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jobs.sportstechgroup.org- JobBoard
Weehawken, NJ, United States
United States - New Jersey Product Management and Development Global Wealth Management Job Reference # 293384BR City Weehawken Job Type Full Time Your role Do you know how to provide analysis and determine if systems and new implementations are fit for purpose? Are you an innovator who loves to perform investigative testing, solve problem
Job Source: jobs.sportstechgroup.org- JobBoardMorgan Stanley
New York, NY, United States
Introducing Morgan Stanley at Work: We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, pr
Job Source: Morgan StanleyMorgan Stanley
New York
We’re seeking someone to join our team as a Client Onboarding Regulatory Services Director as part of the New Client New Business team who will be responsible for maintaining, reviewing, processing, and reporting on both AML and Non-AML regulatory programs; ensuring the data and documentation required is collected for new clients or existing client
Job Source: Morgan StanleyDLA Piper
Short Hills, NJ, United States
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together. Summary The Client Accounts Administrator is expec
Job Source: DLA PiperThrivent Financial
Westbury, NY, United States
Summary This position provides licensed administrative support to Jason Rogoff. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/gre
Job Source: Thrivent FinancialUOVO
Long Island City, NY, United States
Client Experience Administrator Department: Client Experience Administration Employment Type: Full Time Location: Long Island City, NY Reporting To: Senior Client Experience Manager Compensation: $26.00 / hour Description ABOUT UOVO Are you ready to embark on a journey where your passion for art, fashion, culture, and excellence conver
Job Source: UOVOWells Fargo
New York, NY, United States
About this role: Wells Fargo is seeking a Senior Lead Business Execution consultant to drive strategic Onboarding transformation initiatives and programs from strategy development to execution in partnership with leaders and teams within CIB as well as from lines of business, Technology, Risk/Control, and other functional groups. Reporting to the
Job Source: Wells FargoUBS
Weehawken, NJ, United States
Your roleDo you have an entrepreneurial mindset and are you eager to understand and fulfill our clients' needs? Do you want to play a key role in transforming our firm into an agile organization?We're looking for a digital Product Manager to:* understand client and stakeholder needs through research, analysis, and hypothesis testing* manage client
Job Source: UBSNew York, NY, United States
PURPOSE:
A Client Onboarding Administrator is responsible for communicating with prospective clients via phone,
email, and text messaging to help answer all questions related to the 9/11 intake kit claim forms (related to VCF) and World Trade Center Health Program (WTCHP) enrollment process. The Client Onboarding
Administrator will work with the Administrative Department to ensure that all client intake forms and data are properly recorded, saved, and updated in all digital systems.
JOB RESPONSIBILITIES: Responsible for account ownership and communication with 250-500+ clients (prospective clients and retained client accounts ).
Ability to make and receive 45+ inbound & outbound calls daily (in addition to inbound/outbound text & email communication).
Conduct outreach and screen incoming communication with prospective clients via phone, email, and text to answer all questions related to the 9/11 intake kit packet & WTCHP enrollment forms.
Create, extract, and save client documents within all digital recording systems (E-files & Salesforce) and oversee the creation of new client e-files within the firm’s digital systems.
Create and send outgoing mail for prospective clients while maintaining a high level of attention to detail & quality assurance.
Maintain and update client account data within our CRM digital file systems to ensure the most up-to-date information is recorded.
Refresh and review dashboard reports daily to monitor personal workload.
Work with the Outreach Department, Operations Department, and VCF attorneys to complete various tasks and assignments related to client communication and processes.
Other duties and projects as assigned.
*Not all Onboarding Administrators will be expected to do all job responsibilities mentioned (required to do some)
JOB REQUIREMENTS: Hours of Operation 9-10 am to 5-6 pm.
Excellent organizational skills and attention to detail.
Professional phone, email, and text message communication.
Thorough understanding and knowledge of onboarding documents within the 9/11 intake kit packets and required WTCHP enrollment forms.
Working knowledge of data analysis, data processing, and data reporting.
Familiarity with Outlook, MS Office, Adobe, and Salesforce.
Ability to work in the NYC office four (4) days a week with one (1) day remote.
SALARY RANGE:
$65,000
WHO WE ARE:
Barasch & McGarry is proud to be the nation’s leading advocate for the 9/11 community, representing more 9/11 victims than any other law firm. No one has filed more claims with the Victim Compensation Fund or helped more people enroll in the free World Trade Center Health Program. With their office just steps from Ground Zero, they felt the impact that day and continue to feel it today through their work with more than 25,000 members of the 9/11 community.
Barasch & McGarry is an equal opportunity employer, where employment is based upon personal capabilities and qualifications, in compliance with all applicable federal, state, and local fair employment practices laws. The Firm strictly prohibits and does not tolerate discrimination against team members, applicants, interns, or any other covered persons because of age, race, creed, color, religion, sex, including pregnancy, gender, actual or perceived gender identity or expression, transgender status, actual or perceived sexual orientation, national origin, alienage or citizenship status, marital status, familial status, caregiver status, military status, including past, current, or prospective service in the uniformed services, genetic information, victim of domestic violence status, sexual or reproductive health decision making, actual or perceived physical or mental disability or any other protected characteristic as established by law.
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Email Alert for Client Onboarding Administrator jobs in New York, NY, United States
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