client services associate

Jefferies

<div>
 <p>
  <strong>
   Client Service Associate (CSA)
  </strong>
 </p>
 <p>
  <strong>
   <u>
    Role Overview:
   </u>
  </strong>
 </p>
 <p>
  Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.
 </p>
 <p>
  This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Key Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  <strong>
   Client Service &amp; Relationship Support
  </strong>
 </p>
 <ul>
  <li>
   Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
  </li>
  <li>
   Support Financial Advisors in delivering a seamless and high‑quality client experience.
  </li>
  <li>
   Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
  </li>
  <li>
   Coordinate client meetings, prepare materials, and follow up on action items.
  </li>
  <li>
   Coordination of marketing events and internal expense management and reimbursement.
  </li>
  <li>
   Creating marketing materials that reflect client proposals, and liaising with compliance and design.
  </li>
  <li>
   Coordination of Travel and Entertainment and expense reimbursement.
  </li>
  <li>
   Maintenance of CRM and Calendar information with respect to client interactions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Account &amp; Operational Support
  </strong>
 </p>
 <ul>
  <li>
   Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
  </li>
  <li>
   Monitor account activity and follow up on outstanding items or documentation.
  </li>
  <li>
   Assist with client reporting, statements, and general account inquiries.
  </li>
  <li>
   Partner with internal operations, compliance, and trading teams to resolve issues efficiently.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Administrative &amp; Practice Management
  </strong>
 </p>
 <ul>
  <li>
   Maintain accurate client records and documentation in firm systems.
  </li>
  <li>
   Support practice management initiatives, workflow organization, and process improvements.
  </li>
  <li>
   Assist with preparation of presentations, reports, and client correspondence.
  </li>
  <li>
   Ensure adherence to regulatory requirements, firm policies, and compliance standards.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications Required
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree or equivalent professional experience.
  </li>
  <li>
   1&ndash;4 years of experience in wealth management, private banking, financial services, or a client service role.
  </li>
  <li>
   Strong attention to detail and organizational skills.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
  </li>
  <li>
   Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred
  </strong>
 </p>
 <ul>
  <li>
   Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
  </li>
  <li>
   Familiarity with brokerage and advisory accounts, including custodial and operational processes.
  </li>
  <li>
   Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
  </li>
  <li>
   Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Competencies
  </strong>
 </p>
 <ul>
  <li>
   Client‑first mindset with a high level of professionalism
  </li>
  <li>
   Strong problem‑solving and follow‑through skills
  </li>
  <li>
   Collaborative team player with the ability to work independently
  </li>
  <li>
   Discretion in handling confidential client information
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About Us
  </strong>
 </p>
 <p>
  Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 </p>
 <p>
  Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 </p>
</div>


