644 client services associate jobs found

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 the Role: Grade Level (for internal use): 07 役割: Client Services Associate, Capital Markets  S&Pグローバル・マーケット・インテリジェンス・クライアント・サービス・アソシエイトのポジションは、急速に成長する企業に特別な企業文化を身につける機会を提供します。多様な学部機関の中から優秀な成績を収めた学生を集めることを目的としています。   財務知識、S&P製品の専門知識、問題解決スキル、及び専門的なコミュニケーションを開発するチームに参加します。クライアントサービスチームでは、お客様の問題解決、データの解釈、S&P Global Market Intelligence Platformの操作をお手伝いします。クライアントサービスで1年以上にわたる経験を経て、お客様と向き合う役割で成功を収めることができます。   クライアントサービスのメンバーとして、S&P Global Market Intelligence Platformのソリューションジェネラリストを務めます。この役割では、チームプレーヤーとして働くことが非常に重要です。クライアントサービスは、セールス、コンテンツ、製品、テクニカルサポートなど、多くの社内チームと連携しています。   あなたに何のメリットがありますか?   このポジションは、キャピタル・マーケッツ、財務会計、S&Pグローバル・マーケット・インテリジェンス・プラットフォーム、S&Pグローバル・マーケット・インテリジェンス・オフィス・プラグインなどのさまざまな分野に焦点を当てた包括的なカリキュラムをカバーする実地学習と経験で構成されています。...

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 ,  Twitter , 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...

About the Role: Grade Level (for internal use): 07 Please submit your application in English. The interview process will be completed in English. About the Role: The Team: As part of the Client Services team, you will work closely with various business functions including sales, operations, and product development to ensure our clients have a seamless experience with Research Manager. Responsibilities and Impact: Ensure customers of Research Manager receive first-class service consistent with S&P Global’s expectations. Actively speak with customers to ensure they understand how to use the functionality of the Research Manager product suite and understand the full capability of Research Manager Understand client mapping requirements for data, API, and questionnaire purposes and facilitate the entry of that information into the system. Provide front-line daily support for all clients including capture of bugs and enhancements. Coordinate with various...

About the Role: Grade Level (for internal use): 07 About the Role: The Team: S&P Global‘s Private Markets segment empowers a diverse spectrum of private equity and venture capital firms to more effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Responsibilities and Impact: In this position, you'll be a crucial part of the iLEVEL platform support. You'll develop essential Fintech skills, becoming a key member of the iLevel Support Team. Along the way, you'll weave a valuable web of knowledge and support, connecting with mentors, peers, and broader teams. It's all geared towards enriching the thrilling work you'll be diving into! Become an expert in all facets of supported financial products (iLEVEL & QVal) Provide outstanding client...

About the Role: Grade Level (for internal use): 07 The Client Services Associate plays a pivotal role in ensuring an exceptional customer experience with Capital IQ Solutions products. The role begins with an intensive training schedule focusing on a variety of areas including Capital Markets, S&P CapIQ and CapIQ Pro platforms, and Excel Plug-in, combined with on-the-job learning experience. This position requires a comprehensive understanding of our products, technical solutions, and the unique needs of our diverse user segments. Our team is dedicated to delivering unparalleled client satisfaction and fostering strong client relationships. This role serves as an excellent entry point into the company, providing a solid foundation for future career growth and advancement primarily in client-facing roles. The Team: Capital Markets Client Services Our data, analytics, and research help our customers make informed, smarter business decisions and investments. We...

About the Role: Grade Level (for internal use): 07 Associate, Client Services | German or French fluent speaker The Role The Client Services Associate plays a pivotal role in ensuring an exceptional customer experience with Capital IQ Solutions products. The role begins with an intensive training schedule focusing on a variety of areas including: Capital Markets, S&P Capital IQ Platform, and Excel Plug-in, combined with on the job learning experience.  This position requires a comprehensive understanding of our products, technical solutions, and the unique needs of our diverse user segments. Our team is dedicated to delivering unparalleled client satisfaction and fostering strong client relationships. This role serves as an excellent entry point into the company, providing a solid foundation for future career growth and advancement primarily in client-facing roles.  The Team You will be part of a rapidly growing organisation with an...

