27 Client Services jobs

S&P Global Market Intelligence – Client Operations The Role: Client Services Associate Development Program (ADP) The Team: Client Services Associates are the first point of contact for clients. You’ll work with them personally to optimize their workflows and streamline their research and data analysis needs. If you’re a natural problem solver with a passion for finance then this could be the role for you. The Impact: As a member of Client Services, you will serve as a solution generalist for the S&P Global Market Intelligence platforms. Working as a team player is very important in this role. Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support. What’s in it for you: To be challenged daily with a steep learning curve To work with a broad range of clients including major investment banks, private equity firms, insurance companies, corporates, and investment managers from all over the world...

You may think of Nasdaq as just a stock exchange but think again. With more than 6,000 associates in 39 offices around the world, we're a global technology company that serves clients in more than 50 countries. By joining Nasdaq, you will help advance economic progress for all. We know that we succeed because of our people. That's why we offer great benefits to help you live a more prosperous life, personally and professionally. In our culture, diversity is a strength, and we look for people with unique backgrounds, skills, and perspectives. See why our employees love working at Nasdaq by exploring our careers page. About the role If you are someone who enjoys working in a results-driven and high-performing international culture and thrive in a creative and dynamic environment, this is the role for you. We’re looking for a Client Services Analyst on our Analyst Services team to drive forward back-office document management for Solovis clients. Analyst...

About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. At ION, we offer careers that provide many opportunities: To invent. To design. To collaborate. To build. To transform businesses and empower people around the world to do more, faster and better than before. Imagine what you can do and experience. This is where you can do your best work. Learn more at iongroup.com . Your role Your duties and responsibilities ●       As a team and at times as the primary contact with clients during Implementation and Upgrade projects – face to face meetings / video / conference calls...

Job Description and Responsibilities Interactive Brokers Group is looking for a self-driven and experienced Client Services Associate in the upcoming Manila office. The Associate will focus on creating and driving strategies that impact client satisfaction, process improvements, talent, and culture initiatives. You will speak with clients through inbound calls, emails and chats and provide outstanding service by quickly resolving queries regarding account transactions, functional questions, margin-related queries, and other issues. Responsibilities Respond to retail and professional clients' inquiries via inbound calls, email and online chat Obtain a thorough knowledge of products offered by IBKR on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of...

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. Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain outstanding talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately build customer value.  We’re seeking a Client Services Manager to join our stellar team! You will have the opportunity to support documentation for Broadridge's top-tier products. We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered a hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely. Responsibilities: Responsible for handling inquiries,...

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 hiring! We are seeking a Client Services Representative - Operations (Contract) to join our dynamic Custom Product Solutions team. In this role you will learn and support the growing suite of valuable products. You will act as a client advocate and interface between multiple internal departments to deliver a high-quality result, monitoring project completion from initiation through delivery. You will be asked to handle our clients' expectations while driving exceptional service; this includes researching and responding in a timely manner to moderately complex or mid to large sized clients with regards to their needs and our product set. You will understand and assist the client with the shareholder meeting process and product queries.   This is...

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 hiring! The Issuer Services team is seeking an Annual Meeting Client Services Specialist to join our team supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing, role you will be responsible for overseeing all aspects of the issuer facing AGM product suites including the Virtual Shareholder Meeting process. Planning and executing shareholder meetings using our online platform will be the primary focus of this newly created role. Instrumental in the success of this position, an in-depth knowledge of event coordination and management, corporate proxy rules and client communication. Guiding clients through the shareholder meeting process and Broadridge capabilities is part of the day to...

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 hiring! We are seeking a junior Client Service Representative to join our team! We are looking for someone to work closely and efficiently with a diverse and inclusive group of team members within our fast-paced and evolving industry. Our team works in a client-facing capacity with Issuers and Law Firms to make it as easy of an experience as possible to post both mandatory and voluntary disclosures with the United States Securities and Exchange Commission (“SEC”). Our service team guides clients and manages the production work related to taking their various disclosure documents and generating compliant, well-formatted files to be disseminated on the SEC’s Electronic Data Gathering, Analysis, & Retrieval system (“EDGAR”). You will be...

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 are seeking an experienced Client Service Representative to be the first line of contact and support for global custodian and institutional client enquiries by telephone and by email. Primary responsibilities will include ensuring all emails and telephone calls are accurately responded to within the Service Level Agreement (SLA) and providing a world class service delivery to all clients in relation to their global proxy voting requirements. The successful applicant will establish, build and maintain excellent working relationships with global custodians and institutional clients in order to facilitate a positive and productive business relationship whilst ensuring that all elements of their proxy voting requirements are addressed promptly and...

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. The Senior Director – Client Services will be responsible for establishing and maintaining relationships with a subset of Broadridge’s Australian clients.  He/she will focus on cultivating relationships across the firm with a focus on senior client executives and decision makers.  The position will focus on retaining 100% of the client base and developing account plans based on a cross-Broadridge understanding of the client as well as identifying opportunities to drive new sales opportunities. They will also be responsible for client operations in Oceania, maximizing revenue opportunities through the implementation, development, and customization of Broadridge solutions to our clients, a key objective being to unify the services we offer to maximize...

