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  •  ...Client Service Manager     We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter...  ...resolution for escalated issues  Project managing new client onboarding Support execution of sales team growth and retention strategy... 
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    Livingston International

    New York State
    19 hours ago
  • $53k - $70k

     ...deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities...  ...we’d love to meet you. About the Role Our Specialist, Onboarding Compliance will be directly responsible for HR compliance work... 
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    Charlie Health Behavioral Health Operations

    New York State
    more than 2 months ago
  • $110k - $200k

     ...financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work... 
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    Bank of America

    New York State
    more than 2 months ago
  • $20 per hour

     ...JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON AVENUE (UPPER EAST SIDE) LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client... 
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    James Perse Los Angeles

    New York State
    a month ago
  • $21 - $25 per hour

     ...Medicaid benefits, housing assistance, food programs, transportation, and other community-based resources. This role works closely with clients, government agencies, and community partners to ensure individuals successfully access the support they need. Key... 
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    Kids First Services

    New York State
    a month ago
  • $198k - $364k

     ...choice at every stage. Who we are looking for: We are looking for a leader to manage one of our largest global CPG accounts. Our client service teams are best-in-class: hands-on, technically sharp, and trusted by our clients to handle their media spend with care.... 
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    The Trade Desk

    New York State
    more than 2 months ago
  • $90k - $150k

     ...connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our...  ...We are seeking a quality driven creative Client Integration/Onboarding specialist focused around onboarding clients on our Prime Brokerage... 
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    Morgan Stanley

    New York, NY
    2 days ago
  • $95k - $125k

     ...built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For...  ...that drive client success across the globe - providing client onboarding, KYC diligence, client outreach, entity data management and sales... 
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    Nomura Holdings, Inc.

    New York, NY
    5 days ago
  • Job Description A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps... 
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    Insight Global

    New York, NY
    4 days ago
  • $75k - $85k

     ...your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position! 2+ years of experience in Account On-boarding/Customer Service Serve as primary point of... 
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    Social Capital Resources

    New York, NY
    1 day ago
  • $90k - $125k

     ...learn more. Base pay range $90,000.00/yr - $125,000.00/yr Top-tier Investment Bank firm in Midtown, Manhattan is seeking a Client Onboarding AVP for a permanent position! Responsibilities: Use strong communication skills (verbal and written) in order to on-board new... 
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    Social Capital Resources

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

     ...your recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a... 
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    Dexian

    New York, NY
    3 days ago
  • A technology services firm is seeking an experienced Operation Head in New York, focusing on client service in the recruitment and digital marketing sector. Responsibilities include handling client inquiries, account management, and utilizing CRM tools. Ideal candidates... 
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    Tekgence Inc

    Florida, NY
    2 days ago
  • $55.34k - $68.27k

    Client Onboarding Associate Analyst Join to apply for the Client Onboarding Associate Analyst role at Citi . The Reference Data Services Associate Analyst is a developing professional role. The role identifies policy and applies specialty knowledge in monitoring and assessing... 
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    Citi

    Getzville, NY
    3 days ago
  • $78.32k - $109.28k

    A leading global financial services company located in New York is seeking a professional for a role in client onboarding. The ideal candidate will possess strong analytical and interpersonal skills, with 2-5 years of relevant experience in client relationship management... 
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    Citigroup Inc.

    New York, NY
    1 day ago
  • A financial firm in Midtown, Manhattan seeks a Client Onboarding Analyst to facilitate client relationships and ensure regulatory compliance. This full-time position expects candidates to have over 2 years of experience in account on-boarding and customer service. Responsibilities... 
    Full time

    Social Capital Resources

    New York, NY
    1 day ago
  • $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... 

    Citi

    New York, NY
    1 day ago
  • $140k - $180k

    Your role You will be managing business within IB Onboarding for your product line - Cash & Synthetic Equities Prime Brokerage, FX PB,...  ...the value chain for your product, face off to the business and clients, introduce the value chain, and successfully manage the pipeline... 
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    Flexible hours

    UBS

    New York, NY
    4 days ago
  • A global financial services firm is looking for Registered Client Service Associates to enhance client relationships, support financial solutions, and ensure exceptional client service. The ideal candidate will have a strong understanding of financial products and branch... 

    Morgan Stanley

    New York, NY
    3 days ago
  • A client services company in New York is seeking a Client Services Associate to strengthen relationships with clients and ensure a positive customer experience. The ideal candidate will manage client accounts, handle service requests, and communicate effectively to solve... 

    FF Inc

    New York, NY
    1 day ago
  • $50k - $60k

    A technology services company is seeking a Client Relationship Manager/Onboarding Specialist in Rochester, NY. This role involves onboarding new clients, providing ongoing training, and acting as the primary contact for customer inquiries. Applicants must hold a Bachelor... 

    Akkodis

    Rochester, NY
    2 days ago
  • $24 per hour

    A dynamic healthcare staffing agency is seeking a Client Credentialing Specialist to ensure effective onboarding of healthcare providers. The role includes reviewing credentials, maintaining client communications, and collaborating with internal teams. Ideal candidates... 
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    MedPro Healthcare Staffing

    Florida, NY
    5 days ago
  • $33 - $34.55 per hour

    A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting client inquiries, managing communications, and preparing reports. The ideal candidate will proactively meet client needs... 
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    Net2Source (N2S)

    New York, NY
    4 days ago
  • $50k - $60k

    A leading technology services firm is seeking a Client Relationship Manager in Rochester, NY. The ideal candidate will be responsible for client onboarding, conducting risk assessments, and providing training on the web-based platform. A Bachelor’s degree and a minimum... 

    Akkodis Group Nordics

    Rochester, NY
    4 days ago
  •  ...leading financial services company is seeking a Vice President, Client Implementations Manager to join their Client Activation Team in...  ...complex projects for new business, ensuring successful client onboarding and conversion, and collaborating with internal resources. The... 

    BNY Mellon

    Florida, NY
    3 days ago
  • A financial services company is seeking an entry-level Analyst for their Cohoes, NY location. The role involves reviewing client requests, coordinating tasks, and ensuring data accuracy. Ideal candidates will have a Bachelor's Degree in Finance or Business and strong skills... 
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    eTeam

    Cohoes, NY
    3 days ago
  • $100k - $115k

    A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have... 

    Guggenheim Securities

    New York, NY
    3 days ago
  •  ...Service Assistant in New York, NY. The role involves supporting Corporate Service Specialists by processing orders, communicating with clients, and preparing necessary documentation. Applicants should have 1-3 years of customer service experience, preferably in public... 
    Full time

    Continental Corporate Services, Inc.

    New York, NY
    3 days ago
  • $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... 
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    City National Bank

    New York, NY
    3 days ago
  • $26.7 - $40.36 per hour

    WHAT IS THE OPPORTUNITY? Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries... 
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    City National Bank

    New York, NY
    3 days ago