Institutional Client Onboarding Manager

Onboarding Team OverviewThe Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients.The...

Job DescriptionWe are seeking a Manager, Content to join our team in the Long Island City office. In this role, your excellent communication and organizational skills will be key in ensuring our team onboard new clients thoroughly and successfully.Your responsibilities will include coordinating the rest of the team as they onboard clients and scheduling...

Job SummaryWe are seeking a highly skilled Client Onboarding Specialist to join our team at Infinit-O. As a key member of the Onboarding Team, you will play a critical role in coordinating large account events and ensuring seamless client onboarding experiences.

Position OverviewWe are seeking a skilled Accountant to join our Client Implementation team. The successful candidate will be responsible for handling day-to-day client implementation onboarding operations for new clients, existing growth, and migration. This role requires strong analytical and problem-solving skills, as well as experience in managing...

At Allegis Global Solutions, we are dedicated to creating real, measurable impact that moves needles. Our team operates beyond roles or jobs to realize the opportunity to make meaningful contributions to a bigger idea.We believe that when you build a workforce that's designed to harness human enterprise, you design a workforce that's built for impact. With...

About UsBoldrimpact is a global B-Corp focused on delivering world-class client experiences while fostering dignified work opportunities. We unite diverse individuals with shared values to drive bold impact.Our ApproachWe prioritize authenticity, curiosity, and dynamism in our onboarding process. This ensures a seamless experience for every user with our...

Job SummaryThe Client Onboarding Specialist is responsible for managing website-building projects for small business clients. This involves coordinating multiple projects, conducting intake calls, maintaining project documentation, and ensuring smooth transitions.This role requires strong organizational skills, the ability to handle competing priorities, and...

We are seeking an experienced Client Onboarding Coordinator to join our team at DOXA Talent.About the RoleThis is a full-time position that requires a high level of organizational skills, excellent communication abilities, and strong technical knowledge.In this role, you will be responsible for setting up new accounts, conducting training sessions, gathering...

Career Opportunities with 1-800AccountantA great place to work.Current job opportunities are posted here as they become available.Our company needs Rockstars to join our ADVISORY TEAM We offer a Very Competitive SalaryOur company is based in the United States. 1-800Accountant is the largest virtual accounting firm for small businesses within the US and we...

About the RoleTarro is seeking a highly organized and communicative Manager, Content to join our team. As a key member of our operations team, you will be responsible for ensuring our onboarding process runs smoothly and efficiently.Your duties will include coordinating with the rest of the team, scheduling employees, and managing ongoing client...

We are seeking a highly organized Global Client Onboarding Coordinator to join our team at CommPeak. In this role, you will be responsible for coordinating the onboarding process for new clients, guiding them through the account sign up and verification stages. This involves ensuring the clients understand the necessary documentation requirements, helping...

Hybrid - Manila 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionROLE SUMMARYOur client is looking for an Onboarding Specialist to join their team. This role will be responsible for setting up new accounts, conducting training sessions, gathering data and documentation, and collaborating with other teams to ensure compliance.WORK SCHEDULE: 8:00 AM –...

HawodTech Solutions is seeking an experienced Agile Coach to help us achieve our goal of becoming a leading provider of digital asset exchange solutions for institutional clients.The Agile Coach for Institutional Clients will play a key role in facilitating the adoption of Agile methodologies across our organization.Responsibilities include developing and...

Given that this position requires English proficiency, we are only considering CV's provided in English. Thank you, and we look forward to your submissionAbout Olly OllyReady to roll up your sleeves and help transform local marketing forever? At Olly Olly, we're blending technology and real-world expertise to empower businesses across the U.S. like never...

About UsAt SupportNinja, we empower businesses to deliver exceptional customer experiences through technology and data-driven insights. Our mission is to transform the way companies interact with their clients.The RoleWe are seeking a highly skilled Technical Onboarding Specialist to join our team in Metro Manila.As an Onboarding Specialist, you will be...

As a New Business Onboarding Manager at CommPeak, you will play a crucial role in ensuring a smooth and efficient onboarding process for new clients. Your primary responsibility will be to guide new clients through the account sign up and verification stages, ensuring all required information and documentation are accurately provided and verified.Key...

Key ResponsibilitiesWe are seeking an experienced Equity Sales Specialist to join our team. As an Equity Sales Specialist, you will be responsible for generating revenues through client acquisition and servicing clients by providing investment and trading advice while monitoring the financial markets and the client's orders.Increase sales by managing current...

HawodTech Solutions is a start-up company that offers a unique opportunity for a skilled UI/UX Designer to join our team. We are seeking an individual who is passionate about creating user-centered designs that meet the needs of our clients.The successful candidate will work closely with our development team to design and develop a software platform that...

About 1-800AccountantWe are a top-rated virtual accounting firm for small businesses in the United States.We are looking for an experienced and skilled individual to join our advisory team as a Business Growth Onboarding Manager.Key Responsibilities:Onboard new clients by completing necessary calls and activities.Collaborate with internal teams to ensure...

Job ResponsibilitiesExecute buy and sell orders for stocks and other securities on behalf of institutional clients, ensuring optimal pricing and minimal market impact.Monitor stock market trends, economic indicators, and corporate developments to inform trading decisions and strategies.Key QualificationsGraduate of Bachelor's degree in Finance, Economics, or...