Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Onboarding & Client Experience Specialist

Citi Group

Citi is looking for a seasoned professional in New York who will be responsible for applying disciplinary knowledge to enhance processes in the Banking, Credit, and Investments platform. This role requires collaboration with sales teams, ensuring a seamless client experience through effective communication and teamwork. Ideal candidates should have 5-8 years of experience in wealth management or financial services, strong analytical and interpersonal skills, and the ability to manage multiple deadlines in a dynamic environment. Education requirements include a Bachelor's degree or equivalent experience. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Onboarding & Client Experience Specialist in New York, NY vacancy
  • $65k - $90k

    Pilot Fiber in New York City is seeking a Customer Onboarding Specialist. This role is essential for guiding customers through the installation...  ...have a college degree and 2-4 years of customer-facing experience, demonstrating impeccable attention to detail. Perks include... 
    Suggested

    Pilot Fiber

    New York, NY
    5 days ago
  • $98.96k - $148.44k

     ...Banking, Credit and Investments platform in New York. This role is responsible for improving processes and ensuring a superior client experience by collaborating with various internal teams. Candidates should have 5-8 years of experience in financial services, a bachelor... 
    Suggested
    Full time

    Citigroup Inc.

    New York, NY
    4 days ago
  • $150k - $190k

     ...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical...  ...integration best practices. Qualifications 3+ years of experience in client onboarding or implementation within capital... 
    Suggested
    Full time
    Work at office
    Remote work
    Afternoon shift

    Castle Island Co

    New York, NY
    1 day ago
  • $40 - $43 per hour

     ...Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay...  ...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration... 
    Suggested
    Contract work
    Work from home
    Worldwide

    Dexian

    New York, NY
    1 day ago
  •  ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position...  ...Business, Finance or a related field; A minimum of 1-3 years of experience within the investment funds industry; Understanding of... 
    Suggested

    Apex Group

    New York, NY
    4 days ago
  •  ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our...  ...onboarding workflows and messaging. What You Bring Previous experience in sales onboarding, account management, or client... 
    Remote work

    Virtual Task Buddie

    New York, NY
    4 days ago
  •  ...in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The...  ...first stop post-sale and provides an excellent onboarding experience to optimize client retention and maximize engagement and... 

    Upfluence

    New York, NY
    3 days ago
  • $48 - $50 per hour

     ...provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding... 
    Contract work

    Mindlance

    New York, NY
    5 days ago
  • LBAPS is seeking a compassionate Client Outreach Specialist based in New York City to be the first point of contact for families...  ...You will guide clients through consultations and onboarding, ensuring a supportive experience from day one. The ideal candidate possesses... 

    LBAPS

    New York, NY
    3 days ago
  • $114.7k - $130.9k

    Capital One Financial is seeking a Senior Associate Product Manager in New York City. The role focuses on enhancing customer onboarding experiences for credit card users. You will lead cross-functional teams to develop a seamless activation strategy, ensuring customer... 

    Capital One Financial

    New York, NY
    4 days ago
  •  ...located in New York, is seeking an Accounts Receivable Client Onboarding and Customer Specialist. You will be the main contact point for billing and...  ...The ideal candidate should have finance qualifications, experience in O2C collections, and knowledge of Salesforce and NetSuite... 
    Remote work

    AlphaSense, Inc.

    New York, NY
    4 days ago
  • $114.7k - $130.9k

     .... We are looking for a Senior Associate Product Manager to join our team in the Onboarding Team in Premium Products. The Onboarding Team mission is to build a premium onboarding experience for all Capital One credit card customers while laying the foundation for enduring... 
    Full time
    Part time
    Local area
    Immediate start

    Capital One Financial

    New York, NY
    4 days ago
  • Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency... 
    Work at office

    Citi

    New York, NY
    1 day ago
  • Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding...  .... The ideal candidate will have a minimum of 3 years experience in SAAS client support and possess strong technical... 

    Included-Health

    New York, NY
    2 days ago
  •  ...Equity Operations team in New York. This role focuses on the onboarding of new clients trading FICC and Equity products, requiring strong...  ...without issues after trading commences. The ideal candidate has experience with equities products, displays professionalism, and is... 

