FinTech Client Success Associate
$55k - $65kO'Neil Digital Solutions, LLC
O'Neil Digital Solutions, LLC in New York seeks a dedicated Client Service Representative to provide pre-sales and post-sales support to institutional clients. You will coordinate resolution of service incidents and provide assistance in using our PANARAY platform. The ideal candidate will have a bachelor’s degree, strong analytical skills, and 1-2 years experience in client-facing roles within technology or fintech. This position offers a salary range from $55,000 to $65,000 per year. #J-18808-Ljbffr O'Neil Digital Solutions, LLC
$100k - $120k
...Client Success Associate Location: This position is remote , with preference to candidates located in Houston . Who we are looking for: 3-5 years of experience in a Client Success, Account Management, or other customer-facing role. Exceptional communication and interpersonal...SuggestedWork at officeRemote work- Overview Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? INFUSE is seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company...SuggestedRemote job
- A leading client experience firm in the United States is seeking a passionate Client Success Specialist to join their dynamic team. The role focuses on building strong client relationships and ensuring the successful delivery of solutions tailored to client needs. Ideal...Suggested
- ...a pioneering multi-asset tokenization platform that helps clients unlock new utility from their financial assets. With a global... ...and account management to existing clients. As a Client Success Senior Associate on the Kinexys Market Development team, you will own the end...Suggested
- MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect. As...SuggestedRemote job
- ...experiences and directly influence product success. Dive headfirst into dynamic collaborations... ...onboarding moments. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships....Hourly pay$90k - $110k
...Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable... ...excellence, and is eager to learn more about the FinTech and Investment Management space. This role is onsite in NYC...Work at office- Veta Virtual is hiring a Crypto Sales & Client Services Associate to manage client relations and sales for OTC cryptocurrency trades. This role... ...paid vacation days annually. Join a fast-paced environment at the forefront of the fintech sector! #J-18808-Ljbffr Veta-VirtualRemote job
$50k
...Representative to enhance the experience for our small business advertisers. You will provide exceptional customer support and advice, helping clients maximize their engagement with Yelp's advertising solutions. The ideal candidate will have a Bachelor's degree or at least 3 years...Remote jobLocal area$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group, and the overall success of the Company. Benefits This role is currently benefits...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including...Full timeFlexible hours- ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information... ...skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting...Work at officeFlexible hours
$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards...Full timeFlexible hours$80k - $110k
...pursuing outperformance for sophisticated clients via our Systematic, Discretionary and... ...here * As at 31 March 2026 To provide associate level support for the US Sales Team.... ...unique perspective will contribute to our success, joining a workplace where inclusion is...Local areaFlexible hours- Raymond James, with over 60 years in the Financial Services industry, is seeking a Client Service Associate. In this role, you will provide essential administrative support to financial advisors and their clients, ensuring high-quality service and organization amidst changing...
$42.6k - $58.2k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC’s Retail organization, you will be based in Ontario, CA. Bilingual Spanish preferred. PNC is an in-office...Full timeTemporary workPart timeWork experience placementWork at officeShift work$25 - $44 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ...of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits...Hourly paySeasonal workWork from homeShift workDay shift- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ...Development skills is the key to success and advancement. Job responsibilities...Work at office
$65k - $90k
...helping to identify growth opportunities for clients, and have a passion for Commercial Real... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team.... ...global workforce are directly linked to our success. We are an equal opportunity employer...Work at office$70k - $76k
...how we treat each other, our clients, and our communities. We believe... ...Your Impact:Client Solutions Associates are core to FactSet's value... ...interest in Finance and/or FinTech, client centric mindset, and... ...with a proven track record of success for over 40 years, made up of...Work at officeWorldwideFlexible hours- Goldman Sachs Bank AG is hiring an Associate for its Global Banking & Markets Operations in New York. The successful candidate will coordinate the onboarding of new equity and fixed-income clients, ensuring a smooth experience. The role requires strong technical skills,...Work at office
- Birdseye Security Solutions in Bogota, New Jersey, is seeking an individual to manage customer interactions and ensure quality standards across communications. The role involves direct customer support via various channels, collaborating with teams to resolve issues, and...
$2,000 per month
...reshaping how healthcare works for millions of Americans. About This Role & Why It Matters We’re hiring a Large Group Client Associate to join our Client Success team. This role is designed for a polished, detail‑oriented benefits professional who is ready to step beyond...Temporary workRemote workHome officeFlexible hours- Responsibilities Handle customer interactions across email, phone calls, client portals, and messaging platforms, responding professionally, on time, and in line with company standards. Take ownership of customer issues and follow them through to resolution, escalating...Work at officeShift work
$65k - $90k
...Institutional Onboarding pod. This role partners closely with Sales, Clients, Credit, Compliance, Legal, and Regulatory Operations to... ...addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Other...Work at officeLocal areaRemote workWorldwide$102k - $125k
...responsible for managing and driving business with institutional clients through Corporate and Investment Banking products (Global... ...addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Employment...Work at office$120k - $140k
...portfolio companies, management teams, and communities. TPG’s success depends on our people, and we build and sustain our world‑... ...companies. TPG has an exciting opportunity for a Client Coverage Associate to support TPG’s Institutional sales effort. Principal Responsibilities...Work at office$15k
...seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team‑critical role,... ...to accurately perform semi‑advanced math. Ability to successfully handle multiple demands and competing priorities in a deadline...Work experience placement- ...AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice.... ...complex ownership structures, business succession plans, and cross-disciplinary issues that... ...Current experience as a trust & estate associate at an AmLaw firm is required. Equal Opportunity...Temporary workWork at officeLocal areaFlexible hours3 days per week
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