Client Service Lead Analyst Salary at Pershing Llc BETA

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts an

Job Description Under direction of the Division Chief or the Deputy Division Chief, with wide latitude for the exercise of independent judgment, The Director serves as the Document and Data Processing Systems Director in the Law Department. This unit provides services to all legal staff in all boroughs. Essentially, the Director manages the unit which is responsible for producing a very large integrated document assembly and processing function. There are about a dozen specialized software used within the unit; the Director ensures that these software are up to date and investigates and evaluates other technologies to determine what additional benefits would be available to the unit; recommends pilot proof of concept programs for evaluation and adoption, if found successful. The Director interacts and manages several outside vendors and reconciles invoices. The Director communicates and interacts with staff at all levels, ensures that the unit completes their assigned work on time and

About Wakefern Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, Fairway Markets® and Gourmet Garage® banners. Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best in class procurement practices. About You Your contribution The Customer Service Supervisor is responsible for coordinating and supporting all aspects of replenishment and supply chain activity within the Logistics division, from order creation to retail delivery and pack out. In this role, the Supervisor will initiate, anal

An independently owned New York-based real estate investment management firm is seeking a Client Services Analyst to work within the Research and Production department. Client Services is responsible for all client communication for Sentinel’s commingled and separate accounts. Beyond client-specific functions, Client Services also works on consultant questionnaires and other requests for information. Client Services works closely with Research, Production, Portfolio Management, Investor Services and Finance. As a client services analyst, you will assist the First VP/Client Services in preparing and distributing quarterly investor statements and reports and all other client and prospective client materials. Responsibilities: What You’ll Do: As an Analyst, you will provide administrative and analytical support to the First VP/Client Services as needed. Responsibilities include:Update client transactions (i.e. investment histories) in Sharepoint and Dynamo on a quarterly basis. Provide su

Senior Customer Success Manager - CreditSights Fitch Solutions is currently seeking a Customer Success Manager - CreditSights, based out of our New York City office. As a trusted partner, a senior customer success manager ("senior CSM") will expertly blend relationship management, training and education with in-depth functional and product knowledge in order to foster client loyalty and expansion within their assigned territory. Their mission is to act as a catalyst to product adoption, ensure customer retention and identify and stimulate growth opportunities amongst their client base. By driving an enhanced customer experience and focusing on adoption, the senior CSM will support successful renewals and upsell growth potential. The senior CSM also serves as a change agent on the team to spearhead initiatives aimed to upskill the whole team and support cross-functional projects across the company as needed. Finally, the senior CSM will also mentor and coach junior customer success mana

Position Management is part of Securities Operations and is responsible for Settlement, Stock Loan and Asset Servicing processing and controls for Equity & Fixed Income Products. The New York Client Service Group (CSG) is based in Jersey City and consists of 12 members, with colleagues performing similar roles in London and Hong Kong. The team provides single point of contacts to internal and external clients for all their Asset Servicing needs. The team primarily supports the Prime Brokerage business, dealing directly with many hedge fund clients. We seek an individual to support the NY CSG team, helping them with their daily client reports as well as adhoc tasks and projects. PRIMARY RESPONSIBILITIES: - Running daily team reports. - Sending adhoc advisements to internal reps. - Researching corporate actions on certificated securities via DTC, Bloomberg & company Investor Relations. - Adhoc projects as required. Skills & Requirements Skills: - Prior Operations experience or comparable

The Asset Servicing Lead Analyst is a seasoned individual contributor professional role. A strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filt

Description Job Description - Retail CSM The Retail Client Success Manager is responsible for overseeing all facets of client utilization of the Skai™ management platform. The CSM is ultimately accountable for clients' satisfaction and ability to leverage Skai™ to drive improved campaign performance. The ideal candidate will have great project management skills, excellent technical credentials, hands on experience implementing Retail campaigns and most importantly, a results-oriented, consultative approach to addressing client needs. Duties and Responsibilities: •Partner with clients to drive excellence and growth of their Amazon / Google / Walmart / Criteo / Kroger etc. marketing programs •Continuously build expertise in the best practices of performance and app-centered marketing •Be your client's go-to person for all things Skai •Onboard and train clients on how to manage their day-to-day activity on the Skai platform •Manage frontline communication with our clients on a day-to-day