Client Service Associate at Proxymity | New York

About UsAt Proxymity, we are redefining the landscape of investor communications. Our innovative platform facilitates real-time connections between global listed companies and their shareholders through intermediaries, ensuring a seamless, transparent, and compliant communication flow. We are dedicated to simplifying Proxy Voting and Asset Servicing processes, providing solutions that add substantial value to our clients and the broader investor ecosystem.As a rapidly expanding scale-up, Proxymity enjoys backing from leading figures in the financial industry, and we are on an ambitious journey to enhance our global presence.Your Role:We are seeking dynamic, thoughtful, and proactive individuals to join our Client Services team in New York. In this vital position, you will deliver exceptional multi-faceted client support to our growing customer and partner network.As a key player in Proxymity's growth, you will engage in essential activities, with opportunities to expand your role as our business evolves.Key Responsibilities:Serve as the primary point of contact for clients.Address and resolve client inquiries within defined service level agreements (SLAs).Foster productive relationships with clients and stakeholders to cultivate trust and collaboration.Conduct comprehensive root cause analysis to identify strategic improvements.Monitor and manage current and upcoming workloads effectively.Execute daily responsibilities with a strong client-centric approach.Collaborate with global operations, client service hubs, and internal stakeholders.Challenge existing processes and explore opportunities for enhancement.Contribute to improvement projects and operational testing as necessary.Maintain adherence to Standard Operating Procedures through ongoing review and validation.Actively pursue self-improvement and professional development opportunities.

Role Overview informagroupplc is hiring a Client Services Account Associate in New York. This position acts as the main contact for clients, handling their accounts and making sure their needs are addressed promptly and thoroughly. The role involves regular communication with clients and close coordination with internal teams to support client satisfaction. What You Will Do Manage and support assigned client accounts Respond to client inquiries and resolve issues as they arise Work with other departments to ensure client requirements are met Maintain a high standard of customer service throughout all interactions Who We’re Looking For Someone who enjoys building client relationships and is interested in developing a career in account management or client services. Strong communication skills and a focus on client needs are important for this role.

Join SPS North America as a Client Service Associate, where you will play a pivotal role in enhancing customer satisfaction and ensuring seamless communication between our clients and our team. You will be responsible for managing client accounts, addressing inquiries, and providing proactive support to foster strong client relationships.

SPS North America seeks a Client Services Associate based in New York. The position centers on supporting clients and maintaining high standards of service. What you will do Respond to client inquiries with accuracy and professionalism Manage service requests to ensure prompt resolution Foster strong, ongoing relationships with clients Communicate clearly to keep clients informed at every stage Role focus This role plays a key part in delivering attentive service and making sure clients feel valued. Timely responses and consistent communication are central to success in this position.

At Veeva Systems, we are pioneering the industry cloud for Life Sciences, enabling companies to operate more efficiently and cohesively. Discover more about our innovative products, vision, and commitment to success as a public benefit corporation on our website.Crossix, a division of Veeva, is dedicated to transforming healthcare marketing through advanced analytics, strategic planning, targeting, measurement, and optimization solutions. As a leader at the intersection of big data, technology, and omnichannel media, our insights empower Life Sciences companies to make informed business decisions and enhance patient outcomes.We anticipate substantial growth within Crossix as we approach 2030, and we invite talented individuals to join us in this journey.The OpportunityWe are seeking recent graduates to join our Analytics Development Program, designed to cultivate the next generation of analytics service professionals.Our program emphasizes the development of high-potential individuals, providing them with a dynamic learning environment that encourages rapid growth and early value delivery. You will gain the skills necessary to thrive as a client service professional and future leader.In the initial stages of the program, you will work alongside seasoned team members on customer-facing projects, ensuring our clients maximize their investment in Crossix.The Crossix Services team is dedicated to helping clients extract the utmost value from their Crossix products by advising on measurement frameworks, guiding configurations, and providing actionable insights on their marketing campaigns to enhance effectiveness and efficiency.The anticipated start date for this position is July 2026.Candidates are encouraged to apply for only one role within one Generation Veeva program.