Wealth Management Client Service Associate

High Lantern Group

<p></p><div><p><b>Senior </b><b>Associate</b></p><p><b>
Location:</b><b> Philadelphia or</b><b> </b><b>New York</b><b> City</b></p><p></p><div><br>
High Lantern Group is a strategic communications consultancy partnering with clients to address complex issues across healthcare, life sciences, public policy, and corporate leadership. We work with global companies, nonprofits, and professional organizations to deliver original insights, communications strategies, and stakeholder engagement initiatives that drive meaningful impact.</div><div></div><div><br>
HLG is seeking a Senior Associate to join our team in Philadelphia or New York City. This role is ideal for a communications professional with 2-4 years of experience in an agency, consulting, or client services environment and is comfortable managing projects, drafting client deliverables, and coordinating work across teams.</div><div></div><div><br>
The successful candidate will play a central role in supporting client engagements across communications strategy, stakeholder engagement initiatives, and content development. This is a client-facing role requiring strong writing skills, excellent organization, and the ability to manage multiple projects while working both independently and collaboratively.</div><div></div><p><b><br>
Responsibilities</b></p><ul><li>
Manage day-to-day execution of client workstreams, ensuring deliverables are completed on time and meet HLG&rsquo;s quality standards.</li><li>
Draft and edit client deliverables including strategy decks, briefing materials, stakeholder communications, reports, and other written content; strong writing skills and attention to detail are a must.</li><li>
Develop first-round drafts of presentations, memos, and written materials for internal and client review, translate high-level direction into concrete changes and improvements.</li><li>
Support client needs through organized and efficient project management, strong interpersonal skills and clear, confident communication.</li><li>
Coordinate project timelines and deliverables while managing multiple concurrent projects.</li><li>
Assist with planning and execution of client meetings, roundtables, and workshops, including agenda development, logistics coordination, and follow-up summaries.</li><li>
Contribute to the development of thought leadership content and communications materials.</li><li>
Support podcast or digital content production, including guest coordination, background research, and draft materials.</li><li>
Conduct research and synthesize complex information into clear, concise materials for clients.</li><li>
Communicate proactively with internal teams to ensure alignment across projects and priorities.</li></ul><p><b>
Experience and Attributes</b></p><ul><li>
2-4 years of professional experience in communications, consulting, public affairs, agency, or client-service environments.</li><li>
Experience working in client-facing roles and managing deliverables in fast-paced environments.</li><li>
Strong writing and editing skills with experience producing presentations, reports, and communications material, podcast or video production skills are a plus.</li><li>
Demonstrated project management skills, including managing timelines and coordinating across teams.</li><li>
Experience organizing or supporting events such as workshops, roundtables, or stakeholder meetings is a plus.</li><li>
Research skills and ability to synthesize complex information for diverse audiences.</li><li>
Interest in or familiarity with healthcare, life sciences, biotechnology, or pharmaceutical sectors is preferred but not required.</li><li>
Highly organized, proactive, and comfortable managing multiple assignments simultaneously while maintaining attention to detail.</li><li>
Proficiency in Microsoft Office, working knowledge of major AI platforms.</li><li>
Bachelor&rsquo;s degree required.</li></ul><div></div><div><br>
We will accept applications until the position is filled. Candidates for this position will be asked to complete a writing test during the hiring process.</div><div><br>
</div><p><b>About High Lantern Group</b></p><div>
With offices in Atlanta, New York, Philadelphia, and Washington, D.C., High Lantern Group combines deep subject-matter expertise in healthcare and life sciences, corporate and social leadership, aging demographics, technology and innovation, and public policy outcomes, delivering integrated strategy, communications, and coalition-building solutions.</div><div></div><div><br>
The High Lantern Group team is differentiated by:</div><ul><li>
Excellence-driven performers who set a high bar for themselves, their work and their team.</li><li>
Curious, innovative thinkers motivated by meaningful impact and energized by translating insight into action.</li><li>
Client-centered collaborators who strive to build trusted relationships, communicate with clarity and purpose, and deliver original, tailored solutions to complex challenges.</li></ul><div></div><p><i><br>
High Lantern Group provides a competitive salary range for our open requisitions. Actual salary is influenced by a wide array of factors including but not limited to skill set, experience, training, education, and other business and organizational needs. The range of starting annual salary for this role is $</i><i>70</i><i>,000</i><i> - $</i><i>8</i><i>0</i><i>,000. Decisions will be determined on a case-by-case basis.</i></p><p><i>
In addition to the base salary, this position is eligible for performance-based incentives and a competitive benefits package.</i></p><p><i>
High Lantern Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HLG complies with all applicable state and local laws governing </i><i>nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, recall, transfer, leaves of absence, compensation, and training.
</i></p><p><i>High Lantern Group recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to HLG or any employee or owner of HLG without a pre-existing agreement signed by both parties covering the submission with be considered HLG&rsquo;s property and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited, and unapproved submittals and referrals will be considered HLG's property and free of fees.</i></p></div><p></p>

High Lantern Group - Senior Associate

Copper

<div><div><p>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.</p></div><div><p><b>
Department &amp; Team Purpose:</b></p>
<p>
The Client Operations team sits at the heart of Copper, acting as the frontline for client engagement, technical support and operational excellence. The team is a dynamic client focussed group, responsible for ensuring clients receive seamless, high-quality service across all touchpoints. Our team collaborates closely with Product, Engineering, Compliance, and Commercial to resolve queries, deliver insights, and continuously improve the client experience.<br>
<br>
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.</p>
<p><b>
Role Purpose:</b></p>
<p>
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.</p>
<p><b>
Key Responsibilities of the role</b></p>
<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.</li>
</ul>
<p><b>Your experience, skills and knowledge</b><br>
<br>
<b>Essential</b></p>
<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</li><br>
</ul>
<p><b>Desirable
</b></p><ul><li>Finra<b> </b>Series 99 Certified &ndash; Operations Professional Exam</li><br>
</ul>
<p><b>Why Copper?</b></p>
<p>
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.</p>
<p>
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.</p>
<p>
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.</p>
<p>
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.</p>
<p>
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.</p>
<p>
Ready to make your mark, keep growing, and join a supportive, dynamic team? Copper&rsquo;s the place.</p>
<p><b>
The Interview Process at Copper</b></p><br>
<p>
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:</p>
<div>
<ul><li><b>Initial Screening</b> A brief conversation with our Talent Acquisition team to explore your background, motivations, and alignment with the role.</li></ul>
<ul><li><b>Technical Interview</b> 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></ul>
<ul><li><b>In-Person Interview</b> A conversation focused on team dynamics, collaboration style, and any final technical questions. This may be with cross-functional peers or leadership.</li></ul>
</div>
<p>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.</p>
<p><b>
Salary range</b><br>
Below, we&rsquo;ve outlined the base salary range for this position. Actual compensation may vary based on factors including experience and performance. The range listed is just one part of Copper&rsquo;s total compensation package.<br>
<br>
Base Salary Range &ndash; $65,000- $75,000</p><br>
<p><b>
Benefits</b></p>
<p>
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 US benefits are highlighted below:</p>
<ul>
<li>Paid Time Off - 25 days 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>Comprehensive health cover - medical, optical and dental benefits.</li>
<li>Life Insurance</li>
<li>Commuter Benefit Programme</li>
</ul>
<p>If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.</p></div><div><p><i>
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.</i><i> 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.</i></p></div></div>

