Client Services Associate Role

About The RoleAn exciting opportunity has arisen for a Client Service Executive, Associate to join our Wealth Management division. In this role, you will be responsible for providing general administrative support to a team of Associate Directors and Senior Private Client Advisers. You will serve as the first point of contact for clients, responding promptly...

Join to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...

About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

About us From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.  Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

Overview The Opportunity: As an Irish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee...

Job DescriptionReporting to the Associate Director of Client Operations, you will:Provide a full range of fund accounting services to hedge fund clients, including NAV preparation, reviewing corporate actions, verifying security pricing, performing cash and security position reconciliations.Provide a complete range of fund administration services to hedge...

Company Description Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund financing. ...

Reporting to the Associate Director of Client Operations, you will:- Provide a full range of fund accounting services to hedge fund clients, including NAV preparation, reviewing corporate actions, verifying security pricing, performing cash and security position reconciliations.- Provide a complete range of fund administration services to hedge fund clients...

Client Success Associate – Let's Grow TogetherAre you ready to shake things up, create meaningful client connections, and be the driving force behind success every step of the way? We're a trailblazing Success Education company, and we're on the lookout for a Client Success Associate who's all about building rock-solid relationships and helping...

Responsibilities :Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of TWS, IBKR Mobile, IBKR WebTrader execution platforms including trading modules and analytical tools; Cash...

Job DescriptionThe Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports daily operations to ensure service level agreements are met and quality is maintained. The Associate Director is also a manager of people, they're a leader who helps foster...

Evelyn Partners Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We provide an award-winning service by employing the best people, driven by our core values of Personal understanding, Partnership collaboration, and Performance excellence.As we...

Job DescriptionThe Junior Associate Director is the first management role within Debt Services. The role is designed to support the management team by being a visible leader and effective point of escalation for the operations team. They support the operations team through being a source of knowledge and technical expertise, able to review sensitive...

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic brokerage services...

About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include:  The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers ...

The Junior Associate Director is the first management role within Debt Services. The role is designed to support the management team by being a visible leader and effective point of escalation for the operations team. They support the operations team through being a source of knowledge and technical expertise, able to review sensitive deliverables, and...

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic brokerage services...

We are seeking a highly skilled and experienced Audit Senior Manager to join our team. As a key member of our team, you will be responsible for servicing clients, directing all assurance services delivered, and ensuring sound management of our people. You will also support the Partners with business development and practice management.Key...

About the RoleThis Senior Tax Associate Role is an excellent opportunity for a motivated professional to grow their career in a leading global law firm. As a Senior Tax Associate, you will be responsible for advising clients on complex cross-border transactions and corporate restructurings.What We OfferA competitive salary and performance-based bonus...