FX PB Client Services Associate
$85k - $130kNatWest Group
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 AssociateSitting 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 doIn 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 needWe’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.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"Hours40Job Posting Closing Date:Job Posting Closing Date is not yet published.SummaryLocation: StamfordType: Full time
$35.36k - $61.2k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedHourly payTemporary workWork at officeLocal area- ...with various needs Learn and adapt to service needs of various accounts in order to... ...and account procedures in order to assist clients Demonstrate initiative and desire to... ...Database management of contacts and associates Oversee marketing efforts Special...SuggestedFull timeLocal area
$135k - $200k
...A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team. In this high-visibility role, you aren't just providing support; you are the "connective tissue" ensuring our world-class clients...SuggestedRemote workFlexible hours$43.8k - $65.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...SuggestedWork at officeImmediate startFlexible hours$58k - $115k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$85k - $100k
...Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations...Work experience placementWork at officeLocal areaFlexible hours- ...Job Description Job Description Position Summary The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs. This individual will work closely with Wealth Advisors to manage account...Work at office
$85k - $95k
...Director Of Operations And Client Service Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison... ...the Managing Directors. The Client Service and Operations Associate is a strategic team member responsible for integrating...Permanent employmentWork at officeLocal areaFlexible hours$90k - $105k
Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,000.00/yr - $105,000.00/yr Additional compensation types: Annual Bonus About the Role A well-established boutique financial services firm is seeking a Client Service, Investment & Operations...Permanent employmentFull timeRemote work$19 - $20 per hour
...Job Description Job Description Client Services Associate (Reprographics) Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Schedule: Monday–Friday | 9:00AM–6:00PM Support the Work Behind the Workplace We're...Full timeTemporary workPart timeWork at officeImmediate startMonday to Friday$58k - $115k
...Client Service Associate JD: POSITION SUMMARY 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...Full timeTemporary workWork at officeLocal area- ...Client Engagement Associate Our fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships... ...seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member...Full timeSeasonal workWork at officeLocal areaMonday to Friday
$60k - $70k
...Permanent Responsibilities: Coordinate new client onboarding, handle account setup tasks, and keep CRM records up... ...contact for client questions across digital banking, card services, and treasury-related needs. Support treasury products by managing...Permanent employment- ...Service Associate Accurately and efficiently processes all customer transactions in accordance with established policies and procedures,... ...acts as a resource in identifying, resolving, and processing client servicing and transaction requests. Essential Duties And Responsibilities...Bank staffLocal areaFlexible hoursNight shift
$130k - $150k
...manager, we build dynamic relationships with clients, understand their goals, and navigate... ...equities while also supporting client service needs. BDG is a global team with responsibility... ....Position OverviewThe Client Portfolio Associate is a member of the North American Client...Full timeWork at officeLocal areaWorldwide$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...Hourly pay- ...Wealth Management Client Associate Stamford, Connecticut To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
$22 per hour
...commitment to justice and equity in healthcare is the foundation upon which the Moses/Weitzman Health System was built. Patient Service Associate The Patient Service Associate will work closely and effectively with a diverse population of patients and medical...Daily paidFull timeTemporary workPart timeWork at officeMonday to FridayFlexible hours$107.16k - $238.17k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...Tax practice. Responsibilities:Coordinate with internal client service teams to assist multinational enterprises with preparing and reviewing...H1bLocal area$22 per hour
...Job Title The Patient Service Associate will work closely and effectively with a diverse population of patients and medical professionals. They will demonstrate exceptional customer service skills, professionalism in all interactions and have the ability to multi-task...Daily paidFull timeTemporary workPart timeWork at officeMonday to FridayFlexible hours$130k - $170k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...our Stamford or Hartford office.Key Responsibilities:As an Associate Attorney, you will:Independently manage an active litigation...Full timeWork at officeFlexible hours- ...LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us... ...successful recruiting techniques. Job Description Our client is a full-service, international law firm that...Work at office
- ...Were looking for a Customer Service Rep to support the preparation and delivery of goods or services, work collaboratively across teams... ...along with gain knowledge of company offerings to better serve clients, provide excellent service to customers and team members,...Weekly payFlexible hoursShift work
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm...Private practiceRemote work2 days per week
- ...We are seeking a Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s... ...personal pet care discounts, and more! If you are a current associate, you will need to apply through our internal career site. Please...
$19 per hour
...Description Client Service Representative - part-time or full-time Stamford Veterinary Center – Stamford, CT Starting at $19/hour If you’re the kind of person who can juggle a ringing phone, a full lobby, and a nervous golden retriever—all while keeping...Full timePart timeSecond jobLocal area- ...Description The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This role serves as the primary point of contact for day-to-day...Work at office
$90k - $120k
...Job Description Our client is seeking a Senior Client Delivery Specialist for a direct hire opportunity. This role will serve as... ...relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner...Permanent employmentWork at officeLocal area
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