Client Support Associate (Banking) at Salveinno

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

02 May, 26

Salary

0.0

Posted On

01 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Trading Operations, Problem Solving, Time Management, Communication Skills, Analytical Skills, Team Coordination, Operational Standards, Process Improvement, Client Satisfaction, Risk Management, Documentation Management, Training, Mentoring, Escalation Procedures, Market Knowledge

Industry

Human Resources Services

Description

Work Model: Hybrid Working Hours: 10:00 AM – 6:30 PM (EST) Overview We are looking for an experienced Client Support Senior Associate to join a high-performing institutional investment environment supporting sophisticated global clients. This role is designed for professionals who thrive at the intersection of client service, trading operations, and internal stakeholder coordination within complex financial organizations. The successful candidate will act as a trusted extension of the institutional client coverage team, ensuring that trading-related inquiries, operational requests, and issue resolution are handled with precision, professionalism, and urgency. This is an ideal opportunity for candidates coming from top-tier investment banks, asset managers, or global financial institutions who are accustomed to high standards, fast-paced execution, and client-critical responsibilities. Responsibilities Serve as a primary point of contact for institutional clients on trade-related inquiries, including trade placement, settlement status, and operational follow-ups Deliver consistently high levels of client satisfaction through timely, accurate, and professional responses Partner closely with internal teams (including operations, portfolio management, and client-facing business units) to resolve issues efficiently and escalate appropriately Proactively identify, troubleshoot, and resolve operational or client-impacting issues, following defined escalation and risk protocols Maintain and update critical client documentation (e.g. authorized signers, transaction approvals, wire instructions) in strict adherence to internal governance and control policies Actively contribute to improving the client experience by proposing process enhancements and practical solutions Participate in and lead cross-functional initiatives and operational projects as required Enforce documented procedures and operational standards to ensure consistency and risk mitigation Support the development of junior team members through training, knowledge sharing, and constructive feedback Act as a point of escalation or operational backup in the absence of management Perform quality control checks and support management with oversight of daily operations Build strong technical and market knowledge to better understand trading, settlement, and market structure nuances Requirements Minimum 1 year of experience (including internships) in client support, client services, trading operations, or middle-office functions within financial services Demonstrated hands-on experience responding to institutional client inquiries related to trading and settlement Strong ability to coordinate across multiple internal teams to deliver timely, client-focused outcomes Experience working within controlled, risk-aware environments, including adherence to escalation procedures and operational policies Exceptional time management and prioritization skills, with the ability to manage multiple client requests in parallel Strong analytical and problem-solving capabilities, with a solutions-oriented mindset Confident and professional communication skills, both written and verbal, including senior-level client interaction Ability to operate effectively in a global, fast-paced working environment Demonstrated experience supporting or mentoring junior colleagues Bachelor’s degree in Business, Finance, or equivalent professional experience Benefits Exposure to institutional clients and complex investment products Opportunity to work in a high-calibre, globally connected financial environment Hybrid working model supporting flexibility and productivity Meaningful responsibility with visible impact on client satisfaction and operational excellence Career development through hands-on exposure to trading operations, risk processes, and cross-functional collaboration Collaborative culture with strong emphasis on quality, ownership, and professional growth Commitment to Diversity and Inclusion We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some, but not all, of the criteria to apply. Application Process Please submit your CV and a short cover note outlining your client support experience, examples of successful client outcomes you have driven, and why you are interested in this role. Shortlisted candidates will be invited to an initial interview, followed by a panel interview and a practical case exercise. We will contact only those selected for interview.

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Responsibilities

Serve as the primary point of contact for institutional clients on trade-related inquiries and ensure timely resolution of operational requests. Actively contribute to improving the client experience and support the development of junior team members.