23 Client Services jobs

Client Services professionals in the financial markets sector play a crucial role in maintaining and enhancing relationships with clients, ensuring their satisfaction, and supporting their ongoing needs. These individuals serve as the primary point of contact between the financial institution and its clients, providing support, resolving issues, and facilitating access to various financial products and services.

Key responsibilities and aspects of Client Services roles in financial markets include:

  1. Relationship Management:
    • Building and maintaining strong relationships with assigned clients
    • Understanding client needs, preferences, and investment objectives
    • Proactively engaging with clients to ensure satisfaction and retention
    • Identifying opportunities for cross-selling and upselling financial products
  2. Query Resolution:
    • Addressing client inquiries regarding account status, transactions, and services
    • Investigating and resolving complex client issues or complaints
    • Coordinating with various internal departments to provide comprehensive solutions
    • Ensuring timely and accurate responses to all client communications
  3. Account Management:
    • Overseeing client account activities and ensuring accuracy
    • Facilitating account openings, closures, and modifications
    • Assisting clients with account transfers and fund movements
    • Ensuring compliance with account-related regulations and internal policies
  4. Transaction Support:
    • Assisting clients with execution of financial transactions
    • Providing guidance on transaction processes and requirements
    • Coordinating with trading desks and back-office teams to ensure smooth transaction flow
    • Troubleshooting transaction-related issues and discrepancies
  5. Reporting and Documentation:
    • Preparing and delivering regular client reports and statements
    • Assisting clients in understanding complex financial reports
    • Ensuring timely distribution of tax documents and other required paperwork
    • Maintaining accurate and up-to-date client records
  6. Product Education:
    • Educating clients about new financial products and services
    • Providing information on market trends and investment opportunities
    • Organizing and conducting client seminars or webinars
    • Collaborating with product specialists to address specific client inquiries
  7. Risk and Compliance:
    • Ensuring all client interactions adhere to regulatory requirements
    • Identifying and reporting potential compliance issues or suspicious activities
    • Assisting with periodic client reviews and due diligence updates
    • Staying informed about changes in financial regulations affecting client services
  8. Technology Support:
    • Assisting clients with access to online platforms and digital services
    • Troubleshooting technical issues related to client-facing applications
    • Providing guidance on the use of financial tools and calculators
    • Collecting feedback for improvements in digital client services
  9. Client Onboarding Support:
    • Assisting new clients through the onboarding process
    • Ensuring all required documentation is collected and verified
    • Coordinating with onboarding teams to expedite account setup
    • Providing a smooth transition from onboarding to ongoing service
  10. Performance Monitoring:
    • Tracking client satisfaction metrics and feedback
    • Identifying trends in client inquiries and service requests
    • Implementing improvements based on client feedback and performance data
    • Reporting on service level agreements (SLAs) and key performance indicators (KPIs)
  11. Crisis Management:
    • Providing support and guidance during market volatility or crises
    • Communicating important updates and information to clients
    • Coordinating with management to address client concerns during critical times
    • Implementing special procedures or accommodations during exceptional circumstances
  12. Continuous Improvement:
    • Participating in training programs to enhance product knowledge and service skills
    • Contributing to the development of best practices in client service
    • Suggesting and implementing process improvements
    • Staying updated on industry trends and competitive offerings

Successful Client Services professionals in financial markets typically have educational backgrounds in finance, business administration, or related fields. Many also pursue certifications in financial planning or customer service excellence.

Key skills for success in Client Services include:

  • Excellent communication and interpersonal skills
  • Strong problem-solving abilities and attention to detail
  • In-depth knowledge of financial products and markets
  • Ability to explain complex financial concepts in simple terms
  • Patience and empathy when dealing with client concerns
  • Proficiency in CRM systems and financial software
  • Time management and ability to handle multiple priorities
  • Adaptability to changing market conditions and client needs

Client Services professionals must stay current with financial market trends, product offerings, and regulatory changes affecting client interactions. They play a vital role in maintaining client satisfaction, fostering long-term relationships, and contributing to the overall success and reputation of the financial institution.

