FX PB Client Services Associate
$85k - $130kNatWest Markets
FX PB Client Services Associate LocationStamford,United States Job typePermanent |Contract typeFull Time Experienced This is a general indication and doesn't always reflect day-to-day responsibilities. Check the job description for full details. Job description This role is based in the United States and as such all normal working days must be carried out in the United States. This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. Join us as a FX Prime Brokerage Client Services Associate Sitting within our Prime Brokerage Client Service team, you’ll be responsible for building and maintaining relationships with external clients You’ll act as the primary contact for clients and internal stakeholders to ensure the smooth running of client accounts This is a fast-paced front office role, in which you’ll be providing proactive and high quality client service and customer experience, with a big focus on personal and professional development What you’ll do In your new role, you’ll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching. In addition, you’ll be monitoring client limit utilisation and increases where necessary. We’ll also look to you to: Escalate high risk issues that will negatively impact client relationship or potential bank risk Regularly review client processes and structures, providing regular updates to sales and management on potential issues, efficiencies, and changes Coordinate the onboarding processes across our Legal, Credit, Collateral, Sales and Product The skills you’ll need We’re looking for someone with high analytical and numerate skills and experience in a finance or banking environment. This role is open to candidates with relevant experience; however, we also welcome individuals who demonstrate strong analytical capabilities, learning agility, initiative, and the potential to succeed and grow within the role. You’ll also need: A good understanding of FX products, including cash FX, vanilla options and exotic options Previous experience working in a client facing role or financial services industry. Excellent interpersonal skills, and the ability to promote a collaborative team environment Strong communication skills A keen eye for detail Solid planning and organisational skills The expected base annual salary range for this position is $85,000 - $130,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. medical, dental, and vision plans life and disability insurance employee wellness programs retirement and savings plans with potential employer contributions generous paid time off policy parental leave and tuition reimbursement It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights" ( #J-18808-Ljbffr NatWest Markets
- NatWest Markets is seeking an FX Prime Brokerage Client Services Associate in Stamford, United States. You will be the primary client contact within the Prime Brokerage Client Service team, handling front-to-back coverage for allocated clients and ensuring smooth operation...Suggested
$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$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SuggestedTemporary workWork at officeFlexible hours- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...Suggested
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$22.64 per hour
...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...Hourly payTemporary workWork experience placementWork at officeFlexible hours$80k - $85k
...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role: Responsible...Work at office$22.64 per hour
...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 guest experiences...Temporary workWork experience placement$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work$20 - $25 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...____About The Role As a Client Services associate you will represent Navia in a professional...Work at officeWork from homeShift work$35.63k - $85k
...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 area$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...you to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the...$29 - $33 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payFull timeWork at officeLocal area$55k - $95k
...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. Leading...Temporary workWork at officeLocal area$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$500 per month
...more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40... ...11:30am - 8:00pm ET. Things You Get To Do: Assist clients and broker partners by being the first point of contact on service...Remote workHome office$22.64 per hour
...Job Description Job Description Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Full timeTemporary workPart timeWork experience placementImmediate startFlexible hours- ...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Work at officeWork from homeMonday to Friday
- Alpaca, a US-headquartered fintech, is hiring for a role supporting broker partners and clients within a fast-paced, remote team. The candidate will handle operations, ACATs, and on-boarding tasks, working across multiple internal groups to resolve issues and ensure accurate...Remote work
$79k - $108k
...and investment solutions with highly personalized client experience. We are a modern independent firm... ...across advisory, investment, operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service professional who...Work at officeRemote work3 days per week1 day per week- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
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- D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...
$63k - $86k
...and investment solutions with highly personalized client experience. We are a modern independent firm focused... ...across advisory, investment, operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and internal teams to...Work at officeRemote work3 days per week1 day per week$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day...Full timePart timeLocal area$75k
Salary starting from $75k plus commissions Role Overview We are seeking a relationship-driven and results-oriented Client Services Manager to lead strategic staffing accounts across the U.S. In this role, you will serve as the primary point of contact for clients and Managed...- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
- We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...Work at office
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