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
- ...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, 5 days...SuggestedFull timeWork at officeRemote workFlexible hours
- ...environment with growth opportunities. Collaborate on impactful operational and client service projects. Enhance workflows using AI tools and analytical expertise.Job DescriptionClient Service Associate OverviewThe Client Service Associate role focuses on operational and...Suggested
- ...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
- ...Responsibilities Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution....SuggestedFull time
- Our client is seeking to add a Client Services Associate to their firm. They are a small, family-owned investment company managing over $1B in assets that takes pride in providing personalized, high-quality service. The ideal candidate values professionalism, confidentiality...SuggestedPermanent employmentTemporary workWork experience placementWork at office
- Client Services Associate Our client is seeking to add a Client Services Associate to their firm. They are a small, family-owned investment company managing over $1B in assets that takes pride in providing personalized, high-quality service. The ideal candidate values professionalism...
$35.36k - $61.2k
POSITION SUMMARYClient 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 areaWork visa$62.4k - $66.56k
...Client Service Associate NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office...Work at officeLocal area$85k - $110k
...Client Services & Operations Associate - Wealth Management (Westchester County) 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...Full time- ...Client Delivery Specialist – Associate – Full Time – Hybrid About the Role We’re partnering with our client, a fast-growing fintech firm, on a... ...degree from an undergraduate program ~ Excellent customer service skills and the ability to foster and maintain effective...Full timeWork at officeRemote work
- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions Congruent Insurance Solutions (“CIS”) is a growing financial services company that works with leading U.S. life...Full time
$80k - $110k
...Position Overview Cognetic Capital Advisors, a Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account administration, and daily operating workflows. The associate will work closely...Full timeWork at office$125k - $200k
...Job Description Job Description Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exceptional service and that your team is achieving...- Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing...Work at officeImmediate start
- Overview We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects,...
$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...Work at office- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... .... Our mission is to provide our clients with a portfolio of services that capture... ...Position Description The Client Service Associate will work directly with Chilton Client...Work at office
- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...
- ...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
- ...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
- ...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...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...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
$26.5 - $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 Greenwich, Connecticut To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Senior Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Senior Registered Client Associate in Wealth... ...:Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractWork experience placementSecond jobWork at officeImmediate start
$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$225k - $300k
...Connecticut land use and zoning practice. \n Leverage your existing client relationships and $500K+ portable book of business while... .... \n \n About Us \n We are a sophisticated, full-service law firm built on long-standing client relationships, collaborative...Work at officeFlexible hours- ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional...Remote workFlexible 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- ...Key Responsibilities Are you truly service oriented? Do you know how to take care of people? Job Type Full Time Job Reference # 3... ...know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client...Full timeFlexible hours
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