Onboarding & Client Success Specialist
Brown Brothers Harriman & Co.
Brown Brothers Harriman in New York City is seeking an Onboarding Specialist to support the Consolidated Reporting Services onboarding process. You will coordinate with Relationship Management, Family Office Services, and external advisors to ensure accurate client ownership structures and secure access to third-party investment data. The role requires strong Excel/PowerPoint skills, excellent communication, and a detail-oriented, proactive approach. #J-18808-Ljbffr Brown Brothers Harriman & Co.
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Onboarding & Client Success Specialist in New York, NY vacancy
- ...Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...SuggestedRemote work
Partner Engineering and Science
New York, NY4 days ago - ...Technology, a leader in restaurant technology, is seeking a Customer Success Associate for its Bridg division in the United States. You will manage day-to-day client accounts, assist with onboarding tasks, provide status updates and recurring touchpoints, and monitor usage...Suggested
- ...meeting assistant for teams, seeks a Customer Success Associate to help customers with technical problems, onboarding, implementation, adoption, and configuration, all... ..., guiding users through features, and earning client trust. You will collaborate with product, sales...SuggestedRemote jobShift work
- 4DMedical Limited is seeking a Customer Success Specialist for our U.S. customers. This remote role combines first-line support, portal configuration, onboarding, and end-user training in a salaried position. You bring hands-on CT/radiology experience in a U.S. hospital...SuggestedRemote job
- Voltus is seeking a Customer Success Associate to onboard new customer sites into the energy market and prepare them to start earning. You own the onboarding from signed contract to a live site, coordinating data collection, registrations, hardware installation, and testing...SuggestedRemote jobContract work
- DOCTENA is seeking a Customer Care Officer to drive onboarding and ongoing success for customers using our online healthcare platform. The role is fully remote with occasional visits to our Luxembourg HQ, offering a full-time contract and a competitive salary package based...Remote jobFull timeContract work
- A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote job
- Tekmetric is seeking a Customer Onboarding specialist to guide new customers through onboarding, ensuring successful launch and adoption of Tekmetric Marketing capabilities. You’ll join a fast-moving team with cross-functional collaboration and a focus on delivering exceptional...Remote job
- A fast-growing SaaS startup is seeking a Customer Success Manager to manage client onboarding and retention. The ideal candidate will have 2-4 years of experience in a similar role, with a strong emphasis on communication skills and problem-solving abilities. You will lead...Remote job
- ...recruitment agency is looking for an Onboarding Specialist in the United States. This remote role... ...sales with technical onboarding, guiding clients through platform adoption. Ideal... ...solving skills and experience in customer success or sales. The position offers competitive...Remote job
- OuterSignal in the United States is seeking a curious, motivated Customer Success Manager to onboard new brands, support day-to-day success operations, and help brands turn data into action. As a ground-floor member of a fast-moving team, you’ll own onboarding sessions...Remote job
- Huble Labs Inc. is seeking a Customer Success / Onboarding lead to own onboarding for Team and Business customers and to drive quarterly reviews with top accounts. You will participate in the customer-advisory board and ensure smooth handoffs from engineering to product...Remote job
- ...Personal and professional development program Job Summary The Client Success Specialist (CSS) owns client outcomes and the long term health of... ...executive presence, and communication excellence. The CSS leads onboarding, adoption, and value realization while proactively...Live inLocal areaRemote work
Servpro Industries Inc
New York, NY3 days ago - ...the work that only a person can do: own a client's problem from the first message to the... ...client sentiment as the real measure of success, not ticket speed Look for small moments... ...can learn at their own pace Support and onboarding Handle the conversations Fin cannot...Local areaImmediate startRemote work
Town Web
New York, NY8 hours ago $70k - $80k
...we need someone to help us own what comes next. As our Client Success Specialist, you'll be a key point of contact for our credit union partners... ...marketing teams to improve client and member outcomes Onboarding & Implementation (growing over time) ~ Support onboarding...Local areaSilvur
New York, NY17 days ago$70k - $80k