    Goldman Sachs

    New York, NY
    4 days ago
  • SeatGeek in New York is hiring a Client Services Specialist who will provide operational support and unique client experiences. This role emphasizes both onboarding initiatives and ongoing operational success, assisting clients with product configuration and project delivery... 
    Flexible hours

    SeatGeek

    New York, NY
    4 days ago
  • Accounts Receivable Client Onboarding And Customer Specialist Remote - India Summary Reporting to the Billing & Collections Manager, the primary account...  .../ MCOM / BBA / MBA in Finance preferred. 1+ years of experience in O2C collections, revenue recognition &... 
    Contract work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours
    Shift work

    Alphasense

    New York, NY
    4 days ago
  • Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds...  ...in Law, Business, or Finance with 1-3 years of relevant experience. A fast-paced environment awaits, offering professional... 

    Apex Group Ltd (UK Branch)

    New York, NY
    5 days ago
  • 6AM City, LLC in New York, New York is seeking a Client Experience Group Manager to oversee client onboarding and operational processes. This leadership role demands a blend of strategic leadership and operational expertise, with a strong focus on enhancing client experiences... 

    6AM City, LLC

    New York, NY
    4 days ago
  •  ...global financial services firm is seeking an Associate to drive client onboarding across the US market. The ideal candidate will have a strong...  ...coordinating with internal stakeholders to enhance client experiences. This full-time role offers competitive pay and benefits in... 
    Full time

    Nomura

    New York, NY
    4 days ago
  • Brobston Group LLC is seeking a Client Relations Center Training Coordinator in New York...  ...CRC team members. The role supports onboarding, classroom and virtual facilitation, coaching...  ...improve offerings to enhance the client experience. #J-18808-Ljbffr Brobston Group LLC

    Brobston Group LLC

    New York, NY
    3 days ago
  •  ...to facilitate and guide candidates through the interview and onboarding processes. You will partner with Operations and Corporate Recruiters...  .... This role offers an opportunity to enhance candidate experiences in a dynamic security firm. #J-18808-Ljbffr Inter-Con... 

    Inter-Con Security Systems

    New York, NY
    3 days ago
  •  ...professionals. This remote position requires fluent English and experience in customer support, ideally with 2+ years in roles involving...  ...dynamic team to solve various operational challenges and help onboard new users. The role emphasizes problem-solving and... 
    Remote work

    Clipboard, inc.

    New York, NY
    4 days ago
  • Citi is hiring a Client Onboarding Analyst - Officer in New York, NY. The role involves overseeing client data management, ensuring compliance...  ...initiatives. The ideal candidate will have up to 2 years of experience in a financial services environment and possess a bachelor's... 

    Citi

    New York, NY
    4 days ago
  • Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team...  ...workflows while delivering an excellent customer experience. Responsibilities Manage client onboarding from kickoff... 
    Remote work

    WOW Remote Teams

    New York, NY
    4 days ago
  •  ...Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions...  ...digital support services. We are seeking client‑focused Customer Onboarding Consultants...  ...account support What We’re Looking For Experience in customer onboarding, client services,... 
    Remote work

    BuzzTech Media

    New York, NY
    4 days ago
  • $35.36k - $90k

    Morgan Stanley is seeking a Client Relationship Analyst in New York who will provide exceptional service to clients and support Financial...  ...are essential. Compensation ranges from $35,360 to $90,000 per year, adjusted based on experience. #J-18808-Ljbffr Morgan Stanley
    Work at office

    Morgan Stanley

    New York, NY
    2 days ago
  • $21 - $23 per hour

    Moncler is seeking a Sales Support Advisor in New York, NY to enhance the client experience through exceptional service. The advisor will assist in operational tasks and collaborate with team members to ensure high standards of visual merchandising. Ideal candidates possess... 
    Hourly pay

    Moncler

    New York, NY
    4 days ago
  •  ...Thrive Pet Healthcare is seeking a full-time Veterinary Client Service Representative at Saint Francis Veterinary Center in Swedesboro...  ...support to pets and their families, ensuring a seamless client experience from check-in to check-out. Responsibilities include... 
    Full time

    Thrive Pet Healthcare

    New York, NY
    4 days ago
  •  ...Veterinary Center of South Jersey is seeking a full-time Veterinary Client Service Representative to join their team in Swedesboro, NJ. In...  ...part in pets' lives by ensuring a compassionate client experience, coordinating appointments, and maintaining accurate medical records... 
    Full time

    Saint Francis Veterinary Center of South Jersey

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Onboarding & Client Experience Specialist. Be the first to apply!