Client Service Associate
1 month ago
Company Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our Client Services team as a Client Service Associate for our custom and data licensing Index clients. This role will wear many hats and have exposure to many areas of the firm, and will be integral in developing and refining our processes as we continue to expand.Job Description:The Client Service Associate will be responsible for onboarding new clients as well as servicing and maintaining them. You will work closely with both the client and various internal teams, including legal, to ensure that contracts are completed and SalesForce is updated. You will have the opportunity to work directly with a global Sales team, assisting them with marketing materials, sales reporting, and pipeline management in SalesForce. You will also help to build the controls and procedures around permissioning contacts with access to information in our proprietary Portal. Your role will include, but not be limited to, the following responsibilities:Client Onboarding, User Permissions, and MaintenanceClient Onboarding: You will be interfacing with the client to ensure the key deliverables are included in the contract, ensuring that information is communicated effectively internally, contracts are written accurately, and information is saved in SalesForce.Contract Management: You will be drafting contracts using predefined Templates and working with Sales to complete the Service Level Agreements required. You will interface at times with the client as well as with legal, and drive the process to signature.SalesForce: You will be responsible for entering key data points into SalesForce in a timely manner, ensuring information is up to date in the sales pipeline and developing internal high-level reporting.Sales SupportSales Pipeline: You will track and maintain deals in the sales pipeline using SalesForce, ensuring information is complete, accurate and timely. You will work with sales teams to develop and enhance activity reporting seen by senior leaders and the Board.Sales Campaigns: You will work with marketing and sales teams to develop and execute on sales campaigns to prospective clients; helping to create materials, curate mailing lists, and report on results.Qualifications:Bachelor's degree in a related field (e.g. finance, business management, computer science, engineering); MBA a plus4+ years of experience in indexing industry or customer service with emphasis on maintaining permissions and controlsSolutions-oriented, with excellent communication skills, both verbal and writtenStrong problem-solving and strategic thinking skills; driven to discover the root cause of issues and initiate solutions internally to improve processesAbility to identify, escalate and resolve client inquiries with confidenceDetail-oriented with strong organizational skillsComfortable in a virtual team work environment with the ability to work independently and self-motivateExperience in SalesForce a requirement; other reporting and analytics background is a plusIf you are passionate about delivering excellent customer service, can think strategically, love solving problems, and have experience in sales support or customer service, we encourage you to apply for this exciting opportunity to join our startup company as a Client Service Associate.We believe in creating and preserving an environment of collaboration and growth for all team members, and take steps every day to promote inclusivity, wellness, and fun. With these commitments in mind, we are proud to offer:Competitive compensation packagesStellar full-time benefits, including medical, dental, vision, and moreFlexible working arrangements, including opportunities to work remotelyCommunity-first environment (we want your colleagues to be your friends)Focus on health, wellness, and work-life balanceOpportunities to learn, develop, and growPTO, holiday, and sick timeOur Commitment to DiversityMerQube is an equal opportunity employer, and better for it We proudly embrace and celebrate the vast dimensions of diversity that enrich our team and are firmly devoted to ensuring an environment of inclusivity and opportunity for all employees, regardless of race, color, religion, nationality, sex, sexual orientation, gender identity, age, disability, military status, or any other non-merit factor.
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Client Services Associate
2 weeks ago
New York, United States Glocap Full timeOur client, a New York-based registered investment adviser, is seeking a Client Services Associate.Job Details:Position: Client Services AssociateLocation: New York, NYCompensation: $80-90k base + bonus + benefitsDegree: Required**This role is in office three days a week**LICENSING & DESIGNATION REQUIREMENTS:Securities Industry Essential (SIE) exam, Series 7...
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Client Services Associate
2 weeks ago
New York, United States GemHarvest Executive Recruiting Full timeClient Service Associate Multi-billion Independent Wealth Management Firm Bennington County, VT Overview Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment...
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Client Services Associate
3 days ago
New York, United States Apollon Wealth Management, LLC Full timeClient Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...
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Client Services Associate
2 months ago
New York, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Services Associate
3 months ago
New York, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Services Associate
3 days ago
New York, United States Stonebridge Financial Partners LLC Full timeOur Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...
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Client Services Associate
2 weeks ago
New York, United States Main Line Search Full timeOne of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get...
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Client Services Associate
2 weeks ago
New York, United States Priority Financial Group Full timeJob Description: Davis Financial Management is an affiliate of PFG and a boutique wealth management firm that has a well-established clientele, and are seeking an energetic person to fill our Client Services Associate position. This position is designed to enhance our marketing and communication to our existing clients, help to service our clients’...
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Client Services Associate
3 days ago
New York, United States Nasdaq Private Market Full timeNasdaq 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...
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Client Services Associate
1 week ago
New York, New York, United States AlphaSights Full timeStart Your Career with AlphaSightsAre you ready to embark on a rewarding journey in a dynamic commercial environment? Our Associate Program is designed for individuals eager to make a significant impact while following a clear career trajectory.About AlphaSightsAt AlphaSights, we unite ambitious professionals from around the world to collaborate with leading...
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Client Services Associate
1 week ago
New York County, New York, United States SourceCode Communications Full timeAbout Us:What started as a simple concept has evolved into a recognized, rapidly expanding communications agency collaborating with prominent consumer and B2B technology brands. At SourceCode Communications, we prioritize the integration of intellect and determination, humanity and technology, as well as creativity and business acumen in the realm of public...
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Client Service Associate with Licensing
3 days ago
New York, New York, United States Citigroup Inc Full timePosition Overview:The Licensed Client Service Associate represents a developing professional role that combines specialized knowledge with a robust understanding of industry practices. This role necessitates a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will employ analytical...
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Client Services Associate
3 days ago
New York, United States Municipal Credit Union Full timeJob OverviewAbout Municipal Credit Union:At Municipal Credit Union, we are dedicated to fostering a positive workplace culture that inspires our team to excel in delivering exceptional service to our members. For over a century, we have been committed to providing accessible financial solutions and services to a diverse membership exceeding 500,000...
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Client Services Associate
4 days ago
new york city, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Services Senior Associate
1 week ago
New York, New York, United States Flagstar Bank Full timePosition Title Senior Client Associate Location New York Job Summary The Senior Client Associate delivers tailored banking solutions to institutional clients. Compensation Range: The projected pay range for this role is $24.36 - $34.62, based on experience. Key Responsibilities: Welcome clients and prospective clients to foster positive relationships and...
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Seasonal Client Services Associate
1 week ago
New York, United States Neiman Marcus Full timeThis position is responsible for assisting Bergdorf Goodman clients with graciousness and a solution-oriented approach. Experience handling the daily use of the Credit Systems, knowledge of Audit Works and cash office, assisting customers and associa Client Service, Associate, Seasonal, Customer Service, Retail
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Client Service Associate
4 weeks ago
New York, United States National Financial Partners Full timeWho We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busines Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail
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Client Service Associate with Licensing
3 days ago
New York, New York, United States Citigroup Inc Full timeThe Licensed Client Service Associate role is a professional position that combines specialized knowledge with a comprehensive understanding of industry practices and standards. This position requires a solid grasp of how the team collaborates with other departments to achieve the objectives of the job family. The associate will utilize analytical skills and...
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Client Service Associate with Licensing
3 days ago
New York, New York, United States Citigroup Inc Full timePosition Overview:The Licensed Client Service Associate represents a growing professional role that combines extensive specialty knowledge with a robust understanding of industry standards and practices. This position requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. The role necessitates...
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Registered Client Service Associate
2 days ago
New York, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right...
