Client Onboarding Expert
1 week ago
We 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 keen attention to detail.
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Client Onboarding Expert
2 weeks ago
New York, New York, United States Michael Page Full timeJob 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...
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Client Onboarding Expert
7 days ago
New York, New York, United States Unit Corporation Full timeAre 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...
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Client Onboarding Expert
1 day ago
New York, New York, United States Enfusion Full timeIf 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...
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New York, New York, United States BNY Mellon Full timeJob Description:We are seeking a talented Client Onboarding Specialist Senior Associate to join our team in New York, NY. As a key member of our Global Markets team, you will be responsible for onboarding clients, managing transitions, and providing advisory services.Responsibilities:Onboard new clients into our system, ensuring smooth transitions and...
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Director of Client Onboarding
2 days ago
New York, New York, United States NationStaff, Inc. Full timeAbout UsNationStaff, Inc. is an equal opportunity employer committed to diversity and inclusiveness. We are seeking a skilled Director of Client Onboarding who can support the upgrade and version control processes of our products and tools in client environments. With a strong background in technical customer-facing roles and experience training and...
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Strategic Client Onboarding Director
1 week ago
New York, New York, United States Phyton Talent Advisors Full timeJob Title: Strategic Client Onboarding DirectorThe Phyton Talent Advisors team is seeking an experienced Strategic Client Onboarding Director to join our organization. As a key member of our team, you will be responsible for leading the onboarding process for new clients, ensuring a seamless transition into our financial and operational...
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Client Onboarding/KYC Specialist
3 weeks ago
New York, New York, United States Mizuho Americas Full timeMizuho Americas is seeking a skilled Client Onboarding/KYC Specialist to join our team. This role plays a critical part in introducing new clients to our organization and ensuring full due diligence is done with respect to new and existing relationships.Key Responsibilities:Ensure collection of all appropriate KYC/Due Diligence documentation prior to client...
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Client Onboarding Specialist
1 day ago
New York, New York, United States NationStaff, Inc. Full timeNationStaff, Inc. is seeking a skilled Client Onboarding Specialist to join our growing Fintech team. As an Implementation Manager, you will be responsible for guiding clients through the implementation lifecycle, from initial onboarding to go-live.Responsibilities:Define our platform architecture for our clientsDrive project management and facilitate...
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Financial Services Professional
1 day ago
New York, New York, United States Trevose Partners Limited Full timeJob 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...
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Senior Prime Brokerage Onboarding Expert
3 weeks ago
New York, New York, United States Cantor Fitzgerald Full timeCantor 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...
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Financial Services Onboarding Expert
7 days ago
New York, New York, United States Uphold Full timeAbout the Role">We are seeking a highly skilled Enterprise Onboarding Specialist to join our team. The ideal candidate will have a strong understanding of regulatory compliance and financial services, as well as excellent communication and collaboration skills.Your Key Responsibilities:Support the second line review of the Business's activities to manage...
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FIX Onboarding and Production Support Specialist
3 weeks ago
New York, New York, United States Seven Seven Software Full timeJob SummaryWe are seeking a skilled FIX Onboarding and Production Support Specialist to join our Equity IT DevOps team, supporting Equities, Options, Futures, and Post trading allocations. As a key member of our team, you will be responsible for working with clients to onboard them into our FIX trading platform and providing ongoing support to deliver...
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New York, New York, United States iCapital Full timeAbout iCapitaliCapital is a cutting-edge financial technology platform revolutionizing the alternative investment marketplace. Our platform enables advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for high-net-worth clients. With a strong presence in the market, we service...
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Client Solutions Expert
3 weeks ago
New York, New York, United States GLG Full timeAbout GLGGLG is the world's leading insight network, connecting professionals at top corporations with first-hand expertise from a vast pool of experts.Salary and BenefitsThe base salary for this role is $70,000. In addition to a comprehensive benefits package, including medical, dental, and vision coverage, flexible paid time off, and 401(k) matching, this...
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Senior Onboarding Professional
3 weeks ago
New York, New York, United States Veterans Sourcing Group Full timeJob DescriptionWe are seeking a highly skilled Senior Onboarding Professional to join our team at Veterans Sourcing Group.About the Role:This is a 6+ month contract position (with possible extension) that requires working 2 days in the office and 3 days remotely. The ideal candidate will support the direct team manager in all onboarding processes, manage...
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Client Billing Expert
1 day ago
New York, New York, United States AMS Staffing, Inc. Full timeResponsibilitiesThe Client Billing Expert will play a critical role in ensuring timely and accurate e-billing submissions to our clients. Key responsibilities include:Submit e-bills to clients using Bill Blast and various e-billing vendors.Create new e-files using the LEDES format.Work with Client Billing Specialists to resolve issues on e-bills...
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Client Service Associate Expert
3 weeks ago
New York, New York, United States Guidepoint Full timeCompany OverviewGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. With a network of nearly 1.5 million experts and 1,300 employees worldwide, we deliver on-demand intelligence and research to inform our clients' research needs.Job DescriptionWe are seeking an exceptional Client Service Associate to join...
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Prime Brokerage Onboarding Specialist
1 day ago
New York, New York, United States HSBC Full time**About Us:**At HSBC, we strive to be a leader in the financial services industry. We believe that our employees are our greatest asset, and we are committed to providing them with the tools and resources they need to succeed.Salary: The estimated salary for this role is between $125,000 and $150,000 per year, depending on the candidate's qualifications and...
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Banking Client Services Expert
1 week ago
New York, New York, United States Insight Global Full timeCompany OverviewInsight Global is an equal opportunity employer that believes everyone matters.Job DescriptionThis Client Experience Officer role will support commercial banking clients by handling onboarding, transaction requests, account updates, and maintenance tasks.Duties and ResponsibilitiesProcess client transactions, including ACH, Wire Transfer,...
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FIX Protocol Expert and Support Engineer
2 days ago
New York, New York, United States Seven Seven Software Full timeSeven Seven Software is seeking a skilled FIX Protocol Expert and Support Engineer to join our Equity IT DevOps team. This individual will be responsible for onboarding clients into our FIX trading platform and providing ongoing support to ensure high customer satisfaction. Responsibilities include:Collaborating with clients and Trading Desk to configure FIX...