Client Service Specialist

Insight Investment

Client Service Specialist supporting institutional and retail client relationships in finance through effective service and communication. Managing onboarding, servicing, and compliance in a dynamic environment.

Posted 5/14/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Project manage complex account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
Complete ongoing KYC/AML reviews.
Participant in and/or lead Insight committee & ad hoc meetings.
Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
File and organize client documentation into Insight central folders.
Assist with client meeting preparation and attend meetings as required.
Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
Develop detailed knowledge of the clients and the environment in which we provide solutions.
Manage ad hoc projects which may require coordinating with other areas of the firm.

Requirements

What you’ll need

BS/BA with relevant experience within the investment management industry.
Minimum 5+ years direct institutional client service experience.
Strong verbal and written communication skills.
Confident, credible, and capable in meetings and discussions.
Ability to organize, prioritize and multi-task effectively in a busy and dynamic environment.
Ability to problem solve to ensure projects are completed on time.
Proven effective use of resources – delegation but retention of responsibility.
In-depth knowledge of the Microsoft Office suite.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Insight Investment Website LinkedIn All Job Openings 501 - 1000 employees Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies. Client Service Specialist 🔥 48 minutes ago 🏢🏡 New York City – Hybrid 💵 $110k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Project manage complex account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
Complete ongoing KYC/AML reviews.
Participant in and/or lead Insight committee & ad hoc meetings.
Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
File and organize client documentation into Insight central folders.
Assist with client meeting preparation and attend meetings as required.
Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
Develop detailed knowledge of the clients and the environment in which we provide solutions.
Manage ad hoc projects which may require coordinating with other areas of the firm. 🎯 Requirements
BS/BA with relevant experience within the investment management industry.
Minimum 5+ years direct institutional client service experience.
Strong verbal and written communication skills.
Confident, credible, and capable in meetings and discussions.
Ability to organize, prioritize and multi-task effectively in a busy and dynamic environment.
Ability to problem solve to ensure projects are completed on time.
Proven effective use of resources – delegation but retention of responsibility.
In-depth knowledge of the Microsoft Office suite. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Account Manager, Client Services 🕒 Yesterday Influencer 51 - 200 📱 Media 🤝 B2B Website LinkedIn All Job Openings Account Manager overseeing brand campaigns in leading influencer marketing agency. Liaising with creators and agents to deliver high-quality campaigns on time. 🏢🏡 New York City – Hybrid 💵 $70k - $85k / year 💰 Series A on 2019-09 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Client Services Lead 🕒 5 days ago Cnect 51 - 200 👥 HR Tech 🎯 Recruiter ☁️ SaaS Website LinkedIn All Job Openings Client Services Lead supporting Financial Professionals with investment practices and enhancing customer service levels. Role involves preparing client paperwork and maintaining relationships with clients and financial companies. 🏢🏡 New York City – Hybrid 💵 $31 - $41 / hour ⏰ Full Time 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Senior Specialist, Client Service Data Insights, Analytics 🕒 May 7 BNY 10,000+ employees Website LinkedIn All Job Openings Senior Specialist in Client Service Data Insights & Analytics at BNY Investments. Designing integrations and providing Salesforce.com expertise for the investments team. 🏢🏡 New York City – Hybrid 💵 $68k - $125k / year ⏰ Full Time 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Senior Account Manager, Client Services 🕒 May 6 Ovative Group 501 - 1000 📱 Media ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Senior Account Manager leading media and marketing strategies across major client accounts at Ovative Group. Driving measurable business outcomes with a strong analytical perspective in a high-impact leadership role. 🏢🏡 New York City – Hybrid 💵 $111k - $186k / year ⏰ Full Time 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Client Service Associate 🕒 May 6 Proxymity 51 - 200 Website LinkedIn All Job Openings Client Service Associate responsible for delivering first-class service at Proxymity in New York. Engaging with clients and supporting growth phases within a fast-paced environment. 🏢🏡 New York City – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services 🚫👨‍🎓 No degree required View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

KYCAMLproject managementclient servicingad hoc reportingdue diligencecashflow processingaccount managementrisk managementproblem solving

Soft Skills

communicationorganizationprioritizationmulti-taskingcredibilityconfidencedelegationresponsibilityadaptabilityteam collaboration