 

Full time
 
Customer Service Representative
RSD Human Resource Parañaque, Metro Manila, Philippines
Retail Account, 18k - 22k salary with night differentials and incentives Graveyard shift  Qualifications - Senior High graduate with 6 months BPO experience or completed 2 yrs in college (no back subjects) plus good English communication command. Could start ASAP

Sep 04, 2024
Full time
 
CALL CENTER AGENT CSR
Recruitment Management Solution Parañaque, Metro Manila, Philippines
We are looking for a motivated Customer Service Representative (CSR) to join our team for a retail account based in Paranaque. As a CSR, you will be the frontline support for our customers, assisting with inquiries, providing solutions to issues, and ensuring a high level of customer satisfaction. Your role will involve handling various customer interactions including phone calls, emails, and chat support.

Sep 04, 2024
Full time
 
Euronext Clearing - Client Services and Support Analyst
Euronext Milan, Metropolitan City of Milan, Italy
Key accountabilities • Act as the central point of contact of an allocated group of clients on operational matters and ensure an efficient incident management process and escalate issues in an accurate and timely manner • Provide client support and follow up all questions or issues until resolution, regularly inform the client of progresses notably when in depth analysis is needed • Ensure compliance with Service Level Agreements and strengthen the quality framework to meet quantitative and qualitative objectives. • Drives continuous improvement of process and practices, assess and select improvement opportunities that provide long-term value and minimize operational risks • Contribute to operation enhancement projects, review of specifications and creation of terms of reference on coming products and initiatives, support to clients for the developments and tests, execution of conformance tests with the clients Your profile • Strong financial background and a good knowledge /...

Sep 20, 2024
Full time
 
Client Services/Customer Care Support Analyst
S&P Global New York, NY, USA
About the Role: The Team: OSTTRA provides end-to-end solutions for post-trade transaction management of OTC derivatives. OSTTRA also connects dealers and buy-side institutions to central clearing counterparties, trade repositories, and electronic swap markets. Within OSTTRA Client Services, the team provides day-to-day operational customer support for all derivative confirmation services within OSTTRA. The Operations team works closely with Product Management, Client Success, Business Development, and IT to ensure timely and accurate responses to customer implementation and regulatory requests. Responsibilities and Impact: OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks,...

Sep 20, 2024
Full time
 
Mandarin/Korean Bilingual Associate, Client Services (Capital Markets)
S&P Global Makati City, PH
About the Role: Grade Level (for internal use): 07 About the   Role:  Mandarin/Korean Bilingual Associate, Client Services (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 2-3 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...

Sep 19, 2024
Full time
 
Associate, Insurance Client Services
S&P Global Islamabad, PK
About the Role: Grade Level (for internal use): 07 ​The Team: The Insurance Client Services Role involves being one of the main client contact in providing them support on maximizing the use of the product for Insurance companies covered in Capital IQ Pro. On a daily basis, the associate’s time is spent in addressing client questions and requests about the platform/excel add-in and is also responsible for escalating issues and inquiries to other teams if necessary, communicating with internal content teams, account management. Responsibilities and Impact:   Along with providing the best product in the market is providing the best support for it. Associates have a direct impact on the quality of the support provided, hence directly affecting the client's perspective of the quality of the company as a whole .    Since the Associates are directly contacting clients, they also have the opportunity to relay feedback to the company and...

Sep 11, 2024
Full time
 
Senior Client Services Associate
Saxo Bank Gurugram, Haryana, India
Location - Gurgaon (Onsite) Responsibility:   Provide knowledgeable help to customers and go the extra mile in providing the correct details to customer queries. Adhere to Service Level Agreement (SLA) deadlines in resolving customer complaints quickly and effectively. Processing client requests through CRM tickets with the help of internal operations/Legal teams. Acting as owner of client queries till the investigation and required resolution is delivered. Apply analytical approach to the related cases and provide requisite solution. Working on regulatory tasks like DSAR/FSCS Handling account management task like Deceased, termination of accounts, audit reporting Highlight any process gaps/improvements in time for the enhanced client experience. Owning the client journey to process request as per set procedures and policies. Prepare EOD review for the tasks handled.     Mandate:...

