Advisor Services Analyst: Scale Client Support & Automation
CAIS
A leading alternative investment firm in New York seeks an Advisor Services Analyst to enhance client service delivery. This position requires a proactive mindset focused on operational efficiency and client support across transactions. Ideal candidates have experience within financial services, strong communication skills, and familiarity with CRM platforms. The role also emphasizes developing technology-driven workflows to streamline processes and enhance overall client experience. This position offers competitive salary and flexible work arrangements. #J-18808-Ljbffr CAIS
$90k - $130k
...We are looking for a financial analyst to support the investor relations and accounting function of a mid-market private equity client. The role primarily focuses on the data collection... ...All applicants applying to Gen II Fund Services, LLC must be legally authorized to work...SuggestedWork at officeRemote work3 days per week- ...Title: Corporate Trust - Client Service Analyst Location: New York, NY Duration: 6-Month Contract Pay Rate: Between $30/hr to $... ...Job Summary: We are seeking a Client Service Analyst to support Corporate Trust operations by managing and strengthening...SuggestedContract work
$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...Suggested$75k - $90k
...Inc. is looking for a motivated Business Analyst to join the Market Data Administration team... ...data subscription orders, addressing client inquiries, and analyzing customer information... ..., 1+ years of experience in financial services, and strong communication skills. A competitive...Suggested$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...Suggested$80 - $105 per hour
Client Service Analyst - Fund in Midtown Client Service Analyst - Fund in Midtown Get AI-powered advice on this job and more exclusive features... ...to hire an Associate to join the team. This person will support two frontline fundraisers who focus on the institutional space...Full time- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage application by managing client engagements and overseeing projects from concept to launch. Candidates...- ...research and providing analysis as needed to support Management in decision making Developing... ...development Basic knowledge of SQL, client/server, and network environments Advanced... ...communication skills Customer service skills with strong relationship management...Work experience placement
$60k - $70k
Client Services/Customer Care Support Analyst Join to apply for the Client Services/Customer Care Support Analyst role at OSTTRA Client Services/Customer Care Support Analyst 2 days ago Be among the first 25 applicants Join to apply for the Client Services/Customer Care...Full timeSecond jobSeasonal workFlexible hours$69k - $71.7k
...headquarters in New York, and we are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and...Work at officeWork from homeShift workWeekend workWeekday work$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through...$75k - $85k
...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. With a 200‑year legacy and a passion for what’s next, this is the right...Work experience placementWork at officeLocal area3 days per week$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment account support. The ideal candidate holds a Bachelor’s degree and has 2+...Work at office$115k - $135k
...Offices, and Registered Investment Advisors (RIAs) in the country.... ...dedicated group of Quantinno clients, serving as primary coverage... ...comprehensive investment account support across multiple custodial... ...management, preferably as a client service associate supporting a...Work at office- ...cloud infrastructure, automation and analytics, and software... ...Consultant, AI Services to lead the architecture... ...AI solutions for our clients. This is a senior hands... ...to production and scale, not as isolated demos... ...thought leadership. Support pre‑sales and solution...Work at office
$90k - $100k
...Campaign Manager to report to and support the Director of Lead... ...supporting process improvements and automation where appropriate. They... ...launch readiness across client services, media partners, and internal... ...role as the lead gen business scales and expands into new...$60k - $140k
...ourpioneeringagentic marketing platform, WPP Open - we help clients navigate change, capture opportunity, and... ...to deliver creative personalisation at scale. Connected through WPP Open and powered... ...team and with all key stakeholders they support ~ Educate media teams on the media...Work experience placement- Payfuture Technologies is looking for a US Analyst in Financing and Client Services based in New York, NY. The candidate will perform a critical role... ...interacting with clients and banks, managing transactions, and supporting internal projects. #J-18808-Ljbffr Payfuture...
$180k - $200k
...Senior Client Portfolio Manager New York... ...investment team and advisor clients. You'll... ...shaping how we grow and scale. If you're... ...or weekend work to support client needs or key... ...personalized and automated portfolios. By harnessing... ...expertise and service to clients. Vise...Casual workWork at officeAfternoon shift$123k - $193k
...technology, and hands-on client expertise. Our mission... ...-aware portfolios at scale. As a Client Portfolio... ...sophisticated allocators and advisors. Key... ...here ( . Accessibility Support TIAA offers support... ...financial products and services to support and strengthen...Work experience placementWork at office- Client Services Coordinator | Wealth Management | Financial Planning | RIA... ...Registered Investment Advisor (RIA) firm. In five years, you... ...Family Office environment , support ultra‑successful clients, and... ...training, grow with a firm that’s scaling rapidly. Work‑Life Freedom:...Full timeWork at officeRemote work
$90k - $120k
...Talan is an international group that supports its clients in their end-to-end Data & AI transformation... ...strong ROI, designing, building, and scaling solutions that enable companies to... ...visas. We're looking for a Loan Services Analyst to join our Back Office team and...Work at officeVisa sponsorshipWork visa3 days per week$120k - $150k
...Nomura is a global financial services group with an integrated network... ...entrepreneurship, serving clients with creative solutions and considered... ...private markets on a global scale. Through active management,... ...-asset, and private credit supported by a team of disciplined and...Relocation package$75k - $89k
...matters. Responsibilities include managing cases, communicating with clients, and preparing documentation. The position offers competitive... ...9,000, and includes a comprehensive benefits package. The firm supports hybrid work arrangements to promote work-life balance and team...$129.8k - $276.6k
...talented individual to join our Client Management Operations team at... ...data to drive end‑to‑end service excellence, designing the client... ...in initiative delivery, supporting project teams with process excellence... ...transformation/change at scale and pace. Ability to lead in...Work at officeFlexible hours3 days per week- ...highest quality advice, service, capabilities, and... ...comprehensive solutions to help clients with the many... ...delivery for the Alternatives Advisor and Client Experience,... ...data capabilities that support Alternatives marketing.... ...modernizing or scaling content governance and...
- ...Associate for the US NBFI Fund Finance team in New York, NY. The role includes managing banking relationships, providing client coverage, and supporting the deal process. Candidates should have a Bachelor's degree in Business or a related field, with preferred experience...
$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial advisors and enhance client relationships while ensuring regulatory compliance. The successful candidate will have 2+ years...Hourly payWork at office- An established industry player is seeking a dynamic Wealth Advisor to join their rapidly growing team. This role offers the chance to work with high-net-worth clients, utilizing cutting-edge technology and marketing resources to foster client relationships. The ideal candidate...
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