481 client services associate jobs found

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....

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 exposure to...

CMC are hiring! We have a permanent opportunity for a Bilingual Client Services Associate (Mandarin & English) to join our CFD team, based in our Chatswood, Sydney office.  This position is paying $60,000 + Super + Annual Discretionary Bonus and is only open to Sydney based candidates with full working rights (e.g. Citizen/Permanent Resident). About CMC Markets: 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. Why you’ll love working at CMC Markets: Growth: RG146 (Financial Regulatory) qualification, LinkedIn learning, internal opportunities, intensive training and support from the L&D team. Team: You’ll work alongside a...

About the Role: Grade Level (for internal use): 07 Client Services Associate, Capital Markets | 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 Location: London, United Kingdom The Team You will be...

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:...

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...

  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...

  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...

Job Description & Responsibilities As a liaison to Interactive Brokers' professional clients, the candidate will provide unparalleled service to IBKR's existing and prospective clients, including banks, hedge funds, financial advisors, and introducing brokers. We aim to build and maintain long-term client relationships while providing a seamless onboarding experience as we continue expanding our global product and service offerings. You are required to be proficient in Italian and English, and a third language would be beneficial.    Responsibilities include, but are not limited to: Troubleshoot and resolve technical, account, and trade-related queries via telephone, ticket, and live chat. Escalate high-level issues to relevant stakeholders and make suggestions for process improvement. Other ad hoc projects and duties, including client training, general market research and development, etc Qualification & Skills Strong knowledge of listed...

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...

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...

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...

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...

About the Role: Grade Level (for internal use): 07 The Team: As a member of the Capital Markets Client Services team, you will serve as an expert for the S&P Capital IQ and Capital IQ Pro platforms. You will be responsible for providing client support on our business intelligence tool by holding diagnostic conversations and driving product usage and revenue. Working on a team is essential in this role. Additionally, Client Services interacts with many internal teams, including Sales, Content, Product, News, and Technical Support. The Impact: This role assists market leaders and decision-makers across the financial services industry. You will help our clients resolve issues, interpret our data, and navigate the S&P Capital IQ and Capital IQ Pro platforms so that they can make decisions with conviction. What’s in it for you: • Grow and improve your financial knowledge, product expertise, problem-solving skills, and professional communication •...

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 seeking an Associate Client Services Representative to work in our Polish office in Gdansk; the data and analytics business unit of Broadridge. The Associate Client Services Representative is responsible for effectively and efficiently managing the ongoing service our clients receive as well as for acting as the day-to-day contact between the client team and the Broadridge team.  The Associate Client Services Representative will also lead client training and product overview discussions for all Global Market Intelligence related products. Job responsibilities: Provide day-to-day service for multiple and/or complex Broadridge clients. Work with multiple teams (Product, Data Submission, etc.) in tracking and resolving the client issues and...

Location - Gurugram (Onsite) About the job 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 . Besides the tasks of a CSA the SCSA has the skills and knowledge to solve the more complex queries and trading related issues Responsibilities Based on the work schedule the SCSA will execute the incommoding and other tasks to optimize client experience and efficiency . The position is mandated to Service clients within the structure and processes in Global Client Services. The SCSA also is mandated to handle VIP clients request with priority , and to the extend of other tasks...

About the job:   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 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...

Euronext Euronext is the leading pan-European market infrastructure, shaping capital markets for future generations. Its mission is to connect European economies to global capital markets, to accelerate innovation and sustainable growth. Euronext is located in 18 countries across Europe, US and Asia, with regulated exchanges in Belgium, France, Ireland, Italy, the Netherlands, Norway and Portugal. The group has expanded organically and externally, with a revenue growing from €458 million in 2014 to €1.5 billion in 2022, with 2,200 employees and 55 nationalities. With close to 1,900 listed issuers and around €6.5 trillion in market capitalisation as of end June 2023, it has an unmatched blue-chip franchise and a strong diverse domestic and international client base, as well as a large Tech companies community, Euronext Tech Leaders. Euronext closely accompanies corporates thanks to its pre-IPO programmes and a full suite of innovative corporate services. Euronext operates...

About the Role: Grade Level (for internal use): 09 About the Role: The Team:   You will be joining a highly talented core team of API Gateway Platform Engineers at S&P Global Market Intelligence .  The team has an outstanding opportunity to advocate for and participate in building services that are resilient, optimally monitored , alerted, and self-healed by applying software engineering practices to deliver world-class real-time content around the globe .        Responsibilities and Impact:   Work as part of the API Gateway group to provide software engineering functions to the MI CIQ Solutions Dashboard suite  Work closely with product owners and technology partners to understand existing systems and support them    Troubleshoot and resolve complex production issues within the defined SLA    Work with client application developers to build, deploy and run both monolithic and...