSBC, our mission is to create opportunities that drive progress and foster growth for our diverse clientele. We leverage our extensive expertise and resources to empower over 40 million customers globally.Role Overview:The Client Onboarding Manager is responsible for overseeing the comprehensive onboarding process for hedge fund and...

About Goldman SachsAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment to our clients, shareholders and the communities we serve drives our success.Our TeamThe Client Integration Team is a dynamic and multi-faceted division that partners with all parts of the firm to provide banking,...

Client Onboarding Support SpecialistWhat is the Opportunity?As a vital member of our team, you will collaborate with branch and departmental colleagues to facilitate all aspects of the client onboarding process. Your role will involve working closely with Portfolio Management teams to manage requests for new platforms or existing accounts, as well as...

Job OverviewAbout Us: At Propeller Industries, we are a collective of innovators, entrepreneurs, and solution-oriented professionals. For nearly 15 years, we have been dedicated to assisting leading startups in navigating the financial complexities that often accompany their initial institutional funding. Today, our team of over 350 skilled professionals...

Client Onboarding SpecialistJob Title: Client Onboarding SpecialistDepartment: ProgramsReports to: Program DirectorSchedule: 40 hours per week. Hybrid (2 days out of the office)FSLA: Non-exemptAbout the OrganizationUpwardly Global is dedicated to assisting skilled job seekers in their journey towards fulfilling, well-paying careers. The organization operates...

This is a 8-month contract within Midtown NYC that is currently on a hybrid work schedule. This consultant will be brought onto the KYC team that is responsible for assisting the on boarding of new clients Client Details Our client is a major Japanese financial services company located in Midtown New York City, known for providing a wide range of financial...

Position Overview:Innova Solutions is seeking a dedicated Client Onboarding Specialist to enhance our Business Execution team.Job Type:Full-time/Contract on W2Location:Hybrid work modelRole Duration:6+ MonthsKey Responsibilities:As a Client Onboarding Specialist, you will:Engage in moderately complex projects and pinpoint areas for process enhancement within...

Ability to gain experience within a large global bankHybrid work schedule About Our Client Our client is a major Japanese financial services company located in Midtown New York City, known for providing a wide range of financial products and services, including banking, securities, and trust services. The client operates globally with a strong presence in...

Position Overview:Innova Solutions is actively seeking a dedicated Client Onboarding Specialist to facilitate the onboarding process for our clients.Job Type:Full-time/Contract on W2Location:Hybrid (3 days in-office/2 days remote)Role Duration:6+ MonthsKey Responsibilities:As a Client Onboarding Specialist, you will:Engage in moderately complex initiatives...

Innova Solutions is actively seeking a Client Onboarding Specialist.Position: Client Onboarding SpecialistEmployment Type: Full-time/Contract on W2Location: Hybrid (3 days in-office/2 days remote)Contract Duration: 6+ MonthsKey Responsibilities:Engage in moderately complex initiatives and identify opportunities for enhancing processes within Business...

Job Overview:Position: Banking Client Onboarding SpecialistLocation: New York, NYContract Duration: 06 monthsCompensation: $50/Hr. to $53/Hr.Role Summary:As a Banking Client Onboarding Specialist, you will engage in moderately complex projects within Business Execution. Your responsibilities will include:Conducting thorough reviews and assessments of...

Job Details:Title: Banking Client Onboarding SpecialistLocation: New York, NYDuration: 06 months of contract Pay: $50/Hr. to $53/Hr. Job Overview:As a Banking Client Onboarding Specialist, you will engage in moderately complex projects within Business Execution. Your responsibilities will include:1. **Conducting Research and Analysis:**Evaluate basic...

Job DescriptionJob DescriptionClient Onboarding Associate BBR Partners is a rapidly growing company providing investment and wealth management services to high-net-worth individuals and families.  The firm was originally founded in early 2000 and now manages over $25 billion in assets.   BBR is currently seeking a Client Onboarding Associate.  This...

Innova Solutions is currently seeking a Client Onboarding Specialist.Position Type: Full-time/Contract on W2Work Arrangement: Hybrid (3 days in-office/2 days remote)Contract Duration: 6+ MonthsKey Responsibilities:Engage in moderately complex projects and identify opportunities for enhancing processes within Business Execution.Evaluate and analyze basic...