Client Onboarding Expert
18 hours ago
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 identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes, and collaborate with internal teams to resolve issues and drive projects forward.
This is an exciting opportunity to join a dynamic company and contribute your expertise to help drive success in the financial services industry.
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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 Arch Full timeAbout 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...
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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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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
23 hours 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
18 hours 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
20 hours 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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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
18 hours 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
18 hours 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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Financial Services Onboarding Specialist
23 hours ago
New York, New York, United States BNY Mellon Full timeJob 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,...
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Banking Client Services Expert
7 days 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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Clinical Onboarding Manager
7 days ago
New York, New York, United States MedElite Full timeJob OverviewMedElite is a pioneering company in the geriatric healthcare sector, revolutionizing care delivery in skilled nursing facilities. As a Clinical Onboarding Manager, you will play a pivotal role in shaping the future of healthcare by providing hands-on training to nurse practitioners during their first week of employment.This is a remote position...