Wealth Client Services & Onboarding Analyst
Neuberger Berman
A leading investment management firm in New York is seeking an Analyst/Associate for its Centralized Business Services. The role involves coordinating with private wealth management teams, managing client inquiries, and ensuring compliance with various regulations. Ideal candidates possess an undergraduate degree, strong communication skills, and proficiency in Microsoft Office tools. This full-time position offers a competitive salary and benefits package, contributing to a rewarding client experience. #J-18808-Ljbffr Neuberger Berman
$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- 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
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless... ...holds a Bachelor’s degree and has 2+ years in private wealth management, with strong attention to detail and proficiency in...SuggestedWork at office$115k - $135k
...with a dedicated group of Quantinno clients, serving as primary coverage and... ...Assist clients with the account onboarding process, ensuring account details... ...+ years of experience in private wealth management, preferably as a client service associate supporting a financial...SuggestedWork at office- ...source of truth for deposits data - account/client attributes & performance every month, for... ...: 4+ years of experience in financial services, with a strong focus on analytics supporting... .../lending & treasury, ideally within Wealth Management, with hands-on experience in data...SuggestedTemporary work
$79k - $138k
## Index Client Services Senior AnalystApplylocations: USA - New York City - New York: USA - Philadelphia... ...26159As a Senior Index Client Services Analyst reporting to the Director of Client... ...to allow our employees to:* **Secure Wealth:** 401(k) program with 6% employer...Temporary workWork at officeHome officeFlexible hours3 days per week- 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...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... ...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable...Full timeSecond jobSeasonal workFlexible hours$69k - $71.7k
...and we are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure... ...Industry research, data entry and data verification Client onboarding and product training Application testing and quality assurance...Work at officeWork from homeShift workWeekend workWeekday work$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$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - New York New York, NY, United States Job Description Goldman... ...as an opportunity to help clients across the globe realize their potential... ...provide investment and advisory services for pension plans, sovereign...Full timeTemporary workPart timeWork at office$85k - $110k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your... ...portfolio managers, research analysts, and traders. Role Overview GSAM's...Full timeTemporary workPart time- ...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...Remote work
- ...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
- ...Markets eTrading Data Analyst (1-Year Contract, Extension Potential) Working... ...as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress... ...role within the markets Client Onboarding function, focused on enabling and...Contract workFixed term contractCasual workWork from homeShift 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-...$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- ...world that we serve. Enterprise Services comprises of multiple business platforms including Client Services, Global Business... ...Account Services Project Senior Analysts have a passion for client service... ..., and representing the onboarding team in cross‑functional discussions...Full timeRemote workFlexible hours
$150k - $175k
...The Pricing Analyst is responsible for providing timely and accurate end... ...Marks, a new provider of valuation services. Citi Marks evaluations are... ...dealers, asset managers, hedge funds, wealth managers, fund accountants and auditors for client statements, research, risk...Full timeWork experience placement$70k - $93k
...As an Associate Marketing Data Analyst, you will support Datadog's Marketing Analytics team by ensuring critical marketing data is... ...development and pathing opportunities Employee-focused best in class onboarding Internal mentor and cross-departmental buddy program...Work at office- ...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...
$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- 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
$165k
A financial services company based in New York City is seeking an experienced ECRM-Support-Data-Analyst. The person will manage day-to-day production support issues and ensure... ...include supporting users, onboarding, and handling data quality issues along with...$70k - $115k
...analyze, and deliver mortgage solutions for Morgan Stanley’s Wealth Management clients. As an AVP/Associate in Mortgage Pricing & Analytics, you’... ...of experience in mortgage pricing, banking, financial services, or analytics-driven roles ~ Bachelor’s degree in Finance...Temporary 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
- ...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
$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$100k - $120k
Client Services Operations Analyst Location: New York, New York, United States Salary Range: $100,000 - $120,000 gross annually (NY) Job Type: Full Time, On-Site Department: Operational Compliance Role Purpose The Client Services Operations Team plays a pivotal role...Full timeFlexible hours
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