- 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (West Harrison, 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 ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- JPMorgan Chase (New York, NY)
- … Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth ... **Global Private Bank - Summer Associate Program...in North America" by Global Finance magazine. **Build long-term client relationships** For more than 200 years, we have… more
- Neuberger Berman (New York, NY)
- …liaising with wealth advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client ... **Summary:** The Associate General Counsel - Private Wealth...discharged. + Review and approve marketing materials and other client communications to ensure that they comply with regulatory… more
- S&P Global (New York, NY)
- …bring their A-game & their great personalities all the time. **The Role:** The Associate Director - Private Markets is responsible for supporting the Head of ... markets, trends and industry developments to identify new rating opportunities across all Private Markets sect + Develop relationship overviews for the largest… more
- Morgan Stanley (Purchase, NY)
- … Private Banking Specialist" or "VPBS") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and ... service process with product partners. Manage FA expectations throughout relationship and service. cycle * Provide product feedback to...of 5 years' experience with an investment, commercial or private bank * 4 years of client … 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
- Mizuho Corporate Bank (New York, NY)
- …system enhancements with emphasis on strategic end state and controls + Strong client focus and relationship -building skills across all lines of business, act ... and innovation to our processes and methods. Job Description: As a Client Tax Documentation Operations Analyst, you will be responsible for the verification… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager Country: United States of America **Summary** The Community Development Finance Relationship Manager is ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more
- CIBC (New York, NY)
- …that impact the firm's bottom line through transaction and financing execution, client relationship support, industry and company research, and contributing to ... We're building a relationship -oriented bank for the modern world. We need...North America, Europe, Latin America, Asia, and Australia. Our client -centric approach incorporates M&A and other financial advisory services… more
- Robert Half Finance & Accounting (New York, NY)
- …midtown Manhattan office. Key responsibilities for this Portfolio and Wealth Advisory Associate role include client relationship management, portfolio/wealth ... Services are recruiting for a Portfolio and Wealth Advisory Associate role within a Wealth Manager based in midtown...Wealth Manager based in midtown Manhattan, New York. Our client requires at least 1 to 3+ years' of… more
- Citigroup (New York, NY)
- …records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue ... The Associate Banker SAFE Act is a strategic professional...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue ... The Associate Banker SAFE Act is a seasoned professional...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Banc of California (New York, NY)
- …originations team prior to loan closing to prepare for the transfer of the new client loan account to the Associate + Ensure loans are performing by tracking ... management informed on portfolio performance, as required. + Develop relationships with the client that will enable a high functioning relationship for both… more
- Scotiabank (New York, NY)
- …to drive ambition for every future! **Overview** The REGAL Corporate Banking Associate supports relationship managers in the development and marketing of ... client relationships located in the United States. The Associate will be responsible for handling the creation of...financial needs of REITs, Corporate clients, and real estate private equity clients. Proficient in real estate lending and… more
- Neuberger Berman (New York, NY)
- …liaison between the sales force and the operations department to resolve client issues/problems. + Maintain contact relationship management database (Salesforce) ... intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant (external wholesaler)… more
- Mizuho Corporate Bank (New York, NY)
- …an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute ... and solutions development across a broad platform of global capabilities + Draft client pitches and marketing materials including M&A, public/ private debt &… more
- Scotiabank (New York, NY)
- Associate Director, Multinational Corporate Sales, Global Transaction Banking **Requisition ID:** 201003 **Salary Range:** 110,700.00 - 211,800.00 _Please note that ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Multinational (MNC) Sales, Global Transaction Banking (GTB) - New… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... strategic advisory services to corporate and private equity clients related to buyside and sellside M&A,...raising, designated by industry/sector. The Life Sciences Investment Banking Associate will work closely with the Senior Life Sciences… more
- Mizuho Corporate Bank (New York, NY)
- …an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute ... and solutions development across a broad platform of global capabilities + Draft client pitches and marketing materials including M&A, public/ private debt &… more