Client Services Specialist for Investor Platform
PROXYMITY LLC
A pioneering investor communications firm in New York seeks smart and energetic individuals to join their Client Services team. You will play a critical role in delivering first-class client service to a growing network of customers. Responsibilities include resolving client inquiries, building relationships, and contributing to process improvements. Requirements include strong attention to detail and excellent communication skills. This role offers a dynamic working environment with opportunities for personal development and career growth. #J-18808-Ljbffr
- A leading investor communications platform in New York is looking for a Client Services professional to enhance communication with clients. The ideal candidate is detail-oriented and possesses excellent communication skills. Responsibilities include managing client inquiries...PlatformRemote work
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MIO Partners Inc. is seeking a highly motivated Client Service Specialist (CSS) to join their global team in New York, NY. This client-facing role involves providing investor relations support to Partners and their families. The CSS will engage with multiple teams to ensure...$90k - $100k
Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. 23 hours ago Be among the first 25 applicants Join... ...and transfers. Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions...PlatformFull timeInternshipRemote work$100k - $140k
...Enterprise, you will support Americas Investor Relations in Macquarie Asset Management... ...engagement and ensuring best‑in‑class client service across our Americas funds. You will act... ...communications aligned with messaging across the platform. You will coordinate with the broader...PlatformTemporary workWork experience placementWork at officeWork from homeFlexible hours3 days per week$118.3k - $177.6k
...Investor Reporting And Quantitative Specialist AXA XL Alternative Capital Stamford, CT, USA... ...our alternative capital platform. Key Responsibilities... ...what matters most for our clients and communities. We know... ...insurance products and services, and mobilizing to advance...PlatformFlexible hours$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for... ...in Alchelyst's e-Subscription and Investor Portal platforms to enhance onboarding efficiency and support seamless...Platform$85k - $95k
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Wealth Operations and Investor Services Associate Location: New York What role will you play? As... ...Investment products on the wealth platform. You will manage and prioritize ongoing... ...lifecycle, and support regular and ad‑hoc client and distributor reporting. The role also...PlatformTemporary workWork from homeFlexible hours$163.6k - $245.4k
The Services business provides global solutions that help clients optimize operations and drive their business forward. It comprises of six businesses across Payments, Liquidity, Investor Services, Trade, Platforms and Data solutions and Issuer Services. The bank's Solution...Platform- ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client... ...inquiries via email, phone, and messaging platforms. Assist clients with updates, scheduling adjustments...PlatformRemote workFlexible hours
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...performance. Our proprietary platform, enhanced by machine learning... ...robotic process automation, gives clients real-time insights and... ...technology, we offer award-winning service through our team-based... ..., risk, compliance, tax, and investor services. We’re a future-focused...PlatformFull timeContract workWork at officeLocal areaRemote work$130k - $140k
...performance. Our proprietary platform, enhanced by machine learning... ...process automation, gives clients real-time insights and unmatched... ..., we offer award-winning service through our team-based approach... ...risk, compliance, tax, and investor services. We’re a future-focused...PlatformFull timeWork at officeLocal areaRemote work- ...the leading provider of on‑site mobile maintenance and repair services nationwide, offering mobile on‑site fleet service for light medium... ...Excel and data entry skills, and the ability to learn new platforms (such as Cox Fleet IT Systems, including Web Wrench, MobileFrame...PlatformCurrently hiring
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## Branch Banking Client Platform SpecialistApplylocations: Staten Island/2555 Richmond Avenue... ...Title**Branch Banking Client Platform Specialist**Location**Staten Island, NY 10314**Job... ...efforts and ensures high‐quality client service and compliance with all operational and...Platform- ...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium... ...Excel and data entry skills, and the ability to learn new platforms (such asCox FleetIT Systems, including Web Wrench, MobileFrame...PlatformCurrently hiring
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...the leading provider of on-site mobile maintenance and repair services nationwide, offering services for light, medium, and heavy‑duty... ...Strong Excel and data entry skills, and ability to learn new platforms (such as Cox Fleet IT Systems, including Web Wrench, MobileFrame...PlatformHourly payCurrently hiring$70k - $90k
...Client Service Specialist IISkip to main content#Client Service Specialist II page is loaded## Client Service Specialist IIApplylocations: US... ...daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located...PlatformPermanent employmentTemporary workWork at officeFlexible hours$85k - $110k
...universe. Traditionally, investors, advisors, banks,... ...insights in a single platform, avoiding the need to... ...00+, serving over 400 clients, including several of... ...Client Implementation Specialist to lead onboarding for... ..., and a high level of service. At the same time, this...PlatformFull timeWork at officeRelocationWeekend workAfternoon shift$18.17 - $27.31 per hour
...Family Group Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor... ...Excel and data entry skills, and the ability to learn new platforms (such as Cox Fleet IT Systems, including Web Wrench, MobileFrame...PlatformHourly payLive inCurrently hiringRemote workVisa sponsorshipFlexible hoursShift work$85k - $110k
...universe. Traditionally, investors, advisors, banks,... ...insights in a single platform, avoiding the need to... ...00+, serving over 400 clients, including several of... ...Client Implementation Specialist to lead onboarding for... ...and institutional-grade service. At the same time, this...PlatformFull timeWork at officeRelocationWeekend workAfternoon shift$140k - $170k
...Derivatives Execution Solutions - Client Facing Product & Solutions Specialist Corporate Title Associate Location... ...'s Listed Derivatives execution platform delivery to its internal &... ...relationships, and pitch execution services to clients in cooperation with Product...PlatformWork at officeWork from home- ...A great UHY client is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts... ...helping individuals navigate services in a supportive and professional... ...from multiple sources (online platforms, referrals, etc.) Utilize CRM...PlatformPermanent employmentRemote work
- ...Premier Client Service Specialist Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support... ...is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our...Platform
- ...Financial services firm seeks an Investor Relations Assistant to join their team. Must have 5+ years of experience in IR/client services within the finance industry. Salary range: 100k - 120k base Fully onsite Monday - Friday Responsibilities: Provide administrative support...Work at officeMonday to Friday
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...the Contract Administration Specialist, you play a critical role in managing the lifecycle of client contracts by reviewing, gathering... ...for ensuring that client service specifications, pricing structures... ...are synchronized between platforms to meet data integrity and operational...PlatformHourly payFull timeContract workTemporary work$75k - $90k
...Client Service Specialist New York, NY Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team... ...partners. Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a...PlatformWork at officeRemote work2 days per week
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