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Full-Time Client Onboard Associate jobs in New York, NY

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CLIENT ONBOARDING ASSOCIATE

Validates legal documentation obtained from Stakeholders and third-party sources for accuracy and to ensure the documentation is compliant with policy. Leverage accumulated wisdom to make determinations regarding document applicab...

CompanySumitomo Mitsui Banking Corporation
AddressNew York, NY
CategoryRetail
Salary$72,000 - $120,000 a year
Job typeFull-time
Date Posted a month ago See detail

Client Onboarding Associate

Sumitomo Mitsui Banking Corporation

New York, NY

$72,000 - $120,000 a year

Validates legal documentation obtained from Stakeholders and third-party sources for accuracy and to ensure the documentation is compliant with policy. Leverage accumulated wisdom to make determinations regarding document applicab...

a month ago seen See more...

Associate Client Management

Hsbc

New York, NY

Review business documentation and other additional information provided by the line of business to ensure customer files are up-to-date and in line with policies and Global Banking procedures to reduce risk Maintain relationships...

3 days ago seen See more...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

7 days ago seen See more...

Client Service Associate - Lending Operations

Anz

New York, NY

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

7 days ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

3 weeks ago seen See more...

Client Advisor (Full Time Sales Associate)

Pix11

New York, NY

Our aim is for you to become a part of our project and accomplish your goals by our side.Benefits Health InsuranceVision InsuranceDental Insurance401(K)Paid Time-OffFlexible Spending Account (FSA)Life InsuranceCommuter Benefit Pla...

3 weeks ago seen See more...

Client Relations Associate- Full Time- Hybrid

Confidential

New York, NY

$75,000 - $90,000 per year

We are looking for someone who is an effective communicator, engaged team player, and curious learner to join and grow in our company. Work with sales and operations to develop strategic plans for reaching key client engagement me...

3 weeks ago seen See more...

Hedge Fund Services Onboarding - Associate

Jpmorgan Chase Bank, N.a.

New York, NY

Provide a premier client service by building a strong relationship with the investment manager and any other third parties. Become proficient in client / fund set up on multiple HFS systems such as Arcesium, FuMA, FAIRx and IRIS....

2 months ago seen See more...

Hedge Fund Services Onboarding - Associate

Jpmorgan Chase & Co

New York, NY

Provide a premier client service by building a strong relationship with the investment manager and any other third parties. Become proficient in client / fund set up on multiple HFS systems such as Arcesium, FuMA, FAIRx and IRIS....

2 months ago seen See more...

Client Associate - Nucleus Advisors

Hightower Advisors

New York, NY

$85,000 - $100,000 a year

Oversee and execute cash management tasks and money movement requests. Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts. Open accounts according to onboarding ch...

2 months ago seen See more...

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

4 weeks ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

4 weeks ago seen See more...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

a month ago seen See more...

IED Client Business Analytics - Associate

Morgan Stanley

New York, NY

$102K - $129K a year

Execute on the Institutional Equity Divisions client strategy across client segments, focus areas, and target client sets. Develop, maintain, and share timely analyses and presentations for senior management, desk managers, and s...

a month ago seen See more...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

a month ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

a month ago seen See more...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

a month ago seen See more...

Associate Client Development Director

Integration Appliance, Inc.

New York, NY

Drive expected value out of target region/market across various segments of Private Capital. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing...

2 months ago seen See more...

Associate Vice President for Client Growth

Guidepoint

New York, NY

Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to increase user base at client firms. Monitor client usage to proactively promote Guidepoint subscriptions. Conduct outbound...

2 months ago seen See more...

Client Partnerships Associate

Publicis Groupe

New York, NY

Flexible time off, no accrual necessary. Paid holidays. Company-sponsored team building events. Business Resource Groups. Annual recognition awards. Flexible work arrangements. Parental bonding leave. Back-up child/elder care. Emp...

2 months ago seen See more...

Sr. Client Service Associate

Nfp

New York, NY

Develop and maintain strong relationships with clients, advisors and other team members across the firm. Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-o...

2 months ago seen See more...

HR Client Solutions Associate - TEMP

York University

New York, NY

Provides support and counsel to all employees and managers as it relates to HR services and solutions, including Health and Welfare, Retirement, Statutory Benefits, Absence and Leave Management, Time Off Plans, Employee/Manager Se...

2 months ago seen See more...

Client Associate (Benefits)

Hss

Brooklyn, NY

Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...

2 weeks ago seen See more...

Hedge Fund Services Onboarding - Associate

Jpmorgan Chase & Co

Brooklyn, NY

$76,000 - $135,000 a year

Provide a premier client service by building a strong relationship with the investment manager and any other third parties. Become proficient in client / fund set up on multiple HFS systems such as Arcesium, FuMA, FAIRx and IRIS....

2 months ago seen See more...

Account Onboarding Associate

Jefferies

Jersey City, NJ

Provide Operational support to all Fixed income, Equity businesses, FX and Derivatives, including client static set-up, SSI updates, account set-up, account closures, commission updates, regulatory reporting and static data maint...

2 months ago seen See more...

Liquidity and Account Solutions Escrow Client Manager-Payments- Associate

Jpmorgan Chase & Co

Jersey City, NJ

$74,100 - $100,000 a year

Manage a seamless end-to-end ownership and understanding of assigned portfolio. Release all payments ensuring all policies and procedures are adhered to. Assign of Client Intermediary to each transaction and approve assigned accou...

a month ago seen See more...

Prime Client Operations - Associate II

Jpmorgan Chase & Co

Jersey City, NJ

Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reportingMonitoring daily work flow queues and adhere to SLAs in place, report and esca...

2 months ago seen See more...

Prime Client Operations - Associate II

Jpmorgan Chase Bank, N.a.

Jersey City, NJ

Creative problem solving with a focus on improving / maintaining client relationships Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solution as well as stro...

2 months ago seen See more...

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