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Financial Client Services Associate Jobs

Client Services Operations Associate
By Goyard At New York, NY, United States
Provide timely and accurate reports to management when requested.
Fluency in brand and product knowledge
Minimum 1- 2 years experience in a similar position in luxury retail industry preferred
Excellent organizational and problem-solving skills
Support marquage & aftersales department through organization and maintaining structured workflows
Liaison for all boutiques between clients and workshops to report on shipment status updates
Remote Client Services Associate
By Norton & Associates Inc. At United States
Manage client relationships and provide exceptional customer service
Assist clients in providing our services and offerings
Manage client accounts and ensure satisfaction
Collaborate with team members to improve client experience
Prior experience in a customer service or client-facing role but not required
Excellent communication skills, including strong writing and phone etiquette
Client Services Associate Jobs
By Simple DCP At Burbank, CA, United States
• Up-to-date knowledge of video formats and editing workflows
Simple DCP is a leading provider of digital cinema services for independent filmmakers and film festivals.
• Preparing estimates and invoices via QuickBooks Online
• Creating and maintaining message templates to streamline client communication
• Meticulously labeling and cataloguing client source material
• Managing internal databases and syncing with appropriate external databases
Experiential Director, Financial Services Client (Events) - Remote | Wfh
By Get It Recruit - Hospitality At Stamford, CT, United States

Octagon is the global leader in sports, entertainment, and experiential marketing, operating under the Interpublic Group umbrella. We specialize in transforming the world of sports and entertainment ...

Client Partner| Bfsi | Banking And Financial Services | Us Market
By Torry Harris Business Solution At Tampa, FL, United States
Visit www.torryharris.com for more information.
You will perform as an individual sales target owner and as a team leader.
Bring new BFSI customers and growth in the US region.
2 - Lead proposal development, negotiation and commercial terms for large deals
· Mid-sized banks, financial services companies and Insurance providers
· Mergers and digital transformation directives
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
Financial Services Associate - Portland, Me
By TD Bank At , Portland, 04101
1+ years of related experience
Teller and/or cash handling experience
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Ability to provide community services, including, but not limited to, Financial Education classes
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Client Services Associate Jobs
By Sequoia Financial Group At Greater Columbus Area, United States
Minimum 3 years of demonstrated project management skills
Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communications
Minimum 3 years of experience in a client service role
Experience working daily with a workflow technology system
Global Shares - Financial Services Associate (Settlements)
By JPMorgan Chase & Co At , Nashville, 37243
Required Skills, Abilities & Qualifications
Preferred Skills, Abilities & Qualifications
Strong decision-making capabilities in high pressure situations
Bachelor level degree preferred in a related area such as Mathematics, statistics, economics, finance
Process DWAC and DTC deliveries in and out
Liaise with GSFS broker partners for all share movements
Associate Research - Financial Services & Fintech
By Citizens At , New York, 10022 $100,000 - $150,000 a year
Attend meetings with management teams and investor conferences
1-2 years of research experience strongly preferred
Basic understanding of accounting and finance
Bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, accounting, data science or computer science
Strong verbal and written communication skills
Strong leadership and team working skills
Financial Client Services/Salesforce Specialist, Junior - Finance
By Ned Davis Research At Sarasota, FL, United States
Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills
Desire to meet high standards set by management to provide best quality service to clients and colleagues
Help manage and track the distribution of NDR strategist resources across the different territories
Work with account managers to monitor the service levels for each AMERICA NDR client
Partner with sales and finance for outstanding contracts
Undergraduate degree, ideally in finance or economics
Associate Client Services Manager
By Supplemental Health Care At Buffalo, NY, United States
Basic knowledge of business and management principles involved in recruiting, staffing, production methods, human resources, and/or similar or relevant work experience
Minimum of 2 years client sales and relationship management experience; health care industry experience preferred
Knowledge of principles and methods for selling staffing services; this includes marketing strategy and tactics, sales techniques, and sales management systems
Knowledge of proper grammar, spelling and rules of composition
Demonstrated excellent skills, negotiation skills and detail skills
Demonstrated experience in selling strategic sales solutions
Associate - Client Services
By Litman Gregory Wealth Management At Larkspur, CA, United States
Excellent organizational and time-management skills; ability to multi-task and reprioritize work on an ongoing basis. 
Serve as primary client contact for all account, cash flow servicing issues, and other client wealth management-related requests. 
Participate in project teams as needed to support initiatives of the Wealth Management Services team or overall company. 
Gain an understanding of portfolio management, asset allocation, and advising high-net-worth clients on their investments. 
Excellent computer skills. Experience in CRM (i.e., Microsoft Dynamics) and client reporting/billing/portal systems (i.e., Tamarac) preferred.
Responsible for excellent and consistent client experience. 
Administrative/Client Services Associate--Hybrid
By Monument Staffing At Greater Boston, United States
Manage client and team requests effectively and accurately, employing outstanding communication (verbal and written)
Prior experience in a financial services setting supporting investors or advisors
Outstanding professional communication skills and strong attention to detail
Great company culture and excellent benefits!
Maintain confidentiality with sensitive financial client information
Provides additional support as needed during tax season
Client Services Associate Jobs
By Clearpath Wealth Partners, LLC At Marlton, NJ, United States
Excellent time management skills with the ability to multitask.
Maintain a solid knowledge base of Lincoln Investment forms and paperwork requirements for transactions.
Bachelor’s degree in related field or equivalent combination of experience and education.
Customer service skills with a focus on relationship development.
Develop strong relationships with assigned financial advisors to create partnerships.
Paperwork preparation for client meetings.
Associate, Client Services Jobs
By dentsu X At Atlanta, GA, United States
Assist with project management, presentations and basic operations of account management
Manage multiple projects and support team members on ongoing projects, while learning the agency and client business
Develop skills to guide, advise, assist, and motivate agency team members
Tracks and manages daily project workstreams, ranging from routine tasks to ad hoc deliverables
Bachelor’s degree or equivalent experience
1+ years of industry experience managing “the making” or delivery of great work.
Client Services Associate Jobs
By Man Group At New York, NY, United States
Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment
Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MMD and other sales management tools a plus
Manage client onboarding process by providing support and direction for complex investor transactions
Successful completion of all qualifications, licenses and examinations required by regulatory authorities when pursuing a sales role (Series 7, 3, 63)
Serve as a dedicated point of contact for all day-to-day client inquiries
Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
Client Services-Financial Engineer (Remote)
By Moody's Corporation At Boca Raton, 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.
Knowledge of financial mathematics (e.g. stochastic process, Monte Carlo techniques, derivative pricing, interest-rate modelling) preferred.
Strong knowledge of Windows based architectures and windows diagnostic software.
Superb analytical skills and persistence in analytical and technical problem solving
Financial Services Associate Jobs
By NYU Langone Health At New York, NY, United States
Performs other duties as assigned.
For more information, go to
nd interact with us on
Qualified candidates must be able to effectively communicate with all levels of the organization.
Client Services Associate Jobs
By NorthAvenue Financial Advocates At Columbus, Ohio Metropolitan Area, United States
Manage client appointment calendar and schedule client meetings for all Senior & Lead Advisors.
TD Ameritrade, Schwab, Redtail CRM, eMoney, Tamarac, and ByAllAccounts experience is a plus!
Competitive salary of $45k-$60k, depending upon experience, plus bonus structure.
As applicable, company-paid notary, Series 65, CFP® review materials, test expenses, annual designation fees, and continuing education.
Assist clients with paperwork and transaction processing relating to outside accounts, such an employer 401ks.
Coordinate with outside professionals, as necessary, to implement the client's plan.