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Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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We have an opening for a Client Service Specialist (Legal Secretary) in our New York office supporting our Financial Restructuring practice group. The Client Service Specialist provides administrative client services to both internal and external clients.
$82,600 - $105,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Job Description Delivery Manager, Client Services OperationsLocation(s): United States, East Coast | HybridGet To Know The Team: SS&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.
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Job Requirements Strong domain expertise in the entire value chain for a broker-dealer Entire value chain of broker dealer – middle and back office, trade settlement, clearing ,custody, client reporting, services – margin + stock lending Market data processing – reference data for stocks.
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Our client is a rapidly expanding, forward-thinking accounting centric outsourcing firm that specializes in providing a comprehensive suite of back-office services to early-stage and mid-sized commercial enterprises.
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BGC also provides a wide variety of services, including trade execution, brokerage, clearing, trade compression, post-trade, information, and other back-office services to a broad range of financial and non-financial institutions.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Responsibilities:Provide support for all trading and back-office platforms offered by Marex to both internal and external client base. Experience with ITIL and change management processesExcellent documentation, communication, and organizational skillsGeneral front-to-back knowledge of the flow for trading/clearing/operational process in settlement of options, futures and, OTC trade is preferredExperience in a financial services background, ideally banking, is preferred.
$57.69 - $72.15 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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My client is a rapidly expanding, forward-thinking accounting centric outsourcing firm that specializes in providing a comprehensive suite of back-office services to early-stage and mid-sized commercial enterprises.
$300,000 - $600,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Interact with numerous areas of the bank including Front, Middle and Back Offices, IT Risk and Client-on Boarding. Crdit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
$90,000 - $110,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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1 to 2 years of experience in securities industry (i.e. bank, brokerage firm) back-office or client service related roles required. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
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This role as part of the Protection Team is directly responsible for overseeing the processes to ensure protocol is being followed in the areas of Life, Disability, and LTC insurance and that Financial Services Representatives are being provided exemplary client service.
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The department also manages Margin Calculations and rate input for Debit/Credit interest in BPS for SGAS. Margin Custody Services manages the input and settlement of Mutual Funds, Offshore Hedge Funds and Money Market for the client base and is the primary contact point for all customer inquiries as well as Front and Middle Office.
$67,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Senior Client Associate provides personalized banking services to financial institution customers. Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
$24.36 - $44.87 an hourFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Prime Services Middle Office team handles all aspects of support for Fidelity’s hedge fund investment manager client base. Are you looking for an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services.
$52,000 - $83,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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You will lead diverse client engagement teams to help our clients with a broad range of advisory services and provide meaningful insights across risk management, treasury, front office, middle office, and back office on a broad spectrum of financial and capital topics and activities.
$117,300 - $215,100 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago
client services back office jobs in Jersey City, NJ
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