registered client associate

Benjamin F Edwards & Co

<div>Registered Financial Client Associate
Summary:
The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all clients needs are met in a timely and efficient manner. Registered Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.
The Registered Financial Client Associate assists the Financial Advisor (s) with minimal supervision by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. 
Essential Duties &amp; Responsibilities:<ul><li>
Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.</li><li>
Assist with preparing reports and materials for client meetings.</li><li>
May participate in live meetings with the Financial Advisor (s) and their clients.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).</li><li>
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.</li><li>
Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.</li><li>
Ensure client information and documentation is current with firm and industry requirements, rules, and regulations. Research and resolve account problems, missing documents, etc.</li><li>
Identify errors and initiate corrective measures. Follow up and relay correct information to clients.</li><li>
Create, prepare and review daily client reports for Financial Advisor(s).</li><li>
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.</li><li>
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.</li><li>
Maintain files in accordance with firm and regulatory guidelines.</li><li>
Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.</li><li>
Acts as a mentor and is a resource to other team members; assists with training as needed.</li><li>
Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.</li><li>
Provide backup support as required to other branch support personnel.</li><li>
Perform other related duties as assigned.</li></ul> 
Qualifications:<ul><li>
Proficient experience with Microsoft Office Suite and ability to learn other software and technology.</li><li>
Analyze problems and establish solutions.</li><li>
Ability to work independently with minimal supervision and as a member of a team; collaborate with others.</li><li>
Ability to demonstrate seasoned judgement by handling clients with a high degree of professionalism.</li><li>
Take initiative and proactively follow up on items to ensure completion, resolve errors, answer questions and follow up on concerns.</li><li>
Organize, prioritize and manage multiple tasks in a fast-paced, evolving environment while delivering accurate and timely results.</li><li>
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.</li><li>
Exercise discretion in handling confidential information.</li></ul> 
Education and/or Work Experience:<ul><li>
Minimum Required: Bachelor&rsquo;s degree or equivalent work experience.</li><li>
Minimum required: 2+ years of client service experiences in financial services experience or equivalent.</li></ul> 
Pay Range<ul><li>
Between $25.43 to $31.78 per hour</li></ul> 
Licenses/Registration:<ul><li>
Minimum required: Series 7 and Series 63/65 or Series 66.</li></ul> 
Work Environment:
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. 
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm&rsquo;s mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.<div>
#LI-Onsite</div></div>

Registered Financial Client Associate

Wells Fargo

<div>About this role:
Wells Fargo is seeking a Brokerage Client Assistant &ndash; RCAST &amp; Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:<ul><li>
Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks</li><li>
Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas</li><li>
Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues</li><li>
Establish and maintain files to meet regulatory requirements</li><li>
Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts</li><li>
Receive direction from supervisors and escalate non-routine questions to more experienced roles</li><li>
Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers</li></ul>
Required Qualifications:<ul><li>
2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li></ul>
Desired Qualifications:<ul><li>
Brokerage client support experience</li><li>
Administrative support experience in financial services</li><li>
Experience interacting directly with customers</li><li>
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills</li><li>
Client service focus with the ability to listen to customer needs and recommend solutions</li><li>
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment</li></ul>
Job expectations:<ul><li>
US Only: Obtain and/or maintain appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting location:<ul><li>
1525 W WT Harris Blvd - Charlotte, North Carolina 28262-8522</li></ul></div>