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....

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....

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. Job...

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....

Key Accountabilities Acts as a first point of contact for clients, taking ownership for the resolution of their basic queries Drafts and distributes communications to clients regarding new products and services, service enhancements and disruptions, contractual licensing, and user permissions Supports the onboarding process for new clients in conjunction with the Sales teams, identifying client training opportunities where necessary Builds relationships with internal and external stakeholders, ensuring clients receive the best possible service Analyses client queries and requests, extracting bespoke data when necessary, and escalating complex issues Assists in the production of regular external client reports in line with business requirements and global reporting standards Your profile 3 years previous Financial Services experience in a Client Services role Confident and articulate telephone manner Excellent Microsoft Office skills...

About the Role: Grade Level (for internal use): 07 The Team: The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space.   Responsibilities and Impact: The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients. Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows Provide...

About the Role: Grade Level (for internal use): 07 The Team: Join a team that develops your financial knowledge, S&P product expertise, problem-solving skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their issues, interpret our data, and navigate the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support. Responsibilities and Impact: Following approximately 1-2 months of training and mentorship, you will begin to support clients over the phone, via web chats and emails. Beyond learning how to communicate with clients, you will also receive deep-dive training on our data, present group projects, learn about our customer segments, and gain exposure to additional S&P Global platforms. This role is built to provide...

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...

Join the Client Services team as Client Services Associate. The role is based in Milan. Key Responsibilities The resource will support the team on the following activities: Act as first point contact, support clients with day-to-day trading activities, resolving issues and configurations by phone, email or on-site as required. Raise cases to second level support and maintain client records. Monitor market processes, transactions and all other services that are fundamental for the correct functioning of the market and clients dedicated services Support Sales with client onboarding and management by providing timely responses and collaborating for best practice solutions, demos of the GUI onsite or via Webex Actively collaborate with all MTS groups in order to address/solve correctly market issues or improvements Create, Manage and delete users for clients Send out messages to all market participants Candidate Profile/ Key Skills The ideal candidate has:...

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...

Job Title: Senior Client Service Associate Location: Gurgaon Team: Global Service Processing, Client Services   The Senior Associate, Global service processing (GSP), plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, Client account terminations and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements. Key Responsibilities: Bulk Updates Management: Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies. Collaborate with IT and other departments to ensure all bulk requests are processed correctly . Deceased and Bankruptcy Case Handling: Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met. Liaise with legal...

About the Role: Grade Level (for internal use): 08 S&P Global Commodity Insights The Role: Client Service Associate The Team: The Client Service Associate (CSA) team is dedicated to delivering exceptional frontline service to customers and prospects, ensuring they have a positive experience with S&P Commodity Insights products and services. This high-performance team values professionalism, effective communication, and responsiveness, fostering a dynamic environment where collaboration is key to addressing customer needs. What sets this team apart is its commitment to meticulous record-keeping and proactive follow-up, which not only resolves issues efficiently but also enhances overall client satisfaction and service quality. The Impact: The Client Service Associate (CSA) plays a crucial role in driving business success by acting as the primary point of contact for customers and prospects, ensuring that their inquiries are handled efficiently and...

About the Role: Grade Level (for internal use): 08 S&P Global Commodity Insights The Role: Client Service Associate The Team: The Client Service Associate (CSA) team is dedicated to delivering exceptional frontline service to customers and prospects, ensuring they have a positive experience with S&P Commodity Insights products and services. This high-performance team values professionalism, effective communication, and responsiveness, fostering a dynamic environment where collaboration is key to addressing customer needs. What sets this team apart is its commitment to meticulous record-keeping and proactive follow-up, which not only resolves issues efficiently but also enhances overall client satisfaction and service quality. The Impact: The Client Service Associate (CSA) plays a crucial role in driving business success by acting as the primary point of contact for customers and prospects, ensuring that their inquiries are handled efficiently and...

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...

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...