- JPMorgan Chase (New York, NY)
- …subject matter expertise to clients both internal and external. As a Client Service Associate within the Equity Derivatives Middle Office team , you ... JP Morgan's Equity Derivatives Business is a complex business, serving multiple client bases including hedge funds, corporations and private bank clients, to… more
- BMO Financial Group (New York, NY)
- …leading, full- service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and ... training, speakers, and knowledge share opportunities for the Associates. + Oversee Equity Research Associate recruiting. Capable of attracting and retaining top… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... objectives of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team,… more
- TD Bank (New York, NY)
- …**Job Description:** TD Cowen, a division of TD Securities, is looking for an Equity Research Associate to join its Healthcare, Biotechnology team in New York. ... Equity Research Analysts follow the progress of public biotechnology...+ May have interaction with clients; develops and presents client presentations **Shareholder Accountabilities:** + Keeps abreast of market… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... 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 ... Client Advisor to promote and sell Neuberger Berman equity , fixed-income, alternative, and private equity products...updates, setting up sales appointments, and following up on client service + Act as a resource… 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
- JPMorgan Chase (New York, NY)
- As an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... + **Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs to identify… 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 ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...of March 31, 2025) across a range of strategies-including equity , fixed income, quantitative and multi-asset class, private … more
- JPMorgan Chase (New York, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- AON (New York, NY)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other presentations tailored to the ... We are looking for an Associate Broker, Middle Market to join our team!...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will...+ Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales… more
- AON (New York, NY)
- …+ Collect and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other convincing presentations tailored ... Associate Account Executive - New York City Interested...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other… more
- Cognizant (New York, NY)
- …new and innovative solutions + Strong work ethic with a commitment to client service excellence + Curiosity to develop domain experience/familiarity in one ... Associate Relationship Manager Cognizant Technology Solutions (NASDAQ: CTSH)...& Utilities + Retail + Actively participate in developing client relationships with strong project management, presentation, and facilitation… more
- Neuberger Berman (New York, NY)
- …mandates and new business opportunities. Work with Technology, Research, Marketing, and Client Service teams to deliver an outstanding experience for clients, ... EMPLOYER: Neuberger Berman Group LLC TITLE: Associate Portfolio Manager LOCATION: New York, NY (Option to work remotely from any location in the US) DUTIES: Develop… more
- Broadridge Financial Solutions (New York, NY)
- …while helping others along the way, come join the Broadridge team. The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge ... clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client -facing role in which… more
- Dorsey & Whitney LLP (New York, NY)
- …practice; - Problem solver who takes initiatives and ownership of projects, with strong client service and team player mentality; - Mandarin Chinese fluency and ... Corporate Mergers & Acquisitions Associate (#919) - New York Dorsey & Whitney...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …papers for Financial Advisors. * Assists with preparation of presentations, portfolio/ equity analyses, and proposals for High Net Worth and institutional clients ... and prospects. * May participate in client meetings to identify client goals and...and in writing. * Provide a high level of service . * Establish and maintain effective working relationships at… more
- Grant Thornton (New York, NY)
- …GAAP and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain ... POSITION SUMMARY Audit Senior Associate : Work with private and public companies to...to the highest degree of professional standards and strict client confidentiality. + Run client engagements from… more
- Grant Thornton (New York, NY)
- …to extend your technical knowledge, work across new projects, and provide excellent client service and help you achieve more, confidently. Your day-to-day may ... As the Not-for-Profit Tax (NFP Tax) Senior Associate , you'll deliver a full range of tax...staff, prepare more complex tax returns, and assist in client management and practice development activities because together is… more