About UsAt #paid, we're dedicated to empowering creators to pursue their passions—creating content. Our innovative marketplace connects vetted creators with some of the world's leading brands, including McDonald's, Samsung, and Disney, facilitating authentic collaborations that yield significant business results. We've developed a platform that addresses major challenges in the creator ecosystem, such as fair pricing, algorithmic matching, and content usage rights, ensuring that every partnership is both seamless and impactful.With our proprietary technology and a steadfast commitment to trust and transparency, we are transforming how brands and creators collaborate to create magic. Rated #1 for customer support and managed services, #paid is at the forefront of the creator marketing industry. Through our innovative technology and a team of passionate individuals, we're shaping the future of the creator economy.The RoleAs an Associate Client Partner at #paid, you will be a vital member of our Enterprise Sales team. During your initial six months, you will closely collaborate with Senior Client Partners to gain hands-on experience, learning from their expertise and assisting with internal processes and client management tasks. This foundational period is designed to equip you with a solid understanding of our platform, industry dynamics, and sales strategies. As you progress, you will begin nurturing your own leads and transitioning into managing your own pipeline, with the objective of establishing your own territory.We seek a motivated and ambitious individual who can quickly adapt to evolving circumstances, is highly self-sufficient, and excels in a fast-paced, remote-first sales environment. You will play a crucial role in identifying new business opportunities, prospecting to generate your own pipeline, and articulating #paid's value across technology, strategy, and services.

Third Bridge is hiring an Associate for the Client Services team in New York, with a focus on the Healthcare sector. This position centers on supporting clients through market research and direct engagement. Role overview Associates play a key part in helping clients understand complex healthcare information. The role involves analyzing client questions, conducting in-depth research, and preparing clear reports that summarize important findings. Collaboration with colleagues is essential to maintain high standards in service delivery. What you will do Engage directly with clients to clarify their needs and provide relevant information Analyze client inquiries to identify research priorities Conduct thorough research on healthcare topics Prepare reports that highlight key insights Work closely with team members to improve client services Requirements This role calls for strong communication skills, attention to detail, and an interest in healthcare market research. Experience working collaboratively and a commitment to service excellence are important for success in this position.

LOCATIONNew York, NY (hybrid work - required to be in office 2-3 days/week)ABOUT THE ROLEAt Ascend Interplay, we are a dynamic multi-family office dedicated to enhancing our member services team. We are seeking an exceptionally organized Client Success Associate who excels in prioritizing diverse tasks and projects. Collaborating closely with our investment and operations teams, you will address client needs and drive significant progress. Your proactive and detail-oriented approach will be pivotal in delivering customized solutions to our member families, leveraging your analytical and communication skills in a fast-paced, goal-oriented environment.WHAT YOU’LL DOProvide vital support to the member services team by coordinating with family principals, internal teams, vendors, and custodians to deliver an exceptional, high-touch experience that anticipates and surpasses client expectations.Facilitate solutions for member families across regular agenda items and special projects.Conduct research and develop relevant tax, estate planning, and insurance strategies, collaborating with domain experts as necessary.Work alongside the investment team to formulate and execute customized asset allocation and cash management plans.Assist in tracking investment performance and progress for both internal and external reporting.Aid in onboarding new families and enhancing our client service offerings.Ensure compliance with SEC guidelines to protect both the firm and its clients.WHO YOU AREA proactive self-starter eager to learn and achieve excellence.A versatile problem solver who embraces challenges and responsibilities.An organized multi-tasker capable of managing priorities and deadlines while upholding professionalism.An empathetic listener who fosters genuine, trust-based relationships with clients, recognizing their unique needs and constraints.A collaborative team player with strong interpersonal skills, open to constructive feedback.An effective communicator, confident in both verbal and written interactions.

About UsAt Office Hours, we are a leading on-demand expert network that connects top-tier organizations with trusted experts across various fields of knowledge. Our experts benefit from monetizing their expertise through advisory roles, projects, and AI model training. We take care of the complex processes behind the scenes—such as screening, compliance, scheduling, and payment—allowing knowledge sharing to focus on delivering impactful insights.As a rapidly growing and profitable company, we are expanding our expert network and launching innovative products and offices, with our headquarters in San Francisco and additional locations in Brooklyn and Bangalore. Our clientele includes some of the fastest-growing names in digital health, technology, investment, consulting, and AI Labs, all supported by leading marketplace investors and operators from companies like DoorDash, Airbnb, and Affirm.Our VisionWe believe that human knowledge is the world’s most valuable asset. Despite our interconnectedness, much of this knowledge remains untapped and underutilized. Our mission is to make human knowledge easily accessible and scalable by crafting tools for the knowledge economy of the future.Role OverviewAs a Client Solutions Associate, you will be at the forefront of connecting our clients with the right experts. You will play a crucial role in expanding our network and enhancing our impact by facilitating qualitative interviews between clients and subject matter experts.This dynamic role demands a proactive approach and adaptability, with each day presenting new challenges. Strong client communication skills are essential as you work to refine processes that improve our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek individuals who are eager to embrace the challenges and rewards of business growth while fostering a loyal user base.Key ResponsibilitiesAs a Client Solutions Associate, you can expect to engage in the following:Client-Expert Connections: Identify and match experts to clients for research interviews, maintaining ongoing communication to ensure successful connections and high client satisfaction.Project Management: Oversee your clients' research projects, ensuring they meet deadlines and quality standards.

