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Client Onboarding Manager Jobs in New York

Transaction Banking Operations: Client Onboarding And Implementation Manager, Vice President
By Goldman Sachs At , New York, 10282
Solid project management skills, with innate ability to create organization and structure
Experience in Transaction Banking client implementation function, with a knowledge of transaction banking products and services
Own client pre-go-live lifecycle end to end, with accountability for creating a differentiated client experience through the onboarding and implementation stages
Build and manage detailed project plans capturing all intricate aspects of go-live
7+ years of professional experience, 5+ years in a client facing role
Working knowledge of ERP and TMS systems and host to host connectivity mechanisms in the market
Client Onboarding Jobs
By Mizuho Americas At , New York, Ny $65,000 - $120,000 a year
Support direct team manager for all Onboarding processes
Manage daily Onboarding KYC requests for all divisions of Mizuho
Adhere to internal audit requirements
Recommend and assist in requirements for efficiencies where needed
Strong attention to detail and analytical skills
Use of past experience to recommend efficiencies
Client Onboarding Jobs
By Mizuho At New York, NY, United States
Support direct team manager for all Onboarding processes
Manage daily Onboarding KYC requests for all divisions of Mizuho
Adhere to internal audit requirements
Recommend and assist in requirements for efficiencies where needed
Strong attention to detail and analytical skills
Use of past experience to recommend efficiencies
Client Onboarding Automation Product Manager
By JPMorgan Chase Bank, N.A. At , Brooklyn, Ny $114,000 - $185,000 a year
Required Qualifications, Capabilities and Skills
Preferred Qualifications, Capabilities and Skills
Drive CB KPI reporting and manage Commercial Bank dependencies / cross impacts
Co-sponsor go-to-market and commercialization efforts to ensure solutions are ready to be offered to Commercial Banking clients
5+ years of relevant Product, Strategy or Consulting experience within Payments (Banking or Fintech) using a data-driven approach
Strong knowledge of payments, particularly within a bank or FinTech provider or as operator of a platform business
Business Consultant - Securities ( Client Onboarding )
By Techaxis, Inc At New York City Metropolitan Area, United States
Working knowledge on regulatory / jurisdictional requirements in client data management (e.g. PII, data sharing).
Good communication skills with experience in stakeholder management.
Industry experience in client onboarding spanning custody, wealth management, asset management and institutional brokerage lines of business.
Working knowledge on client onboarding statutory requirements - KYC, AML, FATCA, etc.
Having execution experience as a domain consultant in projects, from conceptualizing target state, eliciting business requirements to facilitating solution design.
custody, wealth management, asset management and institutional brokerage
Client Onboarding Specialist Jobs
By Equiem Services At , New York, Ny $70,000 - $90,000 a year
Proven experience in stakeholder management at a senior level.
Overall project management from point of sale to the app launch.
3+ years' experience with Client onboarding.
Must have solid experience working with property/ technology solutions, or for a technology firm selling B2B.
Previous experience managing competing priorities and working to meet tight deadlines and KPIs.
First-hand experience with cutting-edge technology that sets up industry benchmark in proptech.

Are you looking for an exciting opportunity to help clients get the most out of their experience? We are looking for a Client Onboarding Manager to join our team and help us provide an exceptional onboarding experience for our clients. You will be responsible for developing and executing onboarding plans, managing client relationships, and ensuring that our clients have the best experience possible. If you are passionate about customer service and have a knack for problem-solving, this could be the perfect job for you!

Overview:

A Client Onboarding Manager is responsible for ensuring that clients have a smooth and successful onboarding process. This includes managing the onboarding process from start to finish, working with clients to ensure that all necessary documents and information are provided, and providing support and guidance throughout the onboarding process.

Detailed Job Description:

The Client Onboarding Manager is responsible for managing the onboarding process for new clients. This includes working with clients to ensure that all necessary documents and information are provided, and providing support and guidance throughout the onboarding process. The Client Onboarding Manager will also be responsible for developing and implementing onboarding processes and procedures, and ensuring that all onboarding activities are completed in a timely and efficient manner.

What is Client Onboarding Manager Job Skills Required?

• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize workload
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of customer service principles and practices
• Knowledge of onboarding processes and procedures

What is Client Onboarding Manager Job Qualifications?

• Bachelor’s degree in Business Administration, Management, or a related field
• At least 3 years of experience in customer service, onboarding, or a related field
• Experience in project management
• Knowledge of customer service principles and practices

What is Client Onboarding Manager Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of onboarding processes and procedures
• Knowledge of project management principles and practices
• Knowledge of customer relationship management (CRM) systems

What is Client Onboarding Manager Job Experience?

• At least 3 years of experience in customer service, onboarding, or a related field
• Experience in project management
• Experience in customer relationship management (CRM) systems

What is Client Onboarding Manager Job Responsibilities?

• Manage the onboarding process for new clients from start to finish
• Work with clients to ensure that all necessary documents and information are provided
• Develop and implement onboarding processes and procedures
• Provide support and guidance throughout the onboarding process
• Ensure that all onboarding activities are completed in a timely and efficient manner
• Monitor and track onboarding progress and provide regular updates to clients
• Maintain accurate records of onboarding activities
• Respond to client inquiries and resolve any issues that arise during the onboarding process