Client Onboarding Lead - Drive Smooth Launches
Webster Bank
Webster Bank is seeking a dedicated individual to act as the primary liaison for new client relationships during the onboarding process. This role entails collaborating with cross-functional teams to meet client needs and ensuring timely completion of all onboarding milestones. Successful candidates will possess 3-4 years of experience in client onboarding or project management, a relevant Bachelor's degree, and exceptional problem-solving and communication skills. The position includes health insurance benefits. #J-18808-Ljbffr Webster Bank
- ...Webster Bank is seeking a dedicated individual to act as the primary liaison for new client relationships during the onboarding process. This role entails collaborating with cross-functional teams to meet client needs and ensuring timely completion of all onboarding milestones...Suggested
- ...A dynamic software company is looking for a Website Implementation/Onboarding Specialist to manage the full lifecycle of website launches for new clients. This remote role requires at least 2-4 years of experience in website development and SEO. Responsibilities include...SuggestedRemote work
- ...Estate in New York seeks an Implementation Project Manager to lead client onboarding and service expansion projects. The role emphasizes... ...managing project plans, fostering client relationships, and driving continuous improvement initiatives. Candidates should possess...Suggested
- Conveo.ai is seeking a Client Success Manager to be the face of the company for enterprise clients. Based in New York, you'll drive client success and autonomy on the Conveo platform.... ...responsibilities include managing accounts from onboarding to expansion, building strong...Suggested
$89k - $95k
...based in New York. The role involves end-to-end implementation of Cash Management Services, ensuring accurate setup and smooth onboarding for clients. Candidates should have 2-5 years of experience in financial services, proficiency in English and Japanese, and the ability...Suggested$76.3k - $96k
TIAA is looking for a Client Success Manager in New York, New York, to shape the client experience across its tax-advantaged products. The role involves managing client onboarding, ensuring smooth transitions, and serving as a primary contact for inquiries. Ideal candidates...- Framework Ventures is seeking a Senior Client Onboarding Specialist to manage the entire client onboarding process from initial engagement through... ...across Sales, Compliance, and Technology to ensure a smooth onboarding experience. Ideal candidates will have strong operational...
- ...customers include the world's leading Allocators, Asset... ...team and will own the client support operation and ensure... ...-centered design to drive speed, agility, quality... ...right through to pre-launch fund managers rely on Bipsync... ...to hiring and onboarding as needed. About You You...Work at officeWork from homeHome officeFlexible hours
- ...A leading software company in New York is seeking a Payroll Operations Manager to facilitate customer onboarding for payroll systems. You will manage YTD data transformations, collaborate closely with clients, and ensure accurate payroll setups. Ideal candidates have...
- ...A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong communication skills to onboard clients while ensuring compliance with KYC and AML regulations. The successful candidate will manage...Full time
$130k - $168k
...Clearwater Analytics, Ltd is seeking a Sr. Subject Matter Expert for Implementations in New York. The role involves leading client onboarding processes and implementing trading systems for buy-side clients. Ideal candidates will have 8+ years in Financial Services, strong...- ...ARCH is seeking a Client Implementation Specialist in New York City to lead onboarding for enterprise clients, including registered investment advisor firms and independent wealth management organizations. This client-facing role involves guiding clients through complex...
- ...A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional clients. This role involves managing the entire onboarding process, ensuring successful deployment of...
- ...Payments Implementation Analyst to support end-to-end implementations of new payment products and initiatives. The role involves onboarding, client setup, system configuration, testing, and go-live readiness for new payment capabilities. Ideal candidates will have at least...
$150k - $185k
...Lord Abbett seeks a senior member of the Client Account Management team in Jersey City, New Jersey. This role involves leading complex onboarding and operational service activities, managing the client lifecycle, and ensuring top-tier client service. The ideal candidate...- ...Webster Bank is seeking an Onboarding Manager to enhance client onboarding processes. This role acts as the primary contact for new clients, ensuring... ...exceptional client experiences. Responsibilities include leading onboarding initiatives, coordinating stakeholders, and...
$88k
...unique consortium of leading foundations and private... ...technology and tools to help clients collect, analyze,... ...easy. Job Summary As Onboarding Team Lead for Carbon,... ...carbon onboarding run smoothly for our clients and our... ...private markets to drive more impact. We are at...Work at officeImmediate startWorldwideRelocation$90k - $125k
Nuveen is seeking a Client Success Manager in New York City to enhance the client experience for their tax-advantaged products. This role involves supporting onboarding, resolving client inquiries, and collaborating with internal teams. The ideal candidate will have 2+...- A top-tier investment banking firm in New York is seeking a Client Onboarding AVP for a full-time role. The ideal candidate will have a strong... ...-boarding clients, ensuring compliance with regulations, and leading a team. This position offers benefits including medical,...Full time
$140k - $180k
UBS is seeking a Client Onboarding Business Manager in New York to manage onboarding for Cash & Synthetic Equities Prime Brokerage and other areas within Investment Banking. The role requires strong client relationships, project management skills, and over 10 years of experience...- ...logistics, and energy. FP&A analysts drive the decisions that make or... ...We're looking for a scrappy, client-obsessed, operationally sharp Founding Onboarding & CS Lead to be our first dedicated client... ...ensuring every client has a smooth, well-managed, and confidence-inspiring...Contract workWork at officeRemote work
$191k - $242k
FalconX is seeking a Senior Manager, Global KYC and Client Onboarding in New York City. This role involves developing and maintaining a comprehensive global KYC program while ensuring compliance with regulatory requirements. You'll manage client onboarding processes, collaborate...- ...business and looking for a Lead Onboarding Specialist who not only owns... ...rolling up their sleeves with clients while mentoring others, setting... ...onboarding motion that drives adoption, retention and long-... ...Handover to CSM Ensure a smooth transition after onboarding...Full timeRemote workFlexible hours
- ...A leading technology firm in the USA seeks a Revenue Management Customer Success Lead to ensure client success through effective onboarding, training, and relationship building. The ideal candidate has... ...engaging with clients to drive product adoption and satisfaction...Remote work
$101k - $162k
...in New York, NY seeks an experienced individual to manage the customer onboarding process from contract to graduation. This role involves driving the activation of new customers, ensuring a smooth payroll process, and working collaboratively across various teams to resolve...Contract work- ...Implementation Analyst in New York to lead the onboarding and implementation of new bank partners... ...teams and external partners to ensure smooth transitions and successful implementations... ...experience in project management or client-facing roles, with a focus on detail and...
- ...Health Pivotal Health is the leading technology platform that... ...up. You’ll own the client implementation experience... ...to design scalable onboarding processes that drive successful launches, long‑term client success... ...through go‑live, ensuring smooth onboarding and long‑term...Remote workFlexible hours
$140k - $160k
...’re looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise... ...the full lifecycle from onboarding through upsell. This is a high... ...new firms and teams—ensuring a smooth transition and successful launch. Collaborate Cross‑Functionally...Work at officeHome office- ...seeking an Implementation Manager based in New York, NY to enhance customer onboarding and implementation processes. In this strategic role, you will ensure effective onboarding for new clients and drive revenue by streamlining the implementation process. Ideal candidates...Flexible hours
$90k - $100k
...Everything works together naturally, helping clients create a smooth, intentional patient experience from... ...with respect Position Summary The Team Lead, Client Success Manager – Emerging... ...customer portfolio while coaching 2–3 CSMs to drive retention, adoption, expansion, and...Worldwide
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