Brokerage Client Assistant - RCAST Registered

Apex Leaders

<div>Overview &amp; What We Do
Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities.
We are seeking a dynamic and results-driven Research Associate, Client Services who will identify and source specialized advisors, provide strategic research-related insights, and support client project success. This is an excellent opportunity for an individual who enjoys leveraging research and analytical skills to identify and engage specialized advisors, partnering with Client Services Managers, and managing multiple projects with strong organizational and problem-solving abilities.
We are open to this position being based at our headquarters in Boise, ID and can split time working in the office and working remotely, or can be based remotely out of one of the following states: Illinois, Wisconsin, Michigan, Ohio, New York, New Jersey, Texas, Florida, or Nebraska. The Research Associate, Client Services will report directly to the Director of Client Services, and be a member of our Operations team.
Apex Leaders is an equal-opportunity employer and we welcome applicants from all backgrounds. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you&rsquo;re a passionate team player who wants to have an impact on a diverse and dynamic team, we&rsquo;d love to hear from you! 
Our Culture
At Apex Leaders, you are surrounded by collaborative, tenacious teammates who push each other to overcome obstacles, test the status quo, and achieve success every single day. We hire people who work hard and challenge themselves while also having fun along the way.
Our team is dedicated to creating a working environment where employees can grow and thrive. And we pride ourselves on creating an atmosphere that embodies our core values of Team First, Always, Win-Win, Talk to Each Other, Make Change, and Give a Damn. 
What We&rsquo;re Looking For
Your mission as a Research Associate, Client Services is to perform custom research and provide research expertise and forward thinking innovation to the Operations team.
The Research Associate, Client Services conducts company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications. In this role, you will consult and support the Client Services Managers to ensure client projects are successful. You will also work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments that accelerate the growth of Apex Leaders.
This position is a designated growth role with a clear and accelerated career path. Successful individuals will be developed for rapid advancement into a client-facing Client Services Manager role as dictated by business needs.
Additional duties include:<ul><li>
Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests.</li><li>
Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project.</li><li>
Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status.</li><li>
Clearly and openly communicating with coworkers to build and maintain strong relationships.</li><li>
Independently deploying and completing internal operations initiatives.</li><li>
Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities.</li><li>
Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders.</li></ul> 
What You Will Bring
Education<ul><li>
Bachelor&rsquo;s degree from an accredited undergraduate institution or relevant equivalent experience required</li></ul>
Experience<ul><li>
0-2 years of experience in company or customer operations or a related field</li><li>
A history of academic and/or professional success</li></ul>
Knowledge, Skills, &amp; Abilities<ul><li>
Success starting, managing and completing various projects at the same time</li><li>
Highly organized with great time management skills</li><li>
Effective communication skills</li><li>
Previous R&amp;D or secondary research experience is a plus</li><li>
Experience working successfully independently and with a broader team</li><li>
A knack for creative problem solving and critical thinking</li><li>
An innovative, forward thinking mind-set</li><li>
Exceptional reasoning and judgment</li><li>
Understanding of various business structures and value chains</li><li>
Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms.</li></ul> 
The Perks
Our benefits are focused on enabling you to thrive both personally and professionally &ndash; it's about work/life balance, flexibility, and providing opportunities for growth and development. Some of our benefits include:<ul><li>
Competitive compensation: $45,000 - $65,000 annually</li><li>
Hybrid, in office, and remote working options</li><li>
100% employer-paid premiums on medical and dental insurance for the employee</li><li>
Voluntary vision and life insurance options</li><li>
Fitness and wellness reimbursement</li><li>
401K with matching</li><li>
Annual profit sharing program</li><li>
Extensive Paid Time Off (PTO) &ndash; 24 days of PTO + 11 paid holidays</li><li>
6-week paid sabbatical after 5 years of service</li><li>
Paid parental leave</li><li>
Short and long term disability insurance covered fully by the company</li><li>
Ongoing culture, team building, and development events</li><li>
Volunteer initiatives</li><li>
Opportunity for swift advancement into Client Services Manager role</li></ul>
For individuals with disabilities who would like to request an accommodation, please email Emily McClung at emily.mcclung@apexleaders.com.
SJmHyLwd8p</div>

Research Associate, Client Services

Jefferies

<div>
 
 
 Client Service Associate (CSA)
 
 
 
 
 
 Role Overview:
 
 
 
 
 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.
 
