Wealth Client Services Analyst
$75k - $85kNewEdge Capital Group
NewEdge Capital Group is seeking a Client Service Analyst in New York City to enhance the client experience by servicing clients and providing operational support. This individual will interface with clients to anticipate needs, resolve issues, and provide valuable service. Strong communication and organizational skills are essential for handling client documentation and facilitating wealth strategy discussions. The position offers a salary range of $75,000 to $85,000 annually, commensurate with experience. Candidates should have 1-2 years of client service experience and be highly organized. #J-18808-Ljbffr
- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...Suggested
- ...Berman Group LLC is looking for a Business Analyst to spearhead process improvement and operational... ...in enhancing efficiencies across the Client Service journey and requires a strategic thinker with a solid background in Wealth Management. The position emphasizes strong...Suggested
- 711 MS Smith Barney, LLC seeks a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors with daily tasks. In this role, you will be responsible for enhancing client relationships, assisting with account management...SuggestedWork at office
$70k - $85k
...Job Overview The Margin Client Services team is the primary interface for our clients... ...automated collateral management. As an Analyst, you will support clients in streamlining... ...time on. Continuous Learning: Access a wealth of resources to grow your career and...SuggestedFlexible hours$85k - $110k
Asset & Wealth Management, AWM Public Finance, Pricing Analysis & Strategies, Analyst - New York location on New York, NY, United States... ...Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign...SuggestedFull timeTemporary workWork at office$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...$60k - $70k
Client Services/Customer Care Support Analyst Join to apply for the Client Services/Customer Care Support Analyst role at OSTTRA Client Services/Customer... ...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable...Full timeSecond jobSeasonal workFlexible hours$125k - $250k
Asset & Wealth Management, Trading & Market Strategies - Execution Quantitative Researcher... ...Management is an opportunity to help clients across the globe realize their potential,... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds...Full timeTemporary workPart time- ...Client Services Analyst This role is with a well-established, medium-sized financial services organization that specializes in banking and financial services. The company is committed to delivering top-tier solutions and fostering professional growth within a collaborative...Hourly payTemporary workLocal area
$73.4k - $183.6k
## Client Service AnalystApplylocations: Parsippany, New Jersey, United States of America: Wayne, PA, Unites States of Americatime type: Full timeposted on: Posted Todayjob requisition id: R1538718**Job Overview**Ensures clients obtain maximum value from products and services...Full timePart timeImmediate startWorldwide- ...Licenses: SIE, Series 66 & Series 7 Required A prestigious boutique global investment and advisory firm is seeking a Client Service Specialist to join its growing client service team in New York. This is an excellent opportunity to work in a highly collaborative, client...
- ...apply for the Senior Pricing Analyst role at Hogan Lovells Join to... ...business team employees, and clients to retrieve, compile, and analyze... ...arrangements and value-added services aimed at increasing cost-... ...Analyst (ILS Focused) Asset & Wealth Management, AM Private,...Full timeWork experience placementWork at officeMonday to Friday
$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage application by managing client engagements and overseeing projects from concept to launch. Candidates...$80 - $105 per hour
Client Service Analyst - Fund in Midtown Client Service Analyst - Fund in Midtown Get AI-powered advice on this job and more exclusive features. Coda is currently engaged with a Global Hedge Fund in Midtown that is looking to hire an Associate to join the team. This person...Full time- ...success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. WHO YOU ARE The Client Services Analyst (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on...Work experience placement
- ...Prepare business analytics and assists in preparing data governance metrics and reporting Conduct research and analysis of data at Client, its definitions and usage, system flows, and key challenges and opportunities Assist in preparation of reports, as needed...Weekly payContract workWork at officeRemote workMonday to Friday
- ...academic and career goals. This is a fully remote seasonal opportunity for candidates based in Mexico who are passionate about customer service, sales, and helping others through important life decisions during a high-volume enrollment period. In this role, you will handle...Weekly paySeasonal workCurrently hiringRemote workMonday to FridayShift work1 day per week
$100k - $120k
Client Services Operations Analyst Location: New York, New York, United States Salary Range: $100,000 - $120,000 gross annually (NY) Job Type: Full Time, On-Site Department: Operational Compliance Role Purpose The Client Services Operations Team plays a pivotal role...Full timeFlexible hours$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through...$75k - $85k
...our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. With a 200‑year legacy and a passion for what’s next, this is the right place to build a fulfilling...Work experience placementWork at officeLocal area3 days per week$100k - $120k
Neara is seeking a Client Services Operations Analyst to ensure premium service delivery. This role monitors payment processes, addresses customer inquiries, and oversees operational requests. Ideal candidates will have 2-5 years in banking or financial operations and...Flexible hours$111k - $130k
Morgan Stanley is seeking an Analyst, Fund Services, Client Services in New York, New York to support hedge funds in using proprietary applications. Responsibilities include performance analysis, portfolio risk measurement, and delivering quality user requirements. The...- IQVIA LLC is seeking a Client Service Analyst to ensure clients obtain maximum value from our products and services. This role involves building strong relationships, providing high-quality support, and driving the adoption of our data solutions. The ideal candidate will...
- ...and/or statistical studies. c. A Bachelor's Degree. d. Proof of eligibility to work in NYS. 2. Job Description and Required Services: Duties include, but are not limited to, the following: -Compile and compute data according to statistical formulas for use...Work experience placementSecond jobWork at officeRemote work
$175k - $250k
The Pricing Analyst is responsible for providing timely and accurate end... ...Marks, a new provider of valuation services. Citi Marks evaluations are... ...dealers, asset managers, hedge funds, wealth managers, fund accountants and auditors for client statements, research, risk...Work experience placement$70k - $115k
...analyze, and deliver mortgage solutions for Morgan Stanley’s Wealth Management clients. As an AVP/Associate in Mortgage Pricing & Analytics, you’... ...of experience in mortgage pricing, banking, financial services, or analytics-driven roles Bachelor’s degree in Finance,...Temporary work- Marex Group is seeking a Client Services Analyst for its Capital Markets team in New York City. This full-time role is part of a graduate program aimed at providing recent graduates with hands-on experience in client services and post-trade operations. The successful candidate...Full time
- Payfuture Technologies is looking for a US Analyst in Financing and Client Services based in New York, NY. The candidate will perform a critical role in managing a portfolio of Structured Finance and Corporate Agency roles, coordinating fundings, and ensuring data integrity...
$100k
...then communicating the methodologies and results of these to our clients in the healthcare sector Salary: $100,000 per annum... ...submissions. You will therefore be exposed to a wide variety of our service and a broad range of therapeutic areas. To read more about our...Permanent employmentFull timeTemporary workWork from homeFlexible hours- Job Title Looking for someone who has leadership skills. Great early role to gain extensive industry experience. SAS Programming is a MUST. Writes/reviews analysis plans and guides others on the team in its implementation. Defines appropriate methods and procedures ...
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