Client Operations Associate

NFP Corp

<div><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p>
Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants &mdash; connecting them to the benefits they need and the service they deserve.</p>
<p><b>
Position Summary:</b></p>
<p>
The Account Manager position is an integral part of a eight-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups.</p>
<p>
The individual in this position will participate in company-wide projects that involve collaboration across departments. This is an excellent opportunity for someone seeking to contribute meaningfully to a growing business and gain valuable experience.</p>
<p>
Success in this role requires a proactive and results-driven mindset, strong interpersonal and communication skills, and the ability to collaborate effectively across teams. Intellectual curiosity, adaptability in a dynamic environment, and professional integrity are also essential qualities.</p>
<p><b><i>
This is a full-time role with a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The position is hybrid and based out of New York City. During the first three months of employment, the individual will be expected to work onsite up to three days per week for training. After this initial period, the ongoing onsite schedule will be determined at the manager&rsquo;s discretion.
</i></b></p><p><b><i>Please note: While the role is hybrid, we will also consider experienced candidates working fully remotely, following an Eastern Time Zone schedule.</i></b></p>
<p><b>
Position Responsibilities:</b></p>
<p>
Essential Functions:</p>
<ul>
<li>Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.</li>
<li>Coordinate annual enrollment and communication campaigns to executives of our corporate clients.</li>
<li>Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.</li>
<li>Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.</li>
<li>Team with our IT Group to develop reports for our corporate clients.</li>
</ul>
<p><b>Qualifications:</b></p>
<p>
The ideal candidate will possess:</p>
<ul>
<li>Attention to detail</li>
<li>A high level of accountability and ownership of work</li>
<li>Ability to work on a fast-paced team with specific deadlines</li>
<li>Resourcefulness and ability to consult others to get a job done</li>
</ul><ul><li>Strong ability to prioritize tasks and manage time</li>
<li>A team-oriented, friendly collaborative attitude</li>
</ul><ul><li><i>To support hybrid or remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.</i></li>
</ul>
<p><b>Education/Experience:</b></p>
<ul>
<li>Bachelor&rsquo;s Degree</li>
<li>8-10 years Account Management or Customer Service experience</li>
<li>Experience with executive benefits or individual disability insurance</li>
<li>Life and Health Insurance License required</li>
</ul>
<p><b>What We Offer:</b></p>
<p>
We&rsquo;re proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 &ndash; $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
</p><p><b>NFP and You&hellip; Better Together!</b></p>
<p><i>
NFP and Covala Group is an inclusive Equal Employment Opportunity employer.</i></p></div>

