- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... 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 ... 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
- NBT Bank (Syracuse, NY)
- …to ensure consistency in operations and customer service across our footprint. The Private Bank Relationship Associate will enhance the client 's overall ... The Private Bank Relationship Associate acts in...and web-based applications. Tasks Performed: + 50% Assist the Private Bank team with maintaining and expanding client… more
- 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
- Neuberger Berman (New York, NY)
- **Summary:** Neuberger Berman is looking for a Private Markets Treasury Operations Analyst. This is a cross functional role that will support multiple Alternative ... Neuberger Berman with over $120 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment, and direct investment… more
- KeyBank (NY)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... Street - Albany, New York 12207-1501 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of… more
- Citizens (Tarrytown, NY)
- …circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, you ... the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists...to day activities of our fiduciary clients including new client onboarding, client service and… more
- Citigroup (Uniondale, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (Staten Island, 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
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in ... candidate must have knowledge of Impact Investing, Financial Inclusion, Private Credit or Asset Based Finance. The role requires...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- 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 (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across RIAs + Make...updates, setting up sales appointments, and following up on client service + Act as a resource… more
- Neuberger Berman (New York, NY)
- …analytics, and review materials. The role requires collaboration with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to ... As a Client Reporting & Analytics Associate will...(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Qualifications:** + Must have SIE, Series 7 and Series 66 + 1-2 years of client service or support in the financial services industry preferred + Proficiency in… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** + Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients ... will consider ability to obtain registrations within firm guidelines + 1-2 years of client service or support in the financial services industry preferred +… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- S&P Global (New York, NY)
- …The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive ... the forefront of the FinTech space. **Responsibilities and Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker Senior is a seasoned professional role....the performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex… more
- Citigroup (New York, NY)
- …role. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -...opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex… more