... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: * Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... projects to drive process improvement. Duties & Responsibilities: Review institutional client ... Manage daily settlement processes, including reviewing settlement reports, initiating, and ...
It is expected that the Project Manager will handle multiple client implementations concurrently ... Lead onboarding projects for a wide range of treasury products, ensuring technical and operational ...
It is expected that the Project Manager will handle multiple client implementations concurrently ... Lead onboarding projects for a wide range of treasury products, ensuring technical and operational ...
It is expected that the Project Manager will handle multiple client implementations concurrently ... Lead onboarding projects for a wide range of treasury products, ensuring technical and operational ...
It is expected that the Project Manager will handle multiple client implementations concurrently ... Lead onboarding projects for a wide range of treasury products, ensuring technical and operational ...
Product Director - Client Onboarding & Documents Platform
Columbus, OH · On-site
$225K - $235K/yr
Oversees the product roadmap, vision, development, execution, risk management, and business growth ... projects, or technology applications * Extensive knowledge of the product development life cycle ...
Product Director - Client Onboarding & Documents Platform
Columbus, OH · On-site
$225K - $235K/yr
Oversees the product roadmap, vision, development, execution, risk management, and business growth ... projects, or technology applications * Extensive knowledge of the product development life cycle ...
Construction Project Manager
Columbus, OH · On-site
... client satisfaction * Financial Management: Oversee budgets across multiple concurrent projects ... Support new team members through their training and onboarding by sharing knowledge, best practices ...
Construction Project Manager
Columbus, OH · On-site
... client satisfaction * Financial Management: Oversee budgets across multiple concurrent projects ... Support new team members through their training and onboarding by sharing knowledge, best practices ...
Senior Project Manager
Columbus, OH · On-site
... client satisfaction * Master Financial Management : Oversee budgets across multiple concurrent ... Support new team members through their training and onboarding by sharing knowledge, best practices ...
Senior Project Manager
Columbus, OH · On-site
... client satisfaction * Master Financial Management : Oversee budgets across multiple concurrent ... Support new team members through their training and onboarding by sharing knowledge, best practices ...
Key Private Bank Client Relationship Associate
Columbus, OH · On-site
$25 - $38.46/hr
Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction ...
Key Private Bank Client Relationship Associate
Columbus, OH · On-site
$25 - $38.46/hr
Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction ...
Project Manager
Johnstown, OH · Hybrid
$38.46 - $52.88/hr
The position works closely with a Project Management Supervisor and Client Sponsor to develop and validate project work plans, monitor performance against schedule and budget, and provide clear, data ...
Quick apply
Project Manager
Johnstown, OH · Hybrid
$38.46 - $52.88/hr
The position works closely with a Project Management Supervisor and Client Sponsor to develop and validate project work plans, monitor performance against schedule and budget, and provide clear, data ...
Project Manager
Columbus, OH · On-site
Healthcare Project Manager-Plumbing/HVAC Location: Columbus, OH Are you a driven and results ... Join our client, where we prioritize safety, customer and employee satisfaction, and profitability ...
Project Manager
Columbus, OH · On-site
Healthcare Project Manager-Plumbing/HVAC Location: Columbus, OH Are you a driven and results ... Join our client, where we prioritize safety, customer and employee satisfaction, and profitability ...
Project Manager
Columbus, OH · On-site
$126K - $198K/yr
Serves as the primary client liaison and manages the project team to deliver the scope, schedule ... and budgets to completion and to the client's satisfaction. Assists with client project scoping and ...
Project Manager
Columbus, OH · On-site
$126K - $198K/yr
Serves as the primary client liaison and manages the project team to deliver the scope, schedule ... and budgets to completion and to the client's satisfaction. Assists with client project scoping and ...
Project Manager
$126K - $198K/yr
Serves as the primary client liaison and manages the project team to deliver the scope, schedule ... and budgets to completion and to the client's satisfaction. Assists with client project scoping and ...
Project Manager
$126K - $198K/yr
Serves as the primary client liaison and manages the project team to deliver the scope, schedule ... and budgets to completion and to the client's satisfaction. Assists with client project scoping and ...
Project Manager
Columbus, OH · On-site
The Project Manager is responsible for the protection and promotion of the interests of Miles ... Provide initial client contact to assess scope of work and resources required to successfully ...
Project Manager
Columbus, OH · On-site
The Project Manager is responsible for the protection and promotion of the interests of Miles ... Provide initial client contact to assess scope of work and resources required to successfully ...
