client support associate

BetaNXT

<div>Level/Function: Lead Associate, Client Support Services
Title: Lead Associate, Client Support Services
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Position Overview:
As an Associate on the Mutual Fund Support Team, you will be a key player in delivering exceptional client service in a high-risk, high-visibility area of our business. You&rsquo;ll handle mutual fund-related inquiries, resolve issues with precision and professionalism, and ensure seamless system functionality throughout the day. Your work will directly impact client satisfaction, operational integrity, and financial outcomes.
This is a client-facing role in a critical area of our business. Mutual Fund Support is essential to maintaining client trust, preventing financial loss, and ensuring operational excellence. Your ability to make quick, informed decisions and communicate effectively can protect our clients&rsquo; reputations and bottom lines.
Duties and Responsibilities:<ul><li>
Serve as a primary point of contact for mutual fund-related inquiries via phone and email</li><li>
Deliver world-class customer service to internal and external clients</li><li>
Apply critical thinking and problem-solving skills to resolve complex issues</li><li>
Follow Incident Management Protocols during system interruptions or service disruptions</li><li>
Collaborate with internal teams, clients, and vendors to ensure timely resolution of issues</li><li>
Support mutual fund operations including order processing, execution, dividends, and reorganizations</li><li>
Maintain accurate records of client interactions in the call tracking system</li><li>
Escalate issues appropriately while advocating for client needs</li><li>
Ensure system availability and functionality throughout the workday</li><li>
Handle omnibus accounting product support with attention to detail and care</li></ul>
Skills and Experience:<ul><li>
2+ years of customer service experience, preferably in the mutual fund or financial services industry</li><li>
Strong communication skills and a client-first mindset</li><li>
Ability to work independently and collaboratively in a fast-paced environment</li><li>
Excellent judgment and decision-making skills under pressure</li><li>
Bachelor&rsquo;s degree preferred</li><li>
Proficiency in navigating client conflict and delivering positive resolutions</li><li>
High attention to detail and organizational skills</li><li>
Proficiency in Excel, file comparison tools, and SQL knowledge</li></ul></div>

Lead Associate, Client Support Services

BDO EDGE

<div>
 
 
 Job Designation: Associate
 
 
 
 
 
 Location:
 
 Kolkata
 
 
 
 
 Department: Admin Team
 
 
 
 
 
 Job Type
 
 : Full-Time
 
 Experience Level
 
 : 1-3 Years
 
 
 
 
 About BDO EDGE:
 
 
 
 
 BDO EDGE India Private Limited is an entity, based in India created through a strategic partnership among BDO member firms: in India, the United States, the United Kingdom, and Germany. It operates independently within the BDO network of accounting and advisory firms, enhancing their combined capabilities and resources.
 
 
 
 BDO EDGE (Exceptional Delivery for Global Enterprises) delivers tax, assurance, accounting, outsourcing, advisory, and technology-driven services through highly skilled professionals in India to BDO network firms, their alliance programmes and any other certified public accounting firms (CPA firms).
 
 
 
 
 Position Overview:
 
 
 
 
 BDO is seeking a back-office support associate to handle the vendor relationships and related administrative tasks to support BDO Canada team. The associate will handle the calendar management, including scheduling and blocking meetings and will be responsible to manage communications via email and chat platforms and will collaborate closely with the BDO Canada team to ensure smooth operational support
 
 
 
 
 
 Requirements
 
 
 
 
 Job description:
 
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 
 &bull; Prepares and updates financial statements, correspondence, proposals, memos, manuals, and various other documents based on information.
 
 
 
 &bull; Review, proofread, and edit documents for accuracy and completeness
 
 
 
 &bull; Ensure documents follow established BDO formats, templates, and style guides
 
 
 
 &bull; Creates, manages and records digital documents and status by using provided software and tools
 
 
 
 &bull; Collaborate with different teams to gather the information needed to create or update documents
 
 
 
 &bull; Edits the documents to ensure accuracy, quality and consistency of deliverable(s) by following written and oral instructions to ensure uniformity with BDO standard format and/or Client format.
 
 
 
 &bull; Meets internal deadlines to match the internal client expectations for timely delivery of service and ensures data is collected and processed in a timely manner
 
 
 
 &bull; Collaborates proactively with internal clients and team members to gather the necessary information, documents, and data required to complete assigned tasks and ensure timely delivery.
 
 
 
 &bull; Assists with training team members on all relevant software, resources, and processes
 
 
 
 &bull; Assists in development and maintenance of team shared workspaces, housing all training and written process documentation, key contacts, links and common responses
 
 
 
 &bull; Proficient in navigating My Support Center dashboard and functionality
 
 
 
 &bull; Identifies and contributes to ongoing initiatives aimed at improving service, quality, and efficiency.
 
