Client Relations Specialist

2 weeks ago

San Francisco, California, United States Nasdaq Private Market Full time

Company Overview

Nasdaq Private Market ("NPM") is a leading independent entity providing exceptional secondary liquidity solutions for private securities. Our marketplace facilitates liquidity for individual shareholders of private companies, enhancing their financial flexibility. Operating within a dynamic fintech landscape, NPM leverages over 40 years of Nasdaq's expertise in technology, regulatory compliance, and operational excellence.

Role Overview

As a Client Relations Specialist at NPM, you will engage with prestigious private companies, financial institutions, and individual investors to streamline their secondary transaction processes. Your role will encompass managing significant financial flows and collaborating with clients to ensure a seamless experience. You will also analyze client feedback to refine our technology and service offerings, supported by a knowledgeable team dedicated to your professional development.

Key Responsibilities

  • Oversee the complete transaction lifecycle for late-stage, venture-backed private companies, including facilitating block trades for investors and shareholders.
  • Build and nurture client relationships, delivering exemplary customer service to diverse stakeholders.
  • Manage marketplace operations in collaboration with banking partners and their clientele.
  • Provide strategic advice to clients on best practices for executing transactions through our digital platform.
  • Monitor and manage cash flow, ensuring accuracy in both inbound and outbound transactions.
  • Handle legal and compliance documentation for internal teams and external clients.
  • Assist in generating various sales management reports to track performance.
  • Collaborate with cross-functional teams (Sales, Technology, Legal) to enhance client experiences and identify new opportunities.
  • Utilize NPM's collaborative resources to set and achieve your professional objectives.

Qualifications

Education and Experience:

> Bachelor’s degree required.

> Up to 2 years of experience in roles such as corporate paralegal, financial operations associate, equities broker, stock administrator, or equity compensation analyst; or similar positions in finance, consulting, or technology with a client-facing focus.

Preferred Skills:

> Strong communication skills for engaging with high-level clients.

> Ability to thrive in a fast-paced, evolving environment while working independently.

> Experience in coordinating complex projects involving multiple stakeholders.

> Analytical mindset to identify inefficiencies and propose innovative solutions.

> Positive attitude and adaptability when facing new challenges and deadlines.

> Eagerness to learn and incorporate feedback for team success.

> Attention to detail to deliver exceptional transactional services.

> Proficiency in MS Excel and MS Word.

> Familiarity with DocuSign and Salesforce is advantageous but not mandatory.

Nasdaq Private Market is committed to equal opportunity employment. We encourage applications from qualified candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity, veteran status, genetic information, or any other status protected by law.

We are dedicated to providing reasonable accommodations for individuals with disabilities to participate in the job application process, perform essential job functions, and receive employment benefits. Please reach out to request accommodations.

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Zenith American Full time

    Job OverviewPosition Title: Client Relations Specialist Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40Position SummaryThe Client Relations Specialist collaborates with the Director of Client Relations to manage a portfolio of clients, ensuring effective fund management and acting as a primary point of contact for...

  • Client Relations Specialist

    7 days ago

    San Francisco, California, United States Lattice Full time

    In the role of Client Relations Specialist at Lattice, you will play a pivotal role in delivering exceptional support to our clients and internal stakeholders. The Client Relations Specialist serves as a reliable consultant who addresses intricate challenges in a collaborative manner while fostering robust relationships. Moreover, this position involves...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Phontabulous, Inc. Full time

    Client Relations SpecialistRemote / Customer Success / Full Time About Phontabulous, Inc.Phontabulous, Inc. is revolutionizing the $1T grocery sector by developing an advanced e-commerce platform tailored for grocers. Our solution enables grocery stores to seamlessly provide online ordering along with same-day pickup and delivery, all while maintaining...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Relations Specialist plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, the preparation and management of investment documentation, and the upkeep of all associated records and files. Regular interaction with clients regarding account management...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Service Associate plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, preparation and management of investment documentation, and ensuring the accuracy of all related files and paperwork. Regular interaction with clients regarding account updates...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Engagement Associate plays a crucial role in assisting the Financial Advisor (FA) with the daily operations of their practice. This position is responsible for managing new account openings, preparing and processing investment-related documentation, and ensuring all associated files and records are meticulously maintained. Regular interaction with...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Engagement Associate plays a vital role in assisting the Financial Advisor (FA) with the daily operations of their practice. This includes the establishment of new accounts, the preparation and processing of investment documentation, and the management of all pertinent files and records. Regular interaction with clients regarding account updates...