Start Dates Available: Immediate Start and Summer 2026 Are you eager to kickstart your career in a dynamic commercial environment? Do you want to make an immediate impact while charting a clear career trajectory? If so, our Associate Program is the perfect fit for you. About AlphaSights At AlphaSights, we unite some of the most driven individuals from around the world to collaborate with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to empower our clients by connecting them with niche experts, enhancing their decision-making capabilities and propelling progress. Founded in 2008, AlphaSights has experienced remarkable growth, employing over 1,500 professionals across nine cities globally. As a recognized market leader and one of the fastest-growing companies, we maintain a relentless pursuit of excellence, hiring only the brightest graduates to help us reach new heights. Jumpstart your career with us if: You excel in a fast-paced, results-driven environment. You possess a client-focused mindset. You thrive under pressure and enjoy meeting tight deadlines. You are determined, resilient, and ready to take initiative. A day in the life of an Associate As an Associate within the Client Service team, you will serve as the crucial link between our clients and the expert knowledge they require. Your day will involve managing multiple projects for investors, strategists, and dealmakers from top-tier organizations seeking expert insights to guide their decision-making. This role demands excellent communication skills and the ability to multitask across various workstreams. Your key responsibilities will include: Recruiting experts: Engaging with experts who are the best matches for client projects, often under pressing deadlines. Understanding project and market context: Grasping the legal and regulatory frameworks in which clients and experts operate. Owning project management: Managing all aspects of client-expert communications and ensuring smooth scheduling of meetings.

Role overview The Client Service Associate at SPS North America plays a key part in supporting client satisfaction and building strong relationships. Based in New York, this position centers on managing client inquiries and ensuring requests are handled promptly and professionally. The work directly contributes to a positive client experience and ongoing loyalty. What you will do Respond to client inquiries and service requests with attention and care Provide timely and accurate information to clients Collaborate with internal teams to resolve client issues and improve service quality Assist in efforts to strengthen and maintain client relationships

About OguryOgury is a leading global adtech company that provides innovative Personified Advertising solutions centered around privacy for brands, agencies, and publishers, focusing on targeting personas rather than individuals.Our ability to deliver relevant audiences at scale and quality publisher inventory is made possible by our exclusive data, meticulously gathered from millions of self-declared customer surveys, enhanced with billions of impactful data points, and refined through AI. This enables us to provide audience insights and performance metrics unavailable through any other adtech platforms.Founded in 2014, Ogury is an international organization comprising a diverse team of over 500 individuals across 19 countries.At Ogury, our collective vision fosters unity. We believe that it takes individuals from various backgrounds to come together and realize this vision. We celebrate diversity, cultivating a distinctive and winning culture where everyone feels safe, has access to equal opportunities, and is encouraged to bring their authentic selves to work every day.Together, we are transforming the adtech landscape with values that inspire excellence, standards that promote leadership, and an inclusive workplace where Ogurians feel engaged and valued.Working at OguryWe are committed to providing all our team members with an equitable voice throughout our company and community. We recognize that having engaged, respected Ogurians who feel proud to belong is essential to creating a safe work environment...

Join our dynamic team at The Trade Desk as a Senior Client Service Director. In this pivotal role, you will lead a team dedicated to delivering exceptional client experiences on a global scale. Your expertise in client relations and strategic oversight will be crucial as you collaborate with cross-functional teams to drive success for our clients. You will play an instrumental role in shaping our service delivery strategy and enhancing client satisfaction.

Client Services Overview:At R&T Deposit Solutions, our Client Services team is instrumental in delivering an outstanding client experience from the initial onboarding phase through ongoing support. Our focus is on client success management, technical integrations, and swiftly addressing inquiries. We collaborate closely with Product, IT, and Relationship Management teams to enhance client satisfaction and operational efficiency. By centralizing our support, implementation, and client success functions, we empower our clients to leverage the full potential of R&T’s innovative solutions.Position Overview:The Client Services Intern will engage in a dynamic learning experience within the financial technology sector, focusing on client support and process enhancement initiatives. This role provides insight into core client service functions, including onboarding processes, support triaging, and best practices in client account management. The intern will also play a vital role in process improvement projects, client experience evaluations, and documentation efforts aimed at boosting operational efficiency and service quality. This opportunity is perfect for students keen on exploring the fintech and financial services landscape.Key Responsibilities:Assist in managing client inquiries and support requests.Contribute to the onboarding process for new clients.Participate in analyzing and improving client experience.Support documentation and process improvement initiatives.Collaborate with team members on various projects to enhance service delivery.

