Current jobs related to Client Onboarding Specialist in Banking - New York, New York - Collabera
-
Client Onboarding Specialist
1 month ago
New York, New York, United States Phyton Talent Advisors Full timeClient Onboarding SpecialistPhyton Talent Advisors is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our financial services team, you will be responsible for ensuring the smooth onboarding of new clients while maintaining compliance with regulatory standards.Key Responsibilities:KYC Reviews: Conduct comprehensive...
-
Senior Client Onboarding Specialist
2 days ago
New York, New York, United States Lenmar Consulting Full timeClient Onboarding and Regulatory Services RoleLenmar Consulting is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a key member of our Shared Services Banking Operations, you will be responsible for regulatory client onboarding, refresh, and screening.The CORS team supports the ongoing review of clients by performing...
-
Client Onboarding Specialist
3 days ago
New York, New York, United States SMBC Full timeAbout the Role:As a Client Onboarding Specialist at SMBC Group, you will play a crucial role in supporting the Relationship Manager team in delivering exceptional client service. Your primary responsibility will be to perform a variety of administrative duties, including travel booking, expense reports, and invoice processing.Key Responsibilities:Provide...
-
Client Onboarding Specialist
7 days ago
New York, New York, United States Phaxis LLC Full timeJob Summary:We are seeking a highly skilled Client Onboarding Specialist to join our team at Phaxis LLC. As a Client Onboarding Specialist, you will be responsible for reviewing and analyzing documentation to ensure the accuracy and completeness of client information.Key Responsibilities:Review and analyze documentation such as identification papers,...
-
Client Onboarding Specialist
2 days ago
New York, New York, United States SMBC Full timeSMBC Group is a top-tier global financial group with a 400-year history. Headquartered in Tokyo, the Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc....
-
Client Onboarding Specialist
7 days ago
New York, New York, United States US Tech Solutions Full timeJob Summary: We are seeking a highly skilled Client Onboarding Specialist to join our team in New York City. As a Client Onboarding Specialist, you will be responsible for reviewing and enriching client remediation populations, assisting with sourcing missing client contacts, and providing guidance and oversight to the KYC Refresh team. You will also act as...
-
Client Onboarding Specialist
4 weeks ago
New York, New York, United States Innova Solutions Full timeSales Onboarding and Customer Setup CoordinatorInnova Solutions is seeking a highly skilled Sales Onboarding and Customer Setup Coordinator to join our team. As a key member of our sales team, you will be responsible for managing the end-to-end client onboarding process, ensuring a smooth client setup process, and collaborating with various stakeholders to...
-
Global Banking Specialist
1 week ago
New York, New York, United States Goldman Sachs Full timeJob Title: Global Banking SpecialistAt Goldman Sachs, we are committed to delivering exceptional client service and driving business growth through innovative solutions. As a Global Banking Specialist, you will play a critical role in ensuring the seamless onboarding of new clients and the efficient execution of trades.Key Responsibilities:Collaborate with...
-
Data Onboarding Specialist
1 week ago
New York, New York, United States ARCH COMPANY Full timeAbout the RoleWe are seeking a highly skilled Data Onboarding Specialist to join our team at Arch Company. As a key member of our team, you will be responsible for owning the data onboarding and implementation process for our large-scale clients.As a Data Onboarding Specialist, you will work closely with our client-facing teams to ensure that our clients...
-
Global Banking Operations Specialist
2 weeks ago
New York, New York, United States Goldman Sachs Full timeJob Title: Global Banking Operations SpecialistAt Goldman Sachs, we are seeking a highly skilled Global Banking Operations Specialist to join our Equities Client Integration team. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new Equities clients globally, while maintaining a positive client experience and...
-
Client Outreach Specialist
2 months ago
New York, New York, United States Bank of America Full timeAbout the RoleWe are seeking a highly skilled Client Outreach Specialist to join our team at Bank of America. As a key member of our Know Your Client (KYC) Outreach team, you will play a critical role in ensuring the bank's global regulatory and policy requirements are met.Key ResponsibilitiesDevelop and maintain strong relationships with clients across...
