680 client service associate jobs found

Location - Gurugram (Onsite) The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Key Responsibilities Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities. Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition. Client Onboarding: Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures. Policy Compliance: Ensure all activities are conducted prudently and in compliance with...

We get curious people invested in the world.   We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That is why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalized experience.   Are you a passionate, service-minded professional looking for your next opportunity with international exposure? We are continuously looking for Client Service Associates to join our Client Service team located at our HQ in Copenhagen. In this role you will take part in providing first-in-class client experience in an environment where digital engagement is ever changing. We are dealing with a great variety of clients from individuals to institutional. As our new Client Service Associate, you will be assisting clients with a broad array of queries ranging from trading to funding related questions. Our...

The economy is always in motion. Developments on a macroeconomic level have a major influence on how the stock market behaves. Will the interest rates rise or fall? How will this affect the stock market? And how does consumer confidence relate to the current stock market climate? If you have a genuine interest in financial markets, and helping our investment clients gives you energy, then read on. As a Client Service Associate, you will be part of the dynamic department, consisting of 65+ Investment Specialists. The team supports our wider Global Sales efforts and is responsible for increasing customer satisfaction (NPS - Net Promoter Score). You will receive structured training from our professional and experienced leads, developing your investment expertise and knowledge. As your knowledge develops you will be able to answer complex client questions about investment products like turbos, futures and options, giving product related advice and sharing insights about current...

About the Job:   The economy is always in motion. Developments on a macroeconomic level have a major influence on how the stock market behaves. Will the interest rates rise or fall? How will this affect the stock market? And how does consumer confidence relate to the current stock market climate? If you have a genuine interest in financial markets, and helping our investment clients gives you energy, then read on. As a Client Service Associate, you will be part of the dynamic department, consisting of 65+ Investment Specialists. The team supports our wider Global Sales efforts and is responsible for increasing customer satisfaction (NPS - Net Promoter Score). You will receive structured training from our professional and experienced leads, developing your investment expertise and knowledge. As your knowledge develops you will be able to answer client questions about investment products like turbos, futures and options, giving product related advice and sharing insights...

About the Job:   The economy is always in motion. Developments on a macroeconomic level have a major influence on how the stock market behaves. Will the interest rates rise or fall? How will this affect the stock market? And how does consumer confidence relate to the current stock market climate? If you have a genuine interest in financial markets, and helping our investment clients gives you energy, then read on. As a Client Service Associate (German Speaking), you will be part of the dynamic department, consisting of approximately 65+ Investment Specialists. The team supports our wider Global client service efforts and is responsible for increasing client satisfaction (NPS - Net Promoter Score). You will receive structured training from our professional and experienced leads, developing your investment expertise and knowledge. As your knowledge develops you will be able to answer client questions about investment products like turbos, futures and options, giving...

Title Department:      Premium Client Management Reporting to:     Client Services Team Leader About CMC Markets: CMC Markets is one for the world's leading providers of online trading with 13 global offices worldwide. We have around 900 employees, over 1.2 million clients and execute nearly 33 million trades globally each year, which equates to more than £1.3 trillion of turnover. Still run by its founder, Peter Cruddas, who is one of the UK’s most financially successful entrepreneurs, the firm retains a very entrepreneurial spirit internally. The business is growing and made an Initial Public Offering into the FTSE250 in February 2016. We are a business in rapid transformation, currently investing heavily in digital, people, and technology. If you are looking to accelerate your career and be part of the innovation, this is the role for you. Why you’ll love working at CMC Markets: Growth: CMFAS (Financial Regulatory) qualification, LinkedIn learning, internal...

About CMC Markets: CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we’ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with us every year, and we’re still growing. Why you’ll love working at CMC Markets: Growth: CMFAS (Financial Regulatory) qualification, Linkedin learning, internal opportunities, intensive training and support from the L&D team. Team: You’ll work alongside a collaborative and diverse team with supportive Team Leader that all value an amazing workplace culture. Social: We have our own in-house Culture Club that organises a bunch of activities such as: Parties, Dinners, Networking events, bowling etc. We also have social clubs where like-minded colleagues can bond over ocean swimming, fine dining or gaming etc. Perks: Day...

About the Role: Client Relationship and Services - triMargin–German Speaking   The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community service that provides counterparty exposure management services including proactive portfolio reconciliation of OTC derivative portfolios, collateral management, and dispute resolution The role requires a dynamic individual who is keen to apply technical ability and attention to detail in a relationship management role; Ease with working independently but advancing issues as needed. You need to be a motivated self-starter with the ability to learn quickly and handle multiple and competing priorities simultaneously with excellent organizational skills and attention to details. The CRS team is responsible for ongoing support of existing clients, providing training & demos, and for...

