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
$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...SuggestedFull timeTemporary workLocal areaFlexible hours$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...SuggestedWork at officeLocal areaRemote workWork from homeWorldwideSumitomo Mitsui Financial Group, Inc.
New York, NY5 days ago$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...SuggestedTemporary workSummer workCasual workInternshipWork at officeFlexible hoursGuidepoint
New York, NY5 days ago- ...Client Services Associate We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate...
TransPerfect
New York, NY6 days ago $80k - $100k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote workThe TCW Group
New York, NY5 days ago$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift711 MS Smith Barney, LLC
New York, NY2 days ago$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking...Hourly payFull timeWork at officeRed Shift
New York, NY4 days ago$35.36k - $90k
...Registered Client Service Associates (CSAs) Registered 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...Temporary workWork at officeLocal areaMorgan Stanley
New York, NY3 days ago$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...Daley and Associates
New York, NY4 days ago- ...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...
Aumni
New York, NY5 days ago - ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real... ...in New York and our affiliate offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding to daily...Permanent employmentLocal areaWorldwide
Fortress Investment Group
New York, NY1 day ago $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 officeSeamless Talent LLC
New York, NY5 days ago$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at officeTelepathy Inc
New York, NY5 days ago- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego – it’s about execution, service, and trust. You’ll play a critical role in helping clients move...
Titan
New York, NY4 days ago $80k - $95k
...Job Overview About the Role: The team: 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...Local areaOSTTRA
New York, NY2 days ago- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr...
ApTask
New York, NY4 days ago $66.5k - $80k
...Client Services Associate New York, New York About Us: Applecart is the leading technology company that C-suites rely on to reach business-critical decision makers. The most important decisions are made by the hardest people to reach and influence. Historically, C-suite...Work at officeWork from homeMonday to FridayApplecart
New York, NY1 day ago- ...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...Work experience placement
$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$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...Temporary workWork at officeLocal area$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...$310k - $420k
...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services practice. Candidates must have experience primarily in tax law, wealth management, and trusts and estates. Counsel high-net...Private practice- ...Registered Client Service Associate, Bilingual Korean/English Preferred Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow...
$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Minimum wageWork at officeLocal areaNight shift$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...insurance benefits for large corporate clients. Position Summary: The Billing... ...Qualifications Experience with client/customer service, preferably in a corporate setting....Full timeRemote workMonday to Friday3 days per week$61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full time$61.28k - $85.52k
...Client Services Associate The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty...Full timeWork at office- ...Client Service Equity Swap Associate II Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial...
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