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Financial Client Service Associate Jobs

Client Financial Analyst Jobs
By Fingerpaint Group At ,
Partnering with finance manager to review and record monthly revenue recognition
Partnering with/influencing client teams to ensure productive and accurate client financial management
Bachelor’s degree in finance or accounting preferred.
Excellent knowledge of Microsoft Excel, including complex formulas (VLOOKUP, HLOOKUP, etc) and pivot tables
1-2 years of experience in a related field
Experience in a billable hour environment preferred, but not required
Client Service Officer - Associate
By Deutsche Bank At , Jacksonville, 32256
Analytical and problem-solving skills. Ability to take full ownership of client issues across the Cash Management organization
A deep understanding of global and local Brazil Cash Management and associated products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Customer service orientation and attitude with an ability to manage client expectations. A proven track record in customer service
Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Client Service Specialist-Financial Engineering (Remote)
By Moody's Corporation At Miami, FL, United States
Provide in-depth education and assistance on product features, functionality and the product technical architecture.
Originate content for our client Knowledge Base.
Manage and escalate requests appropriately while maintaining ownership of the client interaction and delivery solution.
Strong knowledge of Windows based architectures and windows diagnostic software.
Superb analytical skills and persistence in analytical and technical problem solving
Strong customer service skills, an eagerness to excel and be part of a dynamic, fast growing team.
Financial Client Services Associate
By Clark Schaefer Hackett At Cincinnati, OH, United States
Proven time management and organizational skills with high standards for impeccable customer service and consistent accuracy in execution.
Experience in private banking, private equity, or wealth management preferred.
Manage accounts payable with various due dates, work with billing systems and related spreadsheets.
Communicate with and manage relationships with vendors.
Exceptional strategic thinking and problem-solving capabilities and thoughtful consideration of potential implications or outcomes of decisions and actions.
Minimum of 5 years of related experience, including accounting experience.
Aladdin Business, Client Service - Product Expert, Associate
By BlackRock At New York, NY, United States
Previous knowledge and experience with specialized portfolio construction/reporting tools
Build deep product and workflow expertise, handle the most complex client asks and elevate the knowledge of the support organization
Own complex Aladdin user inquiry demonstrating technical knowledge to determine root cause and steps to resolve
Formulate and implement strategic objectives to improve Aladdin user experience through process and technology enhancements
Deployment of new products and functionalities with Product Managers, Developers and Product marketing
In-depth technical understanding and knowledge of investment processes and workflows
Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
Business Line Anti-Financial Crime (Blafc) - Ipb Know Your Client - Associate
By Deutsche Bank At , Jacksonville, Fl
Superior risk management skills and knowledge of relevant local/global AML laws/regulatory requirements
Bachelor’s Degree or equivalent work experience/qualifications. CAMS Certification (preferred, but not required)
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Knowledge of USA PATRIOT Act, 5th EU Money Laundering Directive, FATF standards, Wolfsberg Group & other regulatory measures (preferred)
Associate Client Partner, Financial Services
By Dow Jones At , New York, 10176, Ny $40,000 - $160,000 a year
1-3 years of experience in an account management role
Develop and manage sales pipeline
Strong prospecting, presentation, and selling skills.
Previous experience supporting sales representatives with a large book of business or personally maintaining accounts.
Compile research on new business opportunities including lapsed accounts and inbound business
Identify and develop new advertisers
Cib - Client Service - Associate I
By JPMorgan Chase Bank, N.A. At , Brooklyn, Ny $76,000 - $106,000 a year
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Required qualifications, Capabilities, and Skills
Preferred qualifications, Capabilities, and Skills
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Knowledge of financial markets, trade lifecycle, and settlement practices
Strong analytical & problem solving skills with proactive mindset to drive change
Registered Client Service Associate *
By Morgan Stanley At Boulder, CO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate* Jobs
By Morgan Stanley At Medford, OR, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.
Client Service Associate Jobs
By Guidepoint At , Phoenix, Az $55,000 a year
Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
Excellent time management and organizational skills
Work with Project Managers to develop strategies for satisfying each client project request
Excellent written and verbal communication skills
Commuter benefits and a corporate gym rate
Hard-working professionals who strive for excellence
Client Service Associate Jobs
By Morgan Stanley At Springfield, MO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Registered Client Service Associate
By Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)

Are you looking for a job that offers a great work-life balance and the opportunity to make a real difference in the lives of others? If so, then this Financial Client Service Associate position is perfect for you! We are looking for an enthusiastic and motivated individual to join our team and provide exceptional customer service to our clients. You will be responsible for responding to client inquiries, processing transactions, and providing guidance on financial products and services. If you have a passion for helping others and a desire to learn more about the financial industry, then this is the job for you!

Financial Client Service Associate Job Skills:

• Excellent customer service and communication skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services
• Proficiency in Microsoft Office Suite
• Ability to multi-task and prioritize tasks
• Ability to handle confidential information
• Ability to work in a fast-paced environment

What is Financial Client Service Associate Job Qualifications?

• Bachelor’s degree in finance, business, or related field
• Previous experience in a customer service role
• Knowledge of banking regulations and procedures
• Ability to work with clients in a professional manner
• Ability to analyze financial data and make informed decisions

What is Financial Client Service Associate Job Knowledge?

• Knowledge of financial products and services
• Knowledge of banking regulations and procedures
• Knowledge of customer service principles and practices
• Knowledge of financial analysis and reporting
• Knowledge of financial markets and trends

What is Financial Client Service Associate Job Experience?

• Previous experience in a customer service role
• Previous experience in a financial services role
• Previous experience in a banking or financial institution
• Previous experience in a sales or marketing role

What is Financial Client Service Associate Job Responsibilities?

• Provide customer service to clients
• Respond to customer