622 client services associate jobs found

About the Role: Grade Level (for internal use): 07 About the   Role:   Client Services Associate, Capital Markets    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...

About the Role: Grade Level (for internal use): 07 Client Services Associate, Capital Markets 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 exceptional corporate culture....

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 the prestigious RG146...

Amsterdam, Netherlands De economie is altijd in beweging, en wat er op macro-economisch niveau gebeurt, heeft een grote invloed op de aandelenmarkt. Gaan de rentetarieven omhoog of omlaag? Hoe beïnvloedt dit de aandelenmarkt? En wat betekent het consumentenvertrouwen voor de huidige situatie op de aandelenmarkt? Als je echt geïnteresseerd bent in financiële markten en het helpen van onze investeringsklanten je energie geeft, lees dan verder! Als Junior Investment Specialist maak je deel uit van een dynamisch team van meer dan 65 Investment Specialists. We ondersteunen wereldwijde Sales campagnes en werken aan het verhogen van de klanttevredenheid (NPS - Net Promoter Score). Je krijgt gestructureerde training zodat je je investeringskennis en expertise kunt ontwikkelen. Naarmate je meer leert, ga je klantvragen beantwoorden over investeringsproducten zoals turbo's, futures en opties. Je geeft productinformatie binnen de mogelijkheden van ‘Execution Only’ zonder advies te...

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: Grade Level (for internal use): 07 The Team:    BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between institutional investors, broker/dealers and research providers. Whether it is facilitating corporate access roadshows, conferences, access to analysts or the distribution of research, our CRM and Events applications connect all the stakeholders.    Our comprehensive institutional investor contact and holdings data is relied upon daily by thousands of professionals across the capital markets industry for prospecting and for providing key insights to help better service their clients. We have a broad and diverse customer base, including some of the world’s largest financial institutions.      The   Impact:     We are seeking a junior   Client Services Associate to join   our   dynamic and global   Client S uccess t eam,   where...

About the Role: Grade Level (for internal use): 10 Job Summary:  The Client Services/Support Associate Manager will be responsible for managing the client support team in Gurgaon India , ensuring high-quality service delivery and managing client relationships. This role involves collaborating with internal stakeholders, technical and product teams to enhance client satisfaction and drive service improvements. The role is expected to work mainly during the US Hours but will have direct reports to manage, working in the APAC hours. Principal Accountabilities: Develop and initiate business and operational vision that drive organization, process and technology improvements in support of new and changing product requirements. Effective and timely communication with both internal and external customers around business metrics, collaboration and customer delight Continuously and proactively strive to improve Customer Delight within area of responsibility Proactive...

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, displaying compliant behaviour, and playing a pivotal role in driving the growth of our client base to further enhance the client experience. 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 company policies and procedures. Specialist Engagement: Collaborate...

Copenhagen, Denmark 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...

About Us Saxo Bank Securities Ltd, Japan is a licensed subsidiary of Saxo Bank A/S and has operated in Japan since 2007. We provide access to global markets for our local customers and serves as a gateway to Japan markets for our global customers. Saxo enables individual and institutional clients to trade more than 40,000 instruments globally from one single margin account and provides institutional clients such as banks and fintech with Open Banking solutions from multi-asset execution, prime brokerage services to trading technologies. Saxo‘s multi-asset platform provides access to trade across FX, FX Options, Futures, Stock Options, Stocks, Bonds, CFD’s, Indices, etc. Our clients include Banks & Brokers, Fund Managers, Private Banks, Corporates, Investment Managers and Family Offices, HNW and retail clients. Our headquarters is located in Copenhagen and we have offices in London, Tokyo, Zurich, Dubai, Milan, Paris and Amsterdam About the Role Client and Partner...

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....

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....

About us: LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. 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 comprehensive suite of trusted financial market infrastructure services – and our open-access model – we provide the flexibility, stability and trust that enable our customers to pursue their ambitions with confidence and clarity. LSEG is headquartered in the United Kingdom, with significant operations in over 60 countries across EMEA, North America, Latin America and Asia Pacific. We...

