- US Tech Solutions (New York, NY)
- …an Operations function within Shared Services Banking Operations and is responsible for regulatory client onboarding , refresh and screening. KYC ... supporting the development of new businesses, structures and markets. Client Onboarding and Regulatory Services...as they arise + Experience in KYC / AML, client onboarding is required + 2 years… more
- Bank of America (Fort Worth, TX)
- …opportunities that enhance the client experience. **The Role** The GCIB KYC Onboarding Specialist (KOS) teams serve as the Front Line Unit engaging with ... GCIB KYC Onboarding Specialist Charlotte, North Carolina;Fort Worth,...and Global Markets Sales to support the Bank's global regulatory and policy requirements as it relates Client… more
- Prometheus Federal Services (Washington, DC)
- Onboarding Specialist Prometheus Federal Services (PFS), a trusted partner to federal health and social services agencies, is currently seeking an Onboarding ... US Department of Veterans Affairs (VA) / Veterans Health Administration (VHA). The Onboarding Specialist will be responsible for supporting the onboarding … more
- US Tech Solutions (Phoenix, AZ)
- ** Onboarding Specialist - New Accounts** **Phoenix, Client or Salt Lake City, UT (onsite 1-3 days a month)** **12 Months contract** **Responsibilities:** CAS ... Global Client On-Boarding team is looking for a team member...level agreements. - Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with… more
- Morgan Stanley (Baltimore, MD)
- …to learn more about our benefit offerings. **Job:** **Other* **Title:** * Client Onboarding and Reference Data Director* **Location:** *Maryland-Baltimore* ... Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director… more
- AON (Burlington, VT)
- …co-workers both inside and outside of the immediate team. + Assist with new client and colleague onboarding . + Manage new clients, existing clients, tracking and ... Aon is looking for an Administrative / Compliance Specialist , Captive and Insurance Management Burlington, VT -...outside of the immediate team. + Assist with new client and colleague onboarding . + Manage new… more
- Robert Half Finance & Accounting (Chicago, IL)
- …motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding , including preparation of new account paperwork ... opportunity as they prefer to promote from within. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to… more
- M&T Bank (Syracuse, NY)
- …and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist ... product specific brochures or prospectuses when requested by the client or Financial Advisor. + Accept orders for securities...+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the… more
- M&T Bank (Webster, NY)
- …and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist ... and computer access. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.… more
- TD Bank (Greenville, SC)
- …you more specific details for this role. **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the ... the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent and accurate administrative and… more