Junior Customer Service Associate in Saddle Brook, NJ- 50k! Beacon Hill Staffing Group, LLCJunior Customer Service Associate in Saddle Brook, NJ- 50k!Saddle Brook, New Jersey$45,000–$55,000 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Event Associate Insight GlobalEvent AssociateParamus, NJ$18–$18 / hourTemporaryContractorPart timeThey are bringing an immersive Sistine Chapel Replica to the Garden State Plaza Mall that will run from April 10th to July 5th, and need enthusiastic and reliable individuals to join their operations team for the launch and daily management of the exhibition. Insight Global is currently hiring Customer Service Associates for an exciting event coming to Paramus, New Jersey, starting on April 10th!
Associate, Private Client Page Group USAAssociate, Private ClientNew York, NY$260,000–$310,000 / yearFull timeThe firm delivers integrated legal solutions on complex, high-value matters, combining cross-border capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Join a sophisticated private client practice advising high-net-worth individuals and families on complex estate, tax, and succession matters.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisoryNew York, NY$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Litigation Associate JobotLitigation AssociateNew York, NY$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its litigation practice is highly regarded for handling complex, high-exposure matters across commercial litigation, insurance defense, intellectual property, bankruptcy and restructuring, corporate disputes, and other sophisticated litigation matters.
NewTax Associate Kforce Inc.Tax AssociateNew York, NY$90,000–$108,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This firm offers a pleasant work culture, good work-life balance, competitive compensation (including Paid OT), exceptional benefits and solid growth potential and stability (this is not a remote role).
NewFinance Associate Vaco LLCFinance AssociateJersey city, NJ$26–$26Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Reporting Associate/Analyst (AUM) Vaco LLCSenior Reporting Associate/Analyst (AUM)New York, NY$100,000–$125,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role is responsible for producing and maintaining Assets Under Management (AUM), client flows, and revenue reporting to support senior leadership and key business teams.
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreNew York, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Support Associate – Retail IntuitTax Support Associate – RetailNew York, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSenior SOX Associate - Internal Controls Kforce Inc.Senior SOX Associate - Internal ControlsParamus, NJ$85,000–$150,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This is a unique opportunity for someone with recent public accounting and/or corporate audit experience focusing on areas of Internal Controls and SOX consulting.
NewSenior Tax Associate Vaco LLCSenior Tax AssociateNew York, NY$110,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Retail Customer Service Associate FedExRetail Customer Service AssociateNanuet, New York$19.70–$23.17 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewPayroll Associate – HR Operations ECLAROPayroll Associate – HR OperationsNew York, NY$36.36–$36.36 / hourThis position requires a detail-oriented professional who can manage routine payroll processes independently, apply sound judgment to resolve issues, and contribute to continuous process improvement initiatives. Position Overview:This role supports the execution of end-to-end payroll processing within an in-house SAP Employee Central Payroll (ECP) environment.
Registered Funds Mid-Level Associate Page Group USARegistered Funds Mid-Level AssociateNew York, NY$310,000–$390,000 / yearFull timeThe firm combines deep regulatory expertise with transactional strength, offers strong collaborative culture, invests in professional development, and provides meaningful pro bono opportunities alongside market-leading client work. Join a leading investment management practice as a mid-level associate focusing on 1940 Act registered funds and related matters.
Data Entry Operator/Community Associate Trigyn Technologies IncData Entry Operator/Community AssociateNew York City, NY$20–$21 / hourTemporaryContractorFull timeIn addition, the Data Entry Operator duties will also be responsible for the following: Duties and Responsibilities: • Assists in providing community services by performing liaison functions between the agency and residents. Description: This role is to support relocation of residents at developments where planned major modernization or unplanned urgent repairs are required, including repairs to address health and safety issues.
Senior Associate Scientist Immunology & Inflammation JouléSenior Associate Scientist Immunology & InflammationTarrytown, NY$45–$55 / hourPerform tumor implantation in mice, tumor growth measurement, injections through various routes, general surgical techniques, and collection of blood and tissue samples . Process tissues and purify immune cells, develop and perform in vitro cell-based bioassays (primary mouse and human cells) .
Associate Scientist Immunology & Inflammation JouléAssociate Scientist Immunology & InflammationTarrytown, NY$40–$45 / hourHours: 8 AM - 5 PM. ResponsibilitiesSupport respiratory and inflammatory disease research by executing in vivo experiments using mouse lung inflammation models and allorejection models. Design, plan, and perform in vivo and in vitro assays, including tissue culture, cell-based assays, ELISA, multiplex assays (MSD/Luminex), and flow cytometry.
HR - Onboarding and Compliance Associate JouléHR - Onboarding and Compliance AssociateEdison, NJ$22–$24 / hourExperience with human resources related functions such as recruitment, pre-employment screening, employment related compliance activities, and onboarding of employees is a definite plus . Scheduling and working with the contract employees to complete all pre-employment screening, (background checks and drug testing for all Science and Clinical operations of Joulé) .
Associate Director Corporate Communications JouléAssociate Director Corporate CommunicationsParsippany, NJ$135,000–$170,000 / yearJoin a growing biopharmaceutical organization where communications plays a critical role in shaping corporate reputation, supporting key business milestones, and translating complex science into meaningful stories. This is an opportunity to work closely with executive leadership and cross-functional teams to drive both external and internal communications initiatives across a fast-paced, highly visible environment.
NewWarehouse Associate System OneWarehouse AssociateNewark, NJ$17–$17 / hourSystem One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality.