...Credit Union. About the Role Silvur is looking for a Client Success specialist to serve as a partner point of contact across a large and... ...opportunities to deepen product usage within existing accounts Onboarding & Implementation Launch and support new partner...Local areaSilvur
New York, NY17 days ago- ...About the Role We’re looking for a proactive and personable Client Success Specialist to support professional clients, primarily attorneys,... ...responsible for making sure clients have a smooth experience from onboarding through ongoing podcast production. This includes guiding...Full timeFor contractorsRemote workFlexible hours
- Pavago is seeking a proactive Client Success Specialist to support professional clients, mainly attorneys, in a remote podcasting and content production service. You will guide clients from onboarding through ongoing production, ensuring a smooth experience, resolving...Remote job
- TouchCare is seeking a Client Success Associate who will support employer clients and coordinate deliverables across the customer lifecycle... ...will work with cross-functional teams to manage reporting, onboarding, renewals, and client communications in a fast-paced healthcare...Remote job
- ...digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You'll work with leads and... ...closely with internal teams to support long-term client success We are looking for: Experience in sales, onboarding, or...Remote workWork from home
- ...Utah's Silicon Slopes, is in search of an exceptional Junior Client Success Specialist . About RainFocus RainFocus cares about its employees,... .... What Success Looks Like in One Year 30 Days: Complete onboarding, gain full understanding of the B2A framework, and shadow...Remote jobWork at office
- Asteris is seeking a Client Success Representative to be the trusted partner for veterinary practices using Keystone. You will own the client relationship after the sale, from onboarding through renewal, ensuring each practice gets full value from the platform and grows...Remote job
- Brynson is seeking a Client Success Coordinator to support onboarding, audits, and vendor coordination for its SaaS and managed services teams. You will work directly with clients and partners, keeping projects moving and ensuring accurate account information across systems...Remote job
- Undisclosed is seeking a customer success professional to guide Capital Markets clients through onboarding, project delivery, and ongoing service. You will manage a portfolio of customers, translating business needs into effective solutions and driving successful outcomes...Remote job
- Oyster HR is seeking an Onboarding Success Manager for a fully remote, fixed-term contract ending in May 2027. You will guide customers and Oyster team members through onboarding, acting as a single point of contact from new hire submission to engagement. You will collaborate...Remote jobFixed term contract
- easybill GmbH sucht einen engagierten Customer Success Manager (m/w/d) in einem Remote-First-Team deutschlandweit, der unsere Kunden begeistert, onboarding betreut und langfristig zu Fans macht. Du erkennst Bedürfnisse, treibst proaktiv Cross- und Upselling voran, pflegst...Remote job
- ...dealer groups in under a year, with a high-ownership culture and significant autonomy. We are looking for a Customer Success professional to own onboarding through adoption and retention, drive adoption, manage escalations, and identify expansion opportunities across our...
- Omnibound AI is seeking a Customer Success professional to guide enterprise clients through onboarding, adoption, and ongoing product usage to drive measurable outcomes. You will build scalable onboarding workflows, success playbooks, and lifecycle processes; manage US-...
- altshare is a leading equity management fintech platform seeking a hands-on Customer Success Manager to own US customer relationships from onboarding through ongoing success. You’ll work directly with US customers, drive adoption and retention, support 409A valuation processes...
- Wing is seeking an Onboarding Specialist to coordinate candidate movement and client requirements throughout hiring and onboarding. You will manage endorsements, briefs... ...A daily cadence of calls and cross-team collaboration is essential to success. #J-18808-Ljbffr Openkrill
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onboarding & Client Success Specialist. Be the first to apply!
Related searches
- client onboarding specialist New York, NY
- senior recruitment consultant New York, NY
- clinical resource coordinator New York, NY
- work from home recruiting coordinator New York, NY
- recruiting coordinator New York, NY
- work from home recruitment consultant New York, NY
- recruitment resourcer New York, NY
- remote recruitment consultant New York, NY
- recruiting coordinator remote New York, NY
- temporary recruitment consultant New York, NY