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Who You Are:We're looking for a Client Onboarding Analyst to play an active role in the client onboarding process from start to finish. This candidate should also have prior work experience in financial services, an understanding of Customer Due Diligence/ AML/KYC requirements and a deep interest in working in and learning about the crypto ecosystem.
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Business Liaison: Team members will partner with the business and Client Executive team to facilitate the following; New business pitches, smooth on-boarding of new clients, ad-hoc issue solution and product/platform capability questions.
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Responsible for providing high service level operational client support for high focus Prime Brokerage clients as well as supporting the team manager in project work and ad-hoc requests assigned the team.
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QUALIFICATIONS, SKILLS, and COMPETENCIES Bachelor's degree in Finance or Accounting with 3-5 years of experience in a client finance role having regular exposure to financial concepts such as revenue recognition, invoicing, accounts payable/receivable.
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The DSG Client Solutions Architect (CSA) will be a core member of our DSG pursuit team that's responsible for generating demand across the Digital Solutions Group portfolio. DSG - Client Solutions Architect.
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Fintech specialising in post-trade processing of stock lending and collateral management, is looking to hire a Client Service associate in NY. The client is a well established Financial Technology firm that provides industry standard software solutions for Collateral Management, Corporate Actions and Reconciliations across Securities, Derivatives and Financing products.
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Establish and grow a strong relationship with multiple senior client stakeholders through a demonstration of client industry and influencer knowledge. 5+ years of client management and media (or influencer) experience within agencies.
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As Client Service Coordinator for UTA Executive Search you are responsible for managing the end-to-end candidate process for our Blue Chips Clients, the scope of work ramps from scheduling candidates, building progress reports, creating job descriptions as well as managing client relationships while ensuring the interview process is seamless.
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3+ years working in an agency or brand within client services, influencer marketing, advertising, social, media and/or creative. Take on client facing ownership and responsibilities alongside the Account Director and Group Director to help drive consistent upsales and repeat business for the sales team.
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The Client Advocates recruits clients into a multi-pronged intervention consisting of: sexual health, hepatitis, and substance misuse screening; brief interventions and education sessions; linkage to biomedical and behavioral interventions; and supportive services.
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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You'll be the face of Globe Life embodying our values and commitment. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures.
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What's the growth trajectory for a Benefits Representative? Grow with Us: Dive into continuous learning and development opportunities. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
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Title: client Company: Geoblue King Of Prussia Pa Bjj in Staten Island, NY
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