Client Service Associate
Axelon
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 and candidates. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience. Key Responsibilities and Duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) Assist team members to ensure ongoing client contractual obligations are being met Support the fulfillment of ad-hoc client inquiries and requests Facilitate and oversee client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates are provided Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs Update and maintain client and authorized third party contact information via CRM application Support client meeting preparation by facilitating creation of materials Help identify, escalate and resolve problems for any issues affecting the client experience Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients Supports the completion of due diligence and client questionnaires Requirements: University (Degree) preferred Relevant work experience
$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...SuggestedTemporary workWork at officeRemote workHome officeNight shift- ...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
- ...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...SuggestedWork at officeLocal area
$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 400-year...SuggestedFull timeWork at officeLocal areaRemote workWork from homeWorldwide$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... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedTemporary workLocal areaFlexible hours$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift$80k - $95k
...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- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust. You'll play a critical role in helping clients move...
$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 is seeking...Hourly payFull timeWork at office$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area$80k - $100k
...Client Services Specialist – ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation Compensation...Work at officeMonday to Friday- ...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...Contract work
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
- ...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...
- ...Our client an independent investment management firm is hiring for a Customer Services Associate to join their team in either their NYC or Seattle, WA office. This is an initial 6-month contract hybrid opportunity. As their Customer Service Associate you will be supporting...Contract workWork at office
$34.32k - $90k
...Client Service Associate 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...Temporary workWork at officeLocal area- ...expertise with a strong focus on understanding clients' goals to help them pursue the lives... ..., philanthropy, estate planning services, small business services, and cash management... ...Description The Registered Client Service Associate is a full-time, on-site role based in...Full timeWork at office
$20 per hour
...About The Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and...Temporary workWork experience placement$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$85k - $110k
...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 high-net-worth clients, managing complex account operations, and partnering closely...- ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...
- ...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...
- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$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- ...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...
$50k - $55k
...boutique personal insurance brokerage is seeking an Entry-Level Clerical Associate to provide essential administrative and customer support. The role involves assisting senior team members, managing client files, and responding to customer inquiries. Ideal candidates will...$41.2k - $76.8k
...Client Service Associate Our not-so-secret sauce. 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...Minimum wageWork at officeLocal areaNight shift- ...Motion Recruitment is recruiting for a Customer Services Associate to join an independent investment management firm in either NYC or Seattle... ...Operations, Trading, and Distribution teams to ensure a seamless client experience. The role involves onboarding client accounts,...Contract work
- ...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions ROLE SUMMARY The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...Full timeWork at officeMonday to Friday
- ...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
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