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

About the Role: Client Manager triResolve Associate - French Speaking Department:   Client Services TriResolve   Reporting To:   Client Services Team Leader triResolve Role Summary: The candidate will have both a meticulous attention to detail and an understanding of financial products. Knowledge about OTC derivatives, risk and technical ability is desirable. Good written and verbal communication skills in English are a must. Candidates with prior experience of collateral management, fund administration and/or regulatory are especially welcome to apply for the position. The triResolve Client Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics. Client...

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on  LinkedIn ,  X , and  Instagram . Specific responsibilities include:   Field inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings. Liaise with other Blackstone business units, transfer agents, and other third-party service providers  relating to...

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on  LinkedIn ,  Twitter , and  Instagram .   Specific responsibilities include:   • Field operational inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings. • Liaise with Blackstone business units, transfer agents, and other third-party service providers...

About the Role: Grade Level (for internal use): 08 S&P Global Market Intelligence The Role: Senior Associate Product Support The Team: S&P Global's Solutions Product Support in the Asia-Pacific (APAC) region is to provide technical support to clients using S&P Global's Enterprise Solutions, specifically focusing on support for the Software business. S&P Global provides Software offerings for Banks, Asset Managers, Hedge Funds, Insurance companies, Software companies and Treasury functions in large institutions. With offices in EMEA, North America, APAC and India. Our software offering has a global reach and increasingly clients require work to be carried out remotely from their main office. The Impact: The Support Role in APAC for S&P Global's Solutions business offers several impactful opportunities for individuals starting their careers in the company. Here are some key impacts of this role: Building a global network: As...

External Job Description If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering. As a Client Services Associate at CMC Markets, you'll play a crucial role in maintaining our 14-year streak as recipients of 'Canstar's Most Satisfied Customers' award. Based in our vibrant Chatswood office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry whilst participating in our career development pathway. Your journey begins with comprehensive training, including...

About Clear Street: Clear Street is modernising the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimising risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we are building the essentials to compete in today’s fast-paced markets. The Role: You will sit within the operations team and will be responsible for managing the day-to-day client relationships you will provide a high level of operational client support, as...

About Clear Street: Clear Street is modernising the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimising risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we are building the essentials to compete in today’s fast-paced markets. The Role: You will sit within the operations team and will be responsible for managing the day-to-day client relationships you will provide a high level of operational client support, as...

Join a leading fintech company that’s democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply. About the team + role The TradePMR team within Robinhood empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. The trading team's...

About us: LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Through a...

Role Description: We are currently seeking a motivated and driven individual to join LCH Operations in the role of Senior Associate, Clearing Operations, located in Manila.  Manila is a new location LCH launched in 2024 to support our growing business, in addition to the existing locations of London, New York, Sydney and Singapore.  All our offices work closely together as one team.  The Clearing Operations team has specific responsibility for undertaking daily operational processes aligned to our EquityClear, ForexClear, RepoClear and SwapClear businesses.  The team is also responsible for undertaking processes relating to the daily management of collateral (cash and non-cash) to reduce counterparty credit risk, and supports the processing of front office investment activities, which is predominantly reverse repos.  The team works across three zones to support the firm’s members and clients clearing needs. The candidate will be part of a team of Clearing Operations...

LCH Ltd (LCH) is a leading multi-asset clearing house, serving major international exchanges and platforms, as well as a range of OTC markets. It clears a broad range of asset classes including equities, exchange-traded derivatives, foreign exchange derivatives, interest rate swaps, and Euro and Sterling bond and repo markets. The firm’s employees serve members and clients worldwide including many of the major financial groups, consisting of almost all the major investment banks and broker dealers.  LCH forms part of LSEG Post Trade division. LCH Operations sits at the heart of the organisation, providing multifaceted services to internal and external customers across all asset classes.  The division operates globally across several pillars of service, including Securities Operations, SwapClear and Listed Rates Operations, Onboarding Operations, Collateral Management, Client Services, Regulatory Reporting, and Market Data.  We partner with internal and external customers to...

About us: LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Through a...

About us: LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Through...

LSEG, the world's leading source of intelligent information for businesses and professionals. We deliver intelligent information quickly and efficiently, so professionals have knowledge to act .  By joining the LSEG Quantitative Product Specialist team, you will be enabling the discovery of new financial relationships and strategies.    The Quant Product Specialist team at LSEG thoroughly understand our clients’ and prospective clients’ quantitative requirements from data to workflow needs. We determine , articulate, construct, and demonstrate the best solution set for our customers !  We are platform and content authorities who apply deep technical skills to build sophisticated data calculations and workflows tailored to our customer’s requirements .  We use our interpersonal skills to convey the benefits, insights, functionality and usability of our solutions .  Our product knowledge and analytical skills help us meaningfully contribute to...