 
 
 &bull; Complies with all Firm policies, standards, and client procedures
 
 
 
 &bull; Organize and attend training, maintain proper documentation, and tracking.
 
 
 
 &bull; Ensure that all procedures, templates, and checklists are up to date.
 
 
 
 &bull; Ensure that issues are addressed promptly and do not hinder the onboarding or operational flow.
 
 
 
 &bull; Supervise and mentor the team members, providing guidance and support in their daily tasks.
 
 
 
 &bull; Conduct performance evaluations and provide feedback to team members.
 
 
 
 &bull; Act as the primary point of contact between the team, clients, and other internal departments.
 
 
 
 &bull; Facilitate clear and effective communication to ensure all parties are aligned on document requirements and timelines.
 
 
 
 &bull; Implement and enforce quality control processes to maintain high standards.
 
 
 
 
 Qualification &amp; Experience:
 
 
 
 
 &bull; Education: B.Com/ BA/ MBA
 
 
 
 &bull; Experience of 1-3 years in back-office support or admin related tasks for any global firm.
 
 
 
 &bull; Experience working in an outsourced operations environment is required.
 
 
 
 &bull; Experience in a professional services firm preferred.
 
 
 
 &bull; Solid verbal and written communication skills including proficiency in editing and utilization of current grammar and written style practices.
 
 
 
 &bull; Able to successfully multi-task while working independently, within a group environment and/or other professionals.
 
 
 
 &bull; Effective planning and strong organizational skills.
 
 
 
 &bull; Able to work with a high degree of accuracy and thrive in a high volume fast-paced work environment.
 
 
 
 &bull; Must be able to maintain confidentiality when interacting with all levels of the organization.
 
 
 
 &bull; Capable of adapting communication style to successfully convey messaging and objective to diverse audiences in a professional manner.
 
 
 
 &bull; Able to meet project deadlines with a focus on detailsAble to work effectively in a team-oriented environment.
 
 
 
 &bull; Able to work effectively in a team-oriented environment.
 
 
 
 
 
 
 
 Software:
 
 
 
 
 &bull; Advanced proficiency in Microsoft Word, Excel, PowerPoint and Adobe Acrobat Pro, preferred.
 
 
 
 &bull; Experience with ServiceNow or scheduling software program preferred.
 
 
 
 
 
 Benefits
 
 
 
 
 Why Join Us?
 
 
 
 
 &bull; Opportunity to work with a high-profile client portfolio.
 
 
 
 &bull; Leadership and career advancement opportunities.
 
 
 
 &bull; Continuous learning and professional development.
 
 
 
 &bull; Collaborative and growth-oriented work environment.
 
 
 
 
 
</div>

Back Office Support - Associate

Third Bridge

<div>Company Description 
Want to accelerate your career in a high-energy, commercial role? If you&rsquo;re competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. 
About Third Bridge
We connect the world&rsquo;s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need - fast.
Since 2007, we&rsquo;ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision-makers. This is where ambitious people come to accelerate their careers. 
Job Description 
Why Join Us?
We&rsquo;re offering more than a role - we&rsquo;re offering a career launchpad. As a Client Services Associate, you&rsquo;ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more. We promote from within, and our top performers move into management in as little as two years.
You&rsquo;ll thrive if you:<ul><li>
Love a fast-paced, target-driven environment</li><li>
Have the confidence to pick up the phone and start conversations with anyone</li><li>
Are naturally curious, quick to learn and love to solve complex problems</li><li>
Build rapport fast and think on your feet</li><li>
Are resilient and motivated to exceed goals</li></ul>
What You&rsquo;ll Do
You&rsquo;ll be at the heart of our business - finding, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of your day on the phone, persuading specialists to share their expertise and securing their time for client calls.
Day to day, you&rsquo;ll:<ul><li>
Own projects end-to-end, truly understanding the specific client needs and scheduling high-calibre expert calls.</li><li>
Cold call and engage experts across industries, overcoming objections and winning buy-in</li><li>
Work at speed, managing multiple projects and clients at once</li><li>
Learn fast, gaining broad knowledge of markets, business models, and regulations</li><li>
Cross-Sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls.</li></ul>
What You&rsquo;ll Gain<ul><li>
Commercial edge: Sales, negotiation, relationship-building skills and the opportunity to develop leadership skills very early in your career</li><li>
Client exposure: Work with leading private equity firms, hedge funds, and consultancies</li><li>
Clear progression: Every manager started in the Associate role; promotion possible within 2 years</li><li>
Annual Personal Development Allowance to invest in your growth</li></ul> 
Would you like to learn more about our Associate position? Take our free virtual job simulation and learn what it is like to work in this role. 
Qualifications 
What We&rsquo;re Looking For
Business fluency in Arabic and English<ul><li>
This is an early-career opportunity that requires a university degree with strong academic credentials and relevant experience.</li><li>
You&rsquo;re intellectually strong, you&rsquo;re ambitious, have leadership or extracurricular experience, and have shown grit through internships, work experience, or other achievements.</li></ul> 

