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
$100k - $120k
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$78.32k - $109.28k
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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 in this role build trusted relationships...Hourly payFull timeTemporary workWork at officeLocal 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...Remote workFlexible hours$125k - $200k
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$34.62 - $52.4 per hour
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$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$86.7k - $170.9k
Position Summary Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support business transformation initiatives. In this role, you will contribute...Local areaVisa sponsorship$25 - $44 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business...Hourly paySeasonal workShift workDay shift- ...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
$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- ...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...Seasonal workWork at officeWork from homeShift workDay shift
- Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...
$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$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$95k - $125k
...ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get... ...with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an...Full timeWork experience placementLocal area- ...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.This...Work at officeFlexible hours
$37.74k - $50.49k
...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role The Field Service Associate I (FSA I) serves as a key member of the Field Tech Services (FTS) team, providing customer support and coordinating service...Full timeTemporary workWork experience placementRemote workWork from homeMonday to Friday10 hours per weekShift work$163.4k - $322.1k
...? Deloitte’s Enterprise Operations as a Service (EOaaS) practice helps organizations transform... ..., and managed services. We support clients across finance and supply chain, as well... ...the applicable geographic differential associated with the location at which the position...Full timeWork at officeLocal area- ...Overview Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support our team in Westport, CT. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and...Full timeWork at office
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$104.1k
...help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important... ...call We credential you! Support team for scheduling and client service with extended hours Customized Marketing Autonomy, but with...Private practice
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