Asset Management Client Onboarding Specialist
$72k - $80kNFP
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of experience in finance and a Bachelor’s Degree. The position offers a competitive salary range of $72,000 to $80,000, contingent on factors such as experience and qualifications. The role emphasizes proactive client relationship management and supports various operational tasks. #J-18808-Ljbffr
- ...for gathering and analyzing client KYC information within the Investment... ...a process • Ideally have management experience, including... ...ll be working with the Client Onboarding KYC team. The team is front office... ...We also provide diversified asset management solutions and...AssetFlexible hours
- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense... ...the successful onboarding of wealth management, private bank, and trust clients onto... ...account setup, client data, assets, and operational readiness. Analyze...AssetFull timeContract workRemote work
$100k - $130k
...Overview Connecting clients to markets - and talent to opportunity... ...gaining exposure to various asset classes, such as equities,... ...advanced trading, research, and management technology.... ...Position Purpose Support the onboarding process of new FCM accounts within...Asset- Client Onboarding Specialist Apply (opens in new window) Job Req Id: 26964713 Location(s): Kuala Lumpur... ...Specialist (Internal Job Title: Build Management Associate - C11) based in Kuala... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable...AssetFull time
$150k - $190k
...Talos: Institutional Fabric for Digital Asset Markets Founded in 2018, Talos... ...in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist... ...and technical integration. You will manage end‑to‑end onboarding of exchanges,...AssetFull timeWork at officeRemote workAfternoon shift- ...A global investment management firm is seeking a candidate for a role in the Asset & Wealth Management division. The ideal applicant will support senior team members in onboarding external managers and manage workflows for XIG sub-advised funds, with a focus on liquidity...Asset
- ...through virtual support and digital process management. We drive growth by improving efficiency... ...productivity, and scalability—allowing clients to focus on what matters most. In this... ...pipeline in CRM tools Collaborate with onboarding and operations teams to support client success...Remote workWork from home
$65k - $80k
...Oakwell Private Wealth Management LLC is looking for a Fully Remote Client Service Onboarding Specialist to enhance client relationships through comprehensive financial planning. This remote role requires at least 3 years of experience in wealth management and offers a...Remote work- ...operations through virtual support and digital process management. We are currently seekingsales &client onboardingspecialiststo join our growing sales team.... ...new client agreements Guide new clients through the onboarding and activation process Address objections and ensure...Remote workWork from home
- 1340 Guggenheim Partners Investment Management, LLC is looking for a Client Service Specialist to join its team in New York City. This role requires effective management of client relationships and support for institutional clients, necessitating strong communication skills...
$140k - $180k
A leading asset management firm in New York City is seeking an Analyst for Client Reporting & Portfolio Analytics. This role involves collaborating with client advisors and developing insights for client reporting. Candidates should have a degree with a strong academic...Asset- ...The Strategic Implementer is hiring a full-time Remote Operations / Client Service Associate to manage daily client service requests, oversee client onboarding, and develop internal processes while working from home. This role requires strong interpersonal skills, the...Full timeRemote 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...Work from home
$90k - $105k
Neuberger Berman is seeking a Client Reporting & Analytics Associate in New York to support Portfolio Management teams. The role involves compiling materials such as institutional... ...and PowerPoint skills, and a background in asset management. A comprehensive benefits package...Asset$85k - $110k
...company that automates the management of private investments,... ...experience of investing across asset classes. Private... ...of 200+, serving over 400 clients, including several of America... ...a Client Implementation Specialist to lead onboarding for clients in our single...AssetFull timeWork at officeRelocationWeekend workAfternoon shift$27k - $30k
...Customer Onboarding Specialist As a Customer Onboarding Specialist you will be... ...key – your days will be spent managing a high volume of inbound/... ...perfect your time management and client‑facing skills. You’ll also... ...to collect necessary assets and information, coordinate...AssetLocal areaImmediate startRemote work$85k - $110k
...company that automates the management of private investments,... ...experience of investing across asset classes. Private... ...of 200+, serving over 400 clients, including several of America... ...a Client Implementation Specialist to lead onboarding for clients in our enterprise...AssetFull timeWork at officeRelocationWeekend workAfternoon shift- ...worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.... ...and Data Science talent preferred Excellent client management skills with a history of developing customized...AssetWork at officeLocal area
$90k - $180k
...Overview At Eon, we're transforming cloud backups into useful assets for the first time ever. Backed by prominent investors and industry leaders, our groundbreaking Cloud Backup Posture Management (CBPM) platform offers instant visibility and access across all cloud...AssetTemporary workWork at officeHome office- ...financial technology company that automates the management of private investments, improving access... ...human experience of investing across asset classes. Private investments such as... ...dynamic team of 200+, serving over 400 clients, including several of America's largest...AssetFull timeWork at officeRelocationShift work
- ...Premier Client Service Specialist Moomoo Financial seeks a polished Premier Client Service Specialist to deliver... ...providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs,...Asset
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships... ...has extensive experience in wealth management and effectively introduces appropriate... ...advisors to help consolidate the assets of existing wealth clients. You are encouraged...Asset
- ...technology company that automates the management of private investments,... ...of investing across asset classes. Private investments... ...of 200+, serving over 400 clients, including several of America... ...we scale. Client Support Specialist As a Client Support Specialist...AssetFull timeWork at officeRelocation
- WhiteCap Search is looking for a talented professional to manage full-cycle recruitment processes. The ideal candidate will have 3-5 years of experience in Asset Management or related Financial Services and proficiency in HRIS platforms, preferably Workday. This role involves...Asset
$90k
...long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and... ...seeking a highly motivated Client Service Specialist (CSS) to join our global team based in...AssetWork experience placementImmediate start- ...to protect the largest, most complicated assets in the world. Whether it's a rocket... ...from sourcing and outreach to closing and onboarding - while building the systems and processes... ...Strong organizational skills and ability to manage multiple searches simultaneously. ~...AssetFlexible hours
$90k - $105k
...Environment: Hybrid Your Team's Impact FactSet’s Research Management System (RMS) facilitates our clients’ investment research process by allowing them to store... ...is the core of our research management offering to Asset Manager, Asset Owner, and Wealth clients. The Americas...AssetFlexible hours- Join to apply for the Campus Recruiter Quant Research role at Balyasny Asset Management L.P. BAM’s Campus team is responsible for recruiting best-in-class intern and graduate-level talent globally across our investment, data, technology, and business and operations teams...AssetFull timeInternshipWork at officeShift work
- ...global investment platform with more than $700 billion in assets under management is seeking talented professionals to join its growing team... ...employment-related documentation, including offer letters and onboarding materials; coordinate pre-employment screenings and...AssetHourly payContract work
- ...Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...superpowers, enabling them to serve clients they historically never could. Backed by... ...many others, we manage over $1 billion in assets for clients across the country. Why Join...AssetWork at office
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