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
...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 homeWorldwide$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- ...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...Suggested
- ...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...Suggested
- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...Suggested
- ...Client Services Associate - New York: Mandarin & Cantonese Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give...Work at office
$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 area- ...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...
$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...Work at officeLocal areaNight shift$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...$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...Hourly payFull timeWork at office$66.5k - $80k
...Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use... ...nearly every American adult and enable clients to deliver content directly to decision... ...matter most to them. We are hiring a Client Services Associate in our New York City office. About...Work at officeWork from homeMonday to Friday- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
$90k - $110k
Drop in New York, New York, seeks an Associate for its Client Service team to facilitate communications between clients and experts. Candidates should have strong academic credentials and the ability to thrive under pressure. Responsibilities involve recruiting experts...$34.32k - $90k
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 trusted relationships...Temporary workWork at officeLocal area$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to...Work at officeLocal areaFlexible hours$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time$90k - $110k
A leading firm in client services is seeking an Associate to join their Client Service team. The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and be fluent in both English and Portuguese. This role includes responsibilities...- Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed. Responsibilities...
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...
- ...internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is... ...comfortable using a variety of technology platforms, who enjoys client service, and is highly organized. Key responsibilities include...Work at office
$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 office- ...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions ROLE SUMMARY The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...Full timeWork at officeMonday to Friday
$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 shift$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$90k - $110k
A leading educational institution in New York is seeking an Associate in Client Service for their program. This fast-paced role requires fluency in English and Portuguese and offers a clear career path to management in just 24-30 months. Responsibilities include expert...Remote work- ## 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
- Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences...Remote jobFlexible hours
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday
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