Client Onboarding & Operations Specialist
Guggenheim Partners
Guggenheim Investments seeks a Client Service Support to lead internal onboarding execution and coordinate across legal, compliance, and investment teams. You will align daily with senior and junior client service staff and report to the Deputy Head of Client Service Operations. Based in New York City, this full-time role requires sharp project coordination, CRM proficiency, and the ability to drive timely client account set-up and documentation through Salesforce and other systems. #J-18808-Ljbffr Guggenheim Partners
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Operations Specialist in New York, NY vacancy
- ...MarginEdge is seeking an Onboarding Associate who will support our onboarding teams by handling technical tasks aimed at enhancing the onboarding experience for MarginEdge clients and driving internal efficiency. This role partners with multiple departments and executives...Suggested
MarginEdge
New York, NY2 days ago $42.2k - $55k
...leading independent and fully customizable operating system built to help local media... ...and detail-oriented Senior Ad Operations Specialist to play a key role in the end-to-end support... ...and troubleshoot pixel placement Address client inquiries regarding campaign...SuggestedLocal area- Alpaca is seeking a Trading Operations Associate to provide high-quality support to enterprise-level clients, handling order entry, execution, best ex, and trade surveillance. You will collaborate with trading desks, IT, and compliance to resolve issues and protect client...Suggested
$70k - $80k
...program for their employees, no matter where they work. After operating with a vertically integrated supply chain (i.e., directly... ...The Role: New York City, NY Crafty is seeking a Client Operations Specialist to deliver best-in-class experiences to clients in New...SuggestedWork at officeShift workBetterCloud
New York, NY1 day ago- ...We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. Client Operations Specialist The Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing the...SuggestedWork at office
Openkrill
New York, NY3 days ago $85k - $114k
...A leading financial institution is seeking a Junior HR Generalist to oversee and execute daily HR operations, primarily focused on managing the employee onboarding process. The ideal candidate will have a bachelor's degree and 3+ years of HR experience. Proficiency in...BBVA
New York, NY4 days ago- ...Mashreq in New York seeks a diligent HR Generalist to manage onboarding, offboarding, payroll, and compliance. You will welcome new hires, maintain accurate records, coordinate background checks, and support benefits administration. The role requires strong communication...
Mashreq
New York, NY1 day ago - ...Ease Health, Inc. in New York City is seeking a People Operations Associate to help run the daily processes that support the employee lifecycle. You’ll assist with onboarding, benefits, payroll coordination, employee records, and recruiting operations. This hands-on role...
Ease Health, Inc.
New York, NY3 days ago $58k - $80k
The Senior Client Service Operations Specialist supports and administers daily operational processes, systems, and reporting activities for the Client Service organization. This role coordinates tasks and projects across cross-functional teams, learning programs, and leverages...Work experience placementWork at office- ...transaction lifecycle from quote to cash and coordinate internal support team resources. Review pipeline and forecast with assigned Client Directors, and schedule regular meetings on opportunities. Accept customer orders, verify bookable documents, and coordinate with...Remote job
- Park Avenue Capital, a wealth management firm in New York, seeks an Investment Operations Associate to support advisory and operations teams through onboarding, client account administration, and documentation management. You will help ensure accurate onboarding, servicing...
