Talent.com
Client Service Associate
Client Service AssociateProxymity • New York, NY, US
Client Service Associate

Client Service Associate

Proxymity • New York, NY, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Who we are

Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest regulations.

Proxymity is here to change the investor communications landscape. Our mission is to make Proxy Voting and other Asset Servicing processes easier and more efficient. Our purpose is to solve complex problems for our customers and add value throughout the investor ecosystem through our connectivity and technology capabilities.

We are a fast-growth scale-up, rapidly growing our global presence and footprint and employee numbers. We are backed by some of the most influential names in the financial industry and have extensive growth plans in place for the future.

What we’re looking for :

Smart, energetic and inquisitive individuals to join our Client Services team in New York. You will perform a critical role in delivering professional, multi-faceted, first-class client service to our expanding network of customers and partners.

You will become a key contributor throughout the growth phases of Proxymity, supporting various pivotal activities and will have the opportunity to expand and develop your remit and role as the needs of the business continue to grow.

Core Responsibilities :

The core responsibilities for this role include, but are not limited to;

  • Be the first point of contact between our clients and the business
  • Review, respond and resolve client enquiries within agreed SLA’s
  • Build and maintain productive working relationships with clients and other stakeholders to build trust and foster positive collaboration
  • Conduct thorough root cause analysis and query trending to identify strategic remediation actions
  • Understand and track current and future workloads
  • Execute daily tasks with a client focused approach
  • Work in partnership with global operations and client service hubs and other internal stakeholders
  • Ask questions to challenge the status quo
  • Identify opportunities for process, platform and control environment improvements
  • Participate in improvement projects and operational testing as necessary to support the change agenda
  • Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
  • Proactively seek opportunities for self-improvement
  • Understand the goals and objectives of the team, ensuring personal contributions and work execution align
  • Assist with the training of new employees to the team
  • Create a culture of inclusion and belonging, leading by example
  • Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
  • Be an ambassador for the team, Client Services and Proxymity, always

Requirements

Requirements :

  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Team orientated with the ability to build positive relationships and work collaboratively with internal and external partners, peers and clients
  • Ability to work self-sufficiently with strong organisational skills
  • Ability to execute in a high pressure, fast paced environment
  • Flexibility to manage changing priorities and respond to time constraints
  • Fast learning to understand complex business processes and take initiative to acquire necessary knowledge
  • Seeks and acts upon feedback with a focus on personal development
  • Desirables :

  • Understanding of the Securities Services industry and Asset Servicing products, or similar
  • Working experience within an operations or client facing environment
  • Experience of working within a start-up / scale-up organisation
  • Experience of client query management tools and processes
  • Fluency in another language
  • Practical experience of working with remote teams
  • Knowledge of programming / coding languages and applications
  • Working knowledge of Microsoft applications
  • Desire to develop technical skills to build effective solutions for the business
  • Benefits

  • 401K plan
  • Private health insurance
  • 25 annual days leave
  • Birthday off in addition to annual leave
  • Access to Absorb Learning
  • Improved family-friendly policies
  • Work your way
  • 2 duvet days a year
  • 1 volunteer day a year
  • 4-week sabbatical after 4 years at Proxymity
  • Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year.
  • Companywide parties twice a year
  • Team drinks
  • A company wins programme
  • serp_jobs.job_alerts.create_a_job

    Client Service Associate • New York, NY, US

    Job_description.internal_linking.related_jobs
    Tax Senior Associate - Private Client Services (PCS)

    Tax Senior Associate - Private Client Services (PCS)

    EisnerAmper • Iselin, NJ, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Licensed Client Service Associate - B11

    Licensed Client Service Associate - B11

    Citigroup • New York, NY, US
    serp_jobs.job_card.full_time
    Licensed Client Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Jackson Hewitt • Morristown, NJ, US
    serp_jobs.job_card.full_time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Services Associate

    Client Services Associate

    VirtualVocations • Astoria, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Associate to oversee client accounts and assist in project management.Key Responsibilities Assist the Sr. Strategic / Principal Client Service Manager in m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Capital Markets Client Service Associate (Second Shift) (Hybrid)

    Capital Markets Client Service Associate (Second Shift) (Hybrid)

    Broadridge Financial Solutions • New York, NY, US
    serp_jobs.job_card.full_time
    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you're passionate about developing your career, while helping others along the way, come join ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate, Client Services

    Associate, Client Services

    Vestwell • New York, NY, US
    serp_jobs.job_card.full_time
    Vestwell is the financial technology company powering the new savings economy.The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    VirtualVocations • Flushing, New York, United States
    serp_jobs.job_card.temporary
    A company is looking for a Client Service Associate for a 12+ month contract assignment in New York, NY.Key Responsibilities Assist in coordinating client transitions and account maintenance acti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Client Relationship Associate

    Client Relationship Associate

    Accelerated Management • New Brunswick, NJ, US
    serp_jobs.job_card.full_time
    If you’ve ever been told you “talk too much”, we might just call that a superpower.As a Client Relationship Associate , you’ll be the face of our Verizon partnership in New Jersey - guiding custome...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate - Client Service

    Associate - Client Service

    Chase • Brooklyn, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Simon Quick Advisors • Morristown, NJ, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Simon Quick Advisors Position : Client Service Associate Location : Morristown, NJ Compensation : Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned R...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Client Service Associate (Short Hills, NJ)

    Client Service Associate (Short Hills, NJ)

    Edelman Financial Engines • Short Hills, NJ, US
    serp_jobs.job_card.full_time
    Client Service Associate (Short Hills, NJ).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved repres...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 10065 New York, NY, US
    serp_jobs.job_card.full_time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Services Reporting Associate

    Client Services Reporting Associate

    Beacon Hill • New York, NY, US
    serp_jobs.job_card.temporary
    Our client, a boutique independent life insurance brokerage located near Grand Central, is seeking a Temp to Perm Client Services Associate to support the Client Services team.The Associate will us...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Client Service Associate

    Client Service Associate

    Axelon Services Corporation • New York, NY
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.new
    Client Services Associate

    Client Services Associate

    Valitana LLC • Stamford, CT, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    About Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Client Associate

    Client Associate

    Neuberger Berman • New York, NY, US
    serp_jobs.job_card.full_time
    High-Net-Worth Client Service Representative.Serve as a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate - Client Service

    Associate - Client Service

    JPMorgan Chase • Brooklyn, NY, US
    serp_jobs.job_card.full_time
    Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Morgan Stanley • New York, NY, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted