Client Service Associate Boston, Massachusetts, United States
Job Viewed
Job Description
Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of March 31, 2025 the firm managed approximately US$121 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad.
Position Overview:
We are seeking a Client Service Associate to join our North America Client Service team. Client Service Associates support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience.The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations. Our ideal candidate will have prior client service experience in asset management or financial services.
Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.
What You’ll Do:
- Support the efforts of Relationship Managers to properly and proactively service clients
- Track and maintain client information and facilitate account openings, transitions, restructurings and closings
- Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
- Schedule, track and prepare materials for client meetings
- Understand individual client needs/concerns and tailor responses to client requests accordingly
- Attend onsite meetings and conference calls, write and distribute meeting notes internally
- Develop a strong understanding of needs across client types
- Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes
We’re Looking for Teammates With:
- A bachelor’s degree or equivalentwith strong academic credentials
- 3 - 6 years of relevant client service experience within investment management, financial services, or operations
- Ability to meet deadlines while juggling multiple projects in a fast-paced environment
- Excellent interpersonal and organizational skills
- Highly effective communication skills, both written and verbal
- Superior attention to detail and the ability to independently see deliverables through to completion
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European Client Relations
Posted today
Job Viewed
Job Description
An exciting entry-level opportunity has arisen to join Tradeweb's European Client Relations Team. The role is based in London. Working in a fast paced environment you will be someone who has an interest in starting a career in financial services, who enjoys working in a team environment and is motivated to learn new things.
**Job Responsibilities**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations:**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Qualifications**
+ Fluency in English, any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**The working hours are 8am-5.30pm.**
**Company Description**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Policy Statement Link:**
European Client Relations
Posted today
Job Viewed
Job Description
**Job Responsibilities**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Qualifications**
+ Fluency in English, any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**Company Description**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
European Client Relations - French Speaking
Posted today
Job Viewed
Job Description
An exciting entry-level opportunity has arisen to join Tradeweb's European Client Relations Team, with a particular focus for the French region. The role is based in London. Working in a challenging and dynamic environment, you will be someone who has an interest in starting a career in financial services, who enjoys working in a team environment and is motivated to learn new things.
**Job Responsibilities:**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations:**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Required Qualifications:**
+ Fluency in French and English.
+ Any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**The working hours are 8am-5.30pm.**
**About Tradeweb:**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb values diversity of culture and thought and seeks talented, qualified employees in all its operations around the world regardless of race, gender, national origin, religion, sexual orientation, disability, age or any other protected classification under country or local law.
**Private Policy Statement Link:**
Customer Service
Posted 6 days ago
Job Viewed
Job Description
They are seeking Customer Service Advisor with excellent administrative, customer services, data entry / data input, time-management, organisational and communication skills with the ability to work to a high level of accuracy is required for the well-established Customer Support Team of a global brand based in Egham, Surrey.
JOB OVERVIEW
We have a fantastic new job opportunity for a Customer Support Advisor with excellent administrative, customer services, data entry / data input, time-management, organisational and communication skills with the ability to work to a high level of accuracy.
Working as the Customer Support Advisor you will be the first point of contact for all customer interactions and will strive to maintain and build upon these existing relationships, exceeding customer expectations.
This role will require excellent written and verbal communication skills and the ability to act calm and professional when dealing with enquiries. You will also need excellent data entry / data input skills as you will be required to update the system to process orders, product returns and enter large amounts of data onto the database.
As the Customer Support Advisor you will have excellent multi-tasking skills with the ability to prioritise your work and be comfortable with a large amount of administrative tasks whilst manging customer enquiries.
DUTIES
As the Customer Service Advisor your duties and responsibilities include:
- Process orders, credit and debits
- Process returns and resolve complaints
- Answer phones, emails and web enquiries
- Make proactive calls and emails to customers
- Manage backorders and Outlook tasks on a daily basis
Customer Service
Posted 3 days ago
Job Viewed
Job Description
We have an exciting opportunity to work for a nationally recognised food manufacturer, considered to be the leader in its field. Pay rate £28.808 per annum. The role of Customer Service is based in West London, Greenford.
Experience working on Defacto system would be an advantage, but not compulsory.
Key Duties and responsibilities:
- Accurately process orders in line with specific customer requirements, reporting any anomalies.
- Handle consignment orders and support the invoicing process efficiently.
- Respond to customer inquiries via telephone and email, ensuring SLA compliance.
- Arrange third-party transport for applicable orders as needed.
- Collaborate with internal teams and customers to address special requirements.
- Maintain high service standards and meet all customer expectations.
- Foster clear and effective communication with key business departments.
- Contribute to Health & Safety, Food Safety, and Socio-Environmental/Energy values while supporting company-wide objectives.
