Client Onboarding Specialist: New Accounts
$26.7 - $40.36 per hourCity National Bank
A leading financial services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries. The role demands a Bachelor's degree and at least two years of experience in the investment management industry. Key skills include proficiency in Microsoft Office applications and effective communication. This position offers a starting salary between $26.70 to $40.36 per hour, with additional benefits such as healthcare and a generous 401(k) plan. #J-18808-Ljbffr City National Bank
- ...Department / Team Purpose The Client Onboarding team sits within the... ...partnering with our Sales and Account Management teams, they play... ...a senior Client Onboarding Specialist, you will lead the delivery... ...of onboarding processes for new Copper products, system integrations...Accounts
- ...for gathering and analyzing client KYC information within the Investment... ...and international client accounts. The ideal candidate will... ...comfortable explaining requirements to new clients. To be successful in... ...be working with the Client Onboarding KYC team. The team is front...AccountsFlexible hours
- ...management. We are currently seekingsales &client onboardingspecialiststo join our... ...selections, and transition new clients into active accounts. In This Role Engage qualified prospects... ...agreements Guide new clients through the onboarding and activation process Address...AccountsRemote workWork from home
- ...Virtualite Business Process Outsourcing Services is looking for an account manager to manage and grow client accounts. The role involves identifying opportunities for upsell and conducting consultative conversations to understand client needs. Ideal candidates should possess...AccountsRemote work
- ...A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication...Accounts
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client... ...team. In this role, you’ll work with new and prospective clients after initial... ...experience in sales onboarding, account management, or client support preferred...AccountsRemote work
- ...productivity, and scalability—allowing clients to focus on what matters most. In this role... ...Manage and grow a portfolio of client accounts Identify upsell, cross-sell, and service... ...pipeline in CRM tools Collaborate with onboarding and operations teams to support client success...AccountsRemote workWork from home
- ...Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate...AccountsWork from home
- ...their team in White, GA. This full-time position involves client onboarding, account management, and sales support. The ideal candidate will have... ...managing client accounts, resolving issues, and generating new leads, all while thriving in a dynamic environment. Surya offers...AccountsFull time
- A large financial client in New York is in search of a Brokerage Account Operations analyst. This role involves opening accounts for Brokerage, FX, and RIA, reviewing client onboarding documentation, and ensuring accuracy in client data entry. Candidates should have at...Accounts
$50k - $70k
...leader in temporary and permanent recruitment within accounting and finance. We work with premier clients, from small businesses to Global Fortune 500 companies... ...of our company by identifying and capitalizing on new business opportunities. You will be responsible for establishing...AccountsPermanent employmentFull timeTemporary workWork experience placementLive inLocal area$50k - $75k
...LHH Recruitment Solutions - Sales Executive - Hybrid - New York City, NY Share this job Facebook X... ...leader in temporary and permanent recruitment within accounting and finance. We work with premier clients, from small businesses to Global Fortune 500 companies...AccountsPermanent employmentFull timeTemporary workWork experience placementLive inLocal area$50k - $75k
...leader in temporary and permanent recruitment within accounting and finance. We work with premier clients, from small businesses to Global Fortune 500 companies... ...of our company by identifying and capitalizing on new business opportunities. You will be responsible for establishing...AccountsPermanent employmentFull timeTemporary workWork experience placementLocal area$49k - $59k
Accounts/Grants Payable Coordinator New York, NY Accounts/Grants Payable Coordinator seeking an Accounts/Grants Payable Coordinator. PRIMARY FUNCTIONS: Processes the Foundation’s payment requests and purchase orders (POs), ensuring timely, accurate data entry and account...AccountsSummer work$50k - $70k
