Client Experience & Onboarding Specialist
Citi Group
Citigroup Inc. in New York, NY seeks a seasoned onboarding professional to improve processes within Banking, Credit and Investments, partnering with sales teams and internal partners to ensure a differentiated client experience. The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines in a dynamic environment. #J-18808-Ljbffr Citigroup Inc.
- ...Private Banker Support professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate... ...internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory...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
- Yellow Business Services Co. seeks an experienced 1040 Individual Tax Onboarding Specialist in New York. You will educate clients on tax processes, guide documentation, and deliver exceptional service to ensure a smooth onboarding journey. You will review documents for...Suggested
$89.36k - $134.04k
About The JobIn this role, you will vividly bring to life deep client understanding and insight that inspires big ideas, profitable brand growth, and exceptional client experiences. Lead the client learning agenda working closely with marketing, product, and digital teams...SuggestedFull time$80k - $95k
...Year wins, plus Emmys, Cannes Lions, Clios, and Effies across clients in finance, tech, entertainment, consumer goods, and real estate... ...US, LET'S TALK ABOUT YOU About the role Known’s Client Experience team is responsible for the health of our client relationships...SuggestedHourly payFull timeWork at officeFlexible hours- ...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
$23 - $25 per hour
...Client Experience Coordinator We Bring Learning to Life! At NY Kids Club and NY Preschool, childhood is our passion. NY Kids Club and NY Preschool, a leading provider of early childhood education and private enrichment classes, is committed to physical, intellectual...Hourly pay- Socket.dev is seeking a part‑time Client Experience Coordinator to support virtual Alternative Dispute Resolution services. You will assist with scheduling, client onboarding, and daily operations, collaborating with the Virtual Client Experience Manager and regional teams...Remote jobPart time
$23 - $25 per hour
...creates fine timepieces that combine technical ingenuity with aesthetic beauty and a distinctively understated sophistication. Client Experience & Hospitality Create exceptional and lasting memories. Deliver an exceptional welcome to every client upon entry and...Hourly payWork at officeLocal areaFlexible hours- About the job Remote Client Experience Coordinator About the Role: Join Exciting Travel Now , where passion for travel meets purpose and flexibility! We’re looking for motivated individuals who love helping others experience the world — from dream vacations to quick weekend...Remote jobWeekend work
- Client Experience Coordinator Travel & Events Company: 3 Dots Job Type: Full-Time or Part-Time Work Arrangement: Remote About 3 Dots 3 Dots is an event and travel agency focused on creating memorable experiences for individuals, families, groups, and organizations. We assist...Remote jobFull timePart timeFlexible hours
$82k - $92k
...Communications and PRJob Subfunction: Public RelationsJob Description:What You Will Be Doing:Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor to our clients for one of our largest and fastest growing...Full timeWork at officeLocal area3 days per week$150.45k - $177k
...JOB TITLE: Director of Client Experience - The Landmark REPORTS TO: VP & General Manager, The Landmark JOB PURPOSE: The Director of... ...expectations, and the standards of a world-class flagship. Select, onboard, and manage third-party hospitality partners and vendors,...Flexible hoursAfternoon shift$82k - $92k
...Digital natives PhD‑level scientists Writers Designers Builders What You Will Be Doing Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor to our clients for one of our largest and fastest growing...Local area- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private... ...stakeholders to retain and grow top clients through valuable experiences. This role requires 7+ years of experience in client...
$115k - $170k
Overview The Director, Client Experience Leadership serves as the senior lead across major client accounts, setting strategic direction and ensuring excellence in delivery across multiple teams and workstreams. This role is responsible for aligning agency strategy with...Work at officeRemote workFlexible hours$125k - $140k
Ideal Candidate The ideal candidate will have a Bachelors Degree and 5-7 years of related experience in client experience; previous experience in luxury products required and jewelry industry is preferred. You will have strong project management skills and excellent organizational...Contract workSeasonal workWork at officeLocal area- ...activities, work closely with cross-functional teams, and manage relationships with clients to ensure satisfaction and retention. The ideal candidate will have over 10 years of experience in an advertising or marketing agency, strong project management skills, and superb...
$120.4k - $150.5k
...workflows in one scalable, secure platform. Together with our clients, we’re rebuilding trust in healthcare in the U.S. and... ...To learn more, visit Position Summary The Manager of Client Experience Resolution & Optimization (CERO) leads the intake, triage, and...Local areaFlexible hours$135k - $155k
...collaboration with your partners, peers, outside agencies and clients alike. Your highly evolved communication skills allow you to move... ...relationships Who you are and what you have 10+ years of experience at an advertising or marketing agency Experience leading top‑...$175k - $195k
Director, Product Management - Client ExperienceSkip to main... ...Product Management - Client Experience page is loaded## Director, Product... ...that support employer onboarding, Member Enrollment, client implementation... ...and women's health specialists who use the latest science...Summer workWork at officeRemote workFlexible hours3 days per week$110k - $170k
Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated... .... We are committed to ensuring a welcomling recruiting and onboarding process for everyone. Please contact our hiring team if you...Flexible hours- ...and technology teams, mobilizing partners to deliver measurable client, operational, and risk outcomes. Job Responsibilities:Define... ...strategy, and roadmap, aligned to business priorities, client experience goals, and the firm’s AI ambitions.Champion an AI-first approach...
$130k - $170k
...everything we do, from crafting our exceptional pieces to inspiring clients to express and celebrate the many facets of love. It’s a skill... ...to-end AI products that drive measurable impact across client experience, retail, and CRM. The team partners closely with business and...- ...seeking a Store Manager to lead the team, drive growth, and elevate client engagement. You will partner with department store leadership,... ...The role requires strong leadership, commercial planning, and experience in luxury retail. Oversight includes operations, visual...
$17 - $27.75 per hour
...practices to improve results and efficiency. Client & Service Excellence: Build client... ...ensure exceptional in‑store and after‑sales experiences; lead proactive outreach to drive repeat... ...and performance; support recruitment, onboarding, and ongoing development. Support...Minimum wageSeasonal workFlexible hoursShift workNight shift- Confluence Technologies, Inc. is hiring a Project Manager in Pittsburgh, PA, within the Client Experience department. You will lead multiple client projects from initiation through delivery, working with senior stakeholders and cross-functional teams. The role requires...Remote job
$100k
...multiple priorities while providing proactive client communication, leading cross‑functional... .... The Account Director will assist in onboarding new clients, manage their existing... ...outcomes. Leverages strong data driven experience to interpret data and analytics - helping...Work at officeLocal area$60k
...Facility Manager to lead operations at its New York City facility. The ideal candidate will have at least 2 years of management experience and a client-focused mindset, ensuring exceptional service and efficiency. Responsibilities include supervising staff, overseeing...Full time- ...This role demands a strategic leader who will lead a team, foster excellent client relationships, and exemplify the brand's values. The ideal candidate will have over 5 years of leadership experience in luxury retail and be dedicated to developing a high-performing team....Flexible hours
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