Sep 10, 2024
Full time
 
Associate, Client Services
S&P Global Buenos Aires, AR
About the Role: Grade Level (for internal use): 07 The Team: The associate will be part of a dynamic team, responsible for all onboarding, data research, and processing functions on the Loan Operations Team which primarily supports ClearPar users and their system functionality needs. Responsibilities and Impact: In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority.  This is an exciting opportunity to learn about finance, banking, syndicated loan market, and Software as a Services (SAAS) technology. As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. These include but are not limited to accurately reviewing and maintaining asset and contract data, new deal creation, processing amendments, creating/modifying transfer docs, and...

Sep 09, 2024
Full time
 
SR CLIENT SERVICES/CUSTOMER CARE SUPPORT ANALYST /Sr Application Associate
S&P Global Banglore, Karnatak
About the Role: Grade Level (for internal use): 08 Department overview: Global Shared Support for Bangalore Infrastructure EDM Application Support, providing Level 1 to level 1.5 Support for various Products. Global Shared Support is 24/7 365 days process, and this is required so we can Roster (24/7/365), schedule resources for all the tasks/products allocate and provide continue seamless support for different products (EDM, EDMW, Debt Domain, WSO, Thinkfolio, DeltaOne and RegOne) supported by Global Shared Support Team. Current tasks - Monitoring Servers, Monitoring Client Production environments, working on tickets, Runbooks and BAU tasks, EDM - Providing L1 and L1.5. With migration of EDM/EDMW/Debt Domain/WSO L1 and L1.5 activities (including implementation) to Bangalore Team as a Strategic location for first line support the daily BAU tasks has increased when compared to previous years. Support from Bangalore Team for EDM/EDMW/Debt Domain/WSO Hosted Client includes...

Sep 06, 2024
Full time
 
Associate, Client Services (EMEA Shift)
S&P Global Ubn Tower, 10, Jalan P. Ramlee, Kuala Lumpur, 50250 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia
About the Role: Grade Level (for internal use): 07 The Team: The associate will be part of a dynamic team, responsible for all onboarding, data research, and processing functions on the Loan Operations Team which primarily supports ClearPar users and their system functionality needs. Responsibilities and Impact: In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority.  This is an exciting opportunity to learn about finance, banking, syndicated loan market, and Software as a Services (SAAS) technology. As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. These include but are not limited to accurately reviewing and maintaining asset and contract data, new deal creation, processing amendments, creating/modifying transfer docs, and...

Sep 06, 2024
Full time
 
Global Corporate Services - EMEA Head of Client Services, VP
Blackstone London, UK
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 .   The Global Corporate Services (GCS) team at Blackstone services all global offices and lines of businesses across the firm. The GCS team is delineated by its Corporate Real Estate & Strategy (CRES), Administrative Services (AS) and Travel & Expense...

Sep 05, 2024
Full time
 
Client Services Representative - Contract (REMOTE)
Broadridge MN, USA
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 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. This position is a temporary, contract role expected to last approximately 12 months, with the strong possibility to go permanent. The work hours are Monday - Friday from 8:00 AM - 5:00 PM (Pacific Time). This is a remote role where you will...

Sep 04, 2024
Full time
 
Client Services Associate (Graduate/Entry Level)
CMC Markets Sydney NSW, Australia
CMC are hiring! We have a permanent opportunity for a Client Services Associate to join our Client Services Stockbroking team, based in our Chatswood, Sydney office. This is an entry level role which could be suited to those looking for a graduate position in financial services or wanting to get their foot in the door in the fintech industry. Please note that we operate onsite working and would require you to come into our Chatswood office 5 days per week.  Please note that this role is only open to Sydney based candidates with full, permanent working rights (Citizen/Permanent Resident).   About Us 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....

Sep 02, 2024
Full time
 
Client Services Manager
Broadridge 5 Martin Pl, Sydney NSW 2000, Australia
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. We are seeking an exceptional Client Services Manager to join our team at Broadridge. This senior hands-on role is pivotal for managing and ensuring the highest standards of service delivery for our key clients. The successful candidate will be responsible for managing client relationships, overseeing service reviews, handling incident escalations, and ensuring compliance with service level agreements. This position works in close partnership with various internal teams, including Global Account Management and Support Service Leads, to maintain and build strong relationships across all functions. This role is ideal for candidates aspiring to advance their career to senior operations management in a growing business, or those looking to enhance their...

