client associate

Ameriprise Financial

<div>Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America&rsquo;s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client&rsquo;s overall experience, we invite you to take your career to the next level by applying to join our team today!<p></p><p><b>
Key Responsibilities:
</b></p><ul><li><p>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
</p></li><li><p>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
</p></li><li><p>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
</p></li><li><p>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</p></li><li><p>
Provide general administrative duties such as answering the advisors&rsquo; phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
</p></li></ul><p></p><p><b>Required Qualifications:</b></p><ul><li><p>
Bachelors degree or equivalent.</p></li><li><p>
3 - 5 years relevant experience required.</p></li><li><p>
Series 7 or ability to obtain within 150 days.</p></li><li><p>
State securities agent registration (S63 or S66) or ability to obtain within 150 days.</p></li><li><p>
Experience working in a client service environment.
</p></li><li><p>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
</p></li><li><p>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
</p></li><li><p>Able to communicate with all levels within the organization. Process oriented and can work with a team.
</p></li><li><p>Strong computer and software skills.
</p></li></ul><p></p><p><b>Preferred Qualifications:</b></p><ul><li><p>
State IAR registration (S65 or S66) or ability to obtain within 150 days.</p></li><li><p>
Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.
</p></li></ul><p></p><p><b>About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated hourly rate for this role is $30.81 - $41.63 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p></div></div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Non-Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b></p></div></div></div></div></div></div></div>
AAG Ameriprise Advisor Group</div>

Registered Client Service Associate

HUB International

<div><p><b>IGNITE YOUR PASSION * IMPACT WHAT MATTERS
 </b></p><p><b>WHO WE ARE.
</b></p><p>Breaking Boundaries for 25 years - and counting.</p><p>
The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North Americ, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.</p><p></p><p><b>
WE LOVE OUR PEOPLE &amp; OUR PEOPLE LOVE US.
</b></p><p>We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development<i>.</i> Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.</p><p></p><p><b>
 WE&rsquo;LL TAKE CARE OF YOU.
</b></p><p>We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!</p><p></p><p><b>
THE OPPORTUNITY:</b></p><p>
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry&rsquo;s top talent to help guide and support our customer&rsquo;s needs and provide them with innovative insurance solutions.</p><p></p><p>
We are seeking a Client Service Associate to assist the Commercial Lines team. This role works collaboratively with the service team to provide provides day-to-day service for our Commercial clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.</p><ul><li><p>
Assists with the entire account service process</p></li><li><p>
Supports the service team marketing clients to carriers and preparing proposals</p></li><li><p>
Processes certificates, endorsements, MVRs, loss runs</p></li><li><p>
Assists with binding policies, billing, audits and premium financing, as necessary</p></li></ul><p></p><p><b>
WHAT YOU BRING TO THE TABLE.
</b></p><ul><li><p>Related customer service/office experience</p></li><li><p>
HS diploma or GED</p></li><li><p>
Ability to effectively interact with all levels within the organization</p></li><li><p>
Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)</p></li><li><p>
Required &ldquo;soft skills&rdquo;: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail</p></li></ul><p></p><ul><li><i>This is a hybrid role (3 days/week in the office and 2 days/week working from home)
</i></li></ul><p></p><p><i>**The expected hourly rate for this position is $25.64 and will be impacted by factors such as the successful candidate&rsquo;s skills, experience and working location, as well as the specific position&rsquo;s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.</i></p><p></p><p><b>
TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.</b></p><p>
We want to meet you! Apply today and start your journey to a better tomorrow.</p><p></p>
Department Account Management &amp; Service<p></p>
Required Experience: Less than 1 year of relevant experience<p></p>
Required Travel: No Travel Required<p></p>
Required Education: High school or equivalent<p></p><p>
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.</p><p></p><p>
E-Verify Program</p><p></p><p>
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.</p></div>

