Client Onboarding Jobs in New York State
1 - 15 of 21
Search Results - Client Onboarding Jobs in New York State
MMB+CO-Latham (NY)
and support Portal accounts.
• Handle engagement letters and organizers; track and communicate data status.
• Support 1099 processing, mail handling, and shipping coordination (FedEx, UPS, USPS).
• Assist with client onboarding, billing arrangements, and ad...
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Ometria-New York
Role: Principal Client Onboarding & Implementation Manager
Location: Remote (US) — must reside in New York or Massachusetts. We're currently only set up to employ in a limited number of US states. Candidates outside NY or MA unfortunately can't...
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workable.com -
Benchstone Capital Management LP-New York
to the investment team, including scheduling meetings, managing calendars, and making travel arrangements.
• Handle phone calls, emails, and correspondence with clients and external partners in a professional and timely manner.
• Assist with client onboarding...
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Roth&Co-New York
on outstanding invoices
• Facilitate timely collections and maintain accurate financial documentation
• Support proposals, engagement letters, client onboarding, and special projects
• Maintain internal tracking systems and support ongoing departmental...
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Software Guidance & Assistance-New York
features
• Experience with BPMN 2.0 process flows
Preferred Skills:
• Client Onboarding experience a major plus
• Reference Data experience a major plus
• Use case documentation a plus
SGA is a technology and resource solutions provider driven to stand...
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Intone Networks-New York
understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting. Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools...
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jobvertise.com -
Tower Legal Solutions-New York
Enter and manage timekeeping data within the firm’s billing system
• Assist with client onboarding, including entering engagement agreement information into billing systems
Office & Administrative Management
• Manage and oversee the receptionist...
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Delmar International Inc.-Buffalo
brokerage operations, sales, and advisory services. This role will also oversee a team of Client Service Managers / Account Managers and play a critical leadership role in the onboarding, implementation, and long-term success of U.S. brokerage accounts...
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workable.com -
JW Michaels & Co.-New York
the Legal and Compliance team across a wide range of asset management and fund-related matters, including both registered and private funds.
• Assist with client onboarding and ongoing client servicing, including preparation and review of legal documentation...
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National Digital Trust Company (In Organization)-Rochester
for management and committees.
Process Mapping with Risk & Control Annotations
• Develop end-to-end process maps for key business processes (e.g., client onboarding, fiat and crypto deposits/withdrawals, custody operations, key ceremonies, payments...
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trinethire.com -
2 similar jobs: Buffalo, New York
Michael Page-New York
normal and stressed conditions.
• Partner with front office to support new client onboarding, product expansion and structuring discussions.
• Assess impact of market volatility on hedge fund portfolios and financing arrangements.
Risk Monitoring...
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michaelpage.com -
esrhealthcare-Brooklyn (NY)
70. 80k
About Us:
Our client is committed to providing high-quality ABA services to our clients. We are looking for a highly organized and proactive Intake Supervisor to lead our intake team, ensure compliance, and optimize our client onboarding...
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jobvertise.com -
Poughkeepsie (NY)
issues or engaging appropriate team members for specialized support.
• Documents all client interactions comprehensively and follows established escalation protocols to ensure consistency across the scaled portfolio.
• Collaborates with Client Onboarding...
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icims.com -
1 similar job: United States
BBVA-New York
supporting bankers in client meetings, preparing presentation materials, managing onboarding and credit approval workflows, and overseeing the implementation of banking products and solutions. Ensuring the efficient and accurate use...
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Situation Group-New York
Responsibilities include, but are not limited to:
Financial Planning, Setup & Oversight
• Partner with Account Leads to understand client budget structures, translating SOWs and media plans into accurate billing milestones.
• Lead client onboarding for finance...
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workable.com -
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