156 client services representative jobs found

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 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. 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,...

Who are INFINOX and IX Social? INFINOX is a major provider of online foreign exchange (Forex) trading services, offering margin FX and commodities trading to individuals and institutional clients worldwide. The Global Headquarters are based in Bank, London. IX Social is the copy trading app of INFINOX.   Responsibility: INFINOX is looking for motivated, analytical and methodical individuals to be part of its IX Social team. The ideal candidate will be friendly, enjoy helping clients, and comfortable with new and changing technologies. As a Client Services Representative, you should be able to identify and resolve client queries and complaints in a professional and timely manner, own excellent communication skills, provide guidance and support to team members when required, and fulfil the departmental targets.   Role: ● Providing professional support to clients and partners; ● Monitoring and handling client queries in Support inbox; ●...

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...

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...

In your daily duties, you will: Ensure the highest levels of client satisfaction, by providing prompt support and resolution of issues and reliable execution of client instructions in a consistently courteous, friendly and polite manner Provide product and market information within the scope of ‘execution-only’ servicing Proactively identify opportunities to delight clients, and offer additional services that may be suitable for the client’s needs Coordinate activities with other representatives and departments, and contribute to the development of platform, service and procedure enhancements Understand and adhere to industry regulations and company policies, particularly with regards to MiFID, anti-money laundering, anti-terrorist financing and privacy Treat clients fairly at all times Qualifications You have: Previous experience in achieving customer satisfaction, especially in a financial services context , preferred A strong interest for financial product and...

IBKR is looking for motivated, analytical and methodical individuals with financial services industry background and professional demeanor to be part of an exciting team that is helping to shape one of the world's strongest trading and brokerage brands. The ideal candidate will be friendly, enjoy helping clients, and comfortable with new and changing technologies. Your Responsibilities: Handling client inquiries pertaining to IBKR’s security system via phone, chat and tickets. Problem management with focus on security protocols and practices. Assisting clients in the configuration and use of IBKR’s two-factor authentication smart phone app. Identification and escalation of issues pertaining the secure login of clients using IBKR’s smart phone app. Qualification: Good mastery of Windows and/or macOS computer systems and basic office applications. Experience and advanced user knowledge of both iOS and Android smart phone operating systems. Excellent knowledge...

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! Are you ready for your next challenge? We are actively seeking a Peripheral Operator to join our Kansas City, MO facility! As our Peripheral Operator, you will be responsible for effectively and proficiently operating various IBM high speed laser print equipment within the department. In this role, you will use your working knowledge of job and equipment operating procedures, inkjet technologies as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order and in accordance with client expectations. You will work with the shift supervisor and Production and Print Quality Assurance to track the status of your work and that of other...

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 Peripheral Operator to join our team in Kansas City, MO. In this role, you will be responsible for effectively and proficiently operating various IBM high speed laser print equipment within the department. You will use your working knowledge of job and equipment operating procedures, inkjet technologies as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order and in accordance with client expectations. This is an on-site role that will be assigned to a physical Broadridge location where work will be performed 100% of the time. RETENTION BONUS: $1,500 total payout: $500 at 1 month, $500 at 3 months, $500 at...

The Role: Associate, Sovereign and International Public Finance Location : Toronto, CAN As an Associate, the successful candidate will assume the role of primary analyst on a diverse credit list that will include various Canadian public sector entities and sovereigns. You will meet regularly with issuers and investors on analytical matters, assist in resolving client needs, contribute to media requests in conjunction with senior members of the team, and take the lead on external meetings related to your credit list. The successful candidate will also publish timely and insightful credit reports and, over time, thought leadership pieces. You will also be an important contributor to our internal committee discussions, and a strong representative for the organization when interacting with government officials, investors, intermediaries, and the media. The Impact: At S&P Global Ratings, your analytical opinion truly matters and each person who works here has an...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

With over 2,000 employees of more than 88 nationalities, Exness is the place for global teamwork, incredible leadership, a learning culture, and constant development. Unlimited by time zones, Exnessians from around the world have worked seamlessly together since 2008 to provide our traders with the best possible trading experience. Today, we stand proud with over 300,000 active traders and 2.5 trillion USD in monthly trading volume. Your role at Exness: The Retail Account Manager (RAM) will be focusing on building up a strong client portfolio and to add value to our Company’s further growth and development in different markets and regions . Core functions include new account acquisition and growth of existing account holders through a value driven relationship-based approach. Demonstrate products and services to existing/potential customers. You will:  Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales...

About Us Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organization made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more. Our strength is in our employees, who hail from all different backgrounds and walks of life. Our commitment to diversity and inclusion in the workplace At the FT, we aim for employees across all regions to have a voice so that diverse perspectives are heard and valued. We believe that a supportive workplace is one where employees feel they can be themselves at work and have the flexibility they need to meet their personal needs. We'll continue to remove barriers for all, and in particular barriers facing employees from underrepresented groups. The Team The FT and Nikkei Asia reach a global audience of senior decision-makers...

