Client Service & Onboarding Analyst
$75k - $85kNewEdge Wealth LLC.
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining client information. The ideal candidate will have 1-2 years of client service experience, excellent communication skills, and the ability to thrive in a fast-paced environment. The salary range for this position is $75,000 – $85,000 annually based on experience. #J-18808-Ljbffr NewEdge Wealth LLC.
$73.4k - $183.6k
## Client Service AnalystApplylocations: Parsippany, New Jersey, United States of America: Wayne, PA, Unites States of Americatime type:... ...concepts into clear, user-friendly guidance* Support training and onboarding for clients and internal team members* Assist in delivering...SuggestedFull timePart timeImmediate startWorldwide$63.3k - $117.2k
...Wealth Sales & Service Provides support and product expertise for the financial planning... ...portfolio to ensure an exceptional client experience. Introduces services to clients... ...opening procedures and all required client onboarding activities. Participates in account...SuggestedPart timeWork at officeLocal area- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...Suggested
- Corporate Trust - Client Service Analyst Location: New York, NY Duration: 6-Month Contract Pay Rate: Between $30/hr to $32.00/hr W2 (W2) Job... ...for client inquiries and account-related requests Support onboarding and ongoing interactions with new and existing clients...SuggestedContract work
$70k - $85k
The Margin Client Services team is the primary interface for our clients utilizing the industry... ...automated collateral management. As an Analyst, you will support clients in... ...Agreement Digitization: Assist in the onboarding and "digitization" of Legal Agreements...SuggestedFlexible hours- Capital Markets - Client Services Analyst - Fall 2026 US Graduate Program New York City, NY Capital Markets Full‑Time Role Summary The two... ...increasing product awareness. Participate in client onboarding and offboarding activities, ensuring operational readiness...Full timeImmediate start
- ...statistical activities that support company\'s interactions with clients and regulatory agencies. Reviews and approves statistical... ...as the organisation are looking to welcome the new Statistician onboard as soon as possible. Not what you are looking for? Please contact...Immediate startFlexible hours
- 711 MS Smith Barney, LLC seeks a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors with daily tasks. In this role, you will be responsible for enhancing client relationships, assisting with account management...Work at office
- ...role with scope for career progression along with: International, engaging, and supportive working environment. Global onboarding process. Bespoke training and development programs accessible to all. Competitive salary and benefits package. Drive Your...Contract work
$90k - $180k
...return and risk objectives of institutional clients in more than 60 countries, draw on a... .... The Position The Market Data Services Analyst will be a strategic leader within Wellington... ...lifecycle of market data changes including onboarding, renewals, cancellations, and...Contract workWork experience placementRemote workFlexible hours1 day per week$80 - $105 per hour
Client Service Analyst - Fund in Midtown Client Service Analyst - Fund in Midtown Get AI-powered advice on this job and more exclusive features. Coda is currently engaged with a Global Hedge Fund in Midtown that is looking to hire an Associate to join the team. This person...Full time$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage application by managing client engagements and overseeing projects from concept to launch. Candidates...- A financial services firm in New York City seeks an experienced Equity CRM Support/Data Analyst. The role includes supporting Datazoic's Prism CRM, ensuring data quality, onboarding users, and generating reports. Candidates should have over 3 years of experience in CRM...Local area
- ...transparent and expert life policy and portfolio servicing for owners and investors of these assets... ...and data analytics that empower its clients to protect value, optimize performance,... ...our organization. The Client Servicing Analyst is responsible for the accurate and...Remote work
$120k - $150k
...Data team is looking for a Market Data Analyst to manage the sourcing, licensing, and entitlements... ..., LSEG, etc.), including licensing, onboarding, and cost optimization Help manage... ...hedge fund, asset manager, or financial services firm Strong analytical and problem‑...$85k - $115k
Job Overview - Client Service Analyst (Alternative Investments) Compensation: $85,000 - $115,000/year + bonusLocation: New York, NYSchedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Analyst (Alternative Investments) in New York, NY for our client...Monday to Friday- ...success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. WHO YOU ARE The Client Services Analyst (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on...Work experience placement
- A rapidly growing services firm seeks a Client Servicing Analyst to manage client assets remotely across the U.S. The role involves executing policy transactions and maintaining client portfolios. Candidates should possess strong communication skills and attention to detail...Remote job
- ...Make a difference in your community. ECLARO is looking for a Statistical Assistant for our client in New York, NY. ECLARO's client aims to enhance public services and promotes sustainable resource management, offering advanced solutions and services. If you're...
- ...lists, and reaching out to prospective clients. This remote position is perfect for someone... ...clients to introduce company products/services Qualify leads and gather essential... ...post does not guarantee immediate client onboarding. Once you successfully complete the entire...Immediate startRemote work
$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through...$75k - $85k
...our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. With a 200‑year legacy and a passion for what’s next, this is the right place to build a fulfilling...Work experience placementWork at officeLocal area3 days per week$25 per hour
...and/or statistical studies. c. A Bachelor’s Degree. d. Proof of eligibility to work in NYS. # Job Description and Required Services: Duties include, but are not limited to, the following: -Compile and compute data according to statistical formulas for use...Full timeWork experience placementWork at officeRemote work$160k - $195k
...onchain finance. Gauntlet serves $1.5B+ in client TVL, and every dollar of credit we... ...and be the internal check on every asset-onboarding decision Gauntlet makes, working shoulder... ...originators – understanding the pipeline and servicing behind the loan tape. Exposure to prime-...Contract workWork at officeRemote workWork from home$100k - $120k
Neara is seeking a Client Services Operations Analyst to ensure premium service delivery. This role monitors payment processes, addresses customer inquiries, and oversees operational requests. Ideal candidates will have 2-5 years in banking or financial operations and...Flexible hours- ...from anywhere with internet access No cold calling - warm leads included Assessing client needs and recommending personalized insurance and financial products Structured onboarding and continuous support Fast turnaround on earned commissions Freedom to scale your...Remote jobFor contractors
$80k - $190k
...relationships to drive consumer loyalty Explain cruise itineraries, onboard amenities, and pricing details Maintain accurate records of... ...Ability to build and maintain relationships with high-end clients Flexibility in your schedule, to include evenings, weekends, and...Hourly payFull timeRemote workWork from homeAfternoon shift$60k - $70k
Client Services/Customer Care Support Analyst Join to apply for the Client Services/Customer Care Support Analyst role at OSTTRA Client Services/Customer Care Support Analyst 2 days ago Be among the first 25 applicants Join to apply for the Client Services/Customer Care...Full timeSecond jobSeasonal workFlexible hours- ...at the end of each stage What Success Looks like over the next 12 months What you will have accomplished 90 days in: Complete onboarding across GiddyUp's platforms, systems, and experimentation frameworks — with a working command of Statsig, Tableau, and our core offer...Remote workFlexible hours
$81.45k - $154.43k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...to fully participate in interviewing or onboarding, please submit your request using the “Contact...Local areaRemote workWorldwide
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