AS - Client Service Rep

3 weeks ago


Irvine, United States Apollo Global Management Full time

Position Overview

Apollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely with Sales, Transfer Agents, Third Party Administrators, Advisors, and other Financial Intermediaries.

RESPONSIBILITIES:

* Deliver consistent messaging related to operational policies and procedures to support financial advisor, back office, investor, and internal sales inquiries ensuring service excellence.
* Assist distribution partners with investment paperwork processing by ensuring that all is received in good order. This will include communicating with financial advisors, broker/dealers, and other financial institutions.
* Conducts high level analysis to identify and resolve work processing issues while examining processes to streamline operations.
* Reconcile daily trades for potential trade errors that could lead to gain/loss scenarios or cancel rebills.
* Validate or prepare reporting for ad hoc requests for management.
* Determine operational objectives by studying business functions and gathering information to evaluate and provide recommendations to improved processes.
* Collaborate with other departments to resolve identified issues.

Qualifications & Experience

* BA/BS degree in Finance, Accounting, Economics or Communications required.
* Minimum of 2 years of experience within Financial Services, including Operations with exposure to trade reconciliation and customer service.
* Understanding of the financial service, private equity, or investment banking sectors.
* Knowledge of Financial Trading and Clearing Processes for Alternative Investments or Mutual Funds preferred.
* Experience with transfer agent and/or third-party administrators.
* Ambitious, adaptive and agile learner.
* Motivated individuals who thrive in a high volume, fast paced, deadline-oriented environment.
* Outstanding verbal & written communication skills.
* Excellent organizational and interpersonal skills, including the ability to resolve internal differences and observe confidentiality.
* Flexible and adaptive to shifting priorities.
* Skilled in Office suite of applications: Outlook, Word, Excel and PowerPoint.

Pay Range

0

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.



  • Irvine, United States First Service Corporation Full time

    The Director Client Services, Client Transition will be responsible for the West Region Client Transition Team as they integrate new clients into FirstService Residential ensuring they have a smooth transition, are communicated effectively to and tha Director, Client Service, Client, Leadership, Residential, Operations, Property Management, Business Services


  • Irvine, United States Apollo Inc Full time

    Position Overview Apollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely...


  • Irvine, United States Apollo Full time

    Position OverviewApollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely...


  • Irvine, United States First Service Corporation Full time

    The Director Client Services, Compliance will be responsible for the West Region Client Transition Team as they integrate new clients into FirstService Residential ensuring they have a smooth transition, are communicated effectively to and that all o Director, Client Service, Compliance, Leadership, Residential, Operations, Property Management, Business...


  • Irvine, United States JobTracks Full time

    **Customer Service Representative** CA - Irvine We are looking for a Customer Service Rep to join the busy team of a Title Company in Irvine. * We want the hire to start on Sept 1, 2021. * 8-5 work schedule but can be flexible. * $17-20, previous experience is asignificant plus,but the client is willing to train. * Looking for someone who is a great...


  • Irvine, United States Banfield Full time

    Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently...


  • Irvine, United States Banfield Pet Hospital Full time

    Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently...

  • Rep, Accounting

    4 days ago


    Irvine, United States Intellectt Inc Full time

    Job Title: Rep, Accounting Duration: 3+ Months Location: Irvine, CA - 92606Job Description: This position will perform timely expense report audits in accordance with the Travel and Expenses Reimbursement Policy.Job Responsibilities:Audit and process travel and expense reports for US employees with company corporate cards in accordance with the company’s...

  • Rep, Accounting

    5 days ago


    Irvine, United States Intellectt Inc Full time

    Job Title: Rep, Accounting Duration: 3+ Months Location: Irvine, CA - 92606Job Description: This position will perform timely expense report audits in accordance with the Travel and Expenses Reimbursement Policy.Job Responsibilities:Audit and process travel and expense reports for US employees with company corporate cards in accordance with the company’s...

  • Rep, Accounting

    4 days ago


    Irvine, United States Intellectt Inc Full time

    Job Title: Rep, Accounting Duration: 3+ Months Location: Irvine, CA - 92606Job Description: This position will perform timely expense report audits in accordance with the Travel and Expenses Reimbursement Policy.Job Responsibilities:Audit and process travel and expense reports for US employees with company corporate cards in accordance with the company’s...


  • Irvine, United States LP Solutions LLC Full time

    **The Culture We Provide Our Client Service Associate**: - We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally - We promote exclusively from within and do not outsource new management - We show employee appreciation by hosting team building activities, company events and providing traveling...

  • Customer Service Rep

    4 weeks ago


    Irvine, United States L Ku Insurance Agency Llc Full time

    Job DescriptionJob DescriptionWell-known Insurance agency looking for caring individuals to work with clients and sales team. Full-time and part-time CSR. This is a hourly/commission paid position. We will provide proper training and basic CA insurance knowledge. Will have future promotion opportunities.Responsibilities includes, but are not limited to:-...


  • Irvine, United States JPMorgan Chase & Co. Full time

    Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Treasury, Associate, Service, Project Management, Client Relations, Retail, Banking


  • Irvine, United States JPMorgan Chase & Co. Full time

    Lead a team or teams of Client Service Managers who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships to provide our clients with best-in-class service. Help be the reason our clients stay with Chase! As a Client Service Regional Manager within the Commercial Bank, you will lead the business, own...


  • Irvine, United States Century Business Solutions Full time

    In our **Client Services Specialist** role, you will provide support to customers by doing virtual demonstrations, installations, and troubleshooting of our software products.** Training is provided; however, good written, verbal communication skills and general computer skills are required**. **Position Requirements**: - Perform software demonstrations...


  • Irvine, United States JPMorgan Chase & Co. Full time

    Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Commercial, Associate, Service, Project Management, Client Relations, Banking, Business...


  • Irvine, United States Hirelux Full time

    Our client is a leading manufacturer of quality lighting products located in Irvine, CA. They are growing significantly and have customer service opportunities for the right candidates. They offer excellent benefits, paid holidays and 401k. We are seeking a responsible and highly motivated customer service specialist with a strong background in lighting or...


  • Irvine, United States Hirelux Full time

    Our client is a leading manufacturer of quality lighting products located in Irvine, CA. They are growing significantly and have customer service opportunities for the right candidates. They offer excellent benefits, paid holidays and 401k.We are seeking a responsible and highly motivated customer service specialist with a strong background in lighting or...


  • Irvine, United States Hirelux Full time

    Our client is a leading manufacturer of quality lighting products located in Irvine, CA. They are growing significantly and have customer service opportunities for the right candidates. They offer excellent benefits, paid holidays and 401k.We are seeking a responsible and highly motivated customer service specialist with a strong background in lighting or...


  • Irvine, United States Whiteboard Risk & Insurance Solutions Full time

    Job DescriptionJob DescriptionWe are looking for a licensed Commercial Customer Service Representative to join our insurance agency's customer service Solutions team! As the CSR of our Solutions team you'll be responsible for handling day to day service needs of our clients that need a licensed and knowledgeable representative. You will work directly...