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 actively seeking a remote, contract Client Services Representative to join our dynamic team. In this role, you will be responsible for maintaining efficient and effective communication with our subscribers, by conducting training calls on the digital tools we provide. In addition to customer education, the Client Support team members are responsible for the promotion of Broadridge services and products, such as: websites, domain names, sponsored ads, digital advertising, and social media support. Are you looking to join a dynamic and growing team with one of the leaders in the financial technology industry? Do you understand the value of providing stellar customer service? If so, and you thrive in a fast-paced work environment,...

Role Profile The Associate's primary role is to assist clients in accessing and using Fixed Income and Multi-Asset Index data. Our clients are generally institutional investors who use this data to make investment decisions. FTSE’s Indices have a large, international client base, so Associates will have the opportunity to collaborate with many international stakeholders who are experts in their local markets. The London Stock Exchange aspires to be at the forefront of financial innovation. As new index products are created, FIMA Associates assist clients to understand and interpret them. This may involve researching and tracking financial markets and assisting developers in testing new software products and features. Job Responsibilities As part of the LSEG DataOps Specialist Support group, this position provides an excellent opportunity to gain a broad perspective on financial markets and work as part of an internationally-respected business, with a history tracing back for over...

By selecting “Apply” above, you indicate you have read and acknowledge the Dow Jones Applicant Privacy Notice and Dow Jones Cookie Policy , including data transfers as described in the Policy. Job Description: Your role Are you a process-oriented thinker with a high level of attention to detail?  Do you enjoy applying your knowledge of practices and procedures to help customers with complex business solutions? We’re looking for a Client Services/Customer Support Associate within the OPIS Division to: Identify, track and respond to client requests and feedback via the task management system. Provide troubleshooting and resolutions with escalation of complex requests to SME. Provide sales support by creating historical data files, auditing accounts, setting prospective clients up on trials of our services, and answering questions regarding data and data quality via phone, email and chat. Collaborate with colleagues on sales, editorial, marketing and...

By selecting “Apply” above, you indicate you have read and acknowledge the Dow Jones Applicant Privacy Notice and Dow Jones Cookie Policy , including data transfers as described in the Policy. Job Description: Your role Are you a process-oriented thinker with a high level of attention to detail?  Do you enjoy applying your knowledge of practices and procedures to help customers with complex business solutions? We’re looking for a Client Services/Customer Support Associate within the OPIS (Oil Price Information Service Division to: Identify, track and respond to client requests and feedback via the task management system. Provide troubleshooting and resolutions with escalation of complex requests to SME. Provide sales support by creating historical data files, auditing accounts, setting prospective clients up on trials of our services, and answering questions regarding data and data quality via phone, email and chat. Collaborate with colleagues on...

Job Description and Responsibilities Interactive Brokers Group is looking for a self-driven and experienced Senior Manager to head our Client Services team in the upcoming Manila office. The role will focus on creating and driving the strategy to impact client satisfaction, processes, talent, and culture initiatives. The individual will set up and lead a team that supports the daily functions of the client service department.   Responsibilities Manage all activities associated with client services team, including developing and implementing policies and procedures. Ensure continuous improvement of processes, systems and communications. Obtain a thorough knowledge of products offered by IBKR on various global exchanges. Provide end-to-end query resolution right from opening/funding accounts, trading platform queries, margin/trade issues, etc. Keep ahead of the industry’s developments and apply best practices to areas of improvement. Listen...

Role Profile The Associate's primary role is to assist clients in accessing and using Fixed Income and Multi-Asset Index data. Our clients are generally institutional investors who use this data to make investment decisions. FTSE’s Indices have a large, international client base, so Associates will have the opportunity to collaborate with many international stakeholders who are experts in their local markets. The London Stock Exchange aspires to be at the forefront of financial innovation. As new index products are created, FIMA Associates assist clients to understand and interpret them. This may involve researching and tracking financial markets and assisting developers in testing new software products and features. Job Responsibilities As part of the LSEG DataOps Specialist Support group, this position provides an excellent opportunity to gain a broad perspective on financial markets and work as part of an internationally-respected business, with a history tracing back for over...

At Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile app and by phone. Last year, we helped over 300 million people access information about the currencies that matter to them and over 225,000 people used us to send money overseas. We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under their Money Transfer division, Xe and Ria Money Transfer have been brought together to help establish the third largest money transfer business in the world. Our principles AMBITION - We dream big, try things out and always ask “why not?” and “what if?” We’re ambitious in our thinking and our delivery RESPONSIBILITY - We get involved, bring our perspective...

At Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile app and by phone. Last year, we helped over 300 million people access information about the currencies that matter to them and over 225,000 people used us to send money overseas. We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under their Money Transfer division, Xe and Ria Money Transfer have been brought together to help establish the third largest money transfer business in the world. Our principles AMBITION - We dream big, try things out and always ask “why not?” and “what if?” We’re ambitious in our thinking and our delivery RESPONSIBILITY - We get...

About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.  •Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. •Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure. With 10,000 employees and offices in more than 40 cities around the globe, ION is a rapidly expanding and dynamic group. At ION, we offer careers that provide many opportunities: To invent. To design. To collaborate. To build. To...

At XE, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile apps and over the phone. Last year, we helped nearly 300 million people access information about the currencies that matter to them and over 150,000 people used us to send money overseas. Thousands of businesses relied on us for information about the currency markets, advice on managing their foreign exchange risk or trusted us with their business-critical international payments. At XE, we share the belief that behind every currency exchange, query or transaction is a person or business trying to accomplish something important, so we work together to develop new and better currency services that put our customers first. We are proud to be part of Euronet Worldwide...