- Achieve all KPIs and goals, including set objectives.
Shift:
Monday to Friday 06:30 to 16:30
We offer full support for you to succeed in your role! First Call Contract Services is an employer of choice for candidates from many backgrounds, such as MHE drivers, delivery drivers, warehouse, customer service, support worker, retail associate, cleaner and many more.
Why work with First Call?
- Working with First Call Contract Services gives you many additional benefits!
- Money-saving offers and discounts at your fingertip.
- 24/7 GP helpline
- Discounted Gym membership in over 2500 gyms
- Online Payslip Access
- Personal Insurance
- Weekly Pay
This is a fantastic opportunity for the right candidates to begin a career with a company that offers genuine long-term opportunities and career development.
First Call Contract Services ltd is acting as an Employment Business in relation to this vacancy.
Customer Service Administrator
Posted today
Job Viewed
Job Description
Job Title: Customer Success Administrator
Salary: £28,000 to £30,000 per annum
Location: Hatfield
Contract: Permanent, full-time
Hours: Monday to Friday - 7.30am to 16.30pm
COMPANY PROFILE
Join a leading construction company that values its employees and fosters personal and professional growth. Work in modern, open-plan offices with a positive team environment.
They are seeking a candidate with a customer-focused background and ideally, project coordination experience. You'll play a key role in managing materials, arranging deliveries, and providing project recommendations. If you're detail-oriented and proactive, this is the opportunity for you!
SKILLS REQUIRED
·2+ years in an office based customer service role
·Excellent communication skills over the phone and email
·Good numeracy skills
·Strong IT skills, excellent working knowledge on Excel
·Full UK licence to get to the location
DESIRABLE SKILLS
·Knowledge / experience in the construction industry
·Sales support experience
·Able to read and understand architect drawings and specifications
·Competent with ERP / CRM systems
·Previous project coordination experience
RESPONSIBILITIES
·Provide excellent customer service and manage calls.
·Process orders, coordinate deliveries, and resolve queries.
·Support customers, sales, and team leader daily.
·Scale floor plans, coordinate designs, and recommend products.
·Manage suppliers, chase orders, and check stock availability.
·Handle invoicing, payments, discrepancies, and emails.
ADDITIONAL INFORMATION
·25 days annual leave + bank holidays
·Christmas closure
·Workplace pension
·Parking on-site
·Modern offices
·Team events & socials
Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted.
Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Customer Service Agent
Posted today
Job Viewed
Job Description
Role Overview
You will be the first point of contact for our customers via phone, email, and live chat-offering guidance, resolving queries, and ensuring a positive customer journey. Your ability to communicate clearly, manage issues effectively, and go the extra mile will directly contribute to our ongoing success and customer satisfaction.
Key Responsibilities
- Act as the first point of contact for customers, providing outstanding service via phone, email, and live chat.
- Respond to customer enquiries, concerns, and complaints with professionalism and efficiency, ensuring timely resolution.
- Handle complaints empathetically and effectively, striving for complete customer satisfaction.
- Use live chat and other digital platforms to support and guide customers in real time.
- Communicate clearly and professionally in both written and verbal interactions.
- Demonstrate a commitment to exceeding customer expectations and enhancing the customer experience.
Person Specification
- Excellent communicator - clear, confident, and articulate in both written and verbal communication.
- Target-driven - motivated by goals and consistently works towards achieving and exceeding performance metrics.
- Customer-focused - committed to delivering an exceptional service experience at every touchpoint.
- Professional telephone manner - confident, courteous, and empathetic on calls.
- Detail-oriented - high level of accuracy and commitment to getting things right the first time.
- Resilient and positive - remains calm and composed under pressure, with a proactive approach to problem-solving.
Vibe Recruit is acting as an Employment Agency in relation to this vacancy.
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Customer Service Representative
Posted 3 days ago
Job Viewed
Job Description
Are you ready to embark on an exciting career with us? Do you possess a natural flair for customer service? Are you looking for a role where your skills can truly shine? We are currently looking for a Customer Service Representative to join our busy team in Westerham - TN16!
Hours of Work: Full Time, Permanent
As a Customer Service Representative, your main responsibility will be to ensure every customer receives an exceptional experience. You will provide technical advice, assist in fault finding, and schedule service appointments, all while handling queries via email and telephone. Your role is pivotal in ensuring that we meet our customers' needs effectively, resolving issues at the first point of contact and maintaining our reputation for excellence. Are you ready to take on this challenge?
Customer Service Representative Requirements:
Proven experience in a customer-facing environment.
Exceptional communication skills, both verbal and written.
Ability to swiftly assess and handle complex situations.
