- 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. (Boston, MA)
- …alternative asset classes. Job Summary: As a Private Equity Fund Admin Associate within our client administration team, you will support the management of ... daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records,… more
- JPMorgan Chase & Co. (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
- Clagam Global Solutions LLC (New York, NY)
- About the job Private Equity M&A Associate About the Corporate Section Our corporate practice offers a blend of comprehensive legal expertise and practical ... sponsors, and family offices. Responsibilities We are seeking an associate with 3+ years of private equity...corporate practice, commit to providing the highest quality of client service in support of a broad range of… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We ... how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis...fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to… more
- Houlihan Lokey, Inc. (New York, NY)
- …Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment ... underwriter, or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as… more
- Neuberger Berman Group LLC (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will have experience...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Morgan Stanley (Los Angeles, CA)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... over $28 billion. Mesa West manages institutional capital through a series of private equity funds (open-end, closed-end and separate account mandates). This is an… more
- Citigroup, Inc. (Beverly Hills, CA)
- …Status : Regular Travel : Yes, up to 50% of the time Job Family Group: Private Client Product Services Job Family: Banking Cash Management Time Type: Full time ... and generating new banking depository and treasury management business from prospective private bank clients Directly interface with the client CFOs, CEOs,… more
- Emerald Resource Group (Cleveland, OH)
- …and successfully completing projects within established timelines. Manage day-to-day client relationships, ensuring high-quality client service and satisfaction. ... under restrictive time constraints. Develop a comprehensive understanding of the client 's business and industry, routinely seeking information regarding their needs… more
- HarbourVest Partners, LLC (Boston, MA)
- …is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team. ... develop a strong understanding of all aspects of the client journey within private markets asset management...legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face… more
- Busey Bank (Urbana, IL)
- …Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies ... Position Summary The Private Wealth Advisor's (PWA) primary responsibility is to...from existing clients as well as seeking new high-net-worth client opportunities. Client accounts will be monitored… more
- NFP (New York, NY)
- …Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and ... new policy and client service processes. The Client Services Associate must provide superior ...of policy riders, and face amount reductions. Partners with Private Wealth Management Team to process individual asset management… more
- J Harlan Group, LLC (New York, NY)
- SENIOR FUND ACCOUNTANT NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated SENIOR ... FUND ACCOUNTANT at a prominent NYC Private Equity - Investment Manager. An exciting opportunity at...an unparalleled drive to deliver world-class services. About the Client : Founded in 2014, the firm is an investment… more
- Elara Caring (Wallingford, CT)
- …in the Right Place. Job Description: ID# JR-123598 Licensed Practical Nurse - Private Duty Wallingford, CT areas We are growing! Many other cases throughout CT- ... ways to make a difference in your role as Private Duty Nurse/LPN by providing quality care. To continue...ways: Responsible for providing quality, comprehensive nursing care in client 's home under the direction of a registered nurse.… more
- Morgan Stanley (Jacksonville, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams ... 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
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. *Trading of both… more
- Morgan Stanley (Torrance, CA)
- POSITION SUMMARY: POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ ... Private Wealth Advisor(s) (PWAs)/ teams on a daily basis....in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …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
- Citigroup, Inc. (Hermosa Beach, CA)
- …Cantonese Preferred 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
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