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.
$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...Suggested- ...Title: Corporate Trust - Client Service Analyst Location: New York, NY Duration: 6-Month Contract Pay Rate: Between $30/hr to $... ...client inquiries and account-related requests Support onboarding and ongoing interactions with new and existing clients...SuggestedContract work
- ...portfolio compression and risk rebalancing services to the world's leading financial... ...these service cycles. This role requires a client-first mindset, combining technical data... ...constraints on client outcomes. Client Onboarding & Technical Expertise Serve as the...SuggestedFlexible hours
- ...vertical growth About Our Client This role is with a well-... ..., medium-sized financial services organization that specializes... ...teams to ensure seamless onboarding and account management processes... ...A successful Client Services Analyst should have: ~A background...SuggestedHourly payTemporary workLocal 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
$115k - $135k
...relationships with a dedicated group of Quantinno clients, serving as primary coverage and... ...Assist clients with the account onboarding process, ensuring account details are in... ...wealth management, preferably as a client service associate supporting a financial advisor...Work at office$10 - $12 per hour
...appointments as a core outbound function Generate trial signups as a primary outcome of outbound activity Guide new trials through onboarding steps and maintain activation momentum Re-engage inactive trials and drive clear next steps Support progression of larger or more...Hourly payLocal areaRemote work- ...Pension Analyst Our Pension Analyst works in a team and is responsible for administering pension plans for assigned clients and providing analytical and administrative support to both clients... ...skills Excellent client service and professional judgment Clear communication...
$98.96k - $148.44k
...Futures & OTC Client Service Sr Analyst The Futures & OTC Client Service Sr Analyst is an intermediate level position responsible for managing the front to back operational client relationship for our Futures and OTC clearing clients. This often requires coordination...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...- ...business analysis and application development Basic knowledge of SQL, client/server, and network environments Advanced Microsoft PC software... ...written, oral and interpersonal communication skills Customer service skills with strong relationship management skills with the...Work experience placement
- ...in business analysis. Knowledge of SQL and strong communication skills are vital. The position offers collaboration with a diverse team dedicated to transforming insurance services through advanced technologies. Join us in this exciting opportunity! #J-18808-Ljbffr...
$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-...$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$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- 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
$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- ...counterparty credit and funding risks around client transactions and works with key... ...trading desks Execute XVA hedges for onboarded client activity Support structuring of... ...leader across banking, markets, securities services and payments. Corporations, governments...
- ...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
- ...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
$70k - $93k
As an Associate Marketing Data Analyst, you will support Datadog’s Marketing Analytics team by ensuring critical marketing data is consistently... ...and pathing opportunities Employee‑focused best in class onboarding Internal mentor and cross‑departmental buddy program...$75k - $85k
...professional and personal goals is the best way to help our clients and advance our business. We take that responsibility... ...Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role,...Work experience placementWork at officeLocal area3 days per week$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$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$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment account support. The ideal candidate holds a Bachelor’s degree and has 2...Work at office$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- ...Assistant, you will: Qualifications In accordance with Executive Order 12564 of September 14, 1986, the Department of Health and Human Services (HHS) is a Drug‑Free Federal Workplace. The Federal government, as the largest employer in the Nation, can and should show the way...Temporary workWork at office
$80k - $120k
...Market Data Finance Analyst New York, New York, United States Verition Fund Management... ..., ICE, FactSet), including licensing, onboarding, and cost optimization Partner with... ...hedge fund, asset manager, or financial services firm ~ Strong familiarity with major market...Work at office$75k - $120k
...hoteliers' biggest challenges. How You'll Make an Impact: As a Payments Risk Credit Analyst , you’ll protect Cloudbeds and our hotel partners as we scale. Your insights will influence how we onboard, manage, and protect our global payments portfolio. You’ll own problems end-...Work at officeLocal areaRemote workWork from homeHome office- ...range of secure solutions to major corporate, banking and SME clients globally. Processing over US$90 Billion worth of transactions per... ..., Regional Sales Development, Project Management, and Customer Service. The role is based in New York City. Kindly consider the...Work at officeWork from home
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