Client Service Associate

Copper.co

<div>
 Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.
 <br/>
 <br/>
 Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology &ndash; the gold standard in secure custody. Copper&rsquo;s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody.
 <br/>
 <br/>
 Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
 <br/>
 <br/>
 In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.
 <br/>
 <br/>
 <strong>
  Department environment
  <br/>
  <br/>
 </strong>
 The Client Operations team provides 24/7 support for our full contingent of global clients. As such, the team works on a shift pattern where you will be required to work 5 out of 7 days in a rotation (including weekends). Copper operates a 24/7 model to reflect the continuous nature of the markets and industry we serve. This approach not only ensures exceptional client service but also supports the operational demands of a global, always-on financial ecosystem.
 <br/>
 <br/>
 <strong>
  Role purpose
  <br/>
  <br/>
 </strong>
 As a Client Operations Associate in our Operations Team, you will play a crucial role in ensuring the success and satisfaction of our valued institutional clients and internal stakeholders. You will serve as the first line of defence for technical inquiries, support, troubleshooting issues, providing an exceptional client experience through expert guidance.
 <br/>
 <br/>
 <strong>
  Key Responsibilities Of The Role
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Provide technical support to institutional clients, addressing their queries, troubleshooting issues, and ensuring a smooth experience.
  </li>
  <li>
   Take ownership and accountability of all incoming queries and managing client expectations under time pressures.
  </li>
  <li>
   Work closely with clients to understand their technical requirements.
  </li>
  <li>
   Collaborate with internal stakeholders across the firm to effectively resolve client queries.
  </li>
  <li>
   Gather client feedback and insights, relaying this information to our product development teams.
  </li>
  <li>
   Stay up to date with industry trends and the latest market developments, ensuring you are well-equipped to address client inquiries and provide expert guidance.
  </li>
  <li>
   Representing the values of Copper with the firms best interests, whilst ensuring what we do is for the benefit of the client, always acting with integrity.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your Experience, Skills And Knowledge
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Proven experience in a technical account management role, ideally within the cryptocurrency or financial services industry.
  </li>
  <li>
   Understanding of cryptocurrency technology, blockchain, and digital assets.
  </li>
  <li>
   Exceptional communication and interpersonal skills, with the ability to build rapport with clients.
  </li>
  <li>
   Problem-solving mindset and the ability to troubleshoot technical issues effectively.
  </li>
  <li>
   Detail-oriented and organised, with excellent project management skills.
  </li>
  <li>
   Self-motivated and capable of working independently as well as collaboratively within a team.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Why Copper?
 </strong>
 <br/>
 <br/>
 At Copper, we keep innovation, openness, and curiosity at the centre of everything we do. Here, bold ideas get the spotlight, learning is constant, and diversity shapes our team from the ground up.
 <br/>
 <br/>
 Jump into a fast-moving, dynamic team that loves a challenge and knows how to have fun along the way. Collaboration is just as important as results&mdash;you&rsquo;ll be surrounded by smart, driven colleagues in London and across our APAC, Switzerland, UAE, and US offices.
 <br/>
 <br/>
 Hybrid working model &ndash; we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working.
 <br/>
 <br/>
 Diversity and inclusion matter to us &ndash; they&rsquo;re woven into Copper life. From employee-led groups like Women at Copper to a committee focused on community and wellbeing, you&rsquo;ll have a network that supports you from day one. Everyone voice matters.
 <br/>
 <br/>
 If you&rsquo;re looking to ramp up your career, or keen to do something new in your field, with us, you&rsquo;ll keep moving forward.
 <br/>
 <br/>
 Ready to make your mark, keep growing, and join a supportive, dynamic team? Copper&rsquo;s the place.
 <br/>
 <br/>
 <strong>
  The interview process at Copper
 </strong>
 <br/>
 <br/>
 Our interview process is designed to be thoughtful, efficient, and engaging. While specific steps may vary slightly depending on the role, the typical journey includes:
 <br/>
 <br/>
 <ul>
  <li>
   Initial Screening A brief conversation with our Talent Acquisition team to explore your background, motivations, and alignment with the role.
  </li>
  <li>
   Technical Interview A virtual session conducted via Microsoft Teams, where you'll engage with team members to discuss relevant skills, problem-solving approaches, and technical experience.
  </li>
  <li>
   In-Person Interview A conversation focused on team dynamics, collaboration style, and any final technical questions. This may be with cross-functional peers or leadership.
   <br/>
   <br/>
  </li>
 </ul>
 Additional steps may be added based on the role's complexity or seniority. We aim to keep the process transparent and respectful of your time.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment. Some of our key UAE benefits are highlighted below:
 <br/>
 <br/>
 <ul>
  <li>
   Paid Time Off - 25days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service.
  </li>
  <li>
   Private Medical Insurance
  </li>
  <li>
   24/7 Employee Assistance Programme (EAP)
   <br/>
   <br/>
  </li>
 </ul>
 If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.
 <br/>
 <br/>
 <em>
  Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability.
 </em>
 <em>
  If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate.
 </em>
</div>


