- Morgan Stanley (New York, NY)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- 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
- 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
- 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
- JPMorgan Chase (Freehold, NJ)
- …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
- 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
- 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 (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
- 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
- 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
- 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
- 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 (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
- 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
- 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
- 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 a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of clients. You will have ... As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to...Associate (s) and work with VP counterparts to manage client relationships. + Introduce Senior JPM Management to your… more
- HSBC (New York, NY)
- …with the coverage of the operational risk of all approved funds across hedge funds, private equity and real estate + The Associate Fund Manager will be required ... communities and the planet we all share. As the Associate , Fund Manager Research will be responsible for operational...responsible for operational due diligence reviews for hedge funds, private equity, and real estate funds. The role holder… more
- Bank of America (New York, NY)
- …opportunity for early and direct client facing experience, through participation in client meetings. + They will partner with Private Banking TSOs, ... Treasury Sales Associate New York, New York **To proceed with...all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client… 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
