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.
- ...Client Onboard Analyst 1 Location: Mumbai, Maharashtra, India Job Type: On-Site/Resident Posted: May. 21, 2026 Job Overview The Client Onboard... ...impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job...SuggestedFull timeTraineeship
$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...Suggested$63.3k - $117.2k
...Street Job Family Group: Wealth Sales & Service Provides support and product expertise for... ...portfolio to ensure an exceptional client experience. Introduces services to clients... ...opening procedures and all required client onboarding activities. Participates in account...SuggestedWork at office- ...in New York is seeking a wealth sales & service professional to provide support and product... ...planning, business development, and client servicing for private wealth advisors and... ...identify growth opportunities, coordinate onboarding, and produce regular reports while...Suggested
$73.4k - $183.6k
Position Summary The Client Transition Specialist supports client transition activities... ...future patient-level assets. Assist with onboarding, migration, and implementation... ...routine client inquiries and first-line service issues. Escalate complex items to appropriate...SuggestedFull timePart timeWork at officeImmediate startWorldwide- ICONIQ Capital, LLC is seeking an entry-level Analyst, Client Service in New York and San Francisco. The role supports ultra-high-net-worth... ...collaborate across internal and external partners, help with onboarding, account updates, and documentation, and develop basic...Work at office
- ICONIQ seeks an Investment Management Analyst for the Family Office Advisory Team.... ...role centers on delivering high-touch service to UHNW clients, coordinating across lifestyle,... ...to implement client matters, manage onboarding, cash and tax processes, and ensure meticulous...Summer workWork at office
- ...counterparty credit and funding risks around client transactions and works with key... ...to trading desksExecute XVA hedges for onboarded client activitySupport structuring of transactions... ...across banking, markets, securities services and payments. Corporations, governments...
- ...ICONIQ is a leading investment management firm seeking an entry-level Analyst, Client Service to support clients by addressing inquiries and analyzing data to enhance service delivery. You will work with a professional team in a dynamic environment, gaining practical experience...
$90k - $180k
...Market Data Services Analyst The Market Data Services Analyst will be a strategic leader within... ...of market data changes including onboarding, renewals, cancellations, and modifications... ...deliver investment excellence to our clients and their beneficiaries over the long term...Contract workWork experience placementRemote workFlexible hours1 day per week- Senior Market Data Analyst - Senior ConsultantLocation: New York City... ...firm's global Market Data Services (MDS) environment. You will oversee... ..., regulatory reporting, onboarding/offboarding activities, and... ...digital financial services.Help clients solve complex business and...Work at officeFlexible hours
$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$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$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- Neuberger Berman Group LLC is looking for a Business Analyst to spearhead process improvement and operational excellence initiatives... .... This role is pivotal in enhancing efficiencies across the Client Service journey and requires a strategic thinker with a solid...
$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
- Citi is seeking a Service Analyst for its New York office, responsible for executing customer service activities while ensuring adherence to policies. The role demands proactive engagement with clients to address their needs and resolve issues effectively. Ideal candidates...Work at office
- New York Life Service Organization in New York is seeking a Service Analyst for its New York Service Center to build high-quality customer relationships and process routine financial and non-financial client account transactions. The role handles a high volume of external...
$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‑solving...- ...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
$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$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...- Job Brief The Pricing Analyst is responsible for supporting the Pricing Supervisor, working directly with other departments in the development... ...and quality focusing on enhancing customer experience Support onboarding of new team members Enter changes to surcharges and account...Temporary workWork experience placementWork at officeWork from homeShift work
$165k - $185k
...of B2B pricing models. When: ASAP! We are looking to hire and onboard a new hire as soon as we find the right person for the job. Exciting... ...and leisure travel agencies, technology companies, financial services companies, and travel providers (airlines, hotels, etc.)....Work at officeImmediate startFlexible hours1 day per week- ...that generates real price discovery and volume from one that gets limited traction. This role sits inside that team as its dedicated analyst, owning the analytical layer behind nearly every decision they make.You'll build the infrastructure for understanding market health...
$110k - $120k
As a leading financial services and healthcare technology company based on revenue, SS&C... ...DescriptionJob Title Enterprise Marketing Data Analyst - Cross-Functional Insights &... ...implement, and operate solutions that help clients manage data, automate processes, and scale...Ongoing contractFull timeWork at officeWorldwide- ...TypeContractRemote40% RemoteJob Description:· As a Marketing Data Analyst, you will work providing insights, measurement expertise and... ...turn data into valuable insights will help shape how our global clients. Responsibilities:· You will be responsible for in-depth...Work experience placement
- ...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
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