Client Services Associate
ApTask
Overview Team is responsible for the processing, handling and oversight of all Physical certificates / Safekeeping transactions (deposit / withdrawals) at the firm. Which includes but not limited to Restricted Securities, Reorg, International physical settlement, ACAT Physical Settlement and DRS / DWAC Transactions. Education, Experience, Knowledge, and Skills Education and/or Experience: College Degree or 5+ years of Industry Knowledge Knowledge/Skills: Financial industry and Physical Certificate product knowledge Knowledge/Skills: Knowledge on working with a third party Custodian and Transfer Agents Knowledge/Skills: Knowledge of applicable compliance rules and regulations (15c3-3, 17a-13) Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr
$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /...SuggestedFull timeWork at officeLocal areaMonday to Friday- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...SuggestedFull time
$25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID...SuggestedContract workLocal areaImmediate start$95 - $115 per hour
...Portfolio Associate/Client Service Associate NYC-Midtown-Hybrid Series 7/63 Minimum 1 year of Experience with High Net Worth Clients $95-115 Base + Bonus/Great Benefits Qualifications: The ideal candidate will have 1-2 years of relevant Client Services...Suggested$27.41 - $29.41 per hour
...Our client, a large financial services company, is seeking a Client Service Associate for a 12-month contract assignment in New York, New York, with the potential to extend or convert to direct hire. This is a hybrid role, working 3 days onsite (5 days onsite is preferred...SuggestedContract workPart time$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...Part timeWork at officeRemote workMonday to Friday- ...Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...
$96k - $127k
...topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts,... ...person, and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you’ll develop the commercial...Work experience placementInternshipWorldwideFlexible hours$17 per hour
...Typical Working Hours: Mondays to Fridays, 9:00AM - 6:00PM Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Client Services Associate provides exceptional office...Full timeTemporary workPart timeImmediate startMonday to Friday$80k - $85k
...Client Service AssociateThe Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service... ...of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will...Work at office- ...well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6...Contract work
- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego – it’s about execution, service, and trust. You’ll play a critical role in helping clients...
- ...Client Services AssociateWe'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...
- ...Associate New York City | On-Site A rapidly growing research and insights firm is looking for an Associate to join its expanding New York... ...strategy. As an Associate, you'll serve as the link between clients and industry experts, managing projects from start to finish and...InternshipWork at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$55k - $60k
...Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout'...Full timeLive inWork at officeRemote work- ...Talener is a full-service staffing company with headquarters in NYC and Boston. We started... ...two decades, Talener has worked with clients in dozens of industries, from legal and... ...everything in between. The Client Services Associate role is a clear, structured path toward...Work experience placementInternship
- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences...Remote workFlexible 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...Work at office$385k
Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional...Private practiceWork at office$120k - $140k
...Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping....$35.36k - $90k
...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. Leading...Temporary workWork at officeLocal areaWork visa$82.5k
...university graduates to grow the next generation of analytics services professionals through our Analytics Development Program. What this... ...of leading global pharmaceutical brands. Consult Directly with Clients: Serve as a strategic advisor to media agencies and pharma...Full timeWork experience placementH1bWork at officeLocal areaImmediate start$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- ...Job Title Client Services Associate Job Description Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate...InternshipLocal area
- ...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
- The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality...Contract workRemote workWork from homeHome officeFlexible hours
$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to...Work at officeLocal areaFlexible hours$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time
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