Data Services Associate — Compliance Data & Client Support
$55k - $60.5kA Medium Corporation
A leading compliance SaaS provider is seeking a Data Services Associate to enhance the data services team's efficiency. This role involves coordinating client-facing data projects and improving processes. Candidates should have a Bachelor's degree, exceptional Excel skills, and strong troubleshooting abilities. The position offers a competitive salary range of $55,000 to $60,500 in the United States, alongside various employee perks. #J-18808-Ljbffr Medium
$55k - $60.5k
...the leading provider of compliance SaaS and consulting services for the global... .... With more than 5,000 clients and hundreds of employees... ...passionate, and empathetic Data Services Associate to join our dynamic team... ...technology, MS Office, software support is a plus! $55,000 - $...SuggestedWork experience placementWork visa$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-... ...for providing exceptional support to clients and their consultants... ..., performance reports, and data analysis. Manage and... ...Distribution, Investment Operations, Compliance, Legal,) to facilitate...SuggestedFull timeWork at officeRemote work$67k - $80k
...New York City, with clients nationwide. We... ...advice and investment services to the LGBTQ+... ...a Client Service Associate (CSA) at Christopher... ...service position that supports all stages of the... ...processing CRM data entry and... ...Records maintenance and compliance oversight Other...SuggestedWork experience placementWork at office$90k - $120k
...are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance... ...documentation. Obtain and review policy data, illustrations, and carrier... ...records and documentation. Ensure compliance with applicable insurance regulations...SuggestedWork at office$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview... ...technology, real-time data, and hard-to-source expertise... ...Office of Federal Contract Compliance Programs (OFCCP) website at... ...leg brace(s) and/or other supports Nervous system condition, for...SuggestedContract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa$80k - $85k
...in Manhattan is seeking a Client Services Associate to join the Client Services... ...WRAP program based on return data provided by the WRAP... ...requested documentation that supports the portfolio’s inclusion in... ...outstanding rules violations for compliance department personnel....Full timeWork at office- As a Transaction Services Data Analytics Senior Associate at Riveron, you will provide crucial data-driven insights... ...private equity and corporate clients. Your role analyzes extensive datasets... ...data analytics capabilities and support the delivery of impactful results for...Full timeContract work
$68k - $80k
...optimizing Internet Listing Service performance, delivering... ..., analytics, and compliance into a single source of... ...and AI-powered decision support through Paul , we are redefining... ...Brynson is seeking a Client Success Specialist who... ...compliance and data consistency Communicate...Work at office- ...Responsibilities Kforce's client, a highly respected law... ...receivables and support collections efforts... ...and clients Ensure compliance with client billing guidelines... ...Hourly employees on a Service Contract Act project... ...vary, and message and data rates may apply. Carriers...Hourly payContract work
- ...At Gallagher, we help clients face risk with... ...to be met. Advanced data and analytics providing... ...looking for a Client Service Associate to join our Commercial... ...play a key role in supporting our clients and ensuring... ...results and meeting compliance standards. Here’s...Work experience placementWork at officeShift work
$110k - $150k
...funding and capital markets services to companies seeking... ...experts work with clients to determine the best... ...advancing the markets to supporting our communities,... ...interfacing with clients on data, documentation and... ..., monitoring covenant compliance, etc. Create and maintain...Local area$20 - $25 per hour
...strive to deliver exceptional service to our clients, foster a positive impact... ...full-time Client Service Associate ("CSA") to join our team.... ...new and existing clients, supporting all branch functions, and... ...partners), ensuring accuracy and compliance. Manage risk by adhering...Hourly payFull timeTemporary workWork at officeRemote work$70k - $110k
...fully onsite position requires strong client service skills and a proactive approach to client... ...ideal candidate will have experience supporting wealth management teams, be proficient... ..., and have knowledge of trading and compliance. The salary range is $70,000 – 110,000...Work at office- ...first 25 applicants Our client is a leading and mission-driven professional services organization and is... ...Specialist consultant to support its internal client account... ...advise timekeepers on compliance with timekeeping... ...maintain client/matter data to ensure accuracy within...Temporary work
- ...Registered Investment Advisor seeks Senior Client Service Associate to join their New York Office. The... ...with internal teams and Advisors. Support Senior Advisors in managing client relationships... ...ensuring regulatory and operational compliance. Work closely with Advisors to...Work at office
- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services Industry... ...various benefits packages, ensuring compliance with relevant regulations and... ...decision-making. Provide personalized support by guiding employees through the selection...Work at office
$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well... ...and processes, ensuring compliance with firm policies and regulatory... ...and solutions that support clients' needs including secure,...Temporary workWork at officeRemote workHome officeNight shift- ...This role is for one of our clients a fast growing RIA in New... ...seeking a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational execution.... ...initiatives Uphold firm compliance standards and maintain...
$34.32k - $90k
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as... ...accounts and processes, ensuring compliance with firm policies and regulatory... ...services and solutions that support clients’ needs including secure, digital...Temporary workWork at officeRemote workHome officeNight shift$62.8k - $100.8k
...The Email & Marketing Data Specialist is technically... ...term data quality and compliance within both platforms.... ...in the financial services industry and/or B2B marketing... ...through Fidelity. To support your long‑term... ...best interests of our clients at the center of the financing...Temporary workRemote workFlexible hoursDay shift$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service... ...provide high-touch client service, sales support, operational coordination, and select... ...partners across operations, trading, compliance, planning, lending, insurance, and...Full timeWork at office$60k - $75k
...organization in the U.S., founded in 1898. The OU supports a vast network of synagogues, youth programs, advocacy efforts, services for individuals with disabilities, and... ...products. Position Overview The Lead Data Services Associate (Level III) serves as a subject matter...Flexible hours$60 - $90 per hour
...mortgage originators and servicers, fintechs, and other... ...knowledge to help our clients drive business change... ...address the most pressing compliance, regulatory, and... ...challenges. We provide data-driven, technology-enabled... ...in the NYC metro area supporting our investment banking...Work at officeFlexible hours$80k - $95k
...Job Overview The Client Services Associate provides primary-level problem resolution & customer... ...maintain those relationships & provide daily support. He/ She handles operational &... ...mastery of internal operational processes, Data interpretation and optimization,...Flexible hours$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies... ...design, Technical Account Management, Data Analytics, and Marketing. Together,... ...to contract finalization with support of your manager. Build strong relationships...Contract workLocal areaFlexible hours$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private... ...in Havre de Grace, MD) team member to support our growing, financial planning... ...Maintain and optimize CRM (Salesforce) data and workflows Support team with administrative...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based... ...Client Service Associate to support a fast-paced Wealth Management and Private... ...coordination for assigned teams Support data entry, reporting, and document...Hourly payPermanent employmentFull timeTemporary workWork at office- ...Join to apply for the Client Service Lead role at Acclarity We’re currently... ...standards and ensure compliance with regulatory requirements... ...for improvements. Validate data and analysis for accuracy and... ...engagement team. Travel as needed to support business development efforts...Full timeContract workRemote workFlexible hours
$90k - $110k
...Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for... ...will monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple internal tools. This is...Work at office$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies... ...design, Technical Account Management, Data Analytics, and Marketing. Together,... ...to contract finalization with support of your manager. Build strong relationships...Contract workTemporary workFreelanceLocal areaFlexible hours
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