- MailResponse LLC is hiring for a remote, client-facing operations role in the United States. You will own client relationships, translate requests into clear tickets for our dev team, and ensure nothing falls through the cracks. You’ll QC data files, coordinate microsite...Remote job
- Beyond Finance is seeking an Office-savvy Payment Operations Associate to support our Business Operations Department. You will manage the... ...creditors to clear payment exceptions, and attach documents to client accounts in Salesforce. The role emphasizes collaboration with...Work at office
- River Financial Group is hiring for a Client Operations role in the United States. You will directly interface with clients, analyze trends, and drive operational efficiencies across teams to improve the product and client experience. The position offers a fully remote...Remote job
- Client Services & Operations Specialist — Remote We are seeking a self-directed professional with strong communication, organization and relationship-building skills to support client engagement and day-to-day business operations within the personal and professional development...Remote jobFor contractorsWork at office
$80k - $135k
BUSINESS UNIT OVERVIEWEquity Operations is a key part of Global Markets Division. The business encompasses post-execution client services across Equities and Fixed Income. The Client Integration team supports the onboarding of new Equities and Fixed Income clients globally...Full timeTemporary workPart timeWork at officeFlexible hoursGoldman Sachs
New York, NY7 days ago$65k - $75k
Physician Affiliate Group of New York, P.C. (PAGNY) seeks an Affiliate Operations Specialist (HR) for its Manhattan site. The role supports HR functions, onboarding, credentialing, and employee records administration across PAGNY and NYC Health + Hospitals partnerships....- ...support and strict adherence to HR policies in a dynamic retail setting. You will maintain personnel data in Workday and other systems, support time and absence management, assist with onboarding and offboarding, and contribute to process #J-18808-Ljbffr Redcare Pharmacy
- ...player in international localization, seeks a remote vendor management assistant to support an expanding vendor network. You will onboard users, maintain vendor data, and coordinate communications from a European remote setup. The role is a full-time position (~40 hours...Remote jobFull timeFlexible hours
$34.32k - $90k
...New York, NY seeks a Registered Service Associate to provide operational support and branch oversight. Responsibilities include document... ...and various approvals. The role supports risk management and client service teams while ensuring compliance with policies and regulatory...- Met Council in Brooklyn, NY seeks a Pantry Case Worker for the Boro Park Food Program to oversee client communications at the pantry, using the organization’s digital system to manage emergency food packages and inventory. The role requires on-site work, strong customer...Local areaAfternoon shift
- ...in Manhattan's Financial District seeks a Billing & Client Services Specialist to join our operations team. You will manage monthly billing cycles, review... ...matters, handle accounts receivable, assist with client onboarding, and support administrative file management while...
$65k - $75k
...solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's... ...safeguard their assets. Department& Team Purpose: The Client Operations team sits at the heart of Copper, acting as the...Local areaShift workCopper Technologies
New York, NY4 days ago$70k - $80k
...fantastic team members have won the loyalty of clients around the world. We are a small, high-trust... ...accelerating the success of our clients globally. The onboarding environment is fast-paced, requiring Client Onboarding Specialists to manage multiple clients simultaneously...Temporary workTraineeshipImmediate startFlexible hoursMogli Technologies
New York, NY1 day ago$120k - $140k
...Career growth opportunity to advance into an Operations Manager or Financial Advisor role... ...managing the day-to-day operational and client service functions of the practice, from... ...compliance recordkeeping. NEW ACCOUNTS & ONBOARDING Open new accounts in Wealthscape...Wall Street Alliance Group
New York, NY1 day ago- ...and professional development built into everything we do. Client Experience & Operations Associate Fully Remote | Aligned to Eastern Time |... ...Coordinate with custodians and client portals to assist in onboarding, account setup, and document processing Help document internal...Work at officeRemote workFlexible hours
- Share Local Media, a NYC-based startup, is seeking an enthusiastic Operations Associate to lead the operational elements of DM campaigns for... ..., and sign-off before printing while maintaining clear client communications and a proactive, entrepreneurial mindset. You will...Local area
- ...from Intellics Global! Looking for Sr IT Recruiter/ Team Lead/Client Coordinator / C2H Hiring/ Immediate Joiner only We are hiring Female... ...04 , IT Source is helping business to transform their business operation. We serve large fortune 500 companies in India delivering...Permanent employmentImmediate startWork from home
- ...Our client is a global alternative asset manager who is looking to add a talented Human Resources Operations Associate to their growing team. RESPONSIBILITES: Aiding in onboarding/offboarding processes Update & maintain employee data utilizing Workday Improve...Full time
Coda Search│Staffing
New York, NY8 hours ago - ...premier investment advisory firm headquartered in New York City. This RIA Senior Specialist role focuses on providing outstanding customer service by handling calls for advisers and clients across product lines, and ensuring accurate processing and compliance in a fast-...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Operations Specialist. Be the first to apply!
Related searches
- customer service administrator New York, NY
- client support specialist New York, NY
- food service sales representative New York, NY
- participant services representative New York, NY
- client onboarding specialist New York, NY
- logistics customer service representative New York, NY
- customer operations specialist New York, NY
- client experience specialist New York, NY
- client service officer New York, NY
- licensed insurance customer service representative New York, NY