Senior Client Service Associate, Executive Benefits Account Management (Hyb

<div>
 <p>
  <strong>
   Group Description
  </strong>
 </p>
 <p>
  Jefferies&rsquo; Financial Institutions Group (&ldquo;FIG&rdquo;) provides a full suite of investment banking services to clients across the global financial services sector. Within FIG, the
  <strong>
   FinTech vertical
  </strong>
  focuses on companies transforming the infrastructure of modern financial markets&mdash;including trading venues, exchanges, clearinghouses, market data providers, electronic trading platforms, and capital markets technology vendors.
 </p>
 <p>
  Our team combines deep sector expertise with strong execution capabilities to advise both high‑growth and established market structure businesses across strategic advisory, M&amp;A, and capital markets transactions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Position
  </strong>
 </p>
 <p>
  We are seeking a highly motivated
  <strong>
   Analyst or Associate
  </strong>
  to join the FinTech vertical within our broader FIG team in New York. This is an opportunity to work on high‑impact transactions across some of the most innovative and strategically important areas of financial markets infrastructure and trading technology.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  As an Analyst / Associate, you will be an integral part of deal teams and client workstreams, supporting the origination and execution of M&amp;A, IPOs, private placements, and strategic advisory mandates. Responsibilities include:
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Analytical &amp; Execution Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Performing company and industry research across market structure, trading technology, and capital markets platforms
  </li>
  <li>
   Building and maintaining detailed financial models (DCF, trading comps, precedent transactions)
  </li>
  <li>
   Conducting valuation analyses and preparing supporting materials
  </li>
  <li>
   Assisting in the preparation of client deliverables including pitchbooks, management presentations, CIMs, and investor materials
  </li>
  <li>
   Supporting transaction execution, including due diligence coordination, process management, and interaction with legal, accounting, and technical advisors
  </li>
 </ul>
 <p>
  <strong>
   Client &amp; Internal Collaboration
  </strong>
 </p>
 <ul>
  <li>
   Working closely with senior bankers across FIG and product partners in M&amp;A, ECM, DCM, and Leveraged Finance
  </li>
  <li>
   Interfacing with clients, investors, and counterparties as appropriate for your level
  </li>
  <li>
   Developing a strong understanding of market structure trends, trading technologies, regulatory frameworks (SEC, CFTC, MiFID II), and competitive market dynamics
  </li>
 </ul>
 <p>
  <strong>
   Team Contribution
  </strong>
 </p>
 <ul>
  <li>
   Providing analytical, organizational, and process support across multiple live deals and pitches
  </li>
  <li>
   Assisting in training and mentoring new analysts or interns as appropriate
  </li>
  <li>
   Contributing to internal knowledge-building around FinTech and market infrastructure
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Experience
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    1&ndash;3 years of experience
   </strong>
   for Analyst candidates;
   <strong>
    3+ years
   </strong>
   for Associate candidates (investment banking, private equity, corporate development, or related financial services roles)
  </li>
  <li>
   Strong interest in market structure, trading technology, and capital markets innovation
  </li>
  <li>
   Solid understanding of financial modeling, valuations, and transaction processes
  </li>
  <li>
   Excellent analytical, communication, and presentation skills
  </li>
  <li>
   Ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
  </li>
  <li>
   Entrepreneurial mindset with a desire to build expertise in a rapidly evolving sector
  </li>
 </ul>
 <p>
 </p>
</div>


Investment Banking Analyst/Associate | FinTech

Advanced Systems Group, LLC

<div><div><h3 class="jobSectionHeader"><b>About Us:</b></h3></div><div><div>
Advanced Systems Group, LLC enables creativity through better technology and operations for media creatives and content owners. From acquisition to delivery, on-premises or in the cloud, ASG ensures our clients&rsquo; success through tailored solutions. One of North America&rsquo;s largest Media and Entertainment Technology and Operations suppliers, we provide engineering services, physical and cloud integration, training, support, and managed services. Our Managed Services deliver customized operations and services for all phases of media production, including creative and engineering. Founded in 1997, and providing nationwide services, ASG has teams based in North America, South America, and Europe.</div><div></div><div><div><h3 class="jobSectionHeader"><b>
We are looking for:</b></h3></div><div>
Advanced Systems Group LLC. is seeking an experienced Live Operations Associate Producer to join our high-performing team. As Live Operations Associate Producer, you will be responsible for the execution of live programming on a dynamic, shoppable FAST channel. The successful candidate will be passionate about live production, playlist scheduling, and broadcast excellence.</div><div></div><div><div>
This position is part of our Flex Workforce.</div><div><br>
As a Flex team member, you&rsquo;ll work on a project-to-project basis, supporting a variety of leading media and technology clients. Flex roles are ongoing and dynamic&mdash;work may vary in cadence, length, and scope depending on client needs. This setup offers flexibility, exposure to top-tier companies, and the chance to grow your skills across multiple exciting assignments.</div><div>
</div><div>
Estimated schedule: 30 hours per week, including weekend.<br>
(Specific schedules will vary by project and client engagement.)</div></div><div>
</div><b>
Responsibilities:</b><ul><li><div>
Responsible for successful execution of Live Events airing on a 24/7 FAST Channel, including operation of playlist within an Amagi UI</div></li><li><div>
Is the channel&rsquo;s POC in the Control Room, coordinating with Directors, Producers, and Production Staff to ensure clean broadcasts</div></li><li><div>
Facilitates live broadcasts featuring remote content creators, troubleshooting and solving issues when they arise</div></li><li><div>
Independent real time troubleshooting when issues arise with channel feed during live stream</div></li><li><div>
Additional ad-hoc scheduling, operational, creative and marketing tasks upon request</div></li><li><div>
Flex scheduling for this role will include weekends and nights on a regular basis</div></li></ul><b>
Required Qualifications &amp; Experience:
</b></div><div><ul><li><div>2+ years of live production experience, preferably in a broadcast or streaming environment</div></li><li><div>
Hands on experience operating broadcast playlists using Amagi, Frequency, Crispin, or others</div></li><li><div>
Independent creative decision making on content selection, playlist, and live operations in a fast paced environment without having time to always check with other stakeholders</div></li><li><div>
Knowledge of streaming protocols (rtmp, SRT, HLS) is a plus</div></li><li><div>
Experience working as part of a large team</div></li><li><div>
Experience in live event and multimedia production, preferably with a large, corporate entity or commercial institution.</div></li><li><div>
Ability to multitask and work under pressure to meet the deadlines outlined for a particular project.</div></li></ul><b>
Compensation:
</b></div><div><div><div><div>This project-based role offers an hourly pay rate of $40-50/hour depending on experience.</div></div><div><div>
</div></div></div><div><div><i>
Advanced Systems Group LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</i></div></div></div></div></div>

