Senior Client Services Associate, Transfer Agency
Ares Management
Located in New York, Ares Management seeks an experienced Client Services professional in its AWMS unit to support investor servicing and complex transfer agency workflows. You will work with institutional and offshore clients, handle onboarding, and ensure high-quality shareholder servicing for investors and advisors. The role prioritizes collaboration across the AWMS platform, with responsibilities including process documentation, partner coordination, and performance monitoring to optimize #J-18808-Ljbffr Ares Management
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SeniorPermanent employmentWork at officeLocal area$90k - $120k
...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, strong service delivery and...SeniorFull timeWork at office$82.5k - $95k
Role Overview Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting... ...local tax, R&D tax credit, and international and private client services. As a Tax Senior based out of our Columbia, MD or Tysons Corner, VA...SeniorWork at officeLocal area$100k - $115k
...as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment... ...professionals located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. As a...SeniorPermanent employmentLocal area- ...Management, where your expertise as a Client Account Manager - Senior Associate will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!As... ...coordination of client cash flows and asset transfers, compliance with all internal...SeniorFlexible hours
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...unusual assets; analyzing complex transfer tax issues; and handling tax controversy... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional...Full time- Veeva seeks a Senior Associate to join Crossix Client Analytics Services. You’ll bridge product and client goals, acting as a strategic partner to agencies and brands to deliver actionable insights with speed. In this role you will manage customer success flows, lead meetings...Senior
- .../Skills: Knowledge on working with a third party Custodian and Transfer Agents Knowledge/Skills: Knowledge of applicable compliance rules... ...to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills...
- ...on behalf of over 2,000+ institutional clients and private investors worldwide across a... ...affiliate offices around the globe.Client Service AssociateNew York,... ...including subscriptions, redemptions, and transfers and reviewing and tracking documentation...Permanent employmentLocal areaWorldwide
$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... ...account openings, incoming account transfers, cashiering requests, wires, journals...- ...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...
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted... ...is far from “just a translation agency”. Our services portfolio covers everything... ...position of the Client Services Associate is responsible for serving as the first...InternshipLocal area
- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
- ...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard... ...our Business Insurance team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits...Work at officeLocal areaNight shift
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...support their clients Manage cash balances and daily asset transfers in accounts Plan and manage new account onboarding...Work at office$70k - $80k
...Description Purpose of Position: To provide support to both our Client Service and Business Development teams in all aspects of Institutional... ...event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$41.2k - $76.8k
...Client Service Associate , Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen... ...Business Insurance team here at MMA . Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits...Minimum wageWork at officeLocal areaNight shift- ...concentrated wealth management to help clients navigate the complexities of significant... ...Network. Role Description The Client Service Associate, Private Wealth Management is a full-time... ...with account opening, maintenance, and transfer requests. The associate will coordinate...Full timeWork at office
$45k - $50k
...Discussion on Medicare, Democracy, and the Future of Health Care Client Services Associate: Bilingual Spanish and English New York, NY (Hybrid Remote... ...individuals, processing benefits with relevant city agencies, and aid in teaching benefits to community-based...Full timeRemote work$285k - $365k
Private Client Services Associate Location: New York, NY A leading international law firm is seeking a 5th-7th year Associate to join its growing... ...matters Draft complex wills, trusts and other wealth transfer documents Manage estate and trust administration from probate...Private practice$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... ...Schedule an interview today: Additional Details Seniority level: Not Applicable Employment type: Full-time...Full timePart timeWork from homeFlexible hours- ...Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management... ...’ specific needs. As a Client Associate in J.P. Morgan Advisors, you will... ...with clients regarding money transfers, account maintenance, portfolio review...SeniorLocal area
$82.5k
...next generation of analytics services professionals through our Analytics... ...'ll work directly with media agencies and pharmaceutical brand... ...career professionals through senior leaders Mentorship and... .... Consult Directly with Clients: Serve as a strategic advisor...Full timeWork experience placementH1bWork at officeLocal areaImmediate start$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private... ...decanting. Advise on business interests, unique assets, transfer tax matters, and family office structures. Assist with...Work at office$88.08k - $140.93k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Services Associate - Outsourced... ...guidance from teammates or more senior colleagues.You enjoy working...Full timeTemporary workLocal areaFlexible hours$81.13k - $164.57k
...team helping high-profile clients understand, analyze,... ...Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.... ...help ensure the employee transfers are successful and the... ...laws. No phone calls or agencies please. KPMG recruits...SeniorFull timeWork experience placementWork at officeLocal areaRelocation$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
...Position Summary 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 inquiries...Work at officeRemote work- ...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...
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...Senior
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