Project Manager
Columbus, OH · On-site
$110K - $140K/yr
Title: Project Manager - Pharmaceutical / Life Sciences Location: Columbus, OH (flexible work ... Interface directly with client facilities teams to deliver turnkey, design-build solutions
Project Manager
Columbus, OH · On-site
$110K - $140K/yr
Title: Project Manager - Pharmaceutical / Life Sciences Location: Columbus, OH (flexible work ... Interface directly with client facilities teams to deliver turnkey, design-build solutions
Building Automation Project Manager
$90K - $140K/yr
... onboarding process. When you work with us, you are more than just a resume--you are a valued ... About the Client Our client is a globally recognized, premier systems integrator and a leading ...
Quick apply
Building Automation Project Manager
$90K - $140K/yr
... onboarding process. When you work with us, you are more than just a resume--you are a valued ... About the Client Our client is a globally recognized, premier systems integrator and a leading ...
Project Manager
Columbus, OH · On-site
Work closely with stakeholders involved in customer onboarding and KYC remediation, ensuring ... similar project management tools. Promote collaboration and self-organization within the team ...
Quick apply
Project Manager
Columbus, OH · On-site
Work closely with stakeholders involved in customer onboarding and KYC remediation, ensuring ... similar project management tools. Promote collaboration and self-organization within the team ...
Building Automation Project Manager
$91K - $120K/yr
... and onboarding process. When you work with us, you are more than just a resumeyou are a valued ... About the Client Our client is a globally recognized, premier systems integrator and a leading ...
Quick apply
Building Automation Project Manager
$91K - $120K/yr
... and onboarding process. When you work with us, you are more than just a resumeyou are a valued ... About the Client Our client is a globally recognized, premier systems integrator and a leading ...
Project Manager
Columbus, OH · On-site
Client Relations * Serve as the main point of contact for clients throughout the project lifecycle ... Create and manage project schedules, ensuring clear communication between teams. * Coordinate ...
Quick apply
Project Manager
Columbus, OH · On-site
Client Relations * Serve as the main point of contact for clients throughout the project lifecycle ... Create and manage project schedules, ensuring clear communication between teams. * Coordinate ...
Client Onboarding Project Manager information
See salary details
$38.5K - $49.7K
2% of jobs
$49.7K - $61K
6% of jobs
$61K - $72.2K
10% of jobs
$78.3K is the 25th percentile. Wages below this are outliers.
$72.2K - $83.4K
13% of jobs
$83.4K - $94.6K
14% of jobs
The median wage is $98.6K / yr.
$94.6K - $105.9K
15% of jobs
$105.9K - $117.1K
13% of jobs
$119.6K is the 75th percentile. Wages above this are outliers.
$117.1K - $128.3K
12% of jobs
$128.3K - $139.5K
7% of jobs
$139.5K - $150.8K
5% of jobs
$150.8K - $162K
3% of jobs
$38.5K
$102.7K
$162K
How much do client onboarding project manager jobs pay per year?
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Full-time
Re-posted 7 days ago
Huntington National Bank rating
8.1
Based on 170 frontline employees who took The Breakroom Quiz
66th of 170 rated banks
Job description
Summary:
The Huntington Securities, Inc. (HSI) Broker Dealer Ops Analyst 2, New Account Onboarding Specialist 2, is responsible for supporting institutional broker dealer operations including client onboarding, asset movement, and account maintenance. In this dynamic team environment, you will maintain detailed knowledge of broker dealer operations and organizational policies and procedures. Additionally, you may participate in special projects to drive process improvement.
Duties & Responsibilities:
- Review institutional client onboarding requests and ensure correct documentation is provided based on client type, e.g., Corporation, LLC, Partnership.
- Complete AML CIP/KYC/OFAC scans for all onboarding and maintenance requests
- Review and approve Asset Movements, including wire and ACH transactions
- Complete account maintenance requests
- Support operations of other institutional sales and trading products, such as ICS/CDARs and Money Market Fund investments
- Manage daily settlement processes, including reviewing settlement reports, initiating, and approving settlement wires, and performing settlement account reconciliation
- Prepares and updates procedures and job aids
- Processes ad hoc reports or requests as needed
- Work with audit or risk colleagues to provide information and test internal controls
- Assist in the training of new colleagues; perform quality checks on completed work
- Performs other duties as assigned
Basic Qualifications
- High School Diploma or Equivalent
- 1or more years of brokerage/investment onboarding, operations, or comparable experience
Preferred Qualifications
- Ability to manage multiple priorities in a fast-paced environment; adaptive to change
- Ability to create and foster strong partnerships with business partners and work well in a team environment
- FINRA SIE and Series 99
- Detail oriented with strong organizational skills
- Experience with AML CIP/KYC processes
- Experience processing and approving wire and ACH transactions
- Experience onboarding institutional clients, including foreign institutions
- If currently licensed with Series 6 or 7 would not need additional licensing
- Proficient in Microsoft products, including Excel, Outlook, etc.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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