 
 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.
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 Client Service &amp; Relationship Support
 
 
 <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>
 
 
 
 
 
 Account &amp; Operational Support
 
 
 <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>
 
 
 
 
 
 Administrative &amp; Practice Management
 
 
 <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>
 
 
 
 
 
 Qualifications Required
 
 
 <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>
 
 
 
 
 
 Preferred
 
 
 <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>
 
 
 
 
 
 Key Competencies
 
 
 <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>
 
 
 
 
 New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 
 
 
 
 
 
 
 
 
 About Us
 
 
 
 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.
 
 
 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.
 
</div>

Wealth Management Client Service Associate

Social Capital Resources

<div>
 
 
 Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services Associate!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients
 </li>
 <li>
 Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.
 </li>
 <li>
 Work with internal departments to research and resolve escalated shareholder inquiries.
 </li>
 <li>
 Periodically review forms and applications for accuracy and completeness.
 </li>
 <li>
 Maintain client portal database and onboard new client contacts.
 </li>
 <li>
 Address shareholder inquiries received via inbound phone line, email, and mail.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree.
 </li>
 <li>
 Familiarity with the high-net-worth investment management business and the administrative processes related to investment products and account-opening.
 </li>
 <li>
 1-5 years experience in a similar position
 </li>
 <li>
 General knowledge of the asset management industry preferred
 </li>
 <li>
 Experience with Advent APX and Salesforce preferred
 </li>
 <li>
 Ability to prioritize and organize workload, multi-task, adapts quickly to change, and deliver under the pressure of deadlines.
 </li>
 <li>
 Shows strong aptitude to anticipate client requests.
 </li>
 </ul>
 
 
</div>

Investment Advisory Client Services Associate

Standard Chartered

<div>
 
 Job Summary
 
 
 
 The Associate, Client Management role within our Saudi Arabia office in Riyadh represents a pivotal position where you will engage closely with multiple stakeholders to facilitate and streamline client onboarding and management processes. This role entails meticulous execution of client due diligence (CDD), credit documentation, and regulatory compliance measures, ensuring all client onboarding activities are conducted accurately and within designated timelines to fulfill "first time right" standards. As a vital link between Relationship Managers (RMs), Product Sales teams, Operations, and other internal partners, you will drive collaborative solutions to client service challenges, delivering a seamless, high-quality experience that adheres to our distinguished service standards.
 
 
 In this role, you will champion strategic improvements targeted at refining client management frameworks by supporting the implementation of a scalable and client-centric operating model. Your insights and suggestions will directly influence process automation initiatives, operational consistency, and enhanced efficiency across our client management ecosystem. By focusing on delivering tangible value through differentiated service based on client tiering and business impact, the role provides an excellent opportunity to contribute to the ongoing success and reputation of Standard Chartered in the regional market.
 
 
 
 Key Responsibilities
 
 
 
 
 Key Responsibilities
 
 
 
 
 Business Engagement and Client Support
 
 
 
 <ul>
 <li>
 Provide comprehensive credit documentation assistance for client transactions spanning the Corporate, Commercial &amp; Institutional Banking (CCIB) and Business Banking (BB) sectors, ensuring documentation accuracy and compliance.
 </li>
 <li>
 Deliver second-tier client support by investigating operational issues, resolving technical challenges, and providing timely, professional guidance via multiple communication channels including phone, email, and onsite training sessions.
 </li>
 <li>
 Collaborate effectively to detect, escalate, and mitigate risks while maintaining adherence to conduct and compliance standards throughout client management activities.
 </li>
 <li>
 Build and nurture strong relationships with internal business stakeholders such as Product Managers and Relationship Managers, as well as cross-functional Global Business Services (GBS) teams, to ensure superior client onboarding and ongoing service delivery.
 </li>
 <li>
 Maintain alignment between CCIB business priorities and client management operations through regular engagement and proactive resolution of identified gaps or issues.
 </li>
 <li>
 Apply "first-time-right" principles rigorously to all processes to minimize errors and rework.
 </li>
 <li>
 Drive process improvements by contributing practical insights and identifying opportunities for automation and process streamlining to improve operational resilience and client satisfaction.
 </li>
 <li>
 Support ad hoc projects and fulfill additional duties as assigned by Line Management or the Country Client Management Head.
 
