14 client onboarding jobs at 11 companies in Charlotte, NC
6d
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Client Onboarding Implementation Associate
Charlotte or Chicago or Plano
$65k-$88k/yr OnsiteFull Time
1+ YOERequires 1+ year managing strategic initiatives, client onboarding and project management experience, conflict resolution, continuous improvement, data and technology literacy, and willingness to implement emerging technologies.
Chase, design thinking
1w
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Client Onboarding Implementation Senior Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERequires 3+ years managing strategic initiatives, client onboarding and platform transitions, conflict management, continuous improvement, data and technology literacy, and willingness to implement emerging technologies.
6d
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Client Onboarding Implementation Senior Associate
Charlotte or Chicago or Plano
$75k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years managing strategic initiatives, client onboarding and banking platform transitions, conflict management, continuous improvement, data and technology literacy, and design thinking experience.
23h
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Associate, Client Onboarding - Investor Services
Charlotte, North Carolina, United States
HybridFull Time
5+ YOERequires 5–7+ years of investor onboarding experience at an alternative investment manager, private markets expertise, AML/KYC knowledge, digital platform experience, process improvement skills, and Microsoft Office proficiency.
Anduin, SUBSCRIBE, Goji, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Associate, Client Delivery – CIB
Charlotte or Concord or Minneapolis
$60k-$109k/yr HybridFull Time
2+ YOE2+ years business relationship support or equivalent; banking/client-facing operations experience; experience with client onboarding, KYC, treasury or credit processes; strong communication and problem-solving; advanced Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
3w
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Supervisory Principal, Onboarding Supervision and OBA
Fort Mill or Charlotte or Tempe
$63k-$105k/yr OnsiteFull Time
3+ YOE3+ years financial services compliance experience reviewing outside business activities, strong regulatory knowledge (FINRA/SEC), client-facing communication, Series 7/24/63 or 66 required, proficiency with Microsoft Office and Adobe.
Adobe, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
3w
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Treasury Client Onboarding Project Manager
Minneapolis or Atlanta or Charlotte or Cincinnati or Brookfield or Tempe or Saint Louis
$82k-$96k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, project management skills, treasury or financial services knowledge preferred, strong communication and analytical skills, proficiency with Microsoft Office.
Microsoft Office
1w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
3w
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Supervisory Principal, Onboarding Supervision and OBA
Fort Mill or Charlotte or Tempe
$63k-$105k/yr OnsiteFull Time
3+ YOE3+ years financial services compliance experience reviewing OBAs/PSTs, FINRA/SEC knowledge, Series 7/24 and Series 63 or 66 required, client-facing experience, strong communication and judgment; Bachelor's preferred.
Adobe, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
1mo
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Senior Cash Management Specialist (FSI)
Toronto or New York City or Charlotte or Seattle or San Francisco or Canada
HybridFull Time, Contract
12+ YOE12+ years client-facing cash/treasury experience at a major Canadian bank, deep knowledge of Canadian cash management products, client onboarding and implementation experience, strong stakeholder management and communication skills.
1w
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Bus Negotiations Cons III
Columbia or Minneapolis or Saint Paul or Charlotte or New York City or New Jersey
$119k-$150k/yr HybridFull Time
Bachelor's degree or equivalent work experience. Requires expertise in complex deal negotiation, relationship management, compliant business onboarding, risk assessment, client service, and cross-functional collaboration.
1w
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Bilingual Staffing Specialist
Charlotte, North Carolina, United States
OnsiteFull Time
Recruit, place, and onboard talent; support and coach assigned workers; build client relationships and manage operational tasks such as payroll, timekeeping, and compliance. Strong organization, communication, and people skills required.
1mo
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Outside Sales Consultant / Business Performance Advisor
Charlotte, North Carolina, United States
$91k-$106k/yr FieldFull Time
Consultative salesperson to identify and engage small and midsized businesses, call on owners/C-suite virtually and in person, build pipeline and partnerships, meet sales goals, complete bid paperwork, and facilitate new client onboarding.
2mo
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Technical Support Representative
Charlotte, North Carolina, United States
HybridFull Time
Provide product expert support for VALD suite; strong written/oral communication, customer empathy, problem-solving, technical/client support experience, US work authorization and ability to travel to Australia for onboarding, availability for offset workweek including weekends.