Client Onboarding & Service Manager - Asset Management
Open Systems
VC Stack is seeking a Client Service Associate in New York to partner with teams across the Global Client Group. The role involves servicing clients, focusing on onboarding new accounts, delivering client reports, and collaborating with business partners. The ideal candidate will have a background in banking or asset management and experience working directly with clients. A university degree is preferred for this position. #J-18808-Ljbffr Open Systems
- ...company that has powered wealth management and institutional trading... ...independent broker-dealers, asset managers, and platform... ...brokers. The Role The Client Onboarding Project Manager is accountable... ...workflows, Flyer’s products & service: Portfolio Management & Order...AssetFull timeContract workWork at office
$100k - $110k
...Description Job Description As a Client Services Manager (CSM) on the Brand Partnerships team,... ...throughout the campaign lifecycle. Onboarding & Kickoffs: Lead client kickoff meetings... ..., establish clear timelines, outline asset deliverables, and set alignment on...AssetWork at officeRemote work2 days per week3 days per week$83k - $104k
...Citizens, our mission is to help clients, colleagues and communities... ..., and ongoing practice management support. As a Citizens Private... ...responsibilities include Acquire and onboard new affluent and high-net-... ...Growth in net new investment assets in collaboration with Wealth...AssetPart timeLocal areaFlexible hours$109k - $136k
...work hard and care about our most prized asset - our people. We're helping... ...fit right in. Who You Are As the Manager, Onboarding, you will lead and mentor a team who serve... ...ensuring a standardized, seamless, and service-first experience for customers that sets...AssetCasual workWork at officeLocal area- Manager, Customer Onboarding Role: Manager, Customer Onboarding Location: Remote Type: Full-time Reports... ...how they leverage their knowledge assets to benefit their members and stakeholders... ...and deliver value to enterprise clients. Technical fluency—comfortable working...AssetFull timeRemote work
$166k - $214k
...and care about our most prized asset - our people. We’re... ...You Are As the Director of Onboarding, you will be a vital part of... ...our products, including add-on services and marketplace integrations.... ...planning for a team of Onboarding Managers and the frontline managers...AssetCasual workWork at officeLocal area£45k - £55k per year
...wellness space to appoint a CRM Manager who can take ownership of its... ..., including welcome and onboarding, product education, replenishment... ...to brief and iterate CRM assets based on performance Lead A/B... ...as the business scales. Our client is committed to creating an inclusive...AssetRemote work- ...platform used by hedge funds and asset managers to analyze performance and... ...we're hiring an exceptional Client Success Manager to help our... ....Guide clients through onboarding, implementation, training, and... ...facing role within financial services, fintech, or enterprise SaaS...Asset
- ...Client Success Manager (Revenue Growth & Client Success) – Remote Position Type... ...serving roofing and home services businesses across the United... ..., guiding each client from onboarding through renewals while... ...clients. Collect required assets and information for campaign...AssetFull timeWork at officeRemote work
- ...a Customer Success Manager (CSM) to join our Customer... ...our rapidly growing client base, specifically... ...touch support through the Onboarding and Adoption process in... ...early wins: from digital asset management and... ...troubleshooting for non-service support tickets, escalating...AssetWork at officeLocal areaRemote workWork from home2 days per week
$36.3 - $39.93 per hour
Onboarding Manager Who We Are: At Justworks, we provide a welcoming and casual environment, great... ...work hard and care about our most prized asset - our people. We help businesses get... ...Ability to explain complex products or services clearly and effectively. Strong attention...AssetHourly payCasual workLocal area- ...thrive. A Day in the Life of a Client Success Manager: Fusable's Risk... ...leading SaaS and Data‑as‑a‑Service (DaaS) offerings. As a trusted... ...Enablement & Adoption Lead onboarding, implementation support, user... ...Intelligence products, data assets, and industry applications....AssetContract workCasual workWork at officeLocal areaRemote workFlexible hours
- ...best way to help our clients and advance our business... ...Join us as a Client Manager I The Client Manager... ...maintains a high level of service to strengthen client... ...and overseeing the onboarding of client relationships... ..., including reviewing asset allocation to ensure guidelines...AssetWork at officeLocal area
- Salesforce Engagement Manager Location: Remote - Canada... ...Salesforce Einstein, Service Cloud Voice, Amazon... ...seamless execution for clients Provide oversight on... ...facilitating kick off and client onboarding In collaboration with... ..., and reusable assets Contribute to...AssetRemote job
$115k - $130k
