KYC & Client Onboarding Specialist
Social Capital Resources
Get notified about new Investment Accounting Manager jobs in United States . 8,000+ Investment Accounting Manager Jobs in United States Manager, Fund Accounting - Private Markets (CA & GA) Manager, Private Equity and Hedge Fund Accounting Investment Accounting Manager - Nuveen Private Funds Finance Investment Accounting Manager - Nuveen Private Funds Finance Manager, Investment Operations | Private Accounting | PGIM Global Services ( Hybrid/ Newark, NJ) Coinvest Finance Manager - Private Markets Fund Accounting Manager I, Fund of Funds Fund Finance Manager - Private Equity Firm #J-18808-Ljbffr Social Capital Resources
- Perennial Resources International is seeking an Onboarding Associate to join the Underlying... ...Legal, Compliance, Credit, Ops, and external clients to onboard new accounts efficiently.... ...include reviewing submissions, obtaining KYC/CIP documentation, and ensuring regulatory...Suggested
- ...A leading financial services group is seeking an Onboarding Specialist to oversee fund and investor onboarding for U.S. clients, ensuring compliance with AML/KYC regulations. The role requires a Bachelor’s degree and 3–6 years of relevant experience. Responsibilities...SuggestedRemote work
- Deblock, a fintech innovator, seeks a junior KYC/Screening Specialist to support customers during the account opening process. You will review onboarding cases, verify identities, and help ensure a smooth customer experience in a fast-paced fintech environment. This role...SuggestedShift work
- ...technology company in the United States is looking for a dedicated Client Support Specialist. This role combines high-quality customer service with platform training to ensure successful client onboarding and ongoing support. The ideal candidate will have 1-3 years of...Suggested
- Nuvant Consulting Group is seeking a Client Onboarding Specialist in the United States to guide new business customers through payment and order setup. This full-time role includes hands-on training, a simple process, and dedicated teammates for support. You'll help owners...SuggestedFull time
- ...Remote Working Hours: U.S. Business Hours About the Role We’re looking for an organized, personable, and detail-oriented Client Onboarding Specialist to guide new clients through the onboarding process and prepare them for their first podcast recording. You’ll lead...Full timeFor contractorsRemote work
$30 - $35 per hour
...of collaborators, We speak up, We think big and do small, and We are tenacious. Role Overview ButterflyMX is seeking a Client Onboarding Specialist to help new and existing clients successfully onboard, understand, and use our products. This client-facing role combines...Temporary workRemote workWorldwideFlexible hours- Overview This one is for people who like momentum: a conversation today, a new account next week. As a Client Onboarding Specialist, you'll reach out to business owners, show them a smarter way to handle payments and orders, and help bring them on board. You'll start...Full time
$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...Contract workWork from homeWorldwide- Valley National Bank is hiring a Client Experience Specialist in New York City, NY (and related regional postings). You will manage the client journey from onboarding to ongoing service, acting as the main point of contact for clients within your market vertical. You will...
