• Citigroup, Inc. (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 ... to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time… more
    Upward (07/03/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... goals in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our… more
    Upward (07/05/25)
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  • FBR & Co. (New York, NY)
    Associate - Investment Banking New York, NY About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and ... Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm… more
    Upward (07/19/25)
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  • SS&C Technologies (New York, NY)
    …skills and proven ability to meet deadlines while maintaining a high level of client service . Thank you for your interest in SS&C! If applicable, to ... on SS&C for expertise, scale, and technology. Job Description Associate Manager, Hedge Fund Tax Accounting Locations : New...Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual… more
    Upward (07/11/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …value innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships. As a Supervisory Senior ... Associate in the Solutions Supervisory team, you will support...meetings. Together, we will uphold regulatory excellence and foster client trust, while you gain valuable experience and contribute… more
    Upward (06/22/25)
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  • Compass Group (Hampton Bays, NY)
    …unparalleled dining experiences in a variety of cultural, corporate, entertainment, and private venues throughout New York City and beyond. This position is eligible ... ordering, inventory, and food preparation. This includes adhering to the client 's culture and guidelines, the Health Department's regulations, and the company's… more
    Upward (07/15/25)
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  • Fisher Associates, PE, LS, LA, DPC (Ithaca, NY)
    …inspection, precast engineering and construction engineering services to public and private sector clients across numerous markets. Why You'll Love Working at ... business with existing and prospective clients by delivering exceptional service , promoting Fisher's capabilities, and building lasting relationships. Successfully… more
    Upward (07/10/25)
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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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  • Associate Private Client

    KeyBank (Pearl River, NY)
    **Location:** 93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources… more
    KeyBank (07/08/25)
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  • Associate Private Client

    KeyBank (Mahopac, NY)
    …981 Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources… more
    KeyBank (06/12/25)
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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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  • PricingDirect - Private Equity Valuation…

    JPMorgan Chase (New York, NY)
    …& Investment Bank business. As a Pricing Direct Evaluator - Analyst in Private Equity, you will join a revenue-generating team that provides independent valuations ... and analytics on private equity, as well as 3 million fixed income...knowledge and understanding of market pricing. + Address all client concerns daily with an emphasis on providing first-class… more
    JPMorgan Chase (05/20/25)
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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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  • Licensed Client Service

    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 (06/23/25)
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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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  • 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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