-
Client Outreach Specialist
2 months ago
New York, New York, United States Bank of America Full timeAbout the RoleWe are seeking a highly skilled Client Outreach Specialist to join our team at Bank of America. As a key member of our Know Your Client (KYC) Outreach team, you will play a critical role in ensuring the bank's global regulatory and policy requirements are met.Key ResponsibilitiesDevelop and maintain strong relationships with clients across...
-
Data Onboarding Specialist
4 weeks ago
New York, New York, United States Arch Full timeAbout the RoleWe are seeking a highly skilled Data Onboarding Specialist to join our team at Arch. As a Data Onboarding Specialist, you will be responsible for owning the data onboarding and implementation process for our large-scale clients. This includes working closely with our client-facing teams to ensure they have all the necessary data and dashboards...
-
Onboarding Specialist
3 weeks ago
New York, New York, United States Sun River Health Full timeAbout Sun River HealthSun River Health is a comprehensive Federally Qualified Health Center (FQHC) system with over 45 locations, serving more than 250,000 patients across the Hudson Valley, New York City, and Long Island. Our mission is to provide quality, affordable health care to communities in need.Job Title: Onboarding/Verification SpecialistThe...
-
Customer Onboarding Specialist
6 days ago
New York, New York, United States Intuit Inc Full timeJob Title: Customer Onboarding SpecialistMailchimp is a leading marketing platform for small businesses. We empower millions of customers around the world to build their brands and grow their companies with a suite of marketing automation, multichannel campaign, CRM, and analytics tools.Job SummaryThe Onboarding Team within our Sales organization is focused...
-
Client Management Specialist
1 day ago
New York, New York, United States LendingClub Bank Full timeAbout the RoleWe are seeking a highly motivated Client Management Specialist to join our team at LendingClub Bank. As a Client Management Specialist, you will play a critical role in supporting our institutional investors, including banks, asset managers, and other large non-bank investors.Your primary responsibilities will include working cross-functionally...
-
Commercial Banking Account Opening Coordinator
2 months ago
New York, New York, United States IDB Full timeJob DescriptionAt IDB Bank, we are committed to providing exceptional service to our clients and customers. As a Customer Service Representative - Account Opening Specialist, you will play a critical role in supporting our Commercial Banking team in the account opening process.Key Responsibilities:Account Opening and Onboarding: Assist in the preparation and...
-
Equipment Finance Specialist
4 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeSenior Inside Sales AssociateAt Sumitomo Mitsui Banking Corporation, we are seeking a highly skilled and experienced Senior Inside Sales Associate to join our Machine Tool team. As a key member of our sales team, you will be responsible for handling Quick Decision Model (QDM) submissions, new client onboarding, and identifying new business opportunities.Key...
-
New York, New York, United States Phyton Talent Advisors Full timeDirector of Client Onboarding and Accounting SystemsPhyton Talent Advisors is seeking a seasoned professional to lead our client onboarding efforts for non-profit organizations. As a Director of Client Onboarding and Accounting Systems, you will be responsible for ensuring a seamless transition of clients into our financial and operational systems.Key...
-
New York, New York, United States Phyton Talent Advisors Full timeDirector of Client Onboarding and Accounting SystemsPhyton Talent Advisors is seeking a seasoned professional to lead our client onboarding and accounting systems initiatives. As a key member of our team, you will be responsible for ensuring a seamless transition of new clients into our financial and operational systems.Key Responsibilities:Develop and...
Client Onboarding Specialist in Banking
2 months ago
Job Details:
Title:
Banking Client Onboarding Specialist
Location:
New York, NY
Duration: 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 assignments that necessitate thorough research and assessment.
2. **Providing Recommendations:**
Formulate and present suggestions for addressing various situations.
3. **Client Interaction:**
Deliver essential information to client personnel involved in Business Execution.
4. **Process Improvement:**
Identify and propose enhancements to existing processes to drive efficiency.
We are looking for a detail-oriented professional who can effectively navigate the onboarding process and contribute to the overall success of our clients.
