Client Onboarding

**Senior Associate** *** **Global Onboarding Support Team** **Pune - India** **Reporting** The position reports to AVP - Global Onboarding Support **About Apex** The Apex Group is a global financial services provider with over 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a...

Experience min 1 years Salary 15k Location western line Mumbai Skill - : new client onboarding coordinate with him Digital marketing, and social media handling Client onboarding needed **Job Types**: Full-time, Part-time, Temporary Contract length: 3 months Pay: ₹8,756.80 - ₹14,718.01 per month Expected hours: 42 per week **Benefits**: - Health...

The Custody Client Onboarding Junior Analyst role will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all...

**Role** Working with the London Client On-Boarding team, the incumbent will support the equity and fixed income divisions in the APAC region with processing new business client onboarding requests. The role will involve liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance and Static Data. **Key Responsibilities** -...

**Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...

Job Summary Outmarch is a fast-growing retail startup searching for flexible go-getters who welcome the challenge of meeting the needs of a growing business. We’re specifically looking for a customer success specialist who will roll up their sleeves and lead a team from inside the trenches. Objectives of this Role: - Own overall relationship with...

The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

As a Recording Studio Onboarding Associate at Choira MusicTech, you will be responsible for helping new recording studio clients set up and use the company's music technology products and services. This will involve working closely with the sales and support teams to ensure that new clients are properly onboarded and have a smooth and positive experience...

**MAIN RESPONSIBILITIES**: - Calling newly acquired customers (mapped) for Onboarding, Profiling & Trading purpose - Demonstration of Bigul’s products. - Sharing Bigul’s research ideas with clients for trading and investments. - Margin collection from t .]["Any Graduate"] 0-0

**Responsibilities**: - Responsible for customer interaction, documentation issuance, review and system setups. - Demonstrates high level of diligence, motivation and organizational skills. - Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues. -...

Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,...

Overview Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in...

Job Title: AVP Onboarding QC Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

Overview Client Onboarding/Transitions/Conversions - IC1Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to...

Overview Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based...

At People Centro, we are seeking a highly skilled Merchant Onboarding Professional to join our team. This role involves collaborating with various stakeholders to ensure seamless merchant onboarding processes.The ideal candidate will have 2-5 years of experience in the fintech/banking sector, with a strong understanding of risk analysis, client due...

Lead the onboarding process for new clients, ensuring a smooth and efficient experience. Serve as the primary point of contact for client inquiries, providing timely and accurate responses. Excellent English communication Skills Bachelor’s degree in Business, Communications, or a related field or Masters in Business Administration 1+ years of experience...

Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...

**Client Onboarding**: - Initiating, Assisting and timely completing onboarding of Clients (Offline as well as online) - Undertaking Client’s KYC, IPV, CKYC/KRA verification - Engaging with DP, Brokers, Banks, Clients, Distributors, Operation & other inhouse team for all onboarding matters and updations. - Reverting & resolving Client and distributors...