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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate in New York, NY vacancy
- As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you’ll have the chance to make a real impact by improving how clients and business users experience our products and services. You’ll use and expand your knowledge...SuggestedWork at office
JP Morgan Chase
New York, NY1 day ago $96k - $127k
...topics. For nearly 20 years, we've helped clients access knowledge on demand from experts,... ..., and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you'll develop the...SuggestedWork experience placementInternshipWorldwideFlexible hours- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...SuggestedWork at officeLocal area
$20 per hour
...Job Title: Client Services Associate Reports To : Client Services Leadership 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...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start- ...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,...Suggested
Aplaro Ltd
New York, NY1 day ago $80k - $85k
...Client Service AssociateThe Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service... ...of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will...Work at officeTelepathy Inc
New York, NY1 day ago$55k - $60k
...Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout'...Full timeLive inWork at officeRemote workRoundabout Theatre
New York, NY3 days ago$70k
...Client Service AssociateNew York, New York, United StatesGuidepoint's Client Service team connects leading investment firms, consultancies... ...in providing a fast, high-quality client experience.As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workInternshipWork at officeFlexible hoursGuidepoint
New York, NY1 day ago$385k
Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional...Private practiceWork at officeAffinity Executive Search
New York, NY19 hours ago$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$55k
...a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...in Mandarin Chinese to support our specific client base. The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown...Oppenheimer & Co. Inc.
New York, NYa month ago- ...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... ...Description The Senior Client Service Associate will work directly with Chilton Client...Work at office
Chilton Trust Company
New York, NY2 days ago $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 timeNextShining
New York, NY29 days ago$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 officeThe Jacobson Group
New York, NYa month ago$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 hoursSPS North America
New York, NYa month ago$40k - $45k
...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...Full timeCatch Vibe Voice
New York, NY28 days ago$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to...Work at officeLocal areaFlexible hours- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with...Remote jobFlexible hours
$32k - $90k
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 relationships...Temporary workWork at officeLocal areaWork visa$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the Registered Client Service Associate role at Morgan Stanley Position Summary Registered Client Service Associates provide exceptional...Full timeTemporary workWork at officeLocal area$96k - $127k
A global insights firm in New York is looking for a Client Services Associate to enhance their career in a fast-paced role. You'll engage experts, manage client needs, and participate in a dynamic work culture. With a combined salary of $96,000-$127,000, including a base...Remote jobFlexible hours$33 - $34.55 per hour
...Responsibilities Assist in the coordination of client transitions activity (i.e. onboarding,... ..., and deliver exceptional client service. Assist to ensure preparation of weekly,... ...client questionnaires. Seniorit y level Associate Employment type Contract Job function Finance...Contract work- ...internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is... ...comfortable using a variety of technology platforms, who enjoys client service, and is highly organized. Key responsibilities include...Work at office
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...
- Merrill Wealth Management within Bank of America is seeking a Client Associate to support Financial Advisors by delivering exceptional client service, managing materials, and promoting banking solutions. You will work in a collaborative in‑office environment, helping deepen...
- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...New York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities Responding to daily investor inquiries...Permanent employmentLocal areaWorldwide
- ...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
- 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
- Applecart in New York City is seeking a Client Services Associate to manage marketing campaigns for top clients and to deliver audience insights end-to-end. You’ll work on cross-functional teams, write client communications, and ensure on-time delivery while building audiences...
- The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality...Contract workRemote workWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- client success associate New York, NY
- registered client associate New York, NY
- client solutions associate New York, NY
- client engagement associate New York, NY
- client account associate New York, NY
- client services associate New York, NY
- client relationship associate New York, NY
- retail service associate New York, NY
- food service officer New York, NY
- card services specialist New York, NY