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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Institutional Client Services Specialist - Onboarding & Ops in New York, NY vacancy
- BBVA in New York is seeking an onboarding coordinator to manage end-to-end processes for institutional clients. You will liaise with Global Bankers, Compliance, Operations... ...across multiple teams, maintaining client service standards, and driving process improvements to...Suggested
- ...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
- ...KYC Client Onboarding Specialist Location: New York, NY Duration: 04 Months Possibility for extension Role will start onsite. Generally two... ...will have KYC Client onboarding experience from Institutional side, retail/WM experience not preferred. Operations...SuggestedLocal areaRemote work
- 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...SuggestedRemote job
$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$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 officeGuggenheim Investments
New York, NY4 days ago$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- ...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
$86k
...to many of the world's top financial institutions and Fortune Global 500 companies.... ...capabilities to provide personalized service wherever our clients' needs take us. As one of the world'... ...growth. Job Title Client Service Specialist Location New York Regular...Temporary workWork at officeLocal areaFlexible hoursPaul Hastings
New York, NY1 day ago$78k - $85k
...The Data Science Institute (DSI) at Columbia University... ...Strategic Alliances, the Client Relations Specialist is responsible for cultivating... ...manner. Coordinates onboarding and orientation activities... ...management, and customer service skills with a professional...Temporary workWork at officeLocal areaAfternoon shiftColumbia University in the City of New York
New York, NY3 days ago$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 hoursCI Financial Careers
New York, NY3 days ago- ...support for and communication with our customers. Responsibilities Onboard new customers Assist customers with migration of data Establish... ...internal staff Work with Precision Ag systems such as John Deer Ops Center, Climate Fieldview, and more Qualifications College...Full timeWork experience placement
Vrafy LLC
New York, NY2 days ago - ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client... ...with flexible scheduling options. Structured onboarding and training provided. Supportive team...Remote workFlexible hours
Nexoratalent
New York, NY2 days ago $75k - $90k
...Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... ...philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized...Work at officeLocal areaRemote work2 days per weekSCS Financial
New York, NY4 days ago- ...and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer...Work at officeShift work3 days per week
$70 - $150 per hour
...backgrounds in retail sales, luxury goods, client advisory, personal shopping, and other... ...engagement, relationship-building, and service approaches Identify inconsistencies,... ...information belonging to any employer, client, institution, or other third party H1-B and STEM...Remote jobPart timeFor contractorsFlexible hours- ...Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join... ..., and match them with the right services. If you enjoy building relationships,... ...available data Guide clients through onboarding, product selection, and service implementation...Remote workFlexible hours
Nuvant Consulting Group
New York, NY4 days ago - Brobston Group LLC in New York is seeking a Temporary Client Advisor and Operations Expert who will balance sales and store operations to deliver an exceptional client experience. The role is split approximately 60% sales and 40% operations, requiring strong organizational...Temporary work
$50k - $52k
...Coordinator to join the Client Success Team and work... ...interpersonal and customer service skills, have a drive to... ...they support You will onboard/train with one of the... ...resources (charting, ad ops, inventory, & account... ...degree from an Accredited Institution You have 1-2+ years...Contract workFor contractorsWork experience placementWork at officeRemote work3 days per week$175k - $195k
...Account Manager The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...to join our Relationship Management and Client Service team. Our primary goal is to... ...improve effectiveness. You will lead the onboarding of new clients and manage key client...Flexible hours$55k - $65k
Aon is looking for a Client Service Specialist II We currently have an exciting career opportunity for a Client Service Specialist II in our Fort... ...process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations...Full timeTemporary workPart timeWork experience placementWork at officeLocal area- Description The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client... ...and reconciliations, client onboarding procedures, account opening procedures... ...servicing role at a financial institution Experience supporting financial...Work at office
$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 of experience. Experience... ...or ability to learn quickly). Customer service background preferred. Excellent verbal,...Temporary workWork at officeFlexible hours- ...Position Overview We are seeking a dependable and service-driven Client Support Specialist to assist with travel-related inquiries, coordination, and... ...Offer Flexible work-from-home environment Structured onboarding and ongoing support Opportunities for growth and advancement...Remote workWork from homeFlexible hours
Travel Planning Careers
New York, NY1 day ago - ...the Role Our team is looking for a Client Planning Specialist who enjoys researching options,... ...developing strong planning and client service skills. Responsibilities • Gather... ...structure • Structured training and onboarding • Ongoing mentorship and team support...Full timeRemote workFlexible hours
Never Ending Travels
New York, NY14 days ago - A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
$21.77 per hour
Job Title Location 230 West 17th Street, New York, NY, 10011, United States Base Pay $21.77 - $21.77 / Hour Employee Type FT Non-Exempt Required Degree High School FTE Full Time The Institute for Family HealthFull time$170k - $210k
...Derivatives Execution Solutions – Client Facing Product & Solutions Specialist Corporate Title Vice President... ...relationships and pitch execution services to clients in cooperation with Product... ...product improvements. Drive the onboarding of clients to go-live and provide...Full timeWork at officeWork from homeNew York, NYa month ago- ...Financial District. We represent clients in complex litigation matters... ..., and personalized service. We are seeking a highly organized... ...Billing & Client Services Specialist to serve as a key member of our... .... Assist with client onboarding and engagement documentation....Work at office
Biolsi Law Group
New York, NY17 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Institutional Client Services Specialist - Onboarding & Ops. Be the first to apply!
Related searches
- automotive customer service representative New York, NY
- immediate hire customer service representative New York, NY
- lead customer service agent New York, NY
- customer service attendant New York, NY
- td bank customer service representative New York, NY
- inbound customer service representatives New York, NY
- client onboarding specialist New York, NY
- senior customer support representative New York, NY
- airport customer experience specialist New York, NY
- customer support associate New York, NY