- 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 ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… 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 ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (New York, NY)
- …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 Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Neuberger Berman (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...to the Private Wealth business. The ideal candidate will...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …firm manages $463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment ... $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep...and bolstering investment, operations, and technology capabilities. **Summary:** NB Private Wealth oversees approximately $65 billion in… more
- Citizens (Tarrytown, NY)
- …team are the face of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in managing the day to day ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth ... Management is expanding and looking for a Trust Client Service Associate to join their team.… more
- Neuberger Berman (New York, NY)
- …will provide the individual with a perspective on Neuberger Berman's Private Wealth Management business. **Responsibilities:** Marketing Responsibilities: + ... Coordinator will provide marketing and administrative support to three Wealth Advisor teams in the New York office. Candidate...etc. + Prepare travel & expense reports. + Assist client associate team with various account maintenance… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- BlackRock (New York, NY)
- …next steps to senior management. Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...initiatives to shape our direction as a business. The Associate role supports the team, and at time the… more
- JPMorgan Chase (New York, NY)
- …Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management, which includes the US ... are typically team-based and include close collaboration with senior executives. As a US Private Bank Strategy Associate , you will play a pivotal role in… more
- NBT Bank (Syracuse, NY)
- …operations and customer service across our footprint. The Private Bank Relationship Associate will enhance the client 's overall experience and assist our ... 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 (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker, you are responsible for advising families on...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- KeyBank (NY)
- …66 South Pearl Street - Albany, New York 12207-1501 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ ... operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… 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...Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors +… 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...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Citigroup (New York, 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...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… 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
- Deloitte (New York, NY)
- …approach to risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you ... Anti Money Laundering (AML) Project Associate (Senior Consultant) The Opportunity Do you have...wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + Experience… more