• Capital Group (New York, NY)
    "I can succeed as a Private Client Service Associate at Capital Group." As the Private Client Service Associate , you are responsible for ... and client retention goals. Primary responsibilities/essential functions: Delivers impeccable client service to clients, prospects, and centers of influence.… more
    Upward (07/13/25)
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  • Omnicom Media Group US (New York, NY)
    …Omni marketing orchestration system, OMG connects best-in-class capabilities that enable our full- service media agencies OMD, PHD, and Hearts & Science to deliver ... more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the… more
    Upward (07/02/25)
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  • Precision AQ (New York, NY)
    …support with a degree of independence Proven track record of excellence in client service Intermediate Excel skills (formulas and graphs for reporting) About ... Biotech Investor Relations - Associate Director Office Based/Hybrid: New York City Are...and healthcare companies, having representing hundreds of public and private companies of all sizes and therapeutic areas. In… more
    Upward (06/22/25)
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  • PitchBook Data (New York, NY)
    …of private capital investors, investment banks, corporations and other service providers. Our team is creative, driven and focused on providing actionable, ... Research Group is a provider of research services to corporate clients, private market investors, advisors, and other market participants. The group provides… more
    Upward (07/20/25)
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  • Oppenheimer & Co. Inc. (New York, NY)
    …& Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in ... asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including… more
    Upward (07/12/25)
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  • Pernini Legal, LLC (New York, NY)
    …Team-oriented mindset with a strong attention to detail and a commitment to client service . Soft Skills: Strong legal research, writing, and communication ... in the field. The firm fosters a collaborative, inclusive environment and supports associate development, mentorship , and meaningful client interaction from day… more
    Upward (07/08/25)
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  • The Harrison Rush Group (New York, NY)
    …years ( Associate ) of experience in investment banking, M&A advisory, private equity, or corporate development. Strong financial modeling and valuation skills ... Our team works at the intersection of technology and traditional service models, delivering strategic transaction solutions that unlock long-term value for… more
    Upward (06/26/25)
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  • JCPenney (Freehold, NJ)
    …industry-leading benefits : . Flexible scheduling* . Benefits including a storewide associate discount, medical, dental, paid time off, and 401(k) . Artistic paid ... training . Client acquisition programs . Diverse career paths *For Master...make smart decisions that drive sales, profit, or customer service ; execute your work efficiently and effectively; inspire strong… more
    Upward (07/18/25)
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  • Senior Client Service

    CIBC (New York, NY)
    …CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private Wealth relationship management ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… more
    CIBC (07/15/25)
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  • JP Morgan Wealth Management - Private

    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 ... will provide client service , operational marketing and administrative support to ... service , operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
    JPMorgan Chase (06/22/25)
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  • Securities Services - Private Equity Fund…

    JPMorgan Chase (Brooklyn, NY)
    …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...style. + Team player with excellent problem-solving, communication, and client service skills as well as the… more
    JPMorgan Chase (06/26/25)
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  • Private Bank, Sr. Private Equity…

    Citizens (New York, NY)
    …quality control from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan pipeline oversight, ... Description The Private Bank, Sr. Private Equity Lending Associate (Fund Finance)...private equity clients and understand operating models of client businesses + Underwrite credit approval packages for new… more
    Citizens (06/26/25)
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  • Securities Services - Private Equity Fund…

    JPMorgan Chase (Brooklyn, NY)
    …a hands-on management style + Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and ... across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client... Private Equity Fund Admin VP within our client administration team, you will manage all facets of… more
    JPMorgan Chase (07/12/25)
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  • JP Morgan Wealth Management - Private

    JPMorgan Chase (New York, NY)
    …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (05/31/25)
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  • Senior Private Equity Broker, Middle Market…

    AON (New York, NY)
    …accounts, including the placement and service , as well as ensuring client deliverables are maintained. Private Equity brokers are instrumental in driving ... the carriers and underwriters. + Mentor and help develop associate brokers on the team. + Work as a...placement and service , as well as ensuring client deliverables are maintained. Private Equity brokers… more
    AON (07/03/25)
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  • Security Services - Client Service

    JPMorgan Chase (New York, NY)
    As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...on Institutional clients. + Knowledge of Global Custody and Hedge/ Private Fund Services, including Fund Accounting & Administration. +… more
    JPMorgan Chase (07/18/25)
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  • Licensed Client Service

    Citigroup (New York, NY)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
    Citigroup (06/28/25)
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  • Licensed Client Service

    Citigroup (New York, NY)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
    Citigroup (06/19/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    NB Private Wealth is Neuberger Berman's direct-to- client ...The Client Associate enhances the client experience by assisting with the service , ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
    Neuberger Berman (07/18/25)
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  • Client Relationship Associate

    Robert Half Finance & Accounting (New York, NY)
    …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… more
    Robert Half Finance & Accounting (06/26/25)
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