With over seven decades of dedicated service, IDB Bank is committed to being the premier financial partner for our clients by prioritizing their needs. Our success is a testament to the exceptional talent and teamwork of our professionals, who are passionate about delivering outstanding service. At IDB, you will collaborate with a diverse team that values contributions and fosters a respectful and inclusive work environment. We offer an attractive benefits package, including generous paid time off and immediate eligibility for our medical coverage and 401(k) plan.Job Responsibilities:Take full ownership of customer inquiries, supporting the Commercial Banking teams for both consumer and business clients in processing requests and information.Utilize case management tools effectively to prioritize tasks and monitor progress in alignment with service level agreements.Build strong partnerships and maintain open communication with business, operations, and internal banking teams to enhance client experiences.Review daily reports, manage temporary overdrafts, and process funds transfer requests, including fee modifications.Facilitate the account opening process by collecting necessary documents and coordinating with clients and internal teams regarding KYC.Conduct client call-backs to authenticate requests related to transactions, account maintenance, and loan servicing.Manage communication timing and responses for processing requests, including training schedules, bank projects, and client messages.Demonstrate accountability and integrity in managing assignments while adhering to compliance guidelines and ensuring attention to detail.Collaborate with internal teams to lead initiatives aimed at improving client experience, ensuring data integrity, and optimizing workflows.Participate in various projects that enhance case management processes.

As a Client Strategist at Sotheby’s, you will play a pivotal role in enhancing our client services and aligning our strategies with market trends. Your expertise will guide clients through their journey with us, ensuring they receive unparalleled support and engagement. You will collaborate with cross-functional teams to develop innovative strategies that resonate with our clients’ needs and promote Sotheby’s unique offerings.

Start your professional journey with us at AlphaSights as an Associate in the Client Service team, where your contributions will make an immediate impact. We are currently looking for Mandarin-speaking candidates to join our dynamic environment with opportunities for immediate start, as well as in January and Summer 2026.About AlphaSightsFounded in 2008, AlphaSights has established itself as a global leader in connecting leading investment funds, strategy consultancies, and Fortune 500 companies with top-tier experts. With over 1,500 professionals across nine cities around the world, we pride ourselves on fostering a culture of excellence and innovation, continually striving to connect our clients with the insights they need to drive their success.Why Choose AlphaSights?Join our team if you thrive in a fast-paced, results-driven environment, possess a client-first mindset, excel under pressure, and are eager to take initiative. As an Associate, you will be at the forefront, working on multiple projects that connect clients with experts who can provide crucial insights.Key Responsibilities:Expert Recruitment: Engage with relevant experts via phone, often under tight deadlines, to match them with our clients’ needs.Market Understanding: Gain insights into the project context and the regulatory landscape affecting both clients and experts.Project Ownership: Manage all aspects of project coordination, ensuring seamless communication and collaboration between clients and experts.Join us and advance your career with a clear path for growth and development!

Overview:The Client Service team at Guidepoint plays a pivotal role in connecting our clients with industry-leading subject-matter experts, enabling them to make informed business decisions. We invest time to thoroughly understand each client's specific research needs and deliver the most relevant experts, often within hours.Contribute to Guidepoint’s success.As a Client Service Associate, you will delve into your client’s unique business inquiries and identify the experts who can provide insightful answers. You will actively recruit and onboard new experts into our expansive network of over 1,750,000 Guidepoint Advisors, selecting those best suited to engage with clients. This role is particularly well-suited for recent graduates, offering an exceptional opportunity to apply essential business skills and gain exposure across various industries and disciplines.

Join the City of New York as a Field Support Associate, where you will play a crucial role in providing hands-on support to various city departments. In this dynamic position, you will assist teams with the implementation of city projects, ensuring smooth operations and effective communication between departments. Your efforts will directly contribute to enhancing city services for our residents.

Overview:The Client Service team at Guidepoint plays a crucial role in connecting our clients with industry experts to enhance their business decisions. By understanding the unique research needs of each client, our team swiftly delivers the right experts, often within hours, to provide valuable insights.Your Impact: As a Client Service Associate, you will be instrumental in identifying expert solutions for your clients' specific business inquiries. You will actively recruit new specialists into our extensive network of over 1,750,000 Guidepoint Advisors, ensuring that you match the right expert to the client’s needs. This position serves as an excellent entry point into the professional world for many recent graduates, offering a unique blend of challenges and learning opportunities.