Aug 27, 2024
Full time
 
Index Client Services Analyst
Nasdaq Atlanta, GA, USA
Why Nasdaq When you work at Nasdaq, you’re working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That means planning for career growth, ensuring you have the tools you need, and promoting an inclusive culture where we’re all valued for our unique perspective. Here, you will work for a global tech leader committed to breaking down barriers to inclusive prosperity. We see technology as a means to free people up to work together more productively and optimally by centralizing data, analytics, and market intelligence. Here, we’re committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients. What We Offer This is a permanent full-time role...

Aug 26, 2024
Full time
 
Client Services Senior Specialist
Nasdaq NY, USA
Responsible for providing efficient and high quality client services to financial institutions. Primarily responsible for market operations functions in the US equities space. Responsible for continuing development and improvement of the client services with the overall objective of shortening the client response time and increase service quality. This position is responsible for both technical and non-technical support. Experience/understanding of US Equities Market Structure and how they operate, along with the various rules and regulations, the exchanges involved, how things are interconnected, FIX protocol, market data, etc. Responsible for being first line of support for customer service requests and incident management. Responds to unresolved production support issues and participate in analysis and resolution. Assists team in process re-design and improvements which would improve efficiency and result in exceeding KPI’s every time. Identifies industry change and...

Aug 26, 2024
Full time
 
Institutional Client Services Associate (Additional Languages Preferred)
Interactive Brokers London, United Kingdom
Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.”   We are looking for an enthusiastic self-starter with outstanding communication and problem-solving skills to provide a high level of service to IBKR’s global existing and prospective institutional clients (including banks, hedge funds, financial advisors and brokers) via telephone, ticket, and live chat. If you have any additional languages, please disclose them in the application. We pride ourselves on building and maintaining long-term client relationships while providing a seamless onboarding experience as we continue expanding our global product and service offerings. Your contribution will play a crucial role in supporting clients with technical or trade-related queries and...

Aug 22, 2024
Full time
 
Institutional Client Services Associate (German Speaking)
Interactive Brokers London, United Kingdom
  Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.”   We are looking for an enthusiastic self-starter with outstanding communication and problem-solving skills to provide a high level of service to IBKR’s global existing and prospective institutional clients (including banks, hedge funds, financial advisors and brokers) via telephone, ticket, and live chat. Being bilingual in English and a German is preferred. We pride ourselves on building and maintaining long-term client relationships, while providing a seamless onboarding experience for our clients as we continue expanding our global product and service offerings. Your contribution will play a crucial role in this, supporting clients with any technical or trade-related queries...

Aug 22, 2024
Full time
 
Institutional Client Services Associate (Italian Speaking)
Interactive Brokers London, United Kingdom
  Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.”   We are looking for an enthusiastic self-starter with outstanding communication and problem-solving skills to provide a high level of service to IBKR’s global existing and prospective institutional clients (including banks, hedge funds, financial advisors and brokers) via telephone, ticket, and live chat. Being bilingual in English and Italian is preferred. We pride ourselves on building and maintaining long-term client relationships, while providing a seamless onboarding experience for our clients as we continue expanding our global product and service offerings. Your contribution will play a crucial role in this, supporting clients with any technical or...

Aug 22, 2024
Full time
 
Vice President - Client Services
Broadridge Toronto, ON
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 Vice President of Client Services, Enterprise Accounts, GTO Canada, plays a crucial role in ensuring the consistent delivery of exceptional customer service to our Enterprise Accounts, leading Client Services in a multi-client product environment.  This position requires proactive collaboration with various stakeholders to identify and address customer needs, devise innovative strategies to enhance customer satisfaction, and contribute to the overall growth of our Enterprise Accounts. We are looking for a dynamic leader with experience in leading successful customer service initiatives and exceptional relationship-building skills to drive continuous improvement in customer service standards. The Vice President will also collaborate closely with the...

Jun 21, 2024