Excellent problem-solving skills with a keen attention to detail.
A positive attitude and strong team player mindset.Customer Service Representative Benefits:
33 days holiday (inclusive of Bank Holidays)
Employee Assistance Programme
Annual Incentive Plan Bonus Structure
Life Assurance
Health & Wellbeing Programme, including health cash plan and employee assistance
Pension Plan
High St Reward Scheme
Refer a Friend Programme
Free Parking
Frequent Technology User Free Eye Care
Flexible working model
Employee Recognition Programme Meet the Organisation: Who We Are and What We Do
At Fortune Brands Innovations, we are a leading US-based company, listed on the New York Stock Exchange, dedicated to providing an exceptional portfolio of brands that enhance homes worldwide. Our specialist kitchen and bathroom division encompasses luxury British brands, including Shaws and Perrin & Rowe. As a committed and innovative team, we pride ourselves on delivering excellence through design, innovation, and craftsmanship.
If you think you are suitable for this Customer Service Representative role, please apply now! We can’t wait to welcome you aboard and watch you excel in our thriving environment!
Customer Service/Administrator
Posted 3 days ago
Job Viewed
Job Description
Claims Handler
Location: Sutton
Salary: GBP30,000 per year
Hours: Monday - Friday, 9am - 5pm. Every other Friday you finish at 4pm.
Job type: Full-time, temp - perm
Responsibilities of the Claims Handler:
You will be responsible for creating an excellent customer and client experience for the claims that you manage.
My client work with a number of insurance companies to help get their customers homes back to pre-loss condition following an insurable peril (flood, fire, etc.).
As a Claim handler you will be tasked with proactively managing the claim from the moment of receipt by booking the initial surveyor appointment to the claims conclusion by raising of invoice for works completed.
This will involve communicating with the policy holder, contract manager, tradespeople and client ensuring that they are kept updated and informed every step of the way.
You will also oversee purchasing of materials for the works and managing customer expectations in line with the policy coverage.
Requirements of the Claims Handler:
Basic technical skills to proactively manage building repairs.
Good problem-solving skills and able to identify potential errors when booking works and ordering materials.
Excellent verbal and written communication skills - to effectively convey technical information in a clear and concise manner.
Well-developed interpersonal skills - to build rapport and manage customer expectations.
Good organisational and time management skills to deliver on a number of actions concurrently in a professional manner.
Able to work within pre-ordained time sensitive goals to ensure we are acting within our contractual obligations with clients.
Excellent computer skills and the ability to navigate across multiple systems and applications.
This role is subject to a DBS check.
If you feel like you meet the above criteria for the Claims Handler role, then please apply now!
Customer Service Advisor
Posted 3 days ago
Job Viewed
Job Description
Breakdown Coordinator
Uxbridge
£30,000 per annum + Benefits
NEOS Engineering are partnered with a leading construction business operating across multiple UK depots is recruiting a Breakdown Coordinator. Our client, renowned for sustainability and innovation in essential services, is seeking a proactive individual to manage vehicle incidents and support fleet operations following continued growth.
The Role:
As a Breakdown Coordinator, you will manage vehicle breakdowns to minimise downtime, acting as the key liaison for drivers, maintenance teams, and external providers while ensuring clear communication and compliance.
Key responsibilities include:
- Responding promptly to breakdowns, assessing situations, and arranging assistance such as towing or repairs.
- Coordinating vehicle replacements in line with company policies and safety standards.
- Serving as the primary contact between drivers, maintenance teams, and management for timely updates.
- Maintaining accurate records of incidents, repairs, and follow-up actions.
- Liaising with external service providers for efficient, high-quality repairs.
- Monitoring breakdown trends to inform preventative maintenance and enhance fleet performance.
- Ensuring all activities adhere to safety regulations, company policies, and industry standards.
Candidate Requirements:
- Proven experience as a Breakdown Coordinator or in logistics coordination/fleet management.
- Knowledge of vehicle repair processes (desirable but not essential).
- Excellent communication and interpersonal skills for stakeholder liaison.
- Strong problem-solving abilities and capacity to manage priorities under pressure.
- Proficiency in software for tracking and reporting breakdowns.
- Professional, customer-focused approach with a positive and resilient attitude.
Salary & Benefits:
- Salary of £30,000 per annum.
- 24-26 days holiday per annum (inclusive of bank holidays).
- Company pension scheme.
- Employee benefits programme with discounts at major retailers.
- Cycle to work scheme and employee assistance programme.
- Full-time, permanent position with career development opportunities.
This is an excellent opportunity for a organised professional to join a dynamic team in a growing construction business, contributing to fleet efficiency while benefiting from comprehensive perks and progression.