Financial Services Onboarding Expert

Job Title: Client Onboarding ExpertAbout the Role:This is a unique opportunity to join Michael Page as a Client Onboarding Expert, working closely with a prominent Japanese financial institution in Midtown NYC. The ideal candidate will possess exceptional analytical skills, strong attention to detail, and excellent communication skills.Job Description:The...

Are you a motivated and results-driven individual looking to take your career to the next level? Join Unit Corporation as an Implementations Specialist and play a key role in shaping the future of financial services!About the OpportunityWe're seeking an experienced professional with a passion for fintech and customer success. As an Implementations...

Job OverviewWe are seeking a highly skilled Financial Services Onboarding Specialist to join our team at BNY Mellon. This role is ideal for individuals with 2-5 years of experience in transition management and/or project management.About the RoleThe successful candidate will be responsible for onboarding clients into our system, ensuring all SLAs are met,...

About the RoleWe are hiring a Client Onboarding Expert to oversee the onboarding process for new clients at Arch. As a key member of our team, you will be responsible for developing personalized onboarding plans and ensuring their successful execution.The ideal candidate will possess strong problem-solving skills, excellent communication abilities, and a...

As a financial services expert at Equitable Advisors, you will have the opportunity to help individuals and businesses secure their financial well-being. Our team is driven by our mission to provide customized financial strategies and deliver exceptional customer experiences. We value diversity, equity, and inclusion, and foster an environment where everyone...

Job DescriptionTrevose Partners Limited is a leading provider of FX trading platforms, and we are currently seeking a Financial Services Professional - Client Onboarding to support our growing US operations. As a key member of our team, you will play a crucial role in ensuring seamless onboarding experiences for our clients. Your primary responsibilities...

Are you ready to take on a challenging role as a Financial Institution Expert? We are seeking an experienced professional to join our team as a Managing Principal in the Capital Markets space.About the JobIn this role, you will be responsible for leading client engagements and developing new business opportunities. You will work closely with clients to...

Cantor Fitzgerald L.P., a leading global financial services firm, is seeking a highly motivated and detail-oriented Prime Brokerage Onboarding Specialist to join our dynamic team.The ideal candidate will be responsible for managing the onboarding process across equities, fixed income, swap, clearing, and digital assets, delivering a seamless client...

If you're a seasoned professional looking for a new challenge, we'd love to hear from you!About the PositionThe PMS Implementation Manager will act as a guide and subject matter expert for clients when implementing Enfusion's Portfolio Management System (PMS), building strong product knowledge and managing a positive relationship with our clients.You'll...

Job TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...

About This RoleWe are seeking an experienced Financial Markets Expert to join our team as a US Equity Options Sales Trader. In this role, you will be responsible for covering UK and European-based clients who trade in the US listed equity and ETF options space.Key ResponsibilitiesDevelop relationships with institutional clients and internal professionals to...

We are looking for a Financial Services Expert to join our team at Tandym Group in New York City. As a financial services company, we are committed to delivering exceptional results and driving business growth. We are seeking an experienced professional with a strong background in financial analysis, strategic planning, and business development.The ideal...

About Phaxis - Financial ServicesWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team of experts is passionate about delivering high-quality services that meet and exceed expectations.

Job OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.

Company OverviewAt Forvis Mazars, we are a rapidly expanding advisory team dedicated to helping global companies exceed their strategic objectives and needs. Our combined Financial Services Advisory practice brings together our global footprint, clients, industry expertise, and innovative solutions to deliver exceptional results.About the RoleThis exciting...

Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...

Company Overview: Expert Info Services LLC is a leading provider of expert witness services, connecting law firms with qualified expert witnesses since 1987.Salary Range: $150,000 - $220,000 per yearJob Summary: We are looking for a highly skilled Parks and Recreation Expert to join our team. As a key member of our team, you will be responsible for providing...

About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.

At Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...

Job OverviewThe Senior Financial Analyst (SFA) plays a pivotal role in supporting the Founder of Acctuate's Advisory business, providing expert financial analysis, planning, M&A, and financing services to clients. This position involves implementing proprietary processes while driving improvements against current workflows.