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
$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...SuggestedPrivate practiceWork at officePernini Recruiting Company
New York, NY5 days ago$82.5k
...university graduates to grow the next generation of analytics services professionals through our Analytics Development Program. What... ...leading global pharmaceutical brands. Consult Directly with Clients: Serve as a strategic advisor to media agencies and pharma brand...SuggestedFull timeWork experience placementH1bWork at officeLocal areaImmediate startVeeva
New York, NY3 days ago- ...Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Release Management Coordinator in... ...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously...SuggestedLong term contractFull timeContract workWork at office
Motion Recruitment
New York, NY2 days ago $42.95k - $68.67k
...sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...SuggestedWork at officeAon plc
New York, NY4 days ago$27.41 - $29.41 per hour
...Client Service AssociateOur client, a large financial services company, is seeking a Client Service Associate for a 12 month contract assignment in New York, New York. This is a hybrid role, working 3 days onsite (5 days onsite is preferred during the initial training...SuggestedContract workCorps Team
New York, NY4 days ago$33.28k - $85k
...Morgan Stanley Registered Client Service Associate Job Description 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...Temporary workWork at officeLocal areaMorgan Stanley
New York, NY1 day ago$65k - $75k
...Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or...Private practiceRemote workJambalaya Group
New York, NY4 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, NY2 days ago $35.36k - $90k
...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. Leading...Temporary workWork at officeLocal areaWork visaMorgan Stanley
New York, NY1 day 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...
Titan
New York, NY2 days ago - ## 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
TransPerfect
New York, NY13 hours ago - ...Dogpound Client Services AssociateThe face and frontline of Dogpound: the ultimate Dogpound Brand Ambassador, you are the first client experience and point of contact for Dogpound. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family...Hourly payFull timeWeekend workAfternoon shiftEarly shift
Dogpound Fitness, Inc.
New York, NY13 hours ago - ...A rapidly growing research and insights firm is looking for an Associate to join its expanding New York team. This is an opportunity to... ...and strategy. As an Associate, you'll serve as the link between clients and industry experts, managing projects from start to finish and...InternshipWork at office
Selby Jennings
New York, NY2 days ago $80k - $100k
Client Services Associate / Specialist - Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience)Location: New York, NY (local candidates only please)On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED / BE ON CALL...Work at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
New York, NY3 days ago- ...Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions...
Silvercrest Asset Management Group
New York, NY3 days 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, NY3 days ago$91.5k - $125k
...Location: New York, NY Employment Type: Full-Time, Permanent Our client, a rapidly growing global expert network and professional services firm, is looking to hire multiple Client Services Associates in New York, NY. The organization connects leading global investors,...Permanent employmentFull timeInternshipWork at officeLocal areaRelocation packageRussell Tobin
New York, NY3 days ago- ## Client Service AssociateApply: Wayne, Pennsylvania - United States: Full time: Posted Today: R-0013730**Job Description Summary**About... ...team.**Job Description****Position Summary**The Client Service Associate is a highly visible, client-facing role responsible for...Full timeFor contractorsWork at office
Raymond James
New York, NY1 day ago - ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
Waldron Private Wealth
New York, NY1 day ago $75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...Full timePart timeWork at officeRemote workWork from homeMonday to FridayLinkedIn
New York, NY2 days ago$61.28k - $85.52k
...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 area with basic understanding...Full timeWork at officeCitigroup Inc
New York, NY2 days ago$80k - $90k
...Direct message the job poster from BBR Partners Director of Talent Acquisition at BBR Partners BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e.,...Full timeTemporary workWork experience placementCasual workWork at officeRemote workFlexible hoursBBR Partners
New York, NY3 days ago$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...Work at officeLocal areaRemote workWork from homeWorldwideSMBC
New York, NY2 days ago$20 per hour
...Client Services AssociateAs a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee...Full timeTemporary workPart timeWork experience placementImmediate startSPS North America Inc
New York, NY1 day ago$65k - $75k
...private wealth advisory practice within the financial services industry, focused on supporting clients with wealth management. The organization addresses... ...solutions. About the Opportunity: The CLIENT SERVICE ASSOCIATE role supports the advisory team by managing...Private practiceRemote workTalenthop
New York, NY2 days ago- ...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
LinkedIn
New York, NY4 days ago $90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...Work at officeThe Jacobson Group
New York, NY6 days ago- ...Job Description Join a leading financial services organization in Minneapolis, MN, as a Brokerage Operations Case Advisors - Series... ...resource, providing guidance on complex casework, complaint research, client communications, written resolutions, procedures, and quality...Full timeContract work
Motion Recruitment
New York, NY12 days ago $40k - $45k
...Specialist who is ready to contribute, develop new skills, and build a rewarding career with us. Job Description As a Client Service Associate, you will serve as an important point of contact for our clients, helping ensure that questions, requests, and day-to-day...Catch Vibe Voice
New York, NYa month ago$19 - $23 per hour
...Length: 4 months to start, with possibility of extension or conversion The Fountain Group is hiring a Client Services & Document Processing Associate for a prominent client in the information services, governance, risk, and compliance industry . This position...Contract workWork at officeWorldwideThe Fountain Group LLC
New York, NY3 days ago
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