Client Onboarding Lead

**The role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account **openings/maintenance,** technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.**: **Job Background/context**: **Citi Treasury and Trade...

A leading financial services provider is seeking a Private Equity Fund - Client Onboarding Specialist in Toronto. The role involves project managing the onboarding of new clients, ensuring compliance, and leading client relationship management. Ideal candidates will have at least 5 years of experience in the funds industry, particularly within Private Equity...

**The role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account **openings/maintenance,** technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.**: **Job Background/context**: **Citi Treasury and Trade...

A leading financial technology company is seeking a Client Onboarding Manager to lead onboarding projects for Business Services. You will oversee the onboarding process, ensuring a smooth transition for clients. The ideal candidate has a strong background in asset management and experience with SimCorp Dimension, along with excellent project management and...

A leading financial institution is seeking a Project Manager to lead and manage client onboarding initiatives. The role requires proven project management expertise, focusing on delivering exceptional client experiences by collaborating with internal stakeholders. Candidates should demonstrate strong communication skills and strategic thinking, ideally with...

A leading financial institution in Toronto is seeking a Senior Analyst in Trading Support & Client Onboarding. The role involves managing client onboarding processes, providing expert client service, and collaborating with Traders and various internal teams to minimize risk. Ideal candidates will have a university degree and experience in capital markets....

OverviewJoin to apply for the Client Onboarding Project Manager role at RBC.With proven project management expertise, this individual will lead and manage end-to-end client onboarding initiatives within the RBCIS Client Onboarding Team to deliver a superior client onboarding experience for new and existing RBCIS clients. This includes independently managing...

Get AI-powered advice on this job and more exclusive features. Overview What is the opportunity? With proven project management expertise, this individual will lead and manage end-to-end client onboarding initiatives within the RBCIS Client Onboarding Team to deliver a superior client onboarding experience for new and existing RBCIS clients. This includes...

Get AI-powered advice on this job and more exclusive features. Overview What is the opportunity? With proven project management expertise, this individual will lead and manage end-to-end client onboarding initiatives within the RBCIS Client Onboarding Team to deliver a superior client onboarding experience for new and existing RBCIS clients. This includes...

**JD**:Onboarding Team Lead **DEPARTMENT**: Revenue **REPORTS TO**: Director of Customer Success **JOB STATUS**: Full Time (Salary) **LOCATION**: Remote (USA or Canada) or On site (PEI) **About Kindsight**: Kindsight delivers what has never been possible in the nonprofit world: A Fundraising Intelligence platform that incorporates big data, AI, and...