Associate - Client Servicing Job at Krypton Fund Services (Singapore)

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

New

Associate Client Manager - Fixed Term Contract

Make an impact with NTT DATA Join a company that is pushing the boundaries of wh...

Location

Kenya , Nairobi

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

A Bachelor’s degree in Information Technology, Commerce, or an equivalent qualification in business or a sales-related field is required
Entry level experience working as part of a sales team in a fast-paced environment
Entry level experience in a sales environment and/or customer service role
Entry level experience in the IT or professional services industry with a focus on business development and/or sales
Relevant experience gained in an inside sales / tele sales environment is advantageous
Some experience working with Salesforce.com contact platform
Some experience in marketing or advertising would be advantageous
6 months working experience is preferable

Job Responsibility

Supports the Client Management team in managing and growing relationships to drive expansion and renewals across all solutions within assigned accounts in the foundational segment
Assists with minimizing churn and maximizing retention as well as learning how to uncover opportunistic HVS opportunities
Under supervision, assists with driving client satisfaction throughout the entire lifecycle of the clients’ buying process, by assisting with the commercial agreement for each client
Under direct guidance, engages with clients to address concerns and develops ability to provide recommends possible solutions that can be delivered by the organization
Develops the ability to generate demand by assisting with the identification of client current needs and engages clients through digital marketing channels
Learns how to build enduring relationships and develops an understanding of the client industry, business environment and strategy to identify current and future opportunities for the company
Effectively articulates how the company can add value through our services and solutions, with a focus on HVS offerings
Under supervision, influences and works closely with vendors to achieve required results
Uses company's sales tools and methodology to effectively manage territory, accounts, opportunities, pipelines and forecast
Develops open and effective channels of communication in with each client within the assigned account

Fulltime

Client Associate

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...

Location

United States , Spokane; Coeur d'Alene

Salary:

23.08 - 36.54 USD / Hour

Wells Fargo

Expiration Date

Until further notice

Requirements

1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Associate, Client Service, Media

The Associate is responsible for servicing media clients through the development...

Location

United States , New York

Salary:

64300.00 - 85000.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

Bachelor’s degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving

Job Responsibility

Execute advertising campaign effectiveness research studies for some of Kantar’s top brand, agency and media platform clients
Utilize various tools and partners to complete studies from start to finish
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results
Manage project timelines and quality, collaborating with client teams and across departments
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies
Develop actionable media and creative recommendations for future ad campaigns based on measurement results
Perform quality checks to ensure project accuracy and address issues proactively
Continuously seek to improve skills through training and team support
Build understanding of media capabilities and analytic methods
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement
Commuter benefits
Unlimited PTO

Fulltime

Associate, Client Service, Media

The Associate is responsible for servicing media clients through the development...

Location

United States , New York

Salary:

64300.00 - 85000.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

Bachelor’s degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving

Job Responsibility

Execute advertising campaign effectiveness research studies for some of Kantar’s top brand, agency and media platform clients
Utilize various tools and partners to complete studies from start to finish
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results
Manage project timelines and quality, collaborating with client teams and across departments
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies
Develop actionable media and creative recommendations for future ad campaigns based on measurement results
Perform quality checks to ensure project accuracy and address issues proactively
Continuously seek to improve skills through training and team support
Build understanding of media capabilities and analytic methods
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement
Commuter benefits
Unlimited PTO

Fulltime

Senior Associate Client Manager

As a Senior Associate Client Manager at NTT DATA, you will be the go-to expert f...

Location

Singapore , Singapore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong sales business acumen, focusing on planning and leveraging tools and DATA to meet business requirements
In-depth knowledge of NTT DATA's offerings, client applications, use cases, and market trends
Proficiency in sales pursuit, including identifying and advancing opportunities with prospects and clients
Experience with business-to-business and business-to-consumer sales techniques
Experience working with the Salesforce.com contact platform
Moderate-level experience in a sales team, customer service role, or business development and/or sales in the IT or professional services industry
Excellent client engagement and management skills, with a detailed understanding of client needs and effective sales planning
Ability to negotiate with clients and vendors/partners effectively
Bachelor's degree or equivalent in business or a sales-related field

Job Responsibility

Manage and nurture relationships within assigned client accounts
Drive expansion and renewals across all solutions within accounts
Minimize churn and maximize retention by uncovering growth opportunities
Take ownership of commercial agreements for each client
Drive client satisfaction and address concerns by recommending feasible solutions
Generate demand by identifying client needs and engaging them through digital marketing channels
Build strong, enduring relationships with clients
Develop open and effective communication channels with clients
Achieve performance targets, encourage revenue growth, and ensure adherence to governance and compliance policies

Fulltime

Summer Associate, Client Service, Portuguese Speaker

As a Summer Associate in the Client Service team, you’ll be the link between our...

Location

United States , San Francisco

Salary:

Not provided

AlphaSights

Expiration Date

Until further notice

Requirements

Undergraduate Junior (Class of 2028)
Track record of strong academic performance (minimum GPA of 3.3)
Extracurricular achievement throughout school and university
Outstanding communication skills
Fluent English and Portuguese is required
Work authorization in the United States
We don’t sponsor visas but will consider applicants with STEM/OPT eligibility

Job Responsibility

Recruiting experts
Understanding the project and market context and the legal and regulatory environment
Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls

What we offer

Opportunity to receive a full-time employment offer to return post-graduation
Prime office in the heart of SF with state-of-the-art amenities
option to WFH each Friday

Fulltime

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Associate - Client Servicing

Job Description

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