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Client Onboarding Supervisor Jobs in New York

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
Account Supervisor, Client Leadership
By Dentsu Creative At New York, NY, United States
Oversees client budget management, the billing process and contributes to forecasting.
Leads majority of client communications, sets expectations, and manages quality of deliverables to deadline.
Exhibits in-depth knowledge of the client’s business.
Bachelor’s degree or equivalent experience
Assumes responsibility for most day-to-day client contact and cross-functional team operations.
Finds appropriate merchandising moments and proactively identifies areas of opportunity to grow account and drive revenue.
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 Support Supervisor Jobs
By Talkspace At New York, NY, United States
Superb organizational and project management skills.
Excellent time management skill; strong sense of urgency.
Experience with third parties/vendor management
Knowledge or experience with telehealth, telemedicine, or health plans
This is a remote position based on Eastern Time. Talkspace Headquarters is located in NYC*
Develop, schedule and train workforce, build relationships and utilize skills of team most appropriately
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 lead a team of Client Onboarding Specialists? We are looking for a Client Onboarding Supervisor to join our team and help us provide exceptional customer service to our clients. You will be responsible for overseeing the onboarding process, ensuring that all clients receive a smooth and efficient experience. If you have a passion for customer service and are looking for a rewarding career, this could be the perfect job for you!

Overview:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes ensuring that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner.

Detailed Job Description:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes working with the client to ensure that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner. The Client Onboarding Supervisor will also be responsible for monitoring the progress of the onboarding process, providing feedback and guidance to the client, and ensuring that all onboarding requirements are met.

What is Client Onboarding Supervisor Job Skills Required?

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

What is Client Onboarding Supervisor Job Qualifications?

• Bachelor’s degree in Business Administration, Finance, or a related field
• At least 3 years of experience in customer service or client onboarding
• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Proficiency in Microsoft Office Suite

What is Client Onboarding Supervisor Job Knowledge?

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

What is Client Onboarding Supervisor Job Experience?

• At least 3 years of experience in customer service or client onboarding
• Experience in managing customer relationships
• Experience in developing and implementing onboarding processes

What is Client Onboarding Supervisor Job Responsibilities?

• Oversee the onboarding process for new clients
• Work with the client to ensure that all necessary paperwork is completed
• Provide the client with the necessary information and resources
• Monitor the progress of the onboarding process
• Provide feedback and guidance to the client
• Ensure that all onboarding requirements are met
• Develop and implement onboarding processes
• Manage customer relationships
• Ensure compliance with relevant regulations and laws