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...

TapTalent is looking for a highly skilled Client Onboarding Expert to ensure seamless onboarding experiences for our clients.In this role, you will develop and implement effective onboarding strategies, provide training on product usage, and serve as the primary point of contact for customer inquiries and support issues.Key ResponsibilitiesDesign and...

We're seeking a talented Client Onboarding Specialist to join our team at Payfuture. As a key member of our onboarding team, you'll be responsible for ensuring a seamless onboarding experience for our clients.Your primary goal will be to provide proactive and timely support to clients throughout the onboarding process, addressing any queries or concerns they...

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...

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 love to work with Filipino talents as we make our expansion.What will the role entail?Complete onboarding calls and onboarding...

Job Summary">As a Client Onboarding and Success Representative, you will be responsible for onboarding new clients and ensuring their successful adoption of our services.You will work closely with internal teams to provide training and support to clients.

FactSet is a company that values its employees and offers a range of benefits to support their career growth and development. As a Content Specialist Lead, you will have the opportunity to work with a talented team of professionals and contribute to the success of our organization.ResponsibilitiesManage complex premium client index data onboarding projects...

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 –...

Company OverviewAt 1-800Accountant, we pride ourselves on being the largest virtual accounting firm for small businesses in the US.Salary and BenefitsWe offer a competitive salary of $9-12 USD per hour, paid weekly via Wise. Our employees enjoy a dynamic work environment with opportunities for growth and development.Job DescriptionAs our Virtual Client...

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 the Role:**We are looking for a skilled Onboarding Specialist to join our team at InLife Health Care. As an onboarding specialist, you will play a critical role in ensuring a smooth transition for new clients, employees, or partners.Responsibilities:Lead the onboarding process for new clients, employees, or partners.Collaborate with internal teams to...

What We Offer:We're looking for a talented Digital Onboarding Project Lead to join our team!In this role, you'll have the opportunity to make a real impact on our customers' success. You'll be responsible for guiding them through the onboarding process, ensuring they get the most out of our product. With your expertise and passion for delivering excellent...

Fintech Onboarding Manager Wanted!We're Payfuture, a pioneering payments company pushing the boundaries in emerging markets. Our vision is to empower businesses and individuals alike by providing intuitive payment solutions.We need a meticulous Fintech Onboarding Manager to oversee our onboarding operations, guaranteeing that every client receives an...

About the Role:We are seeking an experienced Client Account Services Director to join our team at Gratitude Philippines. As a key member of the Client Account Services team, you will lead all aspects of a team that works closely with clients to collect necessary onboarding documentation, conduct AML/KYC checks, and perform account activations and lifecycle...

About Our Company:1-800Accountant is a leading virtual accounting firm serving small businesses in the US. We are committed to providing exceptional client service and support.We are seeking a highly skilled Client Success Onboarding Specialist to join our Advisory Team. In this role, you will be responsible for ensuring a seamless onboarding experience for...

**Job Summary:**The Onboarding Specialist plays a crucial role in ensuring a seamless transition for new clients, employees, or partners. This position involves coordinating onboarding activities, verifying compliance with company policies, and providing continuous support throughout the initial integration period.Main Responsibilities:Oversee the end-to-end...

The Onboarding Specialist is responsible for facilitating a smooth and efficient onboarding process for new clients, guiding them through the account sign up and verification stages. This role involves ensuring the clients understand the necessary documentation requirements, helping them complete each step in a timely manner, and providing excellent customer...

Seller Onboarding Specialist required to join our Commercial team at Lazada. As a key member of the Business Development function, you will be responsible for driving the successful onboarding of new sellers onto the Lazada platform.Main Tasks & ResponsibilitiesOnboarding Process Management: Conduct regular audits and assessments of the current onboarding...

About this Opportunity:InLife Health Care is looking for a highly skilled Employee Onboarding Manager - HMO to join our team. As an Onboarding Specialist, you will be responsible for ensuring a smooth and structured transition for new clients, employees, or partners.Your Key Responsibilities:Oversee the end-to-end onboarding process for new accounts or...