 
 </li>
 </ul>
 
 Regulatory and Process Compliance
 
 
 
 <ul>
 <li>
 Administer end-to-end client onboarding procedures including the creation and review of Client Due Diligence (CDD) documentation, ensuring compliance with all regulatory requirements such as FATCA and CRS.
 </li>
 <li>
 Respond promptly to queries raised by Checkers, Specialists, and Business CRM teams, ensuring timely resolution and communication.
 </li>
 <li>
 Collaborate across departments to seamlessly integrate efforts in the CDD process, addressing complex cases and escalating issues where necessary.
 </li>
 <li>
 Generate and maintain periodic reports for senior management to provide transparency and insights on onboarding performance metrics.
 </li>
 <li>
 Manage document custodianship responsibilities, including scanning, uploading, and classifying client documents in line with global documentation standards, safeguarding data integrity and confidentiality.
 </li>
 <li>
 Consistently ensure timely and high-quality delivery of assigned client cases to meet service level agreements and client expectations.
 
 
 </li>
 </ul>
 
 Skills And Experience
 
 
 
 To excel in this role, candidates should demonstrate proficiency in several key areas, including:
 
 
 <ul>
 <li>
 Conduct Management: Upholding the highest standards of integrity, ethics, and professional behavior in client interactions and internal processes.
 </li>
 <li>
 Risk Management: Identifying, assessing, and mitigating operational and compliance risks related to client management and onboarding activities.
 </li>
 <li>
 People Skills: Collaborating effectively with diverse teams and stakeholders to foster a cooperative and productive working environment.
 </li>
 <li>
 Operational Excellence: Managing core processes with attention to detail and efficiency to ensure seamless service delivery.
 </li>
 <li>
 Process Management: Understanding and refining client onboarding and documentation workflows, applying continuous improvement and automation principles.
 
 
 </li>
 </ul>
 Experience with financial institution procedures, regulatory requirements, and client onboarding best practices will support success in this demanding yet rewarding role.
 
 
 
 Qualifications
 
 
 
 Ideal candidates possess the following qualifications and attributes:
 
 
 <ul>
 <li>
 Client service or Client onboarding experience
 </li>
 <li>
 Experience in managing and growing a Financial Institutions (FI) client portfolio
 </li>
 <li>
 Meticulous attention to detail with an ability to work swiftly and accurately under tight deadlines.
 </li>
 <li>
 Strong interpersonal and communication skills, capable of functioning effectively as part of a collaborative team.
 </li>
 <li>
 A proactive and determined mindset focused on delivering high-quality results and continuous improvement.
 </li>
 <li>
 Problem-solving skills to navigate challenges, identify solutions, and maintain momentum despite obstacles.
 </li>
 <li>
 Ability to work independently with resilience, managing workload under pressure while maintaining professionalism.
 </li>
 <li>
 Excellent written and verbal communication abilities in English, sufficient to prepare clear documentation and effectively interact with stakeholders.
 
 
 </li>
 </ul>
 A background in banking compliance, client onboarding, or financial operations will be advantageous.
 
 
 
 About Standard Chartered
 
 
 
 Standard Chartered is a globally recognized international bank known for combining agility with large-scale impact. With over 170 years of history, we have been committed to creating positive outcomes for our clients, communities, and employees. Our culture encourages challenging the status quo, embracing challenges, and seeking innovative solutions that deliver sustainable growth and improved client experiences.
 
 
 Our purpose centers on driving commerce and prosperity through the power of our unique diversity, manifested through our values and behaviors that ensure inclusion and respect. At Standard Chartered, we foster a workplace where every individual can bring their authentic self and realize their full potential.
 
