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The Client Onboarding Specialist will be part of the Operational Services team supporting all aspects of client Onboarding to include the fulfilment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements.
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Verify that client and KYC information is complete according to anti-money laundering program (AML) policies; verify and document clients' source of wealth, oversee the collation and review of source documents by client / business need, and perform basic, additional and enhanced due diligence reviews according to KYC policies and procedures.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Responsible for presentation to client, with support from your team, with focus on recommendations and actionable insights. Work with Client Advice & Management to identify opportunities to better support client needs.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Work closely with internal team members (Private Client Advisors, Private Banking and Fiduciary) to support further growth of the organization’s UHNW client segment, identify new business opportunities, expand current relationships and introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Provide on-call crisis intervention support to client care coordinators. Provide client care coordination team with support and guidance on high risk and challenging cases.
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Open Direct Support Professional (DSP) Open Positions in: BROOKLYN & QUEENS. Our Direct Support Professionals (DSP) are responsible for assisting with daily living skills, socialization, community outings, medication administration and many other tasks.
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About NYC Health + Hospitals
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Direct Agents is seeking an experienced and strategic Associate Director to join our Client Services leadership team. Workshop ideas for new channel initiatives to reach client target audiences.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Work to create and support a respectful learning environment. Fort Greene, Brooklyn Heights, Red Hook, Park Slope, Carroll Gardens, Crown Heights, Flatbush and Midwood. The Case Planner works closely with the supervisor and model consultant to insure all responsibilities are carried out in accordance with model fidelity and the standards of Family Connections, ACS and SCO Family of Services.
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The Client Quantitative Analyst position is within the Client Protection organization supporting functions, including Fraud Prevention and Detection, Anti-Money Laundering (AML), Sanctions and Screening Compliance.
$161,500 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Entry-Level IT Technician will support the IT department by assisting the Senior IT Administrator with various technical tasks. Title: IT Support Specialist. IT Support Specialist.
$29.75 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Title: Client Services Associate.
$16.5 an hourPart-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Job Title: Computer Support Specialists. Provide as much advance notice as possible for deliverables or QA support needed from the team. This role will support the Office of Marketing and Communications.
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Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families, to join our Private Client Services (PCS) Tax team as a Tax Senior.
$174,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Under the administrative direction of the Deputy Commissioner for the Adult Protective Services, with very wide latitude for the exercise of independent judgment, initiative and decision-making, the Director of Support Services is responsible for the direction, administration, and effective functioning of a major division in the Adult Protective Services Program.
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Title: client support associate Company: Home Point Financial in Brooklyn, NY
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