Client Service Associate Financial Services

Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These Lead Associates play a pivotal role...

About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of...

**About the role**: We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team. Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key...

We are recruiting for a Senior Associate to join our market-leading Financial Services Disputes and Investigations (FSDI) team, in Glasgow. Our FSDI team is one of the UK's largest teams in the field of financial services litigation, comprising over 150 people across Bristol, Manchester, London, Belfast and Glasgow. It is rated by Chambers as being in the...

**JOB DESCRIPTION** The IBOR (Investment Book of Record) team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine...

Do you possess strong analytical, communication, and time-management skills? We are looking for you to support client on-boarding and complex events for Institutional and Retail Clients. As a Fund Servicing Senior Associate in the Fund Accounting Implementations team, you will be responsible for internal Net Asset Value Distribution platform for fund/share...

We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for relationship management, the Client Service team may be the one for you. **Job Summary**: Each Client Service Specialist (CSS) is regionally aligned...

**JOB DESCRIPTION** Investment Middle Office (IMOS) deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the...

As an associate in the team, you will play a lead role in ensuring high quality delivery of services across all mutual fund product offerings. On a daily basis you will be involved in driving client issue resolution, ensuring proper execution on client deliverables, communicating client status updates and providing KPIs to senior management to ensure...

**JOB DESCRIPTION** As an associate in the team, you will play a lead role in ensuring high quality delivery of services across all mutual fund product offerings. On a daily basis you will be involved in driving client issue resolution, ensuring proper execution on client deliverables, communicating client status updates and providing KPIs to senior...

Each Client Service Specialist (CSS) is regionally aligned to bankers and their client base. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts and cash balances,...

**JOB DESCRIPTION** Each Client Service Specialist (CSS) is regionally aligned to bankers and their client base. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts...

Welcome to JPMorgan Chase. The Financial Reporting Group in Edinburgh is responsible for the issuance of interim, final and other financial statements of the collective vehicles serviced by the site on behalf of UK and Luxembourg based clients. In this role you will lead the financial accountants within the Financial Reporting Team and the role entails...

**Who we are looking for?** This role can be performed in a hybrid model, where you can balance work from home and office to suit your personal commitments and professional responsibilities. **Why this role is important to us** The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD gives clients and managers access to the...

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services space whilst forming strong relationships with clients and working alongside key business stakeholders. Key...

Join the fast-paced and dynamic Private Bank Client Operations team to manage and process KYC for International Private Bank clients! As a KYC Senior Associate in EMEA Private Bank Operations, you will be responsible for reviewing, validating and authorising KYC documentation during a new client onboarding, periodic risk review or ad-hoc update during the...

Meraki Talent and an established UK-wide Financial Services firm are working together to appoint a Financial Services Administrator. This is an excellent opportunity for recent graduates to kickstart their careers within the Finance industry. The purpose of this role is to provide administrative support to an ongoing project team. **To be successful in...

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This...

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This...

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets.They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This company...