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$35.36k - $90k
...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 engaging and utilizing the full capabilities...SuggestedTemporary workWork at officeLocal areaWork visa$95 - $115 per hour
...Portfolio Associate/Client Service Associate NYC-Midtown-Hybrid Series 7/63 Minimum 1 year of Experience with High Net Worth Clients $95-115 Base + Bonus/Great Benefits Qualifications: The ideal candidate will have 1-2 years of relevant Client Services...Suggested- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...SuggestedFull time
$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...SuggestedPrivate practiceWork at office- ...partnered with a respected private wealth management firm overseeing $10 billion in assets. The team is looking to bring on a Client Service Associate with experience in equities and fixed income who will take ownership of client reporting, client service, portfolio...SuggestedFull time
$25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID...Contract workLocal areaImmediate start$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /...Full timeWork at officeLocal areaMonday to Friday$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...Work at officeRemote workMonday to Friday$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide- 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 experiences...Remote workFlexible hours
$120k - $140k
...Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping....$40k - $45k
...Specialist who is ready to contribute, develop new skills, and build a rewarding career with us. Job Description As a Client Service Associate, you will serve as an important point of contact for our clients, helping ensure that questions, requests, and day-to-day...$35k - $90k
...POSITION SUMMARY 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 engaging and utilizing...Full timeTemporary workWork at officeLocal area$66.5k - $80k
...Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use... ...nearly every American adult and enable clients to deliver content directly to decision... ...most to them. We are hiring a Client Services Associate in our New York City office....Work at officeWork from homeMonday to FridayDay shift$39k - $43k
...a focus on excellence, integrity, and personalized service, we ensure the perfect match for every client and candidate. At NextShining., we are committed to... ...seeking a personable and motivated Client Service Associate to join our team in New York, NY. In this role,...Full time- ...Overview We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects...
$19 - $20 per hour
...Job Description Job Description Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key representative of SPS, ensuring requests...Full timeTemporary workPart timeWork at officeImmediate startFlexible hours$19 - $23 per hour
...Length: 4 months to start, with possibility of extension or conversion The Fountain Group is hiring a Client Services & Document Processing Associate for a prominent client in the information services, governance, risk, and compliance industry . This position...Contract workWork at officeWorldwide- ...financing, stablecoins, and settlement services from regulated cold storage. Since 2013,... ...including BitGo Bank & Trust, National Association, the first federally chartered digital asset... ...exclusively on serving institutional clients. Active in both centralized and decentralized...Full timeWorldwide
$35.36k - $90k
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 trusted...Full timeTemporary workWork at officeLocal areaWork visa- AO Globe Life invites entry‑level professionals to join its Remote Business Services team, offering structured training, mentorship, and real client experience in a fully remote environment. You will support daily client activities, coordinate scheduling, maintain organized...Remote job
$80k - $100k
Work from Home Client Services Associate (Life & Health) Miller Family Agency aims to provide our sales force with innovative marketing and lead programs while offering high-quality insurance products and services to our clients. Job Summary: This is a work-from-home position...Full timePart timeWork from homeFlexible hours$80k - $127k
Our Client Services team in New York is currently hiring two associates. The Client Services team provides primary-level problem resolution, technical application support, and account management to current and potential clients. In this role, you will lead client onboarding...Currently hiringLocal area- Global Elite Empire Consultants is hiring for a remote client engagement role focused on guiding clients through financial-protection options. You’ll work with warm leads, explain benefits clearly, and help clients enroll when it’s a fit. The team values coaching, accountability...Remote job
$80k - $85k
Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr ApTask
$60k - $70k
...leading middle-market investment bank and full service broker‑dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Chrysler East, NY branch office. The...Local area- A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1-6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office...Work at office
$58k - $64k
...of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs... ...both professionally and personally Job Description The Fund Services team is responsible for a variety of functions including client...Permanent employmentWork at officeImmediate startRemote workVisa sponsorshipFree visaFlexible hours- Talener is a full-service staffing company with headquarters in NYC and Boston. We started... ...two decades, Talener has worked with clients in dozens of industries, from legal and... ...everything in between. The Client Services Associate role is a clear, structured path toward...Work experience placementInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client solutions associate New York, NY
- client engagement associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client account associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- service advisor automotive New York, NY
- internal service advisor New York, NY
- staff services manager New York, NY





