Client Services Associate
RAJNAP TECHNOSOFT PRIVATE LIMITED
1 day ago Be among the first 25 applicants Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED Executive Talent Acquisition Specialist at SoftSages Technology Hello, I hope you are doing well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6 months Location: 3 days at Seattle or New York Job Description Summary The Client Service team collaborates with portfolio management, operations, trading, and distribution to provide excellent service to our clients. We seek a Client Service Associate to support our growing business. Ideal candidates will have experience in a financial services environment and a passion for delivering outstanding client service. Responsibilities include: Providing operational support and data entry for onboarding clients and processing ongoing activities Working with various client types including retail investors, broker-dealer platforms, institutions, and advisors Supporting client communication via team email to ensure high-quality service Reviewing and responding to reconciliation items Contacting custodians for service-related matters and paperwork generation Required Skills: High attention to detail Organizational and prioritization skills Excellent written and verbal communication skills Internal Notes IVZJP00002065 Thanks & regards, Executive - Recruitment SoftSages || WBENC, MBE 20 Mystic Lane, 2nd Floor, Malvern, PA 19355 O: View phone number on click.appcast.io | D: View phone number on click.appcast.io Website | View email address on click.appcast.io | Linkedin Seniority level Entry level Employment type Contract Referrals increase your chances of interviewing at RAJNAP TECHNOSOFT PRIVATE LIMITED by 2x #J-18808-Ljbffr
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...SuggestedFull timeWork at officeLocal areaRemote workWork from homeWorldwide$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research...SuggestedContract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the Job About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with...SuggestedRemote workFlexible hours
$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...SuggestedWork experience placementLive inWork at officeLocal areaRemote work$34.32k - $90k
...Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business by engaging and utilizing the full capabilities...Work at officeLocal area- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate...
$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject‑matter experts... ...in providing a fast, high‑quality client experience. As an Associate on the Client Service team, you will learn how to assess...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$70k - $125k
...exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale... ...heritage and a commitment to the clients and institutions who entrust capital to... ...Overview N10° is seeking a Client Service Associate to support both N10° Wealth and N10° Assets...Work at officeLocal area- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
$20 - $25 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate ("CSA") to join our team. The Client Service Associate enhances...Hourly payFull timeTemporary workWork at officeRemote work$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...This role sits within a growing advisory practice at a financial services organization. The firm provides investment and advisory... ...experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant...Visa sponsorship
$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New...Contract workLocal areaFlexible hours$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$18 - $18.5 per hour
...We are seeking a reliable and detail‑oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Hourly payTemporary workWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and...Work experience placement
$20 per hour
...Client Services Associate New York, New York, United States Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You...Temporary workWork experience placementImmediate start$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area- ...Life Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
$80k - $95k
...Job Overview The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives...Flexible hours$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...Senior Client Service Associate Our Little Silver, NJ office is hiring a Senior Client Service Associate. This role serves as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork...Full timeTemporary workWork at officeFlexible hours
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
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