- EPIC Brokers (Needham Heights, MA)
- …for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private ... service to our Private Clients. RESPONSIBILITIES *Work as a team with Private Client Relationship Managers, producers, sales support, and other team members… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- Oppenheimer & Co. Inc. (Southbury, CT)
- …asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Southbury, CT office. ... prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in… more
- JPMorgan Chase & Co. (Jacksonville, FL)
- … service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities ... Job Description If you are passionate about client experience and goals driven planning, then our...investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing… more
- Grant Thornton (New York, NY)
- Job Description The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private ... team delivering ASC 820-compliant valuation services for asset managers, private funds, insurers, and other institutional investors. ESSENTIAL DUTIES AND… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of ... how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis...reporting of investment and fund performance data for global Private Credit funds and affiliated entities Why this role… more
- SS&C Technologies (New York, NY)
- …firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate , Fund Accounting - Hedge Funds/ Private Markets; East Coast Region ... cash balances Support year-end audit process, in collaboration with the team, client and auditors Actively interact with clients and counter-parties including legal… more
- Morgan Stanley (Cleveland, OH)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client ... and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan ...client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects… more
- Wilmington Trust (New York, NY)
- Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to… more
- Morgan Stanley (Melville, NY)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Goldman Sachs, Inc. (San Francisco, CA)
- Job Description ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full-service implementation to address the financial ... complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and...clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio,… more
- Morgan Stanley (San Jose, CA)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Goldman Sachs, Inc. (Dallas, TX)
- …is looking for a professional who can collaborate with regional lending managers, private lending underwriters, global client financing, credit, legal and other ... in service, delivery, and processing functions across the trade and client lifecycle. The Private Lending Services (PLS) team is a high-value control middle… more
- KeyBank (Chicago, IL)
- Location: 227 West Monroe Street - Chicago, Illinois 60606 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- JPMorgan Chase & Co. (New York, NY)
- Job Description Join our team as a Client Implementation Lead, where you will play a pivotal role in driving client requirements gathering and proposing target ... the Securities Services industry. Your expertise will ensure seamless project execution and client satisfaction. As a Client Implementation Lead, you will be… more
- Ares Management Corporation (Los Angeles, CA)
- …programs Ares is seeking a knowledgeable, highly organized, and proactive Associate to join our Information Management and Trade Surveillance Compliance team ... organized Ability to communicate effectively with all levels of management Diplomacy Client service oriented Ability to see "big picture" Positive attitude Effective… more
- Citigroup, Inc. (New York, NY)
- …to multi-task Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private Banker Support ... The Associate Banker Senior is a seasoned professional role....of the individual. Responsibilities: Provide complete service support to client , including solving complex client inquiries Provide… more
- Visiting Angels of Jenkintown (Jenkintown, PA)
- Visiting Angels is a non-medical private pay Senior home care company seeking a self driven, motivate, empathetic, detailed oriented, efficient, and friendly ... individual to join our team as Client Care Scheduling Manager! As Client Care...your rewarding career? Apply to Visiting Angels today! Requirements: Associate Degree in a healthcare-related field and two years… more
- Deutsche Bank (New York, NY)
- Job Description: Employer: DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2 About DWS: Today, ... vehicles to be launched as part of the firm's private debt funds business. IAO will also be responsible...alongside internal groups, such as Portfolio & Asset management, Client Service & Marketing, external service providers, and clients.… more
