Top 5506 Client services specialist Jobs in Glendale Ny

Addepar Onboarding Analyst
Brown Brothers Harriman —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Profit sharing
8d
Security Guard (Weekends)
Safety Facility Services —New York, NY
- $19.00 - $20.45 an hour
- Part-time
- Residential
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
2d
Customer Service Specialist I #Full Time #Remote
61st Street Service Corp —Fort Lee, NJ
- $23.56 - $28.85 an hour
- Full-time
- Remote
- Entry level
- Under 1 year
- Health insurance
- Paid time off
Quick Apply
Intake Specialist (11am - 8pm EST)
Mindset Care, Inc. —New York, NY
- $18 - $25 an hour
- 8 hour shift
- Remote
- Spanish
- Google Workspace
- No experience needed
- Disability insurance
Quick Apply
4d
Patient Services Specialist II #Full Time
61st Street Service Corp —New York, NY
- $27.42 - $33.81 an hour
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Paid time off
Quick Apply
Housing Specialist - Tier 1
Neighborhood Association for Inter-Cultural Affairs, Inc. —Jamaica, NY
- $33.51 an hour
- Weekends as needed
- Pass drug screening
- English
- Office
- Commuter assistance
- AD&D insurance
Quick Apply
FY27 - Financial Services - Private Client Services - Tax Senior Manager
EY —New York, NY
- $132,100 - $342,700 a year
- CPA
- Research
- Master's degree
- Paid holidays
- Health insurance
EHS Teacher
Grand St Settlement Inc. —Brooklyn, NY
- $33,440.45 - $38,693.21 a year
- Online Application
- Classroom
- Spanish
- Current TB test
- Health insurance
- Dental insurance
Quick Apply
LPN
Acacia Network —Brooklyn, NY
- $30.21 an hour
- Full-time
- Addiction Medicine
- BLS Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
LPN
Acacia Network —Bronx, NY
- $36.90 - $39.17 an hour
- Part-time
- Addiction Medicine
- BLS Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
EHS Lead Teacher
Grand St Settlement Inc. —Brooklyn, NY
- $38,000 - $48,000 a year
- Online Application
- Spanish
- Current TB test
- Experience working with individuals with disabilities
Quick Apply
Instructor (Cred)
UNITED ACTIVITIES UNLIMITED —Staten Island, NY
- $20 - $22 an hour
- Part-time
- Bilingual
- Classroom
- Mid-level
Quick Apply
10d
Registered Nurse
Acacia Network —Bronx, NY
- $64,273 a year
- Part-time
- Nursing
- Addiction Medicine
- RN License
- Paid holidays
- Health insurance
Quick Apply
LPN
Acacia Network —New York, NY
- $32.81 an hour
- Full-time
- Addiction Medicine
- BLS Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Spanish Speaking: (CORE) Services Certified Peer Specialist
Fountain House —New York, NY
- $24.68 an hour
- Part-time
- Spanish
- Microsoft Outlook
- Computer literacy
Quick Apply
LPN
Acacia Network —Bronx, NY
- $36.90 - $38.02 an hour
- Full-time
- Addiction Medicine
- BLS Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Korean Bilingual Import Coordinator (NJ)
Cesna Recruitment —East Rutherford, NJ
- US work authorization
- Data entry
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Clinical Assessment Specialist
WeCARE —New York, NY
- $72,000 - $78,000 a year
- Full-time
- Spanish
- Nursing
- RN License
- Commuter assistance
- Health savings account
Quick Apply
Housing Specialist
PROMESA R.H.C.F. —Brooklyn, NY
- $40,000 - $45,000 a year
- Full-time
- Bilingual
- Mid-level
- Hotel
Quick Apply
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply

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Addepar Onboarding Analyst

Brown Brothers Harriman -
New York, NY

Apply Now

Job Details

Full-time
$70,000 - $90,000 a year
8 days ago

Benefits

Profit sharing

Qualifications

Client onboarding
Presentation software
Financial reporting
Spreadsheets
Incident Escalation
Escalation handling
Technical Proficiency
Marketing
Data analysis software

Full Job Description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Brown Brothers Harriman is currently recruiting an Addepar Onboarding Analyst to join our Capital Partners Family Office Client Services team. In this role, you will lead the client onboarding process for Consolidated Reporting Services. You will work directly with Relationship Management, Family Office Services, Client Onboarding, and external investment advisors to successfully onboard clients who have engaged BBH for consolidated reporting services. You will partner with Relationship Managers to develop accurate client ownership structures and manage communications with external investment advisors to ensure proper authentication and access to clients’ third-party investment information. You will also be responsible for communicating onboarding status and escalating issues or concerns as needed. This role is also responsible for creating and maintaining client-facing and internal presentations that describe the services and related processes. To be successful, you will need strong technical, interpersonal, and communication skills, along with knowledge of private and alternative assets. The ideal candidate is determined to solve problems, skilled at coordinating internal teams, and enjoys working directly with relationship teams.

Key responsibilities include:

Work directly with the front office teams on client onboarding
Liaison with internal teams, External custodians and external Fund Managers
Serve as a primary point of contact for client onboarding issue escalation
Understand client relationships and ownership structures within Addepar
Working with internal groups to integrate systems and workflows
Identifying trends and recommending process improvements to increase efficiency
Collaborate with various teams across the organization to resolve client issues
Create and maintain internal and client-facing presentations on an ad hoc basis
Maintain onboarding metrics on Monday.com
Provide weekly status updates on front office teams and Family Office group.
Serve as a liaison between Addepar Alternative Data Management and our team
Overseeing and tracking multiple concurrent client onboardings

Qualifications:

BS/BA degree with 3+ years of relevant work experience in client onboarding, marketing and project management
Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
Strong written and verbal communication skills
Monday.com knowledge recommended
Ability to identify, escalate, and resolve problems and issues
Avid learner willing to develop subject matter expertise in new software
Excellent attention to detail, time management, and organizational skills
Ability to meet tight deadlines and work effectively under pressure
Proactive, goal-oriented self-starter
Strong work ethic, with the ability to prioritize effectively and adapt within a fast-paced business environment
Experience with Addepar (a plus)
Working knowledge of performance and financial reporting
Working knowledge of private investments, including private equity, venture capital, and private real estate, with the ability to track and report on these assets
Working knowledge of performance analysis concepts (a plus)

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range

$70k-$90k base salary + annual bonus target

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Apply Now

Refine Your Search

client services specialist jobs in glendale ny

Addepar Onboarding Analyst

Security Guard (Weekends)

Customer Service Specialist I #Full Time #Remote

Intake Specialist (11am - 8pm EST)

Patient Services Specialist II #Full Time

Housing Specialist - Tier 1

FY27 - Financial Services - Private Client Services - Tax Senior Manager

EHS Teacher

LPN

LPN

EHS Lead Teacher

Instructor (Cred)

Registered Nurse

LPN

Spanish Speaking: (CORE) Services Certified Peer Specialist

LPN

Korean Bilingual Import Coordinator (NJ)

Clinical Assessment Specialist

Housing Specialist

401(k) Specialist

I want to receive the latest job alert for client services specialist in glendale ny

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