...- Executive Recruiter - Hybrid - New York, NY Share this job Facebook... ...and permanent recruitment within accounting and finance. We work with premier clients, from small businesses to Global... ...Completes candidate hiring and onboarding processes in accordance with...AccountsPermanent employmentFull timeTemporary workWork experience placementLive inWork at officeLocal area- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense approach to solving business problems through... ...for client onboarding onto SEI Trust 3000, covering account setup, client data, assets, and operational readiness....AccountsFull timeContract workRemote work
$70.3k
...temporary and permanent recruitment for accounting and finance, working with businesses from... ...with the right opportunities, helping both clients and candidates achieve business results.... ...client accounts. Identifying and cultivating new client relationships while retaining...AccountsPermanent employmentFull timeTemporary workWork experience placementLocal areaRemote workWork from home- ...Onboarding Specialist (Temporary) at brightwheel, Remote (United States) Brightwheel is actively seeking... ...center Own a running portfolio of 100+ accounts throughout the 4-12 week brightwheel... ...A proven track record in onboarding new customers is a plus Comfort with a high...AccountsTemporary workRemote work
$27k - $30k
...Customer Onboarding Specialist As a Customer Onboarding Specialist you will be the first to welcome... ...to perfect your time management and client‑facing skills. You’ll also partner closely... ...to effectively manage multiple accounts, all at various stages of the onboarding...AccountsLocal areaImmediate startRemote work- Executive Recruiter - Hybrid - New York, NY LHH Recruitment Solutions, part... ...‑level positions in finance and accounting. What you’ll be doing Develop client accounts and generate new business... ...temporary employee programs and onboarding processes. Build and maintain relationships...AccountsTemporary workWork at officeLocal area
$66k - $93k
...Overview Onboarding Specialist, Edelman Financial Engines (EFE). Our purpose is to guide... ...invested has a job to do for our clients. We are committed to understanding... ...various locations with onboarding new clients, opening new accounts, and the transfer of incoming assets...AccountsLocal area- ...rating on Glassdoor. What You’ll Do: At SambaSafety, our Customer Onboarding Team is dedicated to empowering our customers with the skills... ...driver and community safety. In this role, your expertise in new account implementation, training, and project management will be...AccountsFlexible hours
$60k - $72k
...and consumer company all in one. About the Role As an Onboarding Specialist, you will play a critical role in helping high-revenue... ...adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-...AccountsRemote workHome officeFlexible hours- ...Opportunity CXO Advisor is seeking a Strategic Sales Executive to drive new client acquisition. This is a foundational sales role with a unique... ...to build a healthy pipeline of enterprise and mid‑market accounts. Driving net‑new business for executive cybersecurity...AccountsBase plus commissionWork at officeImmediate start
- ...Onboarding Specialist Recura, now a part of PatientNow, is an AI startup building... ...main point of contact for new customers during the... ...achieved. Configure customer accounts, settings, and integrations... ...discovery sessions to understand client workflows and design...AccountsWork at office
- ...through our values of being bold, accountable, and humble. We experience the value... ...The Role: The KYC/AML Senior Onboarding Specialist is responsible for ensuring compliance... ...and onboarding processes for new and existing clients. This role involves verifying customer...AccountsWork at officeLocal area2 days per week3 days per week
- ...firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive... ...with client transactions, and manage account records effectively. Strong organizational... ...creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private...Accounts
$110k - $120k
...Overview As a key member of the Insight Client Service Team, thisis a dynamic and... ...Responsibilities Project manage complex account onboardings, client change activities and offboardings... ..., account changes, custodial changes, new instrument setups and client communications...AccountsWork at officeLocal area$42k - $65k
...Hotwire North America - Account Coordinator - New York We are the global communications and marketing consultancy that powers the world's most... ...and travel within the US and globally to connect with clients and colleagues. Great Benefits - Strong benefits package...AccountsFull timeInternshipWork at officeLocal area- ...remarkably functional. Position Summary The Data Onboarding Specialist plays a key role in supporting the successful onboarding of new customers and properties onto the Fortress... ...configuration and setting up of customer accounts and properties within the Fortress system...AccountsLocal areaRemote work
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