Additional Information 
Salary and Benefits:<ul><li>
Total first-year salary is expected to be AED 210,000 - AED 240,000 (based on average-high performance). This is in line with an AED 200,000 base salary plus an uncapped performance bonus accessible after your first month.</li><li>
Enjoy comprehensive benefits including health, dental, vision, and more.</li><li>
Appreciate good work-life balance with 20+ vacation days, flex days, and work from anywhere for one month per year.</li><li>
Be part of our engaging culture with social events, professional development, and a dynamic, supportive team.</li></ul></div>

Associate, Client Services - Arabic Speaker (2026 Start Dates)

Activ8 Chicago

We are looking for full-time Logistics/ Customer Support Assistant at an industrial supplier based near Holland, MI. This position is ONSITE position.Responsibilities - Logistics/ Customer Support Assistant:&middot; Maintain a good relationship with existing clients&rsquo; accounts.&middot; Support clients to develop and strengthen customer accounts in the Manufacturing Industry, ensuring customer satisfaction and service.&middot; Support and manage new and existing customer base through inventory control, handling of customer inquiries, customer complaints and other miscellaneous day-to-day business support functions.&middot; Maintain all records and documentations for system update/ data entry in timely manner&middot; Utilize various communication methods (Phone, Email, Onsite visitation)&middot; Maintain communication with other departments and managements for update on account.&middot; Other duties as assigned.Qualifications - Logistics/ Customer Support Assistant :&middot; Associate/ Bachelors in Business Administration, Marketing, Communication, and related field&middot; At least 1-3 years of inside sales/ account management experience in preferably manufacturing industries.&middot; Proficient using MS Office Suite and SAP ERP exp. is MUST.&middot; Great communication skills&middot; Able to work independently under minimum supervision===========================================================Activ8 Recruitment &amp; Solutions / Renaissance Resources Inc. has been a trusted leader in North American recruiting for Japanese businesses for over 25 years. We specialize in connecting top talent with companies in the Automotive, Electronics, Food &amp; Beverage, Logistics, Manufacturing, Oil &amp; Gas, Banking &amp; Finance, and Entertainment industries. Our client-focused approach ensures that we understand your unique needs, whether you&rsquo;re a company seeking skilled professionals or a candidate looking for the right career opportunity. By working closely with each individual, we provide tailored solutions that drive success.We screen ALL Candidates to verify the validity of each applicant's provided information. Upon submitting your resume, we will contact only those candidates that we deem qualified for our client. If we do not contact you, we do not see the fit for the position. If we are unable to reach you in a reasonable timeframe, you will be eliminated from the pool of potential candidates.We prioritize direct applicants; third-party resumes may not be reviewed.Job Type: Full-timePay: $50,000.00 - $55,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Logistics/ Customer Support Assistant

QIC UAE

<div>
 
 
 UAE National's Customer Support Associate (Part-time)
 
 
 
 
 
 
 
 Requirement's
 
 
 <ul>
 <li>
 UAE Nationals
 </li>
 <li>
 High school, undergraduate, or university graduate
 </li>
 <li>
 Experience: 0&ndash;3 years (fresh graduates encouraged)
 </li>
 </ul>
 
 
 
 
 
 Skills &amp; Competencies
 
 
 <ul>
 <li>
 Punctual
 </li>
 <li>
 Strong communication skills
 </li>
 <li>
 Computer proficiency
 </li>
 <li>
 Customer service orientation
 </li>
 <li>
 Willingness to learn and develop
 </li>
 <li>
 Strong work ethics
 </li>
 <li>
 Proficient in Excel
 </li>
 </ul>
 
 
 
 
 
 Shift Options:
 
 
 <ul>
 <li>
 08:00 AM &ndash; 12:00 PM
 </li>
 <li>
 12:00 PM &ndash; 04:00 PM
 </li>
 </ul>
 
 
 
 
 
 Salary:
 
 
 <ul>
 <li>
 AED 4,000 &ndash; 6,000
 </li>
 <li>
 Salary varies by education background
 </li>
 <li>
 Nafis Support
 </li>
 </ul>
 
 
</div>

Customer Support Associate

Copper

<div><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. 
 
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.
 
 
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.
 
 
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.</div><div>
Department environment

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.

Role purpose

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.

