Client Services Associate

3 weeks ago

New York, United States Allocate Inc Full time

Client Services Associate

Job responsibilities:

As a member of the Client Services & Operations team, you will play a dynamic and vital role in supporting Allocate's long-term growth. The role is focused on the development, servicing and management of Allocate's client relationships across all product lines.

Responsibilities include (but would not be limited to):

  • Work alongside the Relationship Management (RM) team to manage the monthly sales pipeline
  • Assist clients in processing subscriptions, transfers, and account maintenance
  • Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRS
  • Perform educational demos to onboard clients
  • Manage and nurture relationships with new and existing clients
  • Gain in-depth understanding of product offerings to support the RM team
  • Assist in the development of new processes to further automate workflows
  • Partner with the Product and Engineering team to implement enhancements that support client growth
  • Coordinate internally (Legal, Finance, Product, Operations, and Engineering teams) to appropriately respond to inbound requests and questions
  • Additional responsibilities will be determined based on capacity, skill, and interest
Qualifications:
  • 1-2+ years of applicable experience, alternative asset management or private wealth management industry preferred
  • FINRA Registrations Series 7, 63 preferred
  • Working knowledge of CRM programs
  • Strong client service orientation with the ability to manage multiple, competing priorities
  • Exemplary oral, written and interpersonal communication skills
Essential Values & Culture
  • Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
  • Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
  • Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
  • Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
  • Civil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Additional Details:
  • Hybrid
  • Location: New York, NY
  • Salary Range: $75-100k base salary + equity. May be eligible for a discretionary bonus if an active employee as of fiscal year-end.
  • Benefits: Medical, dental, vision, responsible time off (RTO), 401k
  • Employment: Full-time
  • This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate


The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.

  • Client Services, Associate

    2 months ago

    New York, United States Blue Owl Full time

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $192 billion in assets under management as of June 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States NFP Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in supporting our Relationship Managers by scheduling and coordinating activities and initiatives that facilitate new policy and client service processes.Key ResponsibilitiesPre-Sale...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States Guidepoint Full time

    Job Title: Client Service AssociateGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Associate, you will play a vital role in our success by understanding client needs and identifying experts who can provide valuable insights.Key Responsibilities:Develop strategies to satisfy client...

  • Client Services Associate

    4 weeks ago

    New York, New York, United States Allocate Inc Full time

    Job Title: Client Services AssociateAt Allocate Inc, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Services & Operations team, you will play a vital role in supporting our long-term growth by developing, servicing, and managing client relationships across all product lines.Key Responsibilities:Work...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States AlphaSights Full time

    Are you looking to launch your career in a dynamic commercial role? AlphaSights is seeking a talented Associate to join our Client Service team. As an Associate, you will be the link between our clients and the expert knowledge they seek. Your responsibilities will include recruiting experts, understanding project and market context, and taking ownership of...

  • Client Services Associate

    1 month ago

    New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Client Service Associate

    1 month ago

    New York, New York, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We offer a broad range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust...

  • Client Services Associate

    1 month ago

    New York, United States MarketAxess Full time

    About Us  MarketAxess is on a journey to digitally transform one of the world’s largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States Invesco Full time

    As a Client Service Associate at Invesco, you will play a vital role in delivering exceptional service to our clients. This position requires a collaborative and detail-oriented individual who can work effectively with cross-functional teams to provide a seamless client experience.Responsible for new account setup, change requests, and processing cash raises...

  • Client Services Associate

    1 month ago

    New York, New York, United States SPS-North America Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team at SPS-North America. As a key member of our Business Service Center, you will provide exceptional office and mail services, ensuring the smooth operation of our daily functions.This is an exciting opportunity to develop your skills and contribute to...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States Neuberger Berman Group LLC Full time

    Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Neuberger Berman Private Wealth. As a key member of our operations team, you will provide critical support to our Wealth Advisors, ensuring seamless client service and operational efficiency.Responsibilities:Support daily operations and address all client service needs...

  • Client Services Associate

    1 month ago

    New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States Guidepoint Full time

    Unlock Your Potential with GuidepointAt Guidepoint, we're passionate about empowering our clients to make informed decisions. As a Client Service Associate, you'll play a vital role in our success by understanding client needs and identifying the experts who can provide the answers. **Key Responsibilities:**Develop strategies for satisfying client project...

  • Client Service Associate

    4 weeks ago

    New York, United States Invesco Full time

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Client Services Associate

    2 weeks ago

    New York, New York, United States San Francisco Art Institute Full time

    About This RoleThis Client Services Associate position represents the ideals of service and quality to the customer, responding to assigned customer escalations and ensuring a timely response and resolution to issues. The ideal candidate has a strong working knowledge of the store, designers, and services offered, using this knowledge to provide customers...

  • Client Services Associate

    4 weeks ago

    New York, New York, United States San Francisco Art Institute Full time

    Job SummaryThe Client Services Associate represents Saks Fifth Avenue's ideals of service and quality to the customer. This position responds to all assigned customer escalations, ensuring a timely response and resolution to issues, ensuring the customer's overall Saks Fifth Avenue experience is a positive one. Additionally, the ideal candidate has a strong...

  • Client Service Associate Position

    3 weeks ago

    New York, New York, United States Guidepoint Full time

    Guidepoint Research Enablement Platform Job OpportunityWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Guidepoint, a leading research enablement platform. As a Client Service Associate, you will play a vital role in guiding our clients' decision-making process by identifying the best experts to provide...

  • Seasonal Client Services Associate

    2 weeks ago

    New York, United States Neiman Marcus Full time

    This position is responsible for handling the daily use of the Credit Systems, knowledge of Audit Works and cash office, assisting customers and associates about questions on their accounts. What you Bring Customer Focus Functional/ Technical Skills Client Service, Associate, Seasonal, Retail

  • Client Service Healthcare Associate

    4 weeks ago

    New York, New York, United States Guidepoint Full time

    About GuidepointGuidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service...

  • Client Service Healthcare Associate

    1 month ago

    New York, New York, United States Guidepoint Full time

    About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research solutions.Job SummaryWe are seeking a Client Service Healthcare Associate to join our team. As a key member of our Client Service team, you will work...