About Us Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organisation made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more. Our strength is in our employees. Our commitment to diversity and inclusion in the workplace At the FT, we aim for employees across all regions to have a voice so that diverse perspectives are heard and valued. We believe that a supportive workplace is one where employees feel they can be themselves at work and have the flexibility they need to meet their personal needs. We'll continue to remove barriers for all, and in particular barriers facing employees from underrepresented groups. The Role / Position Overview The B2B division of the Financial Times licences FT content to organisations around the world, with...

The Role: Commercial Development Representative with English and German languages Grade ( relevant for internal applicants only ): 7 The Location: Buenos Aires The Role:   You will be the first impression of Market Intelligence.  As part of the front line growth engine, you will interact with both current and potential clients; developing the strategy, performing outreach, and diagnosing the need clients may have for all Market Intelligence analytical solutions and data services.  In partnership with our global sales teams, you will be responsible for introducing clients/potential clients to the Market Intelligence solutions and assessing whether they are a good fit for our products.      The Team:  The Commercial Development team is a global team.  We are self-motivated, spirited and passionate, with a client first mind-set.  We are resilient, flexible and value excellence in execution.  Overall, the team works passionately to create more...

With over 2,000 employees of more than 88 nationalities, Exness is the place for global teamwork, incredible leadership, a learning culture, and constant development. Unlimited by time zones, Exnessians from around the world have worked seamlessly together since 2008 to provide our traders with the best possible trading experience. Today, we stand proud with over 300,000 active traders and 2.5 trillion USD in monthly trading volume. Your role at Exness: You will focus on building a solid client portfolio and contributing to our continued growth and development in various markets and regions. You will be involved in the acquisition of new clients, growth of existing accounts through a value-based relationship approach, and ongoing opportunity management. You will work in a team of professionals with different skill sets who support each other in delivering impactful results. You will:  Prepare and enable efficient sales activities with available tools, reports, action...

With over 2,000 employees of more than 88 nationalities, Exness is the place for global teamwork, incredible leadership, a learning culture, and constant development. Unlimited by time zones, Exnessians from around the world have worked seamlessly together since 2008 to provide our traders with the best possible trading experience. Today, we stand proud with over 300,000 active traders and 2.5 trillion USD in monthly trading volume. Your role at Exness: The Retail Account Manager (RAM) will be focusing on building up a strong client portfolio and to add value to our Company’s further growth and development in different markets and regions . Core functions include new account acquisition and growth of existing account holders through a value driven relationship-based approach. Demonstrate products and services to existing/potential customers. You will:  Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales...

CoinFlip is a leading fintech company powered by cryptocurrency. Believing everyone deserves to participate in the new digital economy, the company operates one of the world’s largest networks of cryptocurrency ATMs — with over 4,000 active kiosks — as well as an over-the-counter trading desk. In 2022, CoinFlip became an international company by expanding into Canada , and launched CoinFlip Ventures , a new initiative designed to support start-up companies.  CoinFlip placed No. 60 on the 2021 Inc. 5000 list of the nation’s fastest-growing private companies. CoinFlip was also named the 2021 and 2022 #1 fastest-growing company in Chicago by Crain’s Business.  As our growth trajectory continues, we’re looking to quickly expand all of our teams. It’s an exciting time to join CoinFlip as we’re pursuing additional business lines and continued international expansion to further cement us as a leading financial technology company.  We are looking to employ a hard-working...

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 effectively 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 Be a part of a team building...

Position Summary The Business Development Representative (BDR) is vital to the Sales & Marketing process and is tasked with identifying and generating sales opportunities within a set of defined target accounts that fit LSEG's Ideal Customer Profile. The role will be primarily focused around researching the Target Accounts and performing outreach through emails, calls, and social media whilst adhering to best practice contact cadence motions delivered within agreed SLA’s. These motions will be supported by CRM and Sales Engagement tools. Supporting this role, new prospects will be identified by customer analytics, predictive marketing models and proactive client engagement activities across specified types of financial institutions and corporate entities, within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists, specialized by client type and the expertise of channel marketing...

Position Summary The Business Development Representative (BDR) is vital to the Sales & Marketing process and is tasked with identifying and generating sales opportunities within a set of defined target accounts that fit LSEG's Ideal Customer Profile. The role will be primarily focused around researching the Target Accounts and performing outreach through emails, calls, and social media whilst adhering to best practice contact cadence motions delivered within agreed SLA’s. These motions will be supported by CRM and Sales Engagement tools. Supporting this role, new prospects will be identified by customer analytics, predictive marketing models and proactive client engagement activities across specified types of financial institutions and corporate entities, within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists, specialized by client type and the expertise of channel marketing...