Key Responsibilities of the role
<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>
Your experience, skills and knowledge
<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></ul> 


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.

If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.</div><div>
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. 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.</div></div>

Client Operations Associate

Atheneum

<div>
 
 
 Are you a problem solver and a fast learner? Would you enjoy working in a fast-paced, entrepreneurial environment? Do you want to be part of a diverse and driven team striving for excellence? If the answer is yes, then keep reading!
 
 
 
 
 
 
 
 
 
 
 Who We Are:
 
 
 
 
 
 
 Atheneum is a leading global insights platform servicing various clients including distinguished strategy consulting firms, renowned investment houses and well known global corporations. Our mission is to provide faster insights to empower our clients&rsquo; decision making. Through our AI capabilities we accelerate the decision-making of our clients by connecting them to the world's top professionals and industry leaders.
 
 
 
 
 
 Atheneum is growing rapidly, with 500+ professionals in 11 offices across the US, South America, APAC and EMEA.
 
 
 
 
 
 
 
 About the Role
 
 
 
 
 As an Associate, you will connect our clients with experts. Your responsibilities include:
 
 <ul>
 <li>
 
 Understanding Client Needs:
 
 Gain a deep understanding of our clients' requirements and identify relevant experts to meet those needs.
 </li>
 <li>
 
 Expert Sourcing and Onboarding:
 
 Source and onboard experts for specific projects, ensuring their engagement for future opportunities.
 </li>
 <li>
 
 Communication and Outreach Skills:
 
 Develop both internal and external communication and outreach skills, including cold calls, emails, and more.
 </li>
 <li>
 
 Adaptability:
 
 Adapt quickly to the fast-paced nature of our client-driven environment, where speed is a critical success factor.
 </li>
 <li>
 
 Client Excellence:
 
 Ensure an exceptional client experience by providing accurate expert recommendations and taking a proactive, solution-oriented approach.
 </li>
 <li>
 
 Process Expertise:
 
 Grasp Atheneum's core client delivery process and apply it effectively in your everyday work.
 </li>
 </ul>
 
 
 
 
 
 
 Profiles We Are Seeking
 
 
 
 
 We welcome applications from individuals seeking a corporate career with rapid progression. We are in search of driven, collaborative, resilient, and curious individuals who excel in communication.
 
 
 Proficiency in one or more additional European languages is highly desirable.
 
 
 
 
 
 
 
 Interview Process
 
 
 
 <ul>
 <li>
 
 1st Stage Interview:
 
 Once we have reviewed your application, we will invite you to a 45-minute first stage interview with a member of the Talent team to further understand your motivations for joining us and assess your understanding of Atheneum and the role.
 </li>
 <li>
 
 2nd Stage Interview:
 
 At stage two, you will meet with two of our first line Managers who will ask you further questions about your experience and interest in Atheneum, you will also participate in a short Case Study discussion. This interview will last approximately 60 minutes.
 </li>
 <li>
 
 3rd Stage Interview:
 
 The third and final stage interview will be with two Account Managers who will conduct a Mock Negotiation Call with you and ask you any outstanding questions the team may have. This interview will also last approximately 60 minutes.
 </li>
 </ul>
 
 
 
 
 
 Please note all interviews will be conducted via Microsoft Teams unless stipulated otherwise by a member of the Talent Team.
 
 
 
 
 
 
 
 Job requirements
 
 
 
 
 Profiles We Are Seeking:
 
 
 
 Atheneum strongly believes in the power of diversity. We are
 
 seeking target driven team players
 
 with
 
 excellent emotional intelligence, problem solving and time management skills.
 
 
 <ul>
 <li>
 Bachelors Degree with majors in Business/ Economics/ Marketing
 </li>
 <li>
 Goal oriented, driven, and highly motivated to succeed &amp; take on challenges
 </li>
 <li>
 Excellent time management and prioritization skills
 </li>
 <li>
 We welcome applications from anyone looking for a career in a corporate role that offers fast progression.
 </li>
 <li>
 We are looking for driven, collaborative, resilient, curious individuals who are excellent communicators.
 </li>
 <li>
 Fluency in English is essential, fluency in additional languages is highly desirable.
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 <ul>
 <li>
 Company sponsored team events
 </li>
 <li>
 Health insurance
 </li>
 <li>
 EOBI (Employee Old Age Benefit Insurance)
 </li>
 <li>
 Provident Fund
 </li>
 <li>
 Internal SWAP program
 </li>
 <li>
 Training and mentorship program
 </li>
 </ul>
 
 
 
 
 Here at Atheneum, diversity and inclusion is not just part of our culture, it is ingrained in our DNA. We do not discriminate in any way when assessing applications.
 
</div>

Client Services Associate - EMEA Region

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