Associate, M&A & Private Equity Page Group USAAssociate, M&A & Private EquityNew York, NY$235,000–$365,000 / yearFull timeKnown for its strength in M&A, private equity, and capital markets, the firm delivers innovative, business-focused solutions through a collaborative culture, a deep bench of talent, and an extensive international platform. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Intellectual Property Associate Page Group USAIntellectual Property AssociateNew York, NY$260,000–$365,000 / yearFull timeKnown for advising innovative clients across sectors, the firm combines deep technical expertise with commercial insight, offering lawyers the opportunity to work on high-profile matters in a collaborative and high-performing environment. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
IP & Technology Transactions Associate Page Group USAIP & Technology Transactions AssociateNew York, NY$310,000–$390,000 / yearFull timePage Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. Join a leading IP & Technology Transactions team as a mid-level associate, advising on complex life sciences matters.
Associate Attorney The Baez Legal GroupAssociate AttorneyNew York City, NY$90,000–$115,000 / yearAs an Associate Attorney, you'll have the chance to dive into meaningful work from day one, managing your own caseload while collaborating closely with our principal attorney and paralegal on personal injury cases. Our practice combines serious litigation with a personalized, compassionate approach, giving attorneys the opportunity to do meaningful work that makes a real difference in clients’ lives.
Development & Asset Management Associate Page GroupDevelopment & Asset Management AssociateNew York, NY$120,000–$150,000 / yearFull timeA successful Development & Asset Management Associate should have: A wealth of asset management, acquisitions and overall development experinece ideally within residential affordable houising and community development. The Development & Asset Management Associate will support property acquisitions, asset management and development projects within the real estate industry biased in affordable housing development.
NewRegulatory Change Management Associate (IT) Page GroupRegulatory Change Management Associate (IT)Manhattan, NY$57–$70 / hourContractorp>We are seeking an IT Change Management Associate to support Regulatory Issue Management and Axiom implementation by ensuring issues are properly tracked, documented, and progressed in alignment with regulatory expectations. This person will also drive process improvements, including log management, documentation updates, issue burndown efforts, and advancement of Axiom Phase II objectives.
Marketing Associate III (Automation) BC ForwardMarketing Associate III (Automation)New York, NYFull timeThe ideal candidate will have strong experience in lifecycle strategy, marketing automation, and data-driven optimization and a proven ability to drive activation, engagement, and retention across the full customer journey. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Associate, Emerging Companies and Growth Page Group USAAssociate, Emerging Companies and GrowthNew York, NY$235,000–$310,000 / yearFull timeRenowned for its strength in corporate, capital markets, and M&A, the firm combines deep industry insight with a collaborative culture to deliver innovative legal solutions and support clients from early-stage growth through to successful liquidity events. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
NewBankruptcy Associate MCMANIMON SCOTLAND & BAUMANN LLCBankruptcy AssociateRoseland, NJ$130,000–$170,000 / yearResponsibilities: The successful candidate will be involved in all aspects of debtor-creditor and restructuring matters, including: Representing debtors, creditors, trustees, receivers and assignees in Chapter 7 and Chapter 11 bankruptcy proceedings, as well as related state court insolvency actions. We offer competitive compensation and a benefits package that includes medical insurance, an employer-funded health savings account, life insurance, short and long-term disability, vision, dental, employee assistance program, employer-paid critical illness plan, a retirement savings plan and an onsite gym.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNYp>Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMorristown, NJ$32,219–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Registered Client Service Associate StifelRegistered Client Service AssociateNew York, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate (Summit, NJ) Oppenheimer & Co. Inc.Registered Client Service Associate (Summit, NJ)Summit, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSaddle Brook, NJ$64,100–$88,100 / yearAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateStaten Island, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateParamus, New JerseyOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate - Paramus, NJ LPL Financial Holdings IncRegistered Client Service Associate - Paramus, NJParamus, NJ$25.85–$43.08 / hourp>• 3+ years experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/financial services setting • Series 66 and/or Series 7 license • Core Competencies: • Strong customer focus with clear, simple communication skills • Able to manage multiple projects efficiently in a fast-paced environment • Highly organized with strong attention to detail and problem-solving skills • Excellent interpersonal skills and ability to build strong relationships • Strong analytical and research abilities • Demonstrates initiative, motivation, and drive • Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools • Comfortable using internal resources and training platforms. Responsibilities include: • Managing inbound calls • Scheduling appointments • Preparing meeting materials • Keeping client information updated • Assisting with new business documentation • Handling key account operations such as new account setup, transfers, cash management, and maintenance tasks • Proactive outreach on time-sensitive items • Taking ownership of client requests • Coordinating with internal teams to ensure timely service • Educating clients on our digital tools, including eSignature and our client portal • Collaborating closely with the Financial Advisor to support client needs • Occasional assistance with trade execution.
Registered Client Service Associate - Greenwich, CT Raymond James Financial IncRegistered Client Service Associate - Greenwich, CTGreenwich, CT$62,732–$90,000 / years57 - Securities Trader Exam - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate, Bilingual Spanish/English Preferred Citigroup IncRegistered Client Service Associate, Bilingual Spanish/English PreferredNew York, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNY$80,000–$95,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate (Summit, NJ) Oppenheimer Holdings IncRegistered Client Service Associate (Summit, NJ)Summit, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate (Jericho, NY) Oppenheimer Holdings IncRegistered Client Service Associate (Jericho, NY)NY$50,000–$60,000 / yearp>Skills/Requirements: FINRA Registrations: Series 7 and 63/65 (or 66) required 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group IncSales Associate / Client Service Associate - Wealth ManagementNY$75,000–$95,000 / yearThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWhite Plains, NY$54,000–$72,000 / yearRecognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.