Treasury Client Onboarding Specialist
Stretto
Stretto is seeking a Client Onboarding Associate for Treasury and Cash Management in the United States. This role requires excellent communication skills and the ability to manage multiple client requests efficiently. Responsibilities include coordinating onboarding workflows, maintaining documentation, and drafting client communications. A bachelor's degree and 1 to 3 years of relevant experience are required. The position offers a comprehensive benefits package and opportunities for growth. #J-18808-Ljbffr
- Client Onboarding Specialist Apply (opens in new window) Job Req Id: 26964713 Location(s): Kuala Lumpur, Kuala Lumpur, Malaysia Job Type: Hybrid... ...opportunities and face the world's toughest challenges. Citi’s Treasury and Trade Solutions (TTS) provides global solutions that...SuggestedFull time
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- ...Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and... ...client success. Role Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best‑in‑class onboarding experience...Suggested
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- ...team at UBS and will be responsible for gathering and analyzing client KYC information within the Investment Bank. The role will... ...of a team Your team You'll be working with the Client Onboarding KYC team. The team is front office and client-facing and you will...Flexible hours
- ...and digital process management. We are currently seekingsales &client onboardingspecialiststo join our growing sales team.You’llwork... ...and close new client agreements Guide new clients through the onboarding and activation process Address objections and ensure a smooth handoff...Remote workWork from home
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$26.7 - $40.36 per hour
A leading financial services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries. The role demands a Bachelor's degree and at least two years of experience in the investment management industry. Key...Hourly payWork at office$78.32k - $109.28k
A global financial services firm in New York seeks a professional for a Client Onboarding role. The ideal candidate will have 2-5 years of relevant experience and strong analytical and interpersonal skills. Responsibilities include client onboarding, risk assessment, and...$48 - $50 per hour
...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 processes for Markets (e.g., Sales...Contract work$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of...$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...Full timeWork at officeRemote workAfternoon shift$35 - $50 per hour
Title: Client Success Lead Job Type: Contract Contract Length: TBD Pay Range: $35-50/hr Target Start Date: ASAP Location: Hybrid... ...Key Responsibilities & Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of lenders onto the digital...Contract workWork at officeImmediate start3 days per week- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative... ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
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$1,120 - $1,600 per month
...Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a...Remote work- ...Evernest is looking for an Onboarding Analyst to manage a portfolio of new properties. This role demands exceptional communication and coordination skills, as you will work closely with various internal teams to ensure owner satisfaction. Candidates should possess a Bachelor...Remote work
- ...The Strategic Implementer is hiring a full-time Remote Operations / Client Service Associate to manage daily client service requests, oversee client onboarding, and develop internal processes while working from home. This role requires strong interpersonal skills, the...Full timeRemote workWork from home
$40k - $60k
...Rithum Holdings, Inc is looking for a Contract and Administration Associate to support the onboarding process and manage supplier contracts. This role requires strong customer management skills and excellent communication abilities, along with a focus on detail. The ideal...Contract work- ...Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate...Work from home
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