Onboarding & Client Experience Specialist
Citigroup Inc
Citigroup Inc. inNew York, NY is seeking a Private Banker Support professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate with sales and internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory compliance. The role requires strong analytical, interpersonal, and communication skills, with a focus on detail and deadline management. #J-18808-Ljbffr
- Citigroup Inc. in New York, NY seeks a seasoned onboarding professional to improve processes within Banking, Credit and Investments... ...sales teams and internal partners to ensure a differentiated client experience. The role requires 5-8 years in wealth management or...Suggested
$65k - $90k
Pilot Fiber in New York City is seeking a Customer Onboarding Specialist. This role is essential for guiding customers through the installation... ...have a college degree and 2-4 years of customer-facing experience, demonstrating impeccable attention to detail. Perks include...Suggested- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. You will partner with sales teams and internal partners such as KYC, Account Opening...Suggested
- ...Sales Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description The Executive Director, Biotech Client Experience & Onboarding provides enterprise-level leadership for the Client Experience & Onboarding function, with accountability for shaping…...SuggestedRemote jobWork at officeWork from home
- Sally is seeking a Customer Experience Associate in New York, NY to provide fast, accurate in-person, phone, and email support to drivers and ensure a seamless onboarding and vehicle handoff process. Responsibilities include driver onboarding, account management, managing...SuggestedHourly payFull time
- ...commercial bank with a digital-first approach, focused on modern businesses. The Client Care Manager supports clients from onboarding through their journey, ensuring a positive experience and seamless service at all times. Responsibilities include onboarding, explaining...
$46.55k - $67.1k
...and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid‑market clients (5+ locations)....Summer workRemote work- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position... ...Business, Finance or a related field; A minimum of 1-3 years of experience within the investment funds industry; Understanding of...
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join... ...onboarding workflows and messaging. What You Bring Previous experience in sales onboarding, account management, or client...Remote work
$48 - $50 per hour
...provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding...Contract work$40 - $43 per hour
...Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay... ...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration...Contract workWork from homeWorldwide- ...BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed company on a mission to end needless suffering caused by medication delays through...Temporary workRemote work
$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... ...integration best practices. Qualifications 3+ years of experience in client onboarding or implementation within capital...Full timeWork at officeRemote workAfternoon shift- Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and trade workflows, and configuring permissions... ...consistent layouts and a positive client experience across all Sky Road modules. #J-18808-Ljbffr...
- LBAPS is seeking a compassionate Client Outreach Specialist based in New York City to be the first point of contact for families... ...You will guide clients through consultations and onboarding, ensuring a supportive experience from day one. The ideal candidate possesses...
$114.7k - $130.9k
Capital One Financial is seeking a Senior Associate Product Manager in New York City. The role focuses on enhancing customer onboarding experiences for credit card users. You will lead cross-functional teams to develop a seamless activation strategy, ensuring customer...$114.7k - $130.9k
.... We are looking for a Senior Associate Product Manager to join our team in the Onboarding Team in Premium Products. The Onboarding Team mission is to build a premium onboarding experience for all Capital One credit card customers while laying the foundation for enduring...Full timePart timeLocal areaImmediate start- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds... ...in Law, Business, or Finance with 1-3 years of relevant experience. A fast-paced environment awaits, offering professional...
- 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
- ...your analytics expertise shapes how customers and businesses get onboarded—faster, safer, and smarter. You’ll grow your skills across... ...degree in a quantitative field and 3+ years of data analytics experience, or advanced degree and 2+ years of experienceStrong analytical...Work visa
$90k - $115k
...professionals who are dedicated to deepening their industry experience. Our team of culinary experts and skilled product... ...Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area...Work at officeHome officeAfternoon shift- ...Brooklyn, NY. This full-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...Full time
- ...professionals. This remote position requires fluent English and experience in customer support, ideally with 2+ years in roles involving... ...dynamic team to solve various operational challenges and help onboard new users. The role emphasizes problem-solving and...Remote job
- ...Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions... ...support services. We are seeking client‑focused Customer Onboarding Consultants... ...account support What We’re Looking For Experience in customer onboarding, client services,...Remote work
$60k - $75k
...Customer Experience Associate Peec AI is a Berlin-based Series A startup building analytics and intelligence tools for modern SEO and... ..., product, and engineering teams to improve support, shape onboarding, and help scale our customer experience as we grow. It's a great...Work at officeLocal area- ...strong communication skills, attention to detail, and the ability to deliver exceptional client service. You will support stock management and handle inquiries efficiently, contributing to an excellent showroom experience. #J-18808-Ljbffr brobstongroup.com - Jobboard
- ...the main contact, and track sales metrics. The role includes onboarding, site mobilization, and travel logistics for personnel deployments... ...with admin tasks. The position requires 1-2 years of office experience, proficiency in MS Office, and strong communication skills....
- ...services we provide, and the clients we serve. If you're looking... ...quality to enhance the client experience and meet the needs of... ...management on the panelist onboarding experience to meet the business... ...its team of Client Experience Specialists and/or Client Experience Coordinators...Work at officeLocal areaRemote work
$50k - $54k
...supported by a leading technology platform and a global network of specialists spanning 40 countries. Selling categories include... ...45 Madison Avenue in New York City. Job Description ROLE: Client Experience Coordinator About Sotheby’s Established in 1744, Sotheby’s...Temporary workWork at officeLocal area3 days per week- ...technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and Jira. This...Remote work
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