Client Onboarding & Service Specialist
Citi
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 in Microsoft Office Applications. This is a critical role that ensures high customer satisfaction and adherence to internal policies. A Bachelor's degree is required, and applicants must demonstrate a proactive attitude and attention to detail. #J-18808-Ljbffr Citi
- Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients. You will manage client... ...services and digital platforms. In this role you will onboard client accounts, verify information, and handle money movement...Suggested
- Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The... ...coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;...Suggested
$40 - $43 per hour
...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration... ...Hours : 8am - 6pm EST POSITION As a Client Account Services Specialist in the Collateral Service Delivery Team you...SuggestedContract workWork from homeWorldwide- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing... ...onboarding calls to understand client needs, goals, and service fit. Explain service offerings, workflows, and next steps...SuggestedRemote job
$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... .... This role sits at the intersection of client services and technical integration. You will manage end‑to‑end onboarding...SuggestedFull timeWork at officeRemote workAfternoon shift- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
- JPMorganChase in New York seeks an IMOS Service Delivery Associate for Client Account Services. You will manage new account launches and lifecycle events... ...to meet client reference data needs and ensure smooth onboarding. The role emphasizes collaboration across Client...
$90k - $115k
...thrive on opportunities to grow and develop within the food-service industry, ensuring that we are always at the forefront of industry... ....Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area...Work at officeHome officeAfternoon shift- ...is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive benefits, and ongoing...Weekly payRemote workWork from home
- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
- Responsibilities Execute the onboarding process for new accounts Facilitate client kick-off meetings and regular status updates Support user adoption by identifying potential roadblocks Conduct formal hand-off reviews Guide clients through standard setup and best practices...
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- Cyperus Group LLC is seeking a Client Onboarding Associate for a global bank to support onboarding for funds, SPVs, and investment-manager entities. The role emphasizes rigorous KYC/CIP validation, regulatory review, and precise documentation to ensure timely, compliant...
- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...Work at office
- Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...Remote job
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
- United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We ...Remote jobFlexible hours
$67.2k
OnTrac is seeking a Customer Integration Associate to help onboard customers and integrate them into company systems and processes. You will coordinate setup, manage timelines, and document requirements while collaborating with internal teams to resolve issues and ensure...Remote job- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows... ...requires 5-8 years of relevant experience, preferably in wealth management or financial services, plus FINRA SIE, #J-18808-Ljbffr Citi
- ...professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate with... ...and internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory compliance...
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
$48 - $50 per hour
...learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage... ...function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr MindlanceContract work$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- GreenSlate is seeking an Implementation Specialist to serve as the first point of contact for clients onboarding to our production finance platform. You will complete project setups, respond to calls and emails, coordinate check-printing supplies, and ensure clients have...Remote job
$55k - $75k
Finch Legal is hiring an Intake Specialist to provide exceptional client experiences. The role demands quick trust-building through effective communication, guiding clients through the intake process, and accurately passing cases to legal teams. Ideal candidates should...Flexible hours- A leading staffing agency in New York City is offering a Client Services Associate position designed for those seeking to become full lifecycle recruiters. The role includes hands-on training and mentorship, with a strong focus on building sourcing and candidate relationship...
- Point C is seeking an Employer Services Representative (ESR) to serve as the primary contact for employer groups and brokers within a mid... ...administrator (TPA) environment. You will support day-to-day client service operations related to benefits administration, eligibility...
- ...each transition from signed to fully live with speed and precision. You’ll collaborate with Operations, Advisory, Product, and Client Servicing to ensure a smooth, white-glove handoff. The role requires resourcefulness, quick learning, and calm communication under...
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