...Manager, Customer Success This role is based in NYC with a hybrid... ...construction projects, Jones enables clients to leverage AI, software, and... ...commercial and residential asset classes. Jones has... ...high-quality experience across onboarding, adoption, and ongoing support...AssetFull timeWork at officeRemote work3 days per week- ...for web3 companies, digital asset service providers, financial institutions... ...for keeping current clients satisfied and delivering exceptional... ...with the Sales team to onboard and integrate new clients and... ...3 years of prior account management experience. Previous compliance...AssetFlexible hours
- ...Nevis Customer Success Manager Nevis is building the world's first... ...to have over $50 billion of assets under management on its... ...their desk and more with their clients. You'll also be in charge... ...Nevis' actual daily users, from onboarding to power-user award. Build...Asset
- ...with any API-enabled service. This flexibility enables... ...The Customer Success Manager role will play a... ...other functions in our clients (IT, Engineering, Operations... ...our customers from onboarding to ongoing support to... ...improvement, programs and/or assets Developing and driving...AssetRemote work
$100k - $145k
...MoEngage Customer Success Manager MoEngage is an insights-led customer... ...is backed by Goldman Sachs Asset Management, B Capital,... ...Roles and Responsibilities: Onboard customers with Integration support... ...expertise to the Customers Advise clients on the most effective ways to...AssetLocal areaWorldwide- ...generation of digital financial services between regulated... ...and fintechs launching digital asset products. These are bigger customers... ...Customer Success or Account Management at a crypto, fintech or regtech... ...the full lifecycle, from onboarding through to expansion Good...AssetRemote jobContract workWork at office
- Overview Customer Success Manager - Media and Ad Ops Location: Remote... ...tissue between our brand clients and internal teams. You’ll manage... ..., collect/validate creative assets, facilitate delivery of... ...internal systems and client onboarding Who You Are 3+ years experience...AssetRemote workFlexible hours
$70k - $121k
...Client Success Manager Sensr Portal Gen II is a leading fund administration... ...on serving private capital asset managers and investors with... ...be responsible for the onboarding, customer success and solution... ...clients and Gen II's Client Service Teams. In addition, as an...AssetWork at officeRemote work3 days per week$90k - $120k
...Client Success Manager The Client Success Manager role develops strong, positive... ...requires excellent client service through proactive... ...advisor for property managers, asset managers, and ownership stakeholders... .... Collaborate with the Onboarding team to support...AssetWork experience placementSummer holidayImmediate startFlexible hours- ...Customer Success Manager BVNK is the stablecoin-... ...for fiat and digital assets globally. Processing billions... ...layer for financial services, and that BVNK is at... ...be supporting our clients in the payments, banking... ...Coordinate a swift and smooth onboarding, implementation and go...AssetWorldwideFlexible hoursShift work
- ...re seeking a Customer Success Manager to join the Customer Success... ...full customer lifecycle, from onboarding and adoption through... ...practices Dig deep to understand clients’ business goals and educate them... ...are a self-aware, team-focused asset who can provide insight into...AssetWork at officeRemote workFlexible hours
- ...discover the real you. Summary The Client Services Manager, Strategic Services AI, will own the client... ...leading new clients through a smooth onboarding, and holding regular strategic reviews... ...Translate platform insights, asset risks and service trends into actionable...AssetRemote work
$86.5k - $108k
...Customer Success Manager Box is the leader in Intelligent Content... ..., product specs, marketing assets, and more. Our mission is to... ...You'll guide customers from onboarding through deep, measurable adoption... ...to transform public services, and skilled at building relationships...AssetLive inWork at officeLocal areaShift work3 days per week$90k - $110k
...Customer Success Manager Capital Markets Gateway LLC... ...banks and 135 asset managers representing over... ...passion for cultivating client relationships and driving... ...includes enabling successful onboarding and usage, identifying... ...proposition of the service by providing guidance and...AssetWork at officeRemote workFlexible hours- ...apply for the Customer Success Manager, Daylight role at ApartmentIQ... ...in helping our multifamily clients maximize the value of Rentable... ...advisor to operators, asset managers, and revenue teams—helping... ...‑functionally with Product , Onboarding , and Support to address issues...AssetTemporary workRemote workWork visaFlexible hours
- ...seeking a Customer Success professional to guide enterprise clients through onboarding, adoption, and ongoing product usage to drive measurable... ...onboarding workflows, success playbooks, and lifecycle processes; manage US-based B2B accounts during US business hours. Collaborate...
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