Client service placement Job at AlphaSights (London)

Client service placement

Looking for a placement with commercial frontline responsibility and the opportu...

Location

United Kingdom , London

Salary:

25000.00 - 30500.00 GBP / Year

AlphaSights

Expiration Date

Until further notice

Requirements

Currently studying towards a bachelor’s or master’s degree which includes a placement (year in industry) and due to graduate in 2028
Track record of strong academic performance (minimum 2:1 in the UK for example)
Noteworthy extracurricular achievement throughout school and university
Experience evidencing an interest in business is a plus
Outstanding communication skills
Fluent (C2 level) English
fluency in an additional European language or experience living and working in continental Europe is desired but not necessary

Job Responsibility

Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients’ projects, often under tight deadlines
Understanding the project and market context and the legal and regulatory environment in which your clients and experts operate
Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless collaboration between them

What we offer

25 annual vacation days, UK bank holidays, and business closure over the Christmas break
Comprehensive private health insurance coverage and dental insurance
Opportunity to receive a full-time employment offer to return post-graduation
Offices in central London
subsidised lunch plus free breakfast, snacks and fruit throughout the day
Option to work from home on Fridays

Fulltime

Senior Client Service Delivery Specialist

Senior Client Service Delivery Specialist – Global Broking Centre. Do you enjoy ...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

High attention to detail
Ability to work to deadlines
Ability to work individually and in a team
Relevant experience within the insurance industry required
Understanding of insurance risk
Excellent listening, organisation, and presentation abilities
An organised, highly personable, and approachable individual, who is a skilled communicator
Willingness to learn and share knowledge
Understanding of Word and Excel
Technical knowledge and an in depth understanding of the process from pre to post placement

Job Responsibility

Managing key technical activities across the broking / placement process
Engagement with the broking teams - large, complex, global insurance contracts, involving multiple insurers and high value insurance placements
Using technical system and engaging with Offshore Partners to produce policy documents / invoice requests
Increasing the level of processing knowledge and driving continuous improvement in all areas of processing
Building strong relationships with CSD colleagues, brokers and other internal stakeholders
Provide SME technical placement advice to the Brokers as required
Complex post placement query handling
Liaising with underwriters and Aon network offices
Sharing best practice
Presenting ideas on process improvements

What we offer

Discretionary bonus
Pension and life assurance scheme
Private medical care
Cycle to work scheme
Virtual GP and employee assistance programme
Workplace savings scheme
Two 'Global Wellbeing Days' each year, encouraging you to take time to focus on yourself
Structured onboarding & training process

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Rochester

Salary:

45000.00 - 90000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Winston Salem

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Cottonwood Heights

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Boca Raton

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Winter Haven

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of: Company’s working structure, policies, mission, and strategies
Managed account platforms
General office practices, procedures, and methods
Advanced investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

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Client service placement

Client service placement

Senior Client Service Delivery Specialist

Senior Registered Client Service Associate

Senior Registered Client Service Associate

Registered Client Service Associate

Senior Registered Client Service Associate

Senior Registered Client Service Associate

Senior Registered Client Service Associate

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