Institutional Client Services Specialist - Onboarding & Ops
Green Key Resources
Green Key Resources in New York seeks a seasoned client services professional to coordinate daily servicing activities and onboarding for institutional clients. You will partner with operations, compliance, and investment teams to ensure timely updates and thorough reporting. The role requires 3–6 years in client service or relationship management, a Bachelor's degree, and strong organizational and communication abilities. #J-18808-Ljbffr Green Key Resources
- ...ResponsibilitiesManage a portfolio of institutional contracting matters, including new... ...negotiations with institutional clients and counsel on commercial and... ...contracts, legal/contract support, client onboarding, or institutional client service operations (financial services...SuggestedContract work
$150k - $190k
...Offers Equity • Offers Bonus Talos: Institutional Fabric for Digital Asset Markets... ...building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding... ...sits at the intersection of client services and technical integration. You will...SuggestedFull timeWork at officeRemote workAfternoon shift- JPMorgan Chase & Co. in New York seeks an IMOS Service Delivery Associate within Client Account Services (CAS) to manage new account launches and lifecycle... ..., and technology to meet client needs, and enhance onboarding through straight-through processing across the tech...SuggestedWork at office
- Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The... ...coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;...Suggested
$40 - $43 per hour
...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration... ...Hours : 8am - 6pm EST POSITION As a Client Account Services Specialist in the Collateral Service Delivery Team you...SuggestedContract workWork from homeWorldwide- Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency...Work at office
- Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients. You will manage client... ...services and digital platforms. In this role you will onboard client accounts, verify information, and handle money movement...
- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing... ...onboarding calls to understand client needs, goals, and service fit. Explain service offerings, workflows, and next steps...Remote job
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
- JPMorganChase in New York seeks an IMOS Service Delivery Associate for Client Account Services. You will manage new account launches and lifecycle events... ...to meet client reference data needs and ensure smooth onboarding. The role emphasizes collaboration across Client...
$110k - $125k
...Guggenheim Investments is seeking a Client Service Specialist to join the relationship management... ...internal teams to provide service to institutional clients and their authorized parties... ...service expectations Support internal onboarding execution in partnership with Client...Work at office$125k - $250k
...investment performance, exceptional client service and a comprehensive suite... ..., including governments, institutions, corporations and... ...Portfolio Manager / Senior Product Specialist will join the Mortgage &... ...teams.• Help ensure effective onboarding, servicing, retention and...Temporary work- LBAPS is seeking a compassionate Client Outreach Specialist based in New York City to be the first point of contact for families seeking ABA services. You will guide clients through consultations and onboarding, ensuring a supportive experience from day one. The ideal candidate...
- Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions company helping businesses and professionals... ...high-quality virtual assistance and digital support services. We are seeking client‑focused Customer Onboarding Consultants to join our...Remote job
- Cyperus Group LLC is seeking a Client Onboarding Associate for a global bank to support onboarding for funds, SPVs, and investment-manager entities. The role emphasizes rigorous KYC/CIP validation, regulatory review, and precise documentation to ensure timely, compliant...
- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...Work at office
- GreenSlate is seeking an Implementation Specialist to serve as the first point of contact for clients onboarding to our production finance platform. You will complete project setups, respond to calls and emails, coordinate check-printing supplies, and ensure clients have...Remote job
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
$48 - $50 per hour
...learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage... ...function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr MindlanceContract work- ...professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate with... ...and internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory compliance...
- Brobston Group LLC is seeking a Client Relations Center Training Coordinator in New York to organize and deliver training curricula that develop CRC team members. The role supports onboarding, classroom and virtual facilitation, coaching, and the creation and maintenance...
- ...DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times... ...This would include engaging assigned team on client onboardings for deposit account and treasury services as well...Hourly payWork at office
$50k - $52k
...Coordinator to join the Client Success Team and work... ...interpersonal and customer service skills, have a drive to... ...support You will onboard/train with one of the Client... ...(charting, ad ops, inventory, & account teams... ...degree from an Accredited Institution You have 1-2+ years...Contract workWork experience placementWork at officeRemote work3 days per week$90k - $115k
...thrive on opportunities to grow and develop within the food-service industry, ensuring that we are always at the forefront of industry... ....Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area...Work at officeHome officeAfternoon shift$61.12k - $85.28k
...Client Manager- First Line Client Specialist Hybrid Job Req Id: 26974328 Location(s): Getzville, New York, United... ...· Lead and manage the end-to-end onboarding and maintenance of high-value... ...---------------Job Family Group: Institutional Sales ---------------------------...Full timeWork at office- ...-time role focuses on providing friendly, reliable support to customers throughout their experience with FF Inc. You will handle onboarding, setup, inquiries, and issue resolution to ensure customer success. The ideal candidate is patient, organized, and customer-focused...Full time
- Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team. They operate in the digital marketing and consulting space, supporting growing businesses with data-driven systems, and...Remote work
$70k - $90k
...central point of contact for ingesting client requests Coordinate between client, advisor... ...Bachelor's degree from an accredited institution Minimum of 3-5 years' experience... ...or ability to learn quickly) Customer service background preferred Excellent verbal...Permanent employmentTemporary workWork at officeFlexible hours- ...A financial services company in the United States is seeking a Client Services Specialist to support client-facing operations. The role involves coordinating virtual client... ..., managing communication, and assisting with onboarding processes to ensure a professional client...Remote work
$85k - $105k
...seeking a Structured Finance Client Specialist to support the growth of its Structured... ...follow-up Assist with onboarding new clients to ensure smooth platform... ..., or a related field at a service provider, ratings agency, or financial institution Familiarity with one or more...Work at office3 days per week
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