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Client Services Associate

3 months ago

San Francisco, United States Nasdaq Private Market Full time

Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other private assets. NPM operates in a fast-paced fintech environment that is constantly evolving. For over 40 years, Nasdaq has supported companies through every stage of the business lifecycle, leveraging its technology infrastructure, regulatory oversight and operational expertise.

As a Client Services Associate with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. From coordinating the flow of millions of dollars to working directly with investors, you will have the experience of handling multi-stage projects simultaneously. We will look to your analysis of client feedback to further evolve our technology and service offerings across the Nasdaq organization. While you will be the point of contact for these clients, you will also be backed by an experienced team that can provide personal training and ongoing education.

Responsibilities

  • Manage the transaction process from start to finish for late-stage, venture-backed private companies, including block trades for investors and shareholders
  • Develop client relationships and provide customer service to all levels of stakeholders
  • Oversee and maintain marketplace operations for bank partners and their clients
  • Advise clients on best practices for executing transactions via our online platform
  • Monitor and control inbound and outbound cash flow
  • Process legal and compliance materials for internal teams and external clients
  • Assist with creating various sales management reports
  • Work directly with other teams (including Sales, Tech, Legal) to improve client experience and identify client opportunities
  • Use Nasdaq Private Market’s collaborative environment and resources to create and achieve your own professional goals

Qualifications

Education and Previous Roles:

> 4-year college degree

> Up to 2 years of experience as a corporate paralegal, financial operations associate, equities broker, stock administrator, equity compensation analyst; or a similar role in finance, consulting, software/tech in a customer facing role

It would be great if you:

> Have the ability to directly communicate with high-level clients

> Are comfortable working independently in a fast-paced and evolving environment

> Are capable of coordinating multi-stage projects with large groups of stakeholders

> Are able to analyze processes to pinpoint inefficiencies and to propose creative solutions

> Have positive attitude and flexible mindset when confronted by new challenges and unanticipated deadlines

> Enjoy learning new skills and incorporating feedback to contribute to your team’s success

> Are passionate about the details to provide world-class transactional services

> Have excellent written and verbal communication skills

> Are proficient in MS Excel and MS Word

> Have experience with DocuSign and Salesforce a plus, but not required

Nasdaq Private Market is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.