Fintech Client Onboarding & Implementation Associate
Scribe
A growing fintech company in New York is looking for a motivated Project Manager to oversee client software implementations. You will drive project timelines, manage client relationships, and collaborate with Product Managers to enhance the platform. The ideal candidate has 3+ years in project management and a background in finance. This role offers a dynamic environment where you can make a significant impact. #J-18808-Ljbffr Scribe
- ...providers to digitize the entire onboarding, investment, and reporting... .... Our mission is to give our clients control and reduce friction... ...management, client software implementations, relationship management working for a bank and/or fintech. Determined, dedicated, and ambitious...Suggested
$105k - $120k
...developers, engineers and designers.About the job:The GCMS Client Implementation Associate will be providing a single point of contact and... ...implementation Support is responsible for overall delivery/onboarding of Cash Management products to top tier global and multi...SuggestedFor contractorsWork at officeLocal area$105k - $130k
LGBT Great is seeking an onboarding lead to coordinate new client implementations from kickoff through go-live. The role involves managing client expectations, coordinating multiple teams, and ensuring readiness across various systems. Ideal candidates will have over 5...SuggestedWork at office- ...fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families... ...as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high...SuggestedFull timeWork at officeRelocation
- ...fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families... ...we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment —registered investment...SuggestedFull timeWork at officeRelocation
- ...A leading SaaS company in New York is seeking a Customer Success Specialist to manage onboarding for new clients. The ideal candidate has 2-3 years of experience in customer-facing roles. Responsibilities include conducting onboarding calls, ensuring technical setups...
- A tech company for construction based in New York seeks an Implementation Analyst to lead new customer onboarding. This in-person role involves working closely with clients to manage complex data migrations and ensure successful payroll transitions. Ideal candidates have...
- Ascensus is seeking an IRA Installation Analyst located in Pennsylvania to support client onboarding processes and deliver exceptional customer service. The successful candidate will need proficient knowledge of SEP and SIMPLE IRA plans, and will assist Financial Advisors...
- Description Summary: The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is accountable for managing all phases of the onboarding...Work at officeRemote workWork from homeFlexible hours
- Curemd.com, Inc. is seeking a full-time Implementation Specialist based in New York, NY to lead the onboarding process for medical offices. This role includes managing client relationships, planning, executing, and coordinating project activities, and providing end-user...Full time
- A leading fintech enablement firm in New York is seeking an experienced Project Manager to lead US-based client projects. The role involves collaboration with cross-functional teams, ensuring project success and effective stakeholder management. Ideal candidates will have...Full time
$67.7k - $86.3k
## Client Delivery Project Manager - RemoteApplylocations: Remote-USAtime type: Full timeposted... ...organization (CUSO) and an integrated fintech solutions provider. The company serves... ...to successfully plan, develop, test and implement projects.Will assume leadership role for...Remote jobFor contractorsWork at officeLocal areaFlexible hours$140k - $150k
...Application Support Analyst | New York | Hybrid, 3 days in the office | FinTech | SaaS Salary: $140,000 - $150,000 We're hiring an experienced... ...issues, manage major incidents, support enterprise SaaS clients, and work closely with engineering to deliver exceptional...Work at office$70k - $95k
A leading digital asset management provider is seeking a client-facing Implementation Specialist to enhance user experience and troubleshoot software issues. Ideal candidates have a STEM degree and experience with enterprise software and Digital Asset Management systems...- ...ours by the good that comes from knowing that every client and all their employees can count on effective, affordable... ...both now or in the future. Position Summary The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the...For subcontractorFlexible hours
- ...As a Middle System Analyst on the Fintech Core project, you will define technical architecture... ...frameworks serving multiple fintech implementations globally. General project description... ...with fintech product features: onboarding, card issuing, FX, acquiring Analytical...
- ...service providers to digitize the entire onboarding, investment, and reporting process for... ...time and money. Our mission is to give our clients control and reduce friction for a very... ...platform. SUBSCRIBE has won the Benzinga FinTech Global Awards as the best alternative...Full timeRemote workFlexible hours
$70k - $80k
Vestwell Inc is seeking a Senior Implementations Onboarding Associate to enhance onboarding for Plan Sponsors and Financial Advisors. This role involves managing onboarding projects, liaising between stakeholders, and ensuring seamless transition to Vestwell's platform...$90k - $125k
At CEDX Systems we build AI workflow automation for the world's most demanding professional services teams. As a implementation / onboarding specialist on our customer success team, you'll own meaningful outcomes from day one in a small, high-output team. What you'll do...Remote jobFull timeHome officeFlexible hours- ...Software Engineering in Enterprise Technology in the Global Client Onboarding Engineering team, you will lead complex, multi-functional... ...robust risk and control frameworks while driving adoption and implementation of modern, AI-ready architectures and cloud-native patterns...Work at officeLocal area
$102k - $181.72k
...environment outcomes. WSP’s global IT organization enables digital transformation, operational excellence, and innovation at scale. The Client Delivery IT Solutions (CDS) function ensures that digital, engineering, and AI capabilities directly support project delivery,...Work at officeLocal areaWorldwide- A leading financial services firm is seeking an Enterprise Client Success Manager to drive product adoption and retention. The ideal... ...SaaS or financial services. Responsibilities include client implementation, proactive support, and revenue growth. The role offers competitive...Remote job
$160k - $194k
...experience, Gartner's capabilities, and the trends across our client base. Challenge the member with new ideas and innovative approaches... ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90...Local areaRemote workWorldwide- ...leading digital transformation firm in the United States is seeking a Forward Deployed Consultant (FDC) to design and implement automation processes for clients. The role involves working remotely with clients, requiring strong customer-facing skills and the ability to...Remote job
$160k - $194k
...find solutions and execute on their strategy by leveraging your own experience, Gartner’s capabilities, and the trends across our client base. Challenge the member with new ideas and innovative approaches and provide an outside "fresh eyes" perspective on their decisions...Local area- MoneyLion is seeking a Payroll Implementation Associate to support clients during payroll integrations and ensure a smooth onboarding experience. The role demands attention to detail and the ability to manage multiple priorities effectively. You'll be responsible for analyzing...Flexible hours
- ...offering custom solutions to each individual client. At Network Right, we’re bridging the... ..., and will facilitate IT shipments for onboarding and off boarding. You’ll also be... ...growth of its business are enhanced by implementing internal policies and practices aimed at...Work at officeRemote workFlexible hours
$15 per hour
...bridge technology and fund finance. As an Implementation Analyst at Maybern, you'll implement our software for private fund clients, translating their complex requirements into... ...relationships with our clients, plan onboarding and roll-out processes for new fund managers...Work at officeWork from homeFlexible hours- ...The Implementation Analyst plays a critical role in delivering seamless implementations and... ...role owns the end-to-end lifecycle of client deployments across MeridianLink’s software... ...Expected to be responsible for client onboarding activities including core connectivity...
$146.4k - $219.6k
...seeks a Principal Customer Engineer to ensure customer success post-sale. This hands-on role involves leading technical onboarding and implementation efforts, serving as the primary technical contact for customers, and collaborating closely with various teams to drive adoption...
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