Client Onboarding Specialist

Job 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 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...

Job 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 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...

Job OverviewUS Tech Solutions is seeking a highly skilled Client Onboarding and Regulatory Compliance Specialist to join our team in New York City. This role is part of our Client Onboarding and Regulatory Services (CORS) function within Shared Services Banking Operations.About the RoleAs a Client Onboarding and Regulatory Compliance Specialist, you will...

SMBC 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....

About 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...

About 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...

About 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...

Job 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...

Director 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...

Director 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...

Job SummaryWe are seeking a highly skilled Global Markets Onboarding Specialist to join our team at Axelon. The successful candidate will be responsible for coordinating the onboarding process for new clients, ensuring a seamless and efficient experience.Key ResponsibilitiesAct as a liaison between Due Diligence, onboarding/Recertification, Compliance, and...

Client Implementation SpecialistAt Arch, we're looking for a skilled Client Implementation Specialist to join our team. As a key member of our onboarding process, you'll be responsible for ensuring a seamless experience for new clients.Key Responsibilities:Develop personalized onboarding plans for clientsOrganize and onboard investment informationCommunicate...

Job Description:MarketSource, Inc. is a leading provider of integrated sales and marketing solutions to Fortune 500 companies. We offer a dynamic environment that fosters creativity and provides opportunities for personal and professional growth.The Onboarding Project Specialist/Coordinator is a non-exempt role responsible for delivering a high-quality...

Empowering New Yorkers to ThriveNYC Health + Hospitals is a leading public healthcare system in the United States, providing essential services to over one million New Yorkers annually. Our diverse workforce is dedicated to delivering high-quality care and promoting the health and well-being of our communities.As a Senior Onboarding Specialist, you will play...

Job SummaryThe Marketplace Seller Onboarding Specialist at Macy's, Inc. plays a crucial role in ensuring a seamless onboarding experience for new sellers on our e-commerce platform. This position involves managing a specific category, overseeing the successful onboarding of sellers, and providing support to offshore teams.Key Responsibilities* Manage a...

Job SummaryWe are seeking a skilled FIX Onboarding and Production Support Specialist to join our Equity IT DevOps team. The ideal candidate will have a strong technical background and experience working with FIX Protocol.The successful candidate will be responsible for working with clients to onboard them into our FIX trading platform and providing ongoing...

Empowering New Yorkers to Live Healthier LivesNYC Health + Hospitals is a leading public healthcare system in the United States, providing essential services to over one million New Yorkers annually. As a Senior Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for new hires, transfers, and civil service...

Job Summary: As an Enrollment Coordinator at Barasch & McGarry, you will play a crucial role in onboarding new clients and processing their World Trade Center Health Program (WTCHP) applications as a key step of the VCF claim process. You will maintain consistent communication with clients to ensure all necessary paperwork is received, reviewed, and...