- PwC (New York, NY)
- …to be successful and progress in our careers, now and in the future.As a Senior Associate , you'll work as part of a team of problem solvers, helping to solve complex ... for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles.Demonstrates thorough… more
- EY (New York, NY)
- …Advise clients on finance, funding, strategy, procurement and public- private partnerships (PPPs) for large-scale infrastructure projects, spanning transportation, ... local, state, and national levels to support analysis of client projects. Contribute to writing and developing key work...materials. Develop and mentor team members at the senior associate and associate levels. EYIA and its… more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch ... segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110045 - 68 **Function:** Tax Services **Area of ... stand for as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (New York, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- TD Bank (New York, NY)
- …provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a...+ May act as a subject matter expert to Client Associate team + Ensures those existing… more
- JPMorgan Chase (Brooklyn, NY)
- …to more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client administration team, you will ... manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and… more
- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc. + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... **Summary** The Client Reporting Associate will join a...and Distribution notices and confirm internal systems accurately reflect Private Equity activity. + Support client requests… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... client relations for registered and private products across alternative asset classes within North America....private funds, etc.) + Ability to develop strong client and internal relationships and an in-depth understanding of… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. ... daily activities of operational support team and facilitate all client service needs. + Act as a liaison between...or ad hoc basis. + Prepare subscription documents for Private Equity investments. Track capital calls and distributions. +… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Associate , Private Markets **Grade:** 11 **Team:** The S&P Global Commercial Team is ... their great personalities all the time. **The Role:** The Associate - Private Markets is responsible for...Private Markets team in the maintenance of existing client relationships, origination of new sales opportunities, and coordination… more
- Eurasia Group (New York, NY)
- …free of political bias and the influence of private interests. Job Title: Associate Director of Strategic Client Initiatives Role Overview: The Associate ... Associate Director of Strategic Client Initiatives New York City, NY United States About Eurasia Group Eurasia Group is the world's leading global political risk… more
- Neuberger Berman (New York, NY)
- **Summary:** The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions ... all + Effectively profile clients, developing a deep understanding of client -specific investment goals and objectives, understand investment processes, etc. +… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... is advantageous + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the… more
- S&P Global (New York, NY)
- …a client base of firms across the Investment Banking, Private Equity, Investment Management, Financial Corporate, and Non-Financial Corporate segments which ... Role:** **Grade Level (for internal use):** 07 **The** **Role:** Associate Development Program July 2024 **The Team:** As a...July 2024 **The Team:** As a member of the Client Services team, you will serve as a product… more
- KPMG (New York, NY)
- … Associate to join our Japanese Global Executive & Private Client Group within our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) ... **Business Title:** Senior Associate , Japanese Global Executive and Private ...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Neuberger Berman (New York, NY)
- **Responsibilities:** + Serve as the client 's main point of contact for inquiries regarding account information, online access, documentation and reporting + Handle ... the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances… more
- Citigroup (Staten Island, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
