FX PB Client Services Associate
$85k - $130kNatWest Group
This job description is intended to describe the general requirements for the position. It is not a complete statement of duties,responsibilitiesor requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime BrokerageClient ServicesAssociateSitting within our Prime Brokerage Client Service team,you'llbe responsible forbuilding andmaintainingrelationships with external clientsYou’llact as the primary contact for clients and internal stakeholders to ensure the smooth running of client accountsThis is a fast-paced front office role, in whichyou'llbe providing proactive andhigh qualityclient service and customer experience, with a big focus on personal and professional developmentWhatyou’lldoIn your new role,you’llbe accountable for front to back coverage forallocatedPrime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching. In addition,you’llbemonitoringclient limit utilisation and increases where necessary.We’llalso look to you to:Escalatehigh riskissues that will negativelyimpactclient relationship or potential bank riskRegularly review client processes and structures, providing regular updates to sales and management on potential issues, efficiencies, and changesCoordinate the onboarding processes across our Legal, Credit, Collateral,Salesand ProductThe skillsyou’llneedWe’relooking for someone with high analytical and numerate skills and experience in a finance or banking environment.This role is open to candidates with relevant experience; however, we also welcome individuals who demonstrate strong analytical capabilities, learning agility, initiative, and the potential to succeed and grow within the role.You’ll also need:A good understanding of FX products, including cash FX, vanillaoptionsand exotic optionsPrevious experience working in a client facing role or financial services industry.Excellent interpersonal skills, and the ability to promote a collaborative team environmentStrong communicationskillsA keen eye for detailSolid planning and organisational skillsThe expected base annual salary range for this position is $85,000 - $130,000 at the start of employment.This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights"Hours40Job Posting Closing Date:Job Posting Closing Date is not yet published.SummaryLocation: StamfordType: Full time
- ...Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...SuggestedFull time
- ...investment strategies for high-net-worth clients. The firm manages relationships tied to... ...seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The... ...setup, training, and ongoing day-to-day service Manage and resolve client issues as they...SuggestedFull time
$35.36k - $61.2k
...POSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaWork visa$55k - $60k
...as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Client Service Associate (Stamford, CT or White Plains, NY) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and...SuggestedFull timePart timeLocal area$35.36k - $61.2k
...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaWork visa- ...talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while... ...for On-time follow-up Clean video presence Fast learning on tools Respect for the client #J-18808-LjbffrWork at officeRemote workWork from home
$62.4k - $66.56k
Job Description Summary NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office...Work at officeLocal area- ...Responsibilities Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution...
$85k - $110k
...Client Services & Operations Associate - Wealth Management (Westchester County) Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services & Operations Associate to their growing team. This person will play a key role in supporting...Full time- ...financial planning, and sophisticated investment strategies. MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT . In this role, you’ll work closely with our wealth advisors to deliver an...Full timeTemporary work
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...$49k - $65k
...Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...success.What You'll Be DoingUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... .... Our mission is to provide our clients with a portfolio of services that capture... ...Position Description The Client Service Associate will work directly with Chilton Client...Work at office
- ...Management firm formed in 2021, which transitioned out of the Private Client Group of Wells Fargo Advisors. Stelvio Private Wealth has... ...of SIPC, and a registered broker-dealer. As a Client Service Associate , you'll serve as the first point of contact for clients....Temporary workWork at officeFlexible hours
$62.4k - $66.56k
...Client Service Associate NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office...Work at officeLocal area- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions Congruent Insurance Solutions (“CIS”) is a growing financial services company that works with leading U.S. life...Full time
- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...
- ...Bank of America’s Wealth Management team seeks an entry-level Client Associate in Stamford to support Financial Advisors and build foundational client service skills. The role emphasizes learning, licensing (SIE, Series exams), and progressing toward becoming a Merrill...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...LHH is assisting a prestigious boutique firm on an unposted private client services associate position in NYC. They are looking for 2+ years of experience. The group is very collaborative and advises high-net-worth individuals and entities on trust, estate, and tax...Work at officeLocal area
- ...Client Engagement Associate Our fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships... ...seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...reporting, data aggregation, onboarding, and client delivery across both traditional and... .... The team is hiring at both the Associate and AVP levels, depending on experience.... ...operating at the intersection of client service, investment reporting, operations, and technology...Full timeWork at officeRemote work
- Client Delivery Specialist - Associate / AVP - Full Time - HybridAbout the RoleWe’re partnering with our client, a fast-growing fintech firm, on a Client... ...degree from an undergraduate programExcellent customer service skills and the ability to foster and maintain effective...Full timeWork at officeRemote work
- ...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior Registered Client Associate in Wealth... ...Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractWork experience placementWork at officeImmediate start
- ...Registered Wealth Management Client Associate Greenwich, Connecticut To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$26.5 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...Hourly pay$165k - $170k
...: Full TimeSalary Range: $165,000.00 - $170,000.00 Salary/year Position Overview and Responsibilities Our Private Clients & Fiduciary Services Practice Group is among the most experienced in New England. Our attorneys work closely with individuals and families to...Private practiceWork at office- Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
- ...rewarding, caring, and friendly environment. We are looking for a Client Liaison Associate to join our team. The pay range for this role will depend... ...detail, and organizational skills. Excellent customer service and communication skills. Successful experience planning...Private practiceWork at office
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