Client Services Associate
RAJNAP TECHNOSOFT PRIVATE LIMITED
1 day ago Be among the first 25 applicants Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED Executive Talent Acquisition Specialist at SoftSages Technology Hello, I hope you are doing well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6 months Location: 3 days at Seattle or New York Job Description Summary The Client Service team collaborates with portfolio management, operations, trading, and distribution to provide excellent service to our clients. We seek a Client Service Associate to support our growing business. Ideal candidates will have experience in a financial services environment and a passion for delivering outstanding client service. Responsibilities include: Providing operational support and data entry for onboarding clients and processing ongoing activities Working with various client types including retail investors, broker-dealer platforms, institutions, and advisors Supporting client communication via team email to ensure high-quality service Reviewing and responding to reconciliation items Contacting custodians for service-related matters and paperwork generation Required Skills: High attention to detail Organizational and prioritization skills Excellent written and verbal communication skills Internal Notes
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Thanks & regards, Executive - Recruitment SoftSages || WBENC, MBE 20 Mystic Lane, 2nd Floor, Malvern, PA 19355O: View phone number on click.appcast.io | D: View phone number on click.appcast.io
Website | View email address on click.appcast.io | Linkedin Seniority level Entry level Employment type Contract Referrals increase your chances of interviewing at RAJNAP TECHNOSOFT PRIVATE LIMITED by 2x #J-18808-Ljbffr RAJNAP TECHNOSOFT PRIVATE LIMITED$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...SuggestedFull timeTemporary workLocal areaFlexible hours$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...SuggestedFull timeWork at officeLocal areaRemote workWork from homeWorldwide$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...SuggestedTemporary workSummer workCasual workInternshipWork at officeFlexible hours$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...$310k - $420k
...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services practice. Candidates must have experience primarily in tax law, wealth management, and trusts and estates. Counsel high-net...Private practice$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office- ...Registered Client Service Associate, Bilingual Korean/English Preferred Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow...
$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Work at officeLocal areaNight shift$61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full time$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...insurance benefits for large corporate clients. Position Summary: The Billing... ...Qualifications Experience with client/customer service, preferably in a corporate setting....Full timeRemote workMonday to Friday3 days per week$17 - $18 per hour
...Client Service Associate Floater New York, New York, United States The Concierge Associate is the initial point of contact for colleagues and guests at our customer's site, acting as the "face" of our client. This role is responsible for delivering an incredible...Full timeTemporary workPart timeWork experience placementImmediate start$70k - $80k
...Institutional Asset Management and Custody Support To provide support to both our Client Service and Business Development teams in all aspects of Institutional Asset Management and Custody. This role will act as a liaison between both existing external relationships...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$18 per hour
...Client Service Associate- Mailroom New York, New York, United States As a member of the Mailroom team, you will be responsible for a variety of essential Mail Center activities, including sorting, metering, and delivery of mail. Your role will encompass both inbound...Full timeTemporary workPart timeImmediate start- ...Client Service Equity Swap Associate II Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial...
$45k - $65k
...Client Service Associate We are seeking a client service associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized...Remote jobFlexible hours$61.28k - $85.52k
...Client Services Associate The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty...Full timeWork at office$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) 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...Work at office- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Full timeInternshipLocal area
$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...Work at office- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2-5 years’ experience,...Full time
- Client Service Associate - Argentina and Colombia ONLY - Remote Job Openings Client Service Associate - Argentina and Colombia ONLY - Remote About the job Client Service Associate - Argentina and Colombia ONLY - Remote This position is great for anyone experienced working...Remote jobLive inWork at office
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