Client Onboarding & Compliance Analyst
eTeam
A financial services company is seeking an entry-level Analyst for their Cohoes, NY location. The role involves reviewing client requests, coordinating tasks, and ensuring data accuracy. Ideal candidates will have a Bachelor's Degree in Finance or Business and strong skills in Microsoft products, particularly Excel. The position requires excellent communication and organizational abilities, along with the capacity to manage multiple tasks in a collaborative environment. This is a contract position with hourly pay. #J-18808-Ljbffr eTeam
$142.9k - $195.3k
...Overview Colliers Engineering & Design is currently seeking a detail-oriented Client Program Manager to join our infrastructure team in New York state! This role will work in-office or hybrid. Candidates must be located near Rochester, Buffalo, Albany, or Syracuse. This...SuggestedTemporary workWork at office- ...proactive basic sales solutions. You will engage in branch activities, profile customers for sales opportunities, and onboard new clients while ensuring compliance with KYC and CIP procedures. You will schedule appointments, follow up with clients, and work with internal...Suggested
- Overview The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout... ...and Claims in new and renewal business through prospect calls. Onboard Agents/Insureds to educate on AmTrust capabilities. Build and maintain...SuggestedFull time
- Strategic Staffing Solutions in Cohoes, NY is seeking an Account Opening and Maintenance Analyst for a 6-month assignment. You will review and approve client requests, ensuring proper authorizations and documentation meet policy requirements while coordinating team tasks...Suggested
$90k - $94k
...performance, staffing, service delivery, compliance, risks, emerging needs, and... ...service standards. · Use program data, client outcomes, utilization, staffing information... ...service demands. · Promote effective onboarding, training, supervision, and professional...SuggestedFull timeWork at officeLocal area$91k - $129k
...designing great projects.We are currently searching for a CFD Analyst- Mechanical Engineer to sit in either our New York NY, Troy NY,... ...employees in over 300 offices across the U.S., we partner with our clients to help communities prosper.WSP provides a flexible and agile...Work at officeLocal areaFlexible hours- ...seeking a Project Manager- Land Surveying to lead survey projects from scope through delivery. You will manage budgets, schedules, and client communications, while coordinating staff and QA/QC processes to ensure quality outcomes. The role emphasizes strong leadership,...
- ...CPAs, LLP, a multi‑disciplinary accounting firm based in Latham, seeks an Accounting Manager to lead financial reporting for diverse clients. You will supervise accounting specialists and ensure timely close, robust controls, and accurate statements while guiding system...
- KeyBank is seeking a Private Client Banker in Latham, NY to manage the full client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. You will identify opportunities, refer investment and insurance products through...
- Capital Bank in Latham, NY is seeking a Part-time Relationship Banker I to deliver exceptional customer service and build lasting client relationships. The role handles deposits, withdrawals, loan payments, and account openings while ensuring accuracy and security. You...Part time
- ...Corporate Controller at GPFS you will lead client relationships and oversee the delivery... ...engagements. Develop and execute onboarding plans to ensure seamless transitions for... ...business partners. Internal Controls & Compliance Serve as a key stakeholder in the ongoing...Full timeTrial period
$25 - $38.46 per hour
...people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will... ...managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies...Hourly payWork experience placementDay shift- ...house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture. Role Summary: The Associate...
- ..., and delivering preventative maintenance services. Job Description Perform multi-point vehicle inspections to ensure compliance with emissions standards and state regulations. Document inspection results and maintain accurate records. Communicate pass...Full timeLocal areaFlexible hours
$43k - $48k
...Entry-Level Global Trade Compliance SpecialistAllyn International is in search of an Entry-Level Global Trade Compliance Specialist to... ...Specialist will support the import and export compliance needs of clients, such as answering broker requests, classifying items...Full timeLocal areaRemote work1 day per week- ...doors or calls our office. We're looking for a Front Office & Client Services Coordinator who thrives in a fast-paced, customer-focused... ...visitor check-in/check-out procedures and documentation for compliance and audit purposes. Answer and direct incoming phone calls to...Work at officeFlexible hoursDay shift
- TransPerfect Connect is seeking a detail-oriented project coordinator/ manager to respond to client requests, collaborate with the production team on scope, cost and timelines, and initiate all project work with clear budgets and instructions. You will monitor progress...
- ...enterprise opportunities, engaging directly with client CIOs, CTOs, CISOs, CFOs, and Board-level... ...to advise on digital transformation, compliance, security, and cloud investments.... ...Sales Organization Build - Team hired and onboarded against plan, LATAM adaptation of the...Remote jobImmediate start
- ...Account Opening & Maintenance - Analyst Location: Cohoes, NY Duration... ...Analyst to support account onboarding and maintenance operations.... ...internal systems, and ensuring compliance with organizational policies... ...systems and generating required client documentation. Coordinate and...Work at office
$100.01k - $145.6k
...Senior Compliance SpecialistWe are seeking a Senior Compliance Specialist to join our Planning, Permitting and Licensing team. This successful... ...curiosity, and strives to work collectively to best serve our clients and help create the future of our communities in meaningful...Full timeTemporary workPart timeFor contractorsWork at officeLocal area- Goldman Sachs is seeking an Analyst in Albany, NY, to support the Private Wealth Management services and enhance client relationships. The role involves being a day-to-day contact for Family Office Services, ensuring high-quality deliverables while collaborating with various...Work at office
- Goldman Sachs Bank AG is searching for a Client Analyst in Albany, NY. This role involves managing client relationships and ensuring seamless operations within the Private Family Office, catering to ultra-high net worth individuals. Ideal candidates possess robust organizational...Work at office
- Compliance Associate Full Time Troy - On-Site Description Join the Financial Services of America Team as a Compliance Associate! Why Work... ...are met. This position combines leadership, organization, and client interaction to help maintain a positive and professional environment...Full timeWork at office
- ADUSA Distribution is seeking an HR Coordinator to support associates throughout their employment journey, from onboarding to payroll and leave administration. This role acts as a trusted HR resource, ensuring processes run efficiently and confidentially in a fast-paced...
- Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs location_on Albany, NY, United States ABOUT THIS JOB The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial...Full timeTemporary workPart timeWork at office
- ...house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture. About the Role: OASIS Directors...
- ...balanced with a strong background in the field. This position requires the ability to manage inspection contracts and tasks, liaise with clients and government agencies, and direct teams. This role offers a great opportunity for a highly motivated, driven professional who is...Contract workWork at officeLocal areaRelocation package
$100k - $120k
...including those with disabilities and Protected Veterans, are encouraged to apply. Job Description: Job Summary: Working within the Client Support Organization and in close partnership with the National Account Team, the Performance Manager is primarily responsible for...Daily paidFull timeTemporary workPart time- ...world's trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build... ...newly hired employees are required to attend an in-person Day 1 onboarding at an AECOM office location as a condition of employment.About...For contractorsWork at officeLocal areaWorldwideRelocationFlexible hours
- Regeneron Pharmaceuticals, Inc. in East Greenbush, NY seeks a Senior Trade Compliance Analyst to manage daily trade compliance activities, including product classification, licensing, and customs coordination across Regeneron's global supply chain. You will serve as a...
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