LSEG and Microsoft have entered an exciting strategic partnership for the development of next-generation data, analytics and cloud infrastructure solutions. Our customers’ needs are evolving and so are financial markets. This partnership will transform the way customers discover, analyse and trade securities around the world. It will also advance our cloud strategy and build the improved resilience, efficiency and agility that our customers need. All of Microsoft’s customers will also have access to our data and analytics capabilities through a single flexible infrastructure that is intuitive and responsive. If you are interested in being a part of this dynamic strategic partnership, we look forward to considering your skills and experience.  ROLE PROFILE: The role will manage a group of quantitative analytics applications to design, build and deliver Analytics product solutions for a global client base of LSEG’s buy-side and sell-side clients.  ROLE SUMMARY: The...

Do you have a passion for helping people and serving as their voice to shape our business and meet their needs? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyses change. As a Customer Success Manager, you are responsible for fostering intimate relationships and being a trusted advisor to our customers who use our Workflow Solutions. The CSM plays a vital role in ensuring our customers fully leverage the value of LSEG by discovering and implementing our solutions while continuously providing guidance throughout the customer's journey, creating the conditions for optimal renewal as well as revenue expansion. This role focuses primarily on driving value creation, executing retention strategy to ensure adoption, and the integration and expansion of our solutions into the daily workflow of end-users. Your portfolio will primarily comprise of clients in the Asset Management, Wealth Management, and...

End Date Sunday 04 January 2026 Salary Range £0 - £0 We support flexible working – click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE:  Associate Director - Coverage, Real Estate and Housing LOCATION: London HOURS:  Full Time WORKING PATTERN:  Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office / out with clients. About this opportunity We’re committed to using our scale, capabilities and partnerships to help shape the Real Estate communities of tomorrow, and we’re looking for a high impact, client focused Associate Director to help drive a London based Real Estate Coverage team. You'll work within the Coverage team, alongside a Relationship Director and Associate helping to develop ideas and solutions for clients by supporting the built environment...

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 . Business Description: Blackstone Infrastructure Partners (“BIP”) is an active investor across energy, transportation, digital infrastructure and water and waste infrastructure sectors. We seek to apply a long-term buy-and-hold strategy to large-scale...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Associate Product Analyst to join our Digital Center of Excellence team. In this role, you will support the design and development of digital product and platform capabilities. You will be partnering with cross functional teams across our sales, services, operations, technology, legal, marketing, and product groups to understand their product needs, and then prioritizing those needs and building and designing solutions and products to support the overall needs of the business. You will work alongside a team of product managers and developers who will continually evolve how we communicate on behalf of our clients and how we’re measuring our success. Your Responsibilities: Support key product initiatives from...

About the Role: Grade Level (for internal use): 09 About Us: Founded by the world’s leading investment banks, Visible Alpha, now part of S&P Global, is dedicated to creating the most comprehensive company and industry analysis in the market since 2015. Our employees are the backbone to creating and delivering investment research solutions. Our team operates in a continuous mode of experimentation to deliver new and innovative products to our clients. Key Responsibilities: Client Engagement: ·  Build and maintain strong, long-lasting relationships with clients ·  Partner with the Lead/Manager Account Manager in owning the end-to-end client journey from onboarding to ongoing management,training, ensuring customer satisfaction and success. ·  Identify client goals, challenges, and business needs, and collaborate with cross-functional teams to deliver tailored solutions. ·  Serve as a point of contact for escalations, ensuring timely resolution and continuous...

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....

Position Summary The Senior Sales Order Specialist generates quotes and enters order information into relevant systems, supporting the quote to billing processes. They also consistently enhance customer experience through improving timeliness in service delivery by achieving the guaranteed average turnaround time, based on agreed product/process and reducing the resolution time with agreed quality for sophisticated requests and specialty accounts (may include implementation of Service Level Agreement). The successful candidate is responsible for the order process for a designated group of customers or a designated geographical area; meeting requirements in an accurate and timely manner, providing expertise to customers in all related matters, thereby delivering customer satisfaction whilst ensuring that the company's goals and objectives are met. Role Responsibilities: Responsible for the implementation of the entire order to billing process and for providing ongoing...