- ssists the department manager to create and drive solutions.
- Communicate status to internal and external parties on a regular basis.
- Completes assigned tasks in an organized manner to ensure project deadlines.
- Conducts proactive outreach to ensure customer success during their first-month post-live.
- Enhances customer satisfaction by providing distinctive service in all interactions.
- Establishes a trusted advisor relationship to ensure customer satisfaction.
- Gathers, analyzes, and processes client data during data migrations.
- Identifies and escalates issues with the processes.
- Masters the product through a formal onboarding program and continued learning.
- Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
- Provides timely responses to customer inquiries via phone and email.
- Works in a team environment and partners with the Onboarding Manager.
- Experience with AML and/or banking/broker dealer product onboardings.
- Bachelor's Degree or equivalent work experience
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- bility to develop trusted relationships and find creative solutions
- bility to display good judgment
- bility to follow through on tasks until completed
- bility to influence decision-making and change
- bility to work cross-functionally in a fast-paced environment
- Demonstrable leadership skills
- Excellent written and oral communication skills
- Exceptional customer relationship-building skills
- Experience with Microsoft Excel
- high degree of flexibility
- Highly organized and strong ability to multi-task
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Asset Analyst in NYC
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Merit Personnel & Consulting New York, United StatesWe are adding an Asset Analyst to our team in New York The Asset Analyst will provide analytical support to every facet of the firm's Multifamily operational management, conducting critical research to support the asset management team's responsibility for the financial performan ...
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Asset Analyst in NYC
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Merit Personnel & Consulting New York, United StatesWe are adding an Asset Analyst to our team in New York The Asset Analyst will provide analytical support to every facet of the firms Multifamily operational management, conducting critical research to support the asset management teams responsibility for the financial performance ...
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Risk, Operational Risk, Analyst, NYC
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Risk, Operational Risk, Analyst, NYC
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The Goldman Sachs Group, Inc. New York, United StatesDivisional Overview The Risk Division is a team of specialists charged with managing the firms credit, market, liquidity, and operational risk. This role sits within Operational Risk which develops and implements risk assessment and oversight framew Operation, Analyst, Risk, Mana ...
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Payroll Tax Analyst- Legal- NYC
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Quantum World Technologies Inc. New York, United StatesRole: SOC Analyst · Location: NYC, NY – (All 5 Day's Onsite) · Duration: Long Term Contract · Role Responsibilities: · Perform security monitoring and analysis leveraging SIEM and security tools · Conduct technical analysis and correlation of operating system, database, applic ...
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EDD Analyst
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Partnership Employment New York, United StatesBank located in NYC area looking to hire a KYC Analyst covering EDD · KYC Analyst able to perform Enhanced Due Diligence (EDD) and Customer Due Diligence (CDD) of high-risk customers · Respond to adhoc requests for information from Business areas regarding appropriate KYC documen ...
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Masis Professional Group New York, United StatesMASIS Professional Group's Insurance Staffing Team has partnered with a Global Reinsurance organization to conduct a search for a Sr. Reinsurance Contract Analyst based in NYC. · Sr. Reinsurance Contract Analyst - Hybrid NYC · Since 1977 our client has delivered first class solut ...
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Quantitative Risk Analyst
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Sr Actuary
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NYC Health + Hospitals New York, United StatesAbout NYC Health + Hospitals: · Empower Every New Yorker — Without Exception — to Live the Healthiest Life Possible · NYC Health + Hospitals is the largest public health care system in the United States. We provide essential outpatient, inpatient and home-based services to more t ...
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Data Analyst, B-Heard
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Business Analyst Director
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VP or Senior Analyst
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Glocap New York, United StatesPOSITION: Senior Investment Analyst or Vice President, Multi-Family Office · LOCATION: Either NYC or CT · Our client, a multi-billion dollar multi-family office, is seeking a new investment professional to add to their growing team. The investment team manages a diverse portfolio ...
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Risk Analyst
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Client Lifecycle Management Analyst- NYC - New York, United States - Georgia IT Inc
Description
Client Lifecycle Management AnalystLocation: NYC -Onsite
Duration: 6+ months
Job description:
WORK EXPERIENCE: 3-5 years - Experience in financial services preferably in a client-facing operations role
Description : The Client Lifecycle Management Analyst contributes to the overall success of the Onboarding team ensuring by managing a specific pipeline of New to Bank on-boardings and customer refreshes in support of the team's business strategies and objectives. This individual ensures all activities conducted follow governing regulations, internal policies, and procedures of Client's group .
RESPONSIBILITY STATEMENTS