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
IVZJP00002065
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- ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I...Suggested
$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...SuggestedWork experience placementInternship$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New...SuggestedContract workLocal areaFlexible hours- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...SuggestedImmediate start
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...SuggestedRemote workFlexible hours
$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$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work 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- ...POSITION SUMMARY Registered Client 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...Work at officeLocal area
$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in...Contract workTemporary workFreelanceLocal areaFlexible hours$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...Hourly payPermanent employmentFull timeTemporary workWork at office$19 - $20 per hour
...Title: Client Service Associate Salary Range: The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role is based at our corporate office in Los Angeles...Hourly payTemporary workLocal areaRemote workFlexible hours$67k - $80k
...management firm based in New York City, with clients nationwide. We offer relationship-based... ...financial advice and investment services to the LGBTQ+ community. A lot has changed... ...core to who we are. As a Client Service Associate (CSA) at Christopher Street Financial,...Work experience placementWork at office$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...Full timeWork at officeRemote work$58k - $115k
...Client Service Associate JD: POSITION SUMMARY Client 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...Temporary workWork at officeLocal area- ...dominate private wealth, gatekeeping their services behind extremely high minimums, janky... ...deliver what used to take a team, serving clients a Wall Street team never could have... ...This Role The Client Services Associate sits at the intersection of Operations,...
$45k - $50k
...Medicare Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...stakeholders to improve the Medicare program. The Position—Client Services Associate Medicare Rights is seeking a full-time Client Services...Full timeRemote work$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
- ...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...InternshipLocal area
- ...Registered Investment Advisor seeks Senior Client Service Associate to join their New York Office. The Senior Associate will work closely with advisors to provide best in class service to their clients. Responsibilities: Serve as the primary point of contact for clients...Work at office
$52k - $60k
...Communications Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...the specific needs of institutional clients for enrollment and policy retention... ...communications, insurance, or financial services. Familiarity with HTML or Adobe Creative...Full timeWork at officeRemote workMonday to Friday3 days per week$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY. ECLARO's client is one of the largest Insurance...Work at office
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$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$18 per hour
...Client Services Associate - Mailroom New York, New York, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- service advisor automotive New York, NY
- loan servicing specialist New York, NY
- service consultant New York, NY