 
 
 Together, We
 
 
 
 <ul>
 <li>
 Do the right thing: Acting with integrity, being assertive when necessary, and always putting the client&rsquo;s needs at the forefront of our efforts.
 </li>
 <li>
 Never settle: Maintaining a mindset of continuous improvement, embracing simplicity and learning from all experiences.
 </li>
 <li>
 Are better together: Championing inclusivity, trust, and collaboration to build enduring relationships and long-term success.
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 
 Aligned with our Fair Pay Charter,
 
 we offer a comprehensive and market-competitive salary package designed to support your well-being and career development.
 
 
 <ul>
 <li>
 Core Benefits: Inclusive retirement savings plans, comprehensive medical and life insurance coverage, supplemented by flexible and voluntary benefits adapted to regional needs.
 </li>
 <li>
 Generous Time-off: Annual leave entitlements combined with parental/maternity leave (up to 20 weeks), sabbatical opportunities (up to 12 months), volunteering leave (3 days annually), and adherence to a minimum of 30 days of public and annual holidays.
 </li>
 <li>
 Flexible Working Arrangements: Options that balance office presence with remote work enabling employees to manage work-life integration effectively.
 </li>
 <li>
 Well-being Programs: Access to digital well-being platforms like Unmind, development resources focused on resilience and human skills, Employee Assistance Programs, and support networks including mental health first aiders.
 </li>
 <li>
 Continuous Learning Environment: Opportunities to upskill and reskill through varied learning formats, fostering professional growth and adaptability.
 </li>
 <li>
 Inclusive Culture: Membership in a values-driven organization that celebrates diversity, ensuring every employee feels valued, respected, and empowered to succeed.
 </li>
 </ul>
</div>

Associate, Client Management, Saudi (Saudi National Only)

Lead Advisor

<div>
 
 Lead Advisor is a wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule.
 
 
 
 
 
 
 
 
 
 Core Responsibilities
 
 
 
 &middot; Serve as a primary point of contact for clients
 
 
 &middot; Coordinate and execute onboarding of new clients, including account setup, documentation collection, CRM entry, and ensuring a seamless transition into the firm
 
 
 &middot; Coordinate and schedule client meetings in accordance with the firm segmentation and service model
 
 
 &middot; Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings
 
 
 &middot; Coordinate responses to inbound client communications by addressing account and policy related inquiries or directing them to the appropriate team member for resolution
 
 
 &middot; Maintain accurate and comprehensive CRM records in accordance with Helios Capital Partners&rsquo; guidelines and procedures
 
 
 
 Key Characteristics
 
 
 
 &middot; Excellent organizational skills and attention to detail with high follow-through
 
 
 &middot; Excellent verbal and written communication and interpersonal skills
 
 
 &middot; Approachable, respectful and inclusive communication
 
 
 &middot; Ability to give and receive constructive feedback
 
 
 &middot; Proficient in Microsoft Office suite or related software
 
 
 &middot; Proficient in Microsoft CRM or related software
 
 
 &middot; Strong desire for personal and professional growth
 
 
 &middot; Ability to maintain confidentiality
 
 
 &middot; Full time &ndash; hybrid role
 
 
 
 Qualifications
 
 
 
 Required
 
 
 &middot; Bachelor&rsquo;s degree ideally in business administration, accounting, finance or equivalent work experience
 
 
 &middot; Life, Accident and Health license and FINRA SIE, Series 6 or 7 and 63 licenses
 
 
 Preferred
 
 
 &middot; 2-5 years in wealth management or investment management industry
 
 
 
 Salary Range
 
 
 
 &middot; $60K-$85K plus bonus (depending on experience)
 
 
 
 
 
 
 
 
 2 days in midtown
 
 
 60-85k
 
</div>

Wealth Client Service Associate

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