Current jobs related to Senior Associate, Client Services Specialist - New York, New York - Impax Asset Management LTD
-
Senior Client Service Associate
4 weeks ago
New York, New York, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key ResponsibilitiesProvide exceptional client service,...
-
Senior Client Service Associate
1 month ago
New York, New York, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at NFP. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesDevelop and maintain strong...
-
Senior Client Service Associate
2 weeks ago
New York, New York, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at NFP. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with our advisors and other team members.Key...
-
Client Services Associate
1 month ago
New York, New York, United States Coda Search│Staffing Full timeClient Services AssociateCoda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.Responsibilities:Partner with regional sales leaders to develop and execute client...
-
Client Services Specialist
2 weeks ago
New York, New York, United States Synergy Management Group Full timeAbout UsSynergy Management Group is a boutique consulting firm that specializes in providing outsourced corporate finance and growth strategy consulting services to institutional investors and portfolio companies.Job OverviewWe are seeking a dedicated Client Services Specialist to manage recruiting client relations and business development. This is a remote...
-
New York, New York, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly skilled Senior Associate, Client Implementation Specialist to join our Global Markets team in New York, NY. As a key member of our team, you will be responsible for onboarding clients into our system, opening and closing accounts, and handling transitions and conversions.Key ResponsibilitiesUnder minimal direction,...
-
Senior Client Service Manager
1 week ago
New York, New York, United States Fidelity Information Services Full timeAbout the Role:As a Senior Client Service Manager at Fidelity Information Services, you will be responsible for managing the service side of the client relationship, including escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts, and management of the...
-
Senior Client Service Manager
1 week ago
New York, New York, United States Fidelity Information Services Full timeJob DescriptionWe are Fidelity Information Services, and our technology powers the world's economy. We are seeking a Senior Client Service Manager to join our team. In this role, you will be responsible for managing the service side of the client relationship, including escalation, effective oversight of client projects and implementations, execution of...
-
Senior Client Account Specialist
4 weeks ago
New York, New York, United States C&M Legal Search, LLC Full timeSenior Client Account SpecialistThe Senior Client Account Specialist plays a critical role in ensuring the timely and accurate processing of e-bills for one of our major clients. This involves creating e-files in LEDES format, troubleshooting billing issues, and collaborating with the billing team to resolve rejected invoices. Additional responsibilities...
-
Senior Client Billing Specialist
2 weeks ago
New York, New York, United States MAP SSG Inc Full timeJob Title: Senior Client Billing SpecialistThe Senior Client Billing Specialist will play a critical role in preparing bills in accordance with client guidelines and partner instructions. They will review time and disbursement records, address compliance issues, collaborate with attorneys, clients, and colleagues, and address requests and special...
-
Senior Client Billing Specialist
1 week ago
New York, New York, United States MAP SSG Full timeJob Title: Senior Client Billing SpecialistJob Summary:The Senior Client Billing Specialist will be responsible for preparing bills in accordance with client guidelines and partner instructions. They will review time and disbursement records and address compliance issues, collaborate with attorneys, clients and colleagues, and address requests and special...
-
Senior Client Billing Specialist
2 weeks ago
New York, New York, United States MAP SSG Inc Full timeJob Title: Senior Client Billing SpecialistJob Summary:The Senior Client Billing Specialist will play a critical role in preparing bills in accordance with client guidelines and partner instructions. This individual will review time and disbursement records, address compliance issues, collaborate with attorneys, clients, and colleagues, and address requests...
-
Client Service Associate
2 weeks ago
New York, New York, United States Neuberger Berman Group LLC Full timeJob Title: Client Service AssociateJob Summary:The Client Service Associate is a key role within Neuberger Berman's Institutional business, responsible for providing exceptional client service and support to our clients. This position will work closely with Client Service Advisors to ensure seamless client delivery, coordinate client requests, and provide...