- Grand Valley State University seeks a part-time Centralized Client Onboarding Specialist to serve as the front door for the Michigan SBDC, welcoming clients and guiding them through a standardized onboarding process. This remote, hourly position is limited to 29 hours...Remote jobHourly payPart time
- AO Garcia Agency is seeking motivated individuals for a remote role that focuses on warm leads and helping clients with financial-protection options. You will be trained, coached, and measured on activity and results. The work includes taking requested conversations (no...Remote job
- ...and measured on activity and results. The role involves taking requested conversations, explaining benefit options simply, helping clients enroll when it fits, and keeping a clean follow-up rhythm. Interviews are on Zoom and there is a path into leadership for high performers...Remote job
- Northwestern Mutual in New York City is seeking an ambitious client outreach professional to help bring clients back onto the calendar and onboard new clients. The role emphasizes strong communication, analytical thinking, and the ability to multitask in a fast-paced office...Hourly payInternshipWork at office
- AI Acquisition is seeking a Client Onboarding Concierge to help new customers move through the first steps of their journey. This hands-on, client-facing role emphasizes phone communication, quick responses, and consistent follow-up. You will welcome customers, help book...Remote job
$16.5 per hour
As a temporary employee of GVSU, the Centralized Client Onboarding Specialist serves as the critical "front door" for the Michigan SBDC, welcoming and onboarding new clients into our organization. Under the direction of the Centralized Client Intake Manager, this role...Hourly payTemporary workPart timeLive inRemote workRelocationRelocation packageFlexible hoursShift work- ...options and will be trained, coached, and measured on activity and outcomes. In this role, you take requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up rhythm. #J-18808-Ljbffr AO Garcia AgencyRemote job
- ...Performance Incentives | Customer Facing Onboarding Role Veta Virtual is hiring a Customer Onboarding Specialist for one of our high growth clients in the fintech and cryptocurrency... ...business information, Know Your Customer (KYC) documents, ownership details, and other...Work at officeRemote work
- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience...Remote jobFull time
- Virtuallyincredible in the United States is seeking a proactive B2B Client Onboarding Virtual Assistant to guide clients as they adopt our software platform. You will lead property managers through onboarding workflows, training sessions, and system setup to drive rapid...Remote job
- ...conducted on Zoom, offering a path into leadership for the right candidate. Ideal candidates are coachable, competitive, and comfortable on camera, and can thrive without constant supervision while building client relationships remotely. #J-18808-Ljbffr AO Garcia AgencyRemote job
- ButterflyMX, Inc. is seeking a Client Onboarding Specialist to guide new and existing clients through onboarding, trainings, and product setup. You will coordinate with internal teams to ensure a smooth onboarding experience and address questions along the way. Success...Remote job
- Nuvant Consulting Group is seeking a Client Onboarding Representative to bring new business accounts on board from start to finish. You will work with owners evaluating payment options, sign the account, and guide the launch to a smooth rollout. This full-time role offers...Remote jobFull time
- SimplyInsured is hiring a Client Outreach Coordinator to support our Client Operations team in submitting and enrolling customers with... ..., handle annual renewals, and ensure a high-satisfaction onboarding experience across phone, text, and email channels. This role is...Remote job
- Strive Pharmacy is seeking a Client Implementation Specialist for a fully remote role in the United States. You will guide new clients through onboarding, lead technical setups, and manage timelines, ensuring a smooth transition to active use. Strong project management...Remote job
- Truist Financial Corporation is seeking a detail-oriented onboarding coordinator to support corporate banking clients. You will manage client information, assist with account setups, and coordinate across Treasury, control, and client teams to ensure accurate data and smooth...Work at office
- Ncontracts is seeking a TPRM Implementation Specialist to onboard clients and manage implementations from start to finish. You will serve as the primary client contact, lead transitions to the Ncontracts platform, and coach clients on best practices to maximize value and...
- ...financial and administrative support to the Collections team, ensuring accurate processing and timely reporting. You will handle client onboarding, payment processing, account reconciliation, refunds, and vendor documentation, while maintaining high standards of client...
- ...United States. The role handles visitor and phone traffic, mail, onboarding, documentation, and branch-support tasks, with emphasis on... ...Strong organizational and communication skills are required for success in a client-focused environment. #J-18808-Ljbffr Raymond James
- Bright Venture Consultancy is seeking an HR Recruiter to manage end-to-end recruitment processes and client coordination. The role involves sourcing suitable candidates from multiple portals, screening profiles, coordinating interviews, and maintaining databases, with...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to KYC & Client Onboarding Specialist. Be the first to apply!
- insurance customer service advisor New York, NY
- lead customer service associate New York, NY
- customer success associate New York, NY
- manufacturing customer service representative New York, NY
- customer service attendant New York, NY
- client service consultant New York, NY
- customer outreach specialist New York, NY
- customer associate New York, NY
- td bank customer service representative New York, NY
- client retention specialist New York, NY

