Client Relations Associate
iSAM Securities
iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds and iSAM Securities. iSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary technology, as well as market leading analytics, cleared through the group’s bank Prime Brokers. iSAM Funds is an alternative asset manager specialising in systematic investing. Each strategy is unique, provides a specialist quantitative approach and is designed to deliver highly diversifying absolute returns for institutional portfolios. About the Role: The role exists to strengthen the Firm’s client relations capabilities within the Funds business. Reporting to the Head of Client Relations, the position plays a key role in delivering high-quality reporting and transparency to current investors, and ensuring the Firm presents professionally and consistently to its institutional client base. The role requires a motivated self-starter with strong client service instincts and a deep interest in institutional investor expectations. Responsibilities: Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-hoc interactions. Collaborate with internal teams to ensure timely, accurate and high-quality service. Support the preparation, updating and quality control of marketing and investor reporting materials, ensuring accuracy, consistency and alignment with Firm standards. Help track and log materials for compliance purposes and maintain updated versions in the firms CRM system. Assist in facilitating the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is accurate and delivered on time. Support the collection and maintenance of investor information, helping update contact lists and the distribution databases to ensure accurate communication and outreach efforts. Build an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics and industry developments. Qualifications: 0-2 years of relevant experience within Financial Services. Degree educated in a relevant field from a reputable university. Personal Attributes: Personable, commercially minded individual with a natural ability to engage and influence Strategic and creative problem solver Resilient, ambitious and proactive approach to working with teams across the business. #J-18808-Ljbffr iSAM Securities
$60k - $75k
...Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team... ..., Accounting, Business Administration, or a related field. 2–5 years of experience in family office,...SuggestedWork at office- ...providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime... ...the Role: The role exists to strengthen the Firm’s client relations capabilities within the Funds business. Reporting to the Head of...Suggested
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$60k - $75k
Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team... ..., Accounting, Business Administration, or a related field. 2-5 years of experience in family office...SuggestedWork at office- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based...SuggestedWork at officeImmediate start
- Client Services & Operations Associate - ***Private Aviation Industry operations experience REQUIRED*** On-site position (100%); Monday through Friday... ...administrative, analytical, and reporting tasks related to flight operations Assist accounting with billing, invoicing...Work at officeMonday to Friday
- ...education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
- ...Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support and ensuring a positive client experience. Ideal candidates will have strong communication skills and 3+ years of experience...
- ...Your role We are looking for a Client Associate to: keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation...Part timeWork at office
- ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...InternshipWork at officeFlexible hoursShift workDay shift
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...need to succeed? Must-have Bachelor’s degree or job-related experience Strong soft skills including verbal and...Full timeFlexible hours
- ...Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing,...
- ...POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full...Work at officeLocal area
- ...businesses. With a commitment to integrity, transparency, and client-centered service, Stonebrook empowers its clients to make informed... ...their money. We are seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida. This is an exciting opportunity...Local areaImmediate start
- Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory...Work at office
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying...Full timeWork at officeLocal area
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach,... ...estate planning documents, including wills, trusts, and related instruments Support estate and trust administration matters...Private practiceWork at officeRemote work2 days per week
- ...Description Job Description Position Summary The Client Service Associate serves as a key member of our client service and operations... ...communication and personalized support. Assist clients with account-related inquiries, service requests, and scheduling needs....Work at office
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$18 - $21 per hour
...This focus allows our clinicians to obtain optimal work‑life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available...Full timeWork at office- ...Job Description • Serve as a point of contact for clients via phone and email. • Assist with account maintenance, including opening new accounts, processing changes, purchases, withdrawals, transfers, and distributions. • Prepare and send reports, statements, and...Work at office
- ...bar license, or ability to obtain authorized house counsel5+ years of professional experience as a lawyer, with at least 3+ years related to litigation, labor and employment litigation preferredWell-rounded in-house counsel experience with working directly with business...Full timeContract workTemporary workLocal areaFlexible hours
- ...Associate Attorney – Estate Planning Location: Palm Beach County, FL Practice Area: Estate... ...attorney who enjoys working directly with clients and helping individuals and families... ...attorney, healthcare directives, deeds, and related documents. Manage estate planning...
$120k - $180k
...and tax planning strategies while delivering highly personalized client service. This is an excellent opportunity to join a respected... ...asset protection strategies Draft and review trusts, wills, and related estate planning documents Handle sophisticated tax and wealth...Full time$130k - $180k
...relevant laws and regulations while representing governmental clients in complex litigation matters.Offer: Salary range: $130,000-$18... ...clients in BI/PI defense, labor and employment defense, and abuse-related litigation mattersManage a caseload consisting primarily of...Second job$100k - $150k
...Work on meaningful cases that make a real difference for injured clients Strong compensation with performance bonus potential and clear... ...outstanding results for clients in personal injury and related matters. Our attorneys are trusted advisors who combine sharp advocacy...Full timeWork at officeLocal area- ...influencing impactful decisions and contributing to the success of our clients and firm. If you are passionate about litigation and have the... ...for mass tort, personal injury, class actions, and related case types. Strong ability to analyze legal documents, financial...
$80 per hour
...support for both short‑term and long‑term legal projects for our client law firms. Due to increased demand, we are now interviewing... ...to Dismiss, Motions for Summary Judgment, and other litigation‑related documents Conduct legal research and prepare memoranda...Contract workTemporary workFreelanceRemote work- ...Raton, FL. Position Summary In this role, the attorney will ensure clients receive the best care and achieve excellent results.... ...Bilingual (English/Spanish) preferred Experience evaluating claims and related matters Excellent verbal and written communication skills...Full timeWork at officeRelocation package
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