-
Senior Client Onboarding Specialist
1 week ago
New York, New York, United States Lenmar Consulting Full timeClient Onboarding and Regulatory Services RoleLenmar Consulting is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a key member of our Shared Services Banking Operations, you will be responsible for regulatory client onboarding, refresh, and screening.The CORS team supports the ongoing review of clients by performing...
-
Client Service Specialist
2 weeks ago
New York, New York, United States BBR Partners Full timeClient Service SpecialistBecome a vital member of our team at BBR Partners, delivering exceptional client service externally and internally. Key responsibilities include processing cash and security transfers, establishing new accounts, preparing tax reporting, and maintaining client information within Portfolio Management Software. The ideal candidate is...
-
Client Service Specialist
7 days ago
New York, New York, United States Workoo Technologies Full timeAbout the JobJob Summary: We are seeking a highly skilled Client Service Specialist to join our team at Workoo Technologies. The ideal candidate will have excellent communication skills, be resourceful and proactive, and possess proficient computer skills.Key Responsibilities:Schedule appointments and protect attorney time.Manage client files from start to...
-
Senior Associate, M&A Tax Specialist
2 weeks ago
New York, New York, United States KPMG Full timeSenior Associate, M&A Tax SpecialistAt KPMG, we are seeking a highly skilled Senior Associate to join our Mergers and Acquisitions (M&A) Tax practice. As a key member of our team, you will advise clients on a full spectrum of corporate tax services, including planning, research, and other M&A activities.Responsibilities:Advise clients on corporate tax...
-
New York, New York, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Associate to join our team at NFP. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesClient Relationship Management: Develop and...
-
Senior Client Solutions Associate
2 weeks ago
New York, New York, United States GLG Full timeJob DescriptionGLG is seeking a Senior Client Solutions Associate to join our Client Solutions team. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through innovative solutions.Key Responsibilities:Develop and execute customized solutions to meet client needs, including phone...
-
Account Services Associate Senior
3 weeks ago
New York, New York, United States Fidelity Information Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Account Services Associate Senior to join our team at Fidelity Information Services. As a key member of our retirement services team, you will be responsible for providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesProcess assigned tasks for...
Senior Associate, Client Services Specialist
2 months ago
**Role Purpose**
This client service role plays a key part within Impax Asset Management LTD's broader Client Group. The role is focused on the development, servicing and management of key client relationships in North America, both within pooled vehicles and segregated mandates. This role will be working as part of a team which services Impax's clients in all market channels.
Key Responsibilities
- Build and manage relationships with Impax's clients, as allocated, throughout North America.
- Respond to and manage client requests in an accurate and timely manner, working efficiently with other Impax teams as needed to reach resolution.
- Working with the broader team, contribute to the dissemination of accurate and timely portfolio reporting and related information about Impax and its investment capabilities.
- Work with others to plan and support roadshows and events in the region.
- Work with the Marketing and Communications Team to ensure the consistent and accurate messaging of Impax strategies across different client types.
- Maintain client confidentiality and ensure all investor and prospect interactions are recorded in the CRM system in a timely manner.
- Assist in the completion of client/prospect RFPs and DDQs, and onboarding of new mandates and accounts, including collaboration with Client Change Management team and IMA review.
- Ensure compliance with regulations and with Impax's policies and procedures at all times.
- Perform other duties as assigned in order to support the team's broader client base and objectives.
Skills, Knowledge, Experience
- Experienced and confident in a client-facing function, preferably in relationship management and/or client service.
- Proactive and determined. Willing to assume responsibility and take ownership of tasks assigned, exercising sound judgement and assessing any risks.
- Adopts a growth mindset - looks for ways to improve and takes an agile approach to change.
- Highly organized with the ability to prioritize multiple responsibilities to meet internal and external deadlines in a high volume, deadline driven environment. Thinks ahead to anticipate future demands and challenges.
- Analytically minded with strong problem-solving skills, demonstrating an investigative approach.
- Ability to build strong, trusting relationships with both internal and external stakeholders.
- A personal interest in sustainability and/or impact investing.
- Strong MS Windows applications, especially Word, PowerPoint and Excel.
