Client Experience Lead - Onboarding & KYC Expert
$94k - $141kCiti Group
Citi is seeking a Client Experience Senior Analyst to enhance client onboarding processes within their New York location. This role requires 5-8 years of experience in financial services with a focus on risk management, compliance, and superior client support. The successful candidate must have strong analytical skills, be detail-oriented, and possess excellent communication capabilities. Compensation ranges from $94,000 to $141,000, with comprehensive benefits including medical coverage and a 401(k) plan. #J-18808-Ljbffr Citi
- A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong... ...while ensuring compliance with KYC and AML regulations. The... ...Ideal for those with banking experience ready to take on a mid-senior...SuggestedFull time
$191k - $242k
FalconX is seeking a Senior Manager, Global KYC and Client Onboarding in New York City. This role involves developing and maintaining a comprehensive... .... The ideal candidate has 7-10 years of compliance experience, with a focus on the crypto industry. The base pay is between...Suggested- ...firm in New York is seeking a Client Onboarding AVP for a full-time role.... ...have a strong background in KYC and AML regulations, excellent... ...communication skills, and experience in managing operational risk... ...compliance with regulations, and leading a team. This position offers...SuggestedFull time
- ...A leading agency in client training is looking for a HubSpot Onboarding & Training Specialist. In this fully remote role, you will lead client onboarding, create training... .... The ideal candidate has extensive HubSpot experience, particularly within the financial services...SuggestedRemote work
- ...A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional... ...Ideal candidates should have over 3 years of experience in a related field and be familiar with SQL...Suggested
- National Digital Trust Company (In Organization) is seeking a Client Onboarding Associate to lead onboarding for institutional clients, including account setup, KYC/AML reviews, and training. You will coordinate with Operations, Compliance, Risk, Legal, and Technical teams...Remote job
- Independence Blue Cross seeks a Manager of Client Success to lead a dedicated team in providing exceptional client onboarding and implementation for major clients. The ideal... ...will have over 5 years of relevant experience, strong people management skills, and a Bachelor...Work at office3 days per week
- JPMorgan Chase & Co. is looking for a Servicing Travel Advisor IV - Client Engagement Quality Control Lead to enhance client onboarding experiences. You will oversee lead intake quality control and streamline workflows while ensuring operational excellence across all engagement...
- ...Executive Recruiting is seeking a Senior Client Service Associate for a long-term... ...ultra-high-net-worth client onboarding and transitions. You will lead client transitions from engagement... ...operations teams to ensure a smooth client experience. #J-18808-Ljbffr GemHarvest...Work at office
- Aflac Incorporated is seeking a full-time remote Client Implementation Manager responsible for managing client onboarding processes. You will be the primary point of... ...Administration, at least 4 years of relevant experience, and strong knowledge of client relationship management...Remote jobFull time
- ...seeking a TPRM Implementation Specialist responsible for managing client onboarding and ensuring successful product adoption. The role demands... ...will have 2 years of prior implementation or training experience and proficiency in Microsoft Office. We offer a vibrant work...Work at office
- JPMorgan Chase is looking for a Servicing Travel Advisor IV - Client Engagement Quality Control Lead. This role combines client engagement with quality control, ensuring a seamless onboarding experience for luxury and high-net-worth travelers. Key responsibilities include...
- Alteva RCM in New York is seeking a Client Coordination Manager responsible for leading the onboarding process for new clients and ensuring successful transitions.... ...proactive approach to client management to ensure a high-quality onboarding experience. #J-18808-Ljbffr Alteva RCM
- Conveo.ai is seeking a Client Success Manager to be the face of the company for enterprise... ...include managing accounts from onboarding to expansion, building strong relationships... ...candidate has 1-5 years of client-facing experience and is passionate about making clients successful...
$89k - $95k
...involves end-to-end implementation of Cash Management Services, ensuring accurate setup and smooth onboarding for clients. Candidates should have 2-5 years of experience in financial services, proficiency in English and Japanese, and the ability to manage multiple tasks...- ...find their place in the world. As an Agent Experience Manager, you will be the first person... ...manager from day one. You will support clients with office management, Compass tools, marketing... ...1:1 and group training, assist with onboarding, and collaborate with multiple teams to...Work at office
- ...JETSET Pilates® is looking for Studio Leads in New York, NY. The role entails delivering... ...customer service and assisting clients and instructors. Studio Leads must manage... ...and contribute to a high-quality fitness experience. Flexibility for morning, evening, and weekend...Weekend workDay shiftAfternoon shift
- ...and executing events, collaborating across teams, and maintaining high standards of client service. The ideal candidate will have a bachelor’s degree and 3-5 years of marketing experience, with a strong emphasis on written communication and attention to detail. The...Work at office
- A leading real estate company is seeking a Client Experience Supervisor to lead a remote team ensuring a seamless transaction process from contract to close. This role involves managing workflow, performance, and being the first point of escalation for the team. The ideal...Contract workRemote work
- ...you will serve as a compliance advisor, manage a portfolio of compliance reviews, and provide guidance on anti-money laundering and KYC-related matters. Responsibilities include resolving complex due diligence cases, supporting internal compliance policy enhancement, and...
- ...passionate Brand Ambassador in New York, NY, to drive business performance and client relations. You will manage the store team to exceed sales targets, ensuring an excellent client experience through a positive work environment. The ideal candidate will have strong...
$82k - $92k
About You A hungry, strategic, creative, collaborative client expert who wants to make a difference on the accounts you work on and the... ...You Will Be Doing Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor...$22 per hour
A leading fitness brand is seeking a Client Operations Lead in New York, NY. This role involves hands-on support in driving studio sales and ensuring exceptional client experiences. The ideal candidate will possess strong customer service skills and have the ability to...Hourly payShift work- Barry is seeking a Client Operations Lead in New York to drive studio sales and operations while ensuring exceptional client experiences. This leadership position involves hands-on support, maintaining hospitality standards, and being a key brand ambassador for Barry’s....Flexible hours
- brobstongroup.com - Jobboard is seeking a Client Relations Manager in New York City to lead client development and retention efforts. This role requires a... ...successful candidate will have a minimum of 4 years of experience, advanced CRM fluency, and strong communication...
- Assembly Global is seeking a Client Experience Leadership Supervisor in New York to manage client accounts effectively. This role is pivotal in ensuring quality communication, execution, and client satisfaction while mentoring junior associates. The ideal candidate will...
- Onshore in New York is seeking a Client Success Associate to lead onboarding, build trusted client relationships, and coordinate cross-functional efforts to ensure successful product delivery. You will train clients on our platform, translate complex requirements into actionable...
$20.5 per hour
A popular fitness company in New York is looking for a Client Operations Lead to drive studio sales and ensure high-quality client experiences. This introductory leadership role involves hands-on support while acting as a brand ambassador. Responsibilities include assisting...Hourly pay- Digital Insurance LLC seeks a Client Success Specialist to oversee onboarding for newly acquired clients, guiding end-to-end configuration of employee benefit programs and ensuring seamless launch and ongoing service readiness. You will partner with Client Executives to...
- 1240 Invesco Distributors Inc. is looking for a Senior Manager to lead its Client Experience program. You will drive a structured approach to enhance client outcomes by analyzing feedback and collaborating with senior leaders across marketing and sales. This role offers...Full time
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