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- ...Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield...SuggestedWork at office
- ...COLTER LEWIS INVESTMENT PARTNERS LLC Client Service Associate Industry: Wealth Management Location: Greenwich, CT (walking distance from the train station), Partial time in our New York office becomes available after six months. Schedule: Full time,...SuggestedFull timeWork at officeRemote workFlexible hours
- Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...Suggested
$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... ...You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...SuggestedWork at officeImmediate startFlexible hours$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 Valley...Work at office- ...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
$55k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Stamford, CT or...Full timePart timeLocal area$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...Work at officeLocal areaFlexible hours- Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor’s business Customize solutions based on specific client and advisor needs...Seasonal workWork at office
- ...assessment, personally tailored learning programs, and one-on-one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member of the team, responsible for creating a seamless...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...Service AssociateAccurately and efficiently processes all customer transactions in accordance... ...overall business targets. The Service Associate is a key banking position that makes up... ...identifying, resolving, and processing client servicing and transaction requests....Bank staffLocal areaFlexible hoursNight shift
$25 - $45 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- ...Registered Wealth Management Client Associate Stamford, Connecticut;Greenwich, Connecticut To proceed with your application, you must... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$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- RBC Wealth Management in Stamford, CT, is hiring a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first, compliant, and collaborative mindset. You will handle account documentation, onboarding, and routine support tasks...
$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$25 - $45 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- ...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
$55k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours$225k - $300k
...Connecticut land use and zoning practice. Leverage your existing client relationships and $500K+ portable book of business while... ...estate community. About Us We are a sophisticated, full-service law firm built on long-standing client relationships, collaborative...Work at officeFlexible hours$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- ...About the job Client Services Specialist About the Opportunity We are looking for motivated individuals who enjoy working with people, researching solutions, and providing dependable support. As a Client Services Specialist, you will help travelers organize...Full timePart timeRemote workFlexible hours
$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- ...Reports To: The Field Support Specialist will report to the Client Services Supervisor, Client Services Manager, Human Resources, or equivalent... ...or electronic chain of custody procedures. Performs duties associated with the shipping and receiving of materials such as...Work experience placementWork at officeImmediate start
- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ..., then we invite you to apply to our Medical Malpractice Associate Attorney position reporting to our White Plains , NY Office...Work at officeFlexible hours
$245k - $375k
...Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New Canaan, CT (Flexible... ...preservation and tax planning objectives. ⨖ Mentoring junior associates and contributing to the firm's strategic growth within the...Full timeContract workLocal areaFlexible hours
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