Live Operations Associate (Amagi Operator)

SPS Global

<div><p><b>Job Title:</b> <b>Mailroom Associate</b></p>
<p><b>
Reports To:</b> The <b>Mailroom Associate</b> will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.</p><br>
<p></p>
<p><b>
Job Overview:</b></p>
<p>
The <b>Mailroom Associate</b> provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner.</p>
<p>
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service.</p><br>
<p></p>
<p><b>
Duties and Responsibilities:</b></p>
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.</li>
<li>Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine.</li>
<li>Maintains records of receipt, mailing dates, and other required information.</li>
<li>Manages outgoing mail/package transactions.</li>
<li>Performs duties associated with shipping and receiving of materials.</li>
<li>Notifies employees upon receipt of inbound deliveries.</li>
<li>Distributes mail/packages to company personnel.</li>
<li>Acts as point of contact for company personnel on mail/package inquiries.</li>
<li>Submit work orders for certain requests.</li>
<li>Maintains the Business Service Center area in a neat and orderly fashion.</li>
<li>Monitors level of office supplies on the floor and replenishing and orders accordingly.</li>
<li>Proactively seeks out additional work during downtime.</li>
<li>Builds professional relationships with customers and other teams.</li>
<li>Maintains professionalism and composure when interacting with all employees.</li>
<li>Trains back-up and providing guidance on policies and procedures.</li>
<li>Determines what additional support is needed when handling sensitive inquiries.</li>
<li>Provides exceptional customer service to client.</li>
<li>Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed.</li></ul><br>
<p></p>
<p><b>
Competencies</b>:</p>
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and is capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li></ul><br>
<p></p>
<p><b>
Qualifications and Education Requirements:</b></p>
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>2+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li></ul><br>
<p></p>
<p><b>
Physical Demands:</b></p>
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
<li>Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension.</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li></ul><br>
<p></p>
<p><b>
Travel: None or Negligible</b></p><br>
<p></p>
<p><b>
Other Duties:</b></p>
<p>
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</p><p></p><div><p><b><br>
WHAT WE OFFER</b></p>
<ul>
<li><b>Career Growth: </b>An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li><b>Learning &amp; Development:</b> At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li><b>We Recognize Talent:</b> We offer a variety of recognition programs for all levels of employees!</li>
<li><b>Benefit Offerings: </b>Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul><li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li></ul><p><b>About SPS</b></p>
<p><b>
SPS</b> is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. <b>SPS</b> is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.</p>
<p>
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.</p>
<p><b>
SPS provides equal employment opportunities (EEO) to all employees</b> and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.</p>
<p><i>
Colorado only:</i><b> </b>We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.</p>
<p><b>
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.</b></p>
<p><b>
SPS offers reasonable accommodations</b> in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.</p>
<p><b>
To view our privacy policy, click on the link below: </b>Data Privacy Statement</p>
<p><b>
Acknowledgement Section: </b>By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.</p></div></div><p></p>

Mailroom Associate

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