  • Client Relations Specialist

    1 week ago

    San Leandro, California, United States Noble Direct Full time

    Noble Direct's remarkable influence in the telecommunications sector has been acknowledged nationally by our esteemed clients. As a leading business consulting and sales organization, we are recognized for our innovative customer engagement and sales strategies, consistently surpassing anticipated sales targets. The primary objective of our Client Relations...

  • Senior Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States CIBC Full time

    CIBC is seeking a Senior Client Relations Specialist to enhance our client service operations. This position is essential for managing intricate transactions for affluent clients while ensuring exceptional service delivery.Key Responsibilities:Facilitate and finalize new account documentationEstablish new accounts and associated sub-accountsOversee clients'...

  • Client Relations Specialist

    7 days ago

    San Mateo, California, United States AUTO 360 Garage Full time

    Auto 360 GarageLocation: San Mateo, CAJob Title: Client Relations SpecialistCompany Overview: Auto 360 Garage is a reputable automotive service provider with a legacy of excellence. We focus on reliable vehicle repairs, collision services, and bodywork to ensure our clients return to the road safely. Our committed team of administrative staff and service...

  • Client Relations Specialist

    2 weeks ago

    San Leandro, California, United States Noble Direct Full time

    Noble Direct has made a significant mark in the telecommunications sector, earning national recognition from esteemed clients. As a leading business consulting and sales organization, we are celebrated for our innovative customer engagement and sales methodologies, consistently surpassing sales expectations. Our mission for the Client Relations Specialist...

  • Client Relations Specialist

    2 weeks ago

    San Jose, California, United States Waterworksswim Full time

    Join Our Team as a Client Relations SpecialistWe are seeking both PART-TIME and FULL-TIME CLIENT RELATIONS SPECIALISTS.Are you a compassionate individual with a strong desire to assist others? Do you thrive in social settings and enjoy engaging with people? If you are a confident and flexible individual capable of fostering connections, we want to hear from...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Client Service Associate - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Full-Time Role OverviewThe Client Service Associate (NR) plays a vital role in supporting Financial Advisors by managing the establishment and upkeep of client accounts and documentation. This position involves a diverse range of administrative...

  • Client Relations Specialist

    2 weeks ago

    San Mateo, California, United States Optimize Telecom Full time

    Position OverviewAre you seeking a new opportunity to enhance your skills and embrace a rewarding challenge? We invite you to consider a role with Optimize Telecom.As a prominent player in the telecommunications sector, we collaborate with esteemed service providers to deliver exceptional solutions in the San Jose region. Our partnerships enable us to expand...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States CLSA Full time

    Position Overview:The primary responsibilities encompass, but are not limited to, the following:Fostering Client Connections: Cultivating and nurturing client relationships, whether by supporting team members or establishing independent connections.Data Management: Sourcing, maintaining, and analyzing customer and market-related information.Data Integration:...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Client Service Associate - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Full-Time Role OverviewThe Client Service Associate (NR) operates under direct supervision to support one or more Financial Advisors in managing client accounts and documentation. This role encompasses a variety of administrative tasks, including...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Services Associate plays a crucial role in supporting one or more Financial Advisors (FAs) by facilitating the establishment and upkeep of client accounts and documentation. This position encompasses a variety of administrative tasks, including but not limited to, document preparation, correspondence management, filing, and phone support. The...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Position OverviewThe Client Service Associate (Registered) plays a crucial role in supporting Financial Advisors by managing client accounts and ensuring efficient administrative operations. This position involves a variety of tasks aimed at providing exceptional service to clients and maintaining accurate records.Key ResponsibilitiesAssist in the...

  • Client Relations Specialist

    2 weeks ago

    San Diego, California, United States Randstad Full time

    About the Role:Randstad is seeking dedicated individuals to join our team as Client Relations Specialists. This role is pivotal in enhancing customer satisfaction and loyalty within the healthcare sector.Position Overview:As a Client Relations Specialist, you will be responsible for delivering exceptional service to our members, customers, and healthcare...

  • Client Relations Specialist

    2 weeks ago

    San Diego, California, United States NorthStar Memorial Group Full time

    Position OverviewAs a Client Relations Specialist at NorthStar Memorial Group, you will play a crucial role in ensuring customer satisfaction and providing exceptional service.Key ResponsibilitiesRespond to client inquiries regarding our offerings, pricing structures, and product availability.Engage with both prospective and current clients to explore how...