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Online Resumes with "Client Onboarding"

VP Prime Brokerage and Hedge Fund Analyst

As a highly accomplished Financial Services Professional, I have successfully led the management of operations in support of domestic and international hedge funds and prime brokerage activities throughout my career. Gaining expertise by expanding my knowledge, I implement a prime commercial, orientation, market and product knowledge approach to all projects. My capacity to implement and improve business technology systems,...

Tags for this Online Resume: Prime Brokerage, Hedge Funds/ Strategies, New Business Development, Customer Service, Eze Castle Software, Client Onboarding Process

Mutual Funds/Alternative Investment Operations Specialist

Provide top tier operational support to ultra high net worth client segment. Establish and maintain a team focused environment that centers on client goals and while ensuring profitable revenue streams for the underlying success of the organization.

Tags for this Online Resume: mutual funds, alternative investments, client onboarding, asset transfer, operations, private banking

Administrative Services Manager

Tags for this Online Resume: AML Compliance, KYC, Client Onboarding, Investor Relations, Risk Management, Client Services

Senior Vice President and Regional Head

Senior financial industry professional contributing to the success of some of the largest financial institutions in the industry. Established a proven track record of accomplishment as a strong leader who drives results and possesses the ability to employ creative and strategic vision in managing large, complex projects. Successful history in meeting or exceeding both performance expectations and financial goals while d...

Client Service Associate

“Obtain a position as a team-player in a people-oriented organization where I can maximize my customer-service experience in a challenging environment to achieve the corporate goals.”

Tags for this Online Resume: Client Service Associate, Customer Service Resresentative, Finance, backoffice brokerage operations, client onboarding/new accounts, backoffice new accounts

Business Analyst, Certified Scrum Master

A forward-thinking and resourceful business development manager with extensive experience in business analysis, software implementation, project management, relationship management, product development, strategic planning, and process improvements. Partners with clients to expand product use and maximize the value proposition of software investments. A driven and motivating leader who ensures requirement compliance and embr...

Client Services-Help Desk Specialist/FIX Connectivity Analyst, Stock Exchange Experience

Seeking a position in Chicago that would utilize my knowledge of both the business and technical aspects of the financial industry.

Tags for this Online Resume: FIX Protocol, Project Management, Client Services, Trade Desk, Help Desk, Client Onboarding

Financial Manager

Tags for this Online Resume: Investment Operations Manager, Client Relationship Manager, Client Onboarding Director, Vendor Management, Deputy COO

Client Onboarding Senior Specialist

looking for a position in Onboarding and/or Business Development team in financial services industry

Tags for this Online Resume: onboarding, KYC, relationship associate, new business

Credit Analyst

Tags for this Online Resume: Client Onboarder

New Accounts Clerk - 10 Years of Experience - Near 11203

I am a New Account Processor with over 10 years experience with a Broker Dealer. I have extensive knowledge with KYC and AML processing. I completed a wide range of administrative duties pertaining to new client onboarding.

Financial Analyst - 8 Years of Experience - Near 11420

Accomplished financial professional with 8 years of AML, BSA, Client Onboarding and KYC knowledge. Adaptable, detail oriented with strong technical and analytical skills. Excellent investigative research skills and proven success in achieving and exceeding company goals and objectives.

Tags for this Online Resume: Dodd Frank, Client Onboarding, World Check, OFAC, CIP/US Patriot Act, Salesforce, AML, BSA