Client Operations Associate

Idenfo

<div>
 <strong>
  Job Title:
 </strong>
 Client Outreach Associate
 <br/>
 <br/>
 <strong>
  About Idenfo:
  <br/>
  <br/>
 </strong>
 Idenfo is redefining how the world fights financial crime. We deliver next-gen KYC, AML, and digital onboarding solutions for banks, FinTechs, and regulated businesses. Powered by AI, biometrics, and real-time compliance screening, our SaaS platform makes onboarding faster, smarter, and fraud-proof all while keeping customer journeys seamless.
 <br/>
 <br/>
 <strong>
  About the Role:
  <br/>
  <br/>
 </strong>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Lead generation across 15 regions with a focus on DNFBP companies (e.g., real estate, gold, audit firms).
  </li>
  <li>
   Import and format lead data into Pipedrive CRM.
  </li>
  <li>
   Perform CRM management by cleaning and maintaining accurate records fixing errors, removing duplicates, and validating email IDs and contact details.
  </li>
  <li>
   Tag and organize leads by business type to ensure targeted outreach.
  </li>
  <li>
   Conduct market research using online sources (Google, directories, industry databases, etc.) to fill missing information or build new lead databases.
  </li>
  <li>
   Execute email outreach campaigns through Pipedrive to targeted leads.
  </li>
  <li>
   Monitor email engagement (opens, clicks, responses) and follow up promptly with leads to maximize conversion opportunities.
  </li>
  <li>
   Conduct sales calls to potential leads, introducing the service, qualifying interest, and addressing initial queries.
  </li>
  <li>
   Schedule product demos for interested leads and hand over qualified leads to the sales team.
  </li>
  <li>
   Coordinate closely with the sales team to track lead progress and status updates.
  </li>
  <li>
   Update lead remarks and move them through the correct stages in Pipedrive.
  </li>
  <li>
   Work with the marketing team to receive content and campaign details for outreach activities.
  </li>
  <li>
   Share end-of-day updates via WhatsApp (e.g., leads added, calls made, tasks completed).
  </li>
  <li>
   Maintain clear, professional English communication in all written and verbal interactions with prospects and internal teams.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications &amp; Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A/O Levels or Bachelor's degree in Business or a related field (or equivalent experience).
  </li>
  <li>
   Fresh (0) to 1 years of experience in sales consulting or business development.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Proficiency in English (spoken and written).
  </li>
  <li>
   Strong ability to multi-task, organize, and prioritize work.
  </li>
  <li>
   Ability to use Microsoft Office Suite Proficiently.
  </li>
  <li>
   Female candidates are strongly encouraged to apply.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Culture
  <br/>
  <br/>
 </strong>
 We thrive in a fast-paced, innovative, and customer-driven environment. Our culture encourages collaboration, adaptability, and continuous growth. We believe in recognizing and rewarding talent, fostering a space where ideas are valued, and empowering individuals to make an impact.
 <br/>
 <br/>
 <strong>
  People
  <br/>
  <br/>
 </strong>
 Our team is made up of dedicated professionals from diverse backgrounds, all working towards a common goal - delivering excellence to our clients. We encourage proactive problem-solving, ownership, and a strong customer-first mindset.
 <br/>
 <br/>
 If you're a passionate sales professional who thrives in a consultative and growth-oriented environment, wed love to hear from you! Join Idenfo and be part of our journey to revolutionize compliance solutions.
</div>


