Client Service Associate

Job TitleClient Service Associate (fluent in Japanese)DepartmentClient Servicing Operations-International-UKOverview of DepartmentPurpose of RoleThe Client Service Associate will support the client service and business development activities of Japan Client Service Team. This is an office-based position is within the International business unit and...

Job Summary: 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 analysts play a pivotal role in delivering...

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...

Client Services Associate (Support for Financial Planning)At Mazars, we provide a dynamic environment for career advancement, offering tailored career paths that align with your aspirations, evolving needs, and help you realize your full potential. Our work spans a variety of prestigious clients across multiple sectors and regions, ensuring continuous skill...

INTERNAL APPLICANTS MUST APPLY VIA MYSELF This position is exclusively for current employees of North Lanarkshire Council and its associated employers. The "Apply now" button is not available for this role. Please log into your MySelf account for further application instructions as an internal candidate. Salary Range: NLC4 £23,000 - £25,000 Located at...

**Private Client Associate** **3-6 PQE** **Edinburgh** I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of 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...

**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...

**JOB DESCRIPTION** If you are a logical and analytical thinker with an AML/ KYC or legal background, you have found the right team. The Client Onboarding Associate will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Associate will partner with...

Client Engagement Associate (Support for Financial Planners)At Mazars, we are committed to fostering rapid and consistent career advancement, offering tailored career paths that align with your interests and evolving needs. Our diverse clientele spans various sectors and regions, providing you with opportunities to continuously enhance your skills for...

Idex Consulting have an opportunity for an experienced Private Client Associate to be based in Edinburgh. **Purpose** Working closely with one or more Private Client Directors to provide support for new and existing Discretionary, Wealth Management and Family Office clients. **Responsibilities** - Support the PCT Directors in ensuring the annual ongoing...

**KEY DETAILS**: **Location**:Edinburgh **Department**:Lettings **Reports to**:Associate Director **Hours of Work: Tuesday - Thursday (approx. 19 hours** **)** **Purpose of the role**: The main aim of the Edinburgh Lettings Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely...

**Client Services Associate** **Location: Edinburgh, City of Edinburgh** **Responsibilities**: - Greet clients and provide them with a friendly environment to interact with our team - Answer phone calls and take messages while checking in clients into the office - Answer general questions about policies and procedures - Create invoices and prepare payment...

Location and Flexible Working: This position is based in Edinburgh, requiring a minimum of 40% of your working hours to be spent in the office. We embrace various flexible working arrangements, including part-time and job-share options. During the recruitment process, we will discuss your preferences and how they align with our business needs. Job...

About the Role:As a Financial Services Administrator at IDEX Consulting Ltd, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS, and personal clients.You will be working with a team of Client Relationship Managers (CRMs) in assisting financial advisers in the proactive management of our clients' financial...

Location and Flexible Working: This position is based in Edinburgh, requiring a minimum of 40% of your working hours to be spent in the office. We embrace various flexible working arrangements, including part-time and job-share options. During the recruitment process, we will discuss your preferences and how they align with our business needs. Job...

Our mission is to help the world work Anywhere, and we’re excited to share a new opportunity to join our Client Experience team. At AnywhereWorks, our customers are the hero. In this fast-paced role, you’ll be at the forefront of supporting small-medium sized businesses, across a range of industries. As a purpose-driven organisation, we are passionate...

**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...

**JOB DESCRIPTION** If you are client focused, detail orientated with an analytical and logical approach, this could be the team for you. **Job responsibilities** - Reviews account openings, legal, company and tax documentation as to whether it meets regulatory and internal policies to open and maintain an account - Advises on documentation requirements to...

**About The Role**: **Purpose** *** Working closely with one or more Private Client Directors to provide support for new and existing - Discretionary, Wealth Management and Family Office clients.**Responsibilities** - Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, taking meeting notes where...