client onboarding

Make your mark leading end-to-end implementation coordination while growing your leadership skills in a global, client-focused team. As a Treasury Implementations Associate within the Global Banking Middle Office group, you will lead the coordination of treasury product implementation activities and related documentation. You will partner closely with...

What You'll Do Own and manage the end-to-end onboarding process for new customers, ensuring timely and successful product implementations. Partner closely with Sales and Product teams to ensure smooth handoff and alignment of expectations. Develop and maintain onboarding playbooks and best practices to deliver exceptional client experiences. Build deep...

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...

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...

The Client Onboard Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the...

Role Description Role/Principle Responsibilities: The 3rd party onboarding team forms part of the wider Onboarding and Event Management module. The O&EM teams goal is to deliver all onboarding activities required to bring a Client or Client Fund to life on our investment platform. The 3rd party Onboarding team is primarily responsible for custody and...

AUCUR | HSR Layout, Bengaluru | Hybrid | Full-time CTC: ₹4 LPA About AUCUR AUCUR automates rent collection for PG, hostel and co-living operators across India. We collect, track, reconcile, and settle rent straight into the owner’s bank account, with no chasing tenants, no manual follow-ups, and no missed payments. Alongside this, our B2B SaaS platform...

Key responsibilities Do you like working with colleagues across the organization and are you good with stakeholder management? Do you have a high client service orientation and a high risk awareness? Are you incredibly organized with an eye for detail? We're looking for a KYC Reviewer to help us: • Perform independent, risk-based 4-eye reviews of periodic...

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...

About Grexa Grexa AI is a venture-backed startup on a mission to build the world’s first Marketing AI Platform for small businesses - a fully autonomous system that drives Real Revenue by automating and optimizing digital marketing. Founded by 4 seasoned IIT alumni and former Testbook Founders / CXOs (scaled to $30Mn ARR business with 1,000+ employees,...

Who we are looking for Perform KYC periodic reviews and KYC Recon for all client types to support the State Street’s regulatory requirements. Responsible for managing the AML/KYC tasks of State Street Markets across various products supporting all regions in Hyderabad/Mumbai. Research and resolve the queries & BAU requests from stakeholders. Escalating...

About this role:Wells Fargo is seeking a Securities Operations Associate to join our Global Operations team. In this role, you will support key securities operations activities, including client onboarding and account maintenance, to help deliver efficient, accurate, and customer-focused services. This is an opportunity to build your financial services...

Description Position at LHH (Global) Engagement – Onboarding Specialist – LHH IndiaLHH is a global organization that operates in over 60 countries and has a dedicated team of more than 3,000 employees. With a rich history spanning over 50 years, our company is committed to supporting employees and executives in their professional career transitions...

About this role: Wells Fargo is seeking a Securities Operations Associate to join our Global Operations team. In this role, you will support key securities operations activities, including client onboarding and account maintenance, to help deliver efficient, accurate, and customer-focused services. This is an opportunity to build your financial services...

Manage the end-to-end customer onboarding process, from subscription activation to successful implementation and product adoption.Conduct customer kickoff and discovery meetings to understand business requirements, target markets, and expected outcomes.Configure customer accounts, workspaces, user access, and relevant product settings.Set up AI SDR agents,...

About this roleTeam OverviewBlackRock Separately Managed Accounts (SMA) Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to...

Job Description: Job Role: Client Training & Onboarding SpecialistDuties: Remote training to new onboarding clientsOther details: Work from OfficeAny Gender preferredOffice Timings: 12:00 noon -9:00 p.m. ist Mon to Fri & post daylight 1:00 p.m. to10:00 p.m.ist (UK Shift)Must Haves: Excellent verbal and written communication skillsExperience of Healthcare...

About this role Team Overview BlackRock Separately Managed Accounts (SMA) Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to...

• Manage the end-to-end customer onboarding process, from subscription activation to successful implementation and product adoption. • Conduct customer kickoff and discovery meetings to understand business requirements, target markets, and expected outcomes. • Configure customer accounts, workspaces, user access, and relevant product settings. •...

Job Title:  Delivery Lead / Delivery ManagerLocation: Gurugram (5 Days work from office)Work hours:  1:00 PM-10:00 PMDepartment: Investment BankingExperience Level: 12-18 yrsJob PurposeAcuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team taking...