Client Outreach Associate

Morgan Stanley

<div><p>POSITION SUMMARY<br>
<br>
</p><p>Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.<br>
</p><p><br>
DUTIES and RESPONSIBILITIES
</p><p>CLIENT SUPPORT
</p><p>Provide service coverage for a FA/PWA/team including:
</p><ul><li>Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
</li><li>Executing money movement transactions at the request of the client and/or FA/PWA/team
</li><li>Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
</li><li>Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
</li><li>Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
</li><li>Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
</li><li>Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
</li><li>Assist FAs / PWAs/ teams in delivering against their business plan and client service model
</li><li>Remaining current on all policies, procedures, and new platforms
</li><li>Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
</li></ul><p>ADMINISTRATIVE SUPPORT
</p><ul><li>Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
</li><li>Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
</li><li>Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
</li><li>Assisting with general in-office support functions such as copying, filing and scanning documentation
</li><li>Preparing and submitting expense reports for processing at the direction of the FA/PWA
</li></ul><p></p><p>EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
</p><p>Education and/or Experience
</p><ul><li>High School Diploma/Equivalency
</li><li>College degree preferred
</li><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
</li><li>Two or more years of industry experience preferred
</li></ul><p>Knowledge/Skills
</p><ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li><li>Detail orientated with superior organizational skills and ability to prioritize
</li><li>Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
</li><li>Exceptional writing, interpersonal and client service skills
</li><li>Strong time management skills
</li><li>Team player with the ability to collaborate with others
</li><li>Ability to work in a fast-paced, evolving environment
</li><li>Adaptable and ability to multitask
</li><li>Goal oriented, self-motivated and results driven
</li></ul><p>Reports To
</p><ul><li>Business Service Officer
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

Clearwater Analytics (CWAN)

<div><div>Job Summary:</div><div>
Client Servicing Analysts 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 prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.</div><div></div><div><br>
Responsibilities:</div><ul><li><div>
Manage client inquiries &amp; requests on various topics across investment accounting, asset classes and financial markets.</div></li><li><div>
Deliver timely and accurate information regarding Financial Statements &amp; Analytics Reporting.</div></li><li><div>
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.</div></li><li><div>
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.</div></li><li><div>
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.</div></li><li><div>
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.</div></li><li><div>
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.</div></li><li><div>
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.</div></li><li><div>
Deal with some of the more complex client queries.</div></li><li><div>
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.</div></li></ul><div></div><div><br>
Required Skills:</div><ul><li><div>
Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.</div></li><li><div>
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.</div></li><li><div>
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.</div></li><li><div>
Prior experience in finance and/or accounting.</div></li><li><div>
Strong computer skills, including proficiency in Microsoft Office.</div></li><li><div>
Excellent attention to detail and strong documentation skills.</div></li><li><div>
Outstanding verbal and written communication skills.</div></li><li><div>
Strong organizational and interpersonal skills.</div></li><li><div>
Exceptional problem-solving abilities.</div></li></ul><div></div><div><br>
Education and Experience:</div><ul><li><div>
Bachelor&rsquo;s degree or higher in Accounting or Financial/Business-related field.</div></li><li><div>
2+ years of relevant experience.</div></li></ul></div><div></div>

Lead Client Servicing Associate

Value Engineering

<p><b>Key Responsibilities:</b></p><ul><li>Support the Client Success team in managing day-to-day communication with clients.</li><li>Understand client requirements and assist in ensuring timely delivery of solutions.</li><li>Coordinate with internal teams (Engineering, Support, and Operations) to address client needs and concerns.</li><li>Assist in tracking and reporting client satisfaction, retention, and engagement metrics.</li><li>Participate in client onboarding and training sessions to ensure a smooth experience.</li><li>Maintain client information in CRM systems and support documentation of feedback and service improvements.</li><li>Learn and apply best practices for client relationship management and service excellence.</li></ul><p><b>Requirements:</b></p><ul><li>Bachelor&rsquo;s degree in Business, Marketing, Communications, or a related field.</li><li>Fresh graduates or candidates with up to 1 year of experience in a client-facing or support role are encouraged to apply.</li><li>Strong communication skills (verbal and written) in English.</li><li>Willingness to work in <b>US Shift (5 PM to 2 AM) or AUS Shift (3am to 12pm) </b> to support international clients.</li><li>Basic understanding or familiarity with CRM systems (e.g., Salesforce, HubSpot) will be an advantage.</li><li>Positive attitude, eagerness to learn, and passion for delivering exceptional client experiences.</li><li><b>Female candidates are encouraged to apply.</b></li></ul><p>Job Type: Full-time</p><p>Work Location: In person</p>

Client Success Associate

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