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Institutional Client Onboarding Associate Jobs in California

Client Onboarding Specialist Jobs
By TaxRise At Irvine, CA, United States
Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
Introduce clients to their Case Managers in tax preparation and resolution departments as they progress through the customer journey
Excellent written and verbal communication skills
Experience delivering best-in-class customer service
Minimum two years’ experience in an administrative support, customer service, or other client facing role
Medical, Dental, and Vision Insurance after 60 days
Institutional Consulting Associate Jobs
By Morgan Stanley At Santa Rosa, CA, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Identifies practice management opportunities through various firm channels
Strong computer skills, including knowledge of Microsoft Office (Word, Excel, and PowerPoint)
5+ years of experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Effective written and verbal communication skills
Onboarding Associate Jobs
By Otter At Los Angeles, CA, United States
Communicate regularly with the onboarding team, customer success managers and account executives to ensure a best-in-class onboarding experience.
Experience in the restaurant industry or SaaS is preferred.
Experience customer success, support or onboarding.
Set our customers up for success by supporting them with onboarding and the launch of new services and products.
Assist customers with reviewing and building menus for their restaurants and digital storefronts.
Deliver high-quality product support, adhering to processes to minimize mistakes to guarantee implementation success.

Are you looking for an exciting opportunity to join a leading financial services firm and help shape the future of institutional client onboarding? We are looking for an Institutional Client Onboarding Associate to join our team and help us provide exceptional service to our clients. You will be responsible for managing the onboarding process from start to finish, ensuring that all necessary documents and information are collected and processed in a timely manner. You will also be responsible for developing and maintaining relationships with clients and other stakeholders. If you are an organized, detail-oriented individual with excellent communication and problem-solving skills, this could be the perfect role for you!

An Institutional Client Onboarding Associate is responsible for onboarding new institutional clients, including conducting due diligence, preparing and submitting onboarding documents, and ensuring compliance with applicable regulations.

What is Institutional Client Onboarding Associate Skills Required?

• Excellent communication and interpersonal skills
• Strong organizational and time management skills
• Attention to detail
• Ability to work independently and as part of a team
• Knowledge of financial services regulations
• Proficiency in Microsoft Office

What is Institutional Client Onboarding Associate Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• Relevant experience in financial services or banking
• Knowledge of financial services regulations

What is Institutional Client Onboarding Associate Knowledge?

• Knowledge of financial services regulations
• Understanding of financial markets and products
• Understanding of client onboarding processes

What is Institutional Client Onboarding Associate Experience?

• Previous experience in financial services or banking
• Experience in client onboarding processes

What is Institutional Client Onboarding Associate Responsibilities?

• Conduct due diligence on new institutional clients
• Prepare and submit onboarding documents
• Ensure compliance with applicable regulations
• Monitor client accounts and transactions
• Respond to client inquiries
• Maintain accurate records and documentation