- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch ... segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110044 - 68 **Function:** Tax Services **Area of ... stand for as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (White Plains, NY)
- …a condition of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is ... timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title **What you will receive** Comprehensive… more
- JPMorgan Chase (Great Neck, 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
- TD Bank (New York, NY)
- …provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a...+ May act as a subject matter expert to Client Associate team + Ensures those existing… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. ... daily activities of operational support team and facilitate all client service needs. + Act as a liaison between...or ad hoc basis. + Prepare subscription documents for Private Equity investments. Track capital calls and distributions. +… more
- JPMorgan Chase (Brooklyn, NY)
- …to more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client administration team, you will ... manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and… more
- Eurasia Group (New York, NY)
- …free of political bias and the influence of private interests. Job Title: Associate Director of Strategic Client Initiatives Role Overview: The Associate ... Associate Director of Strategic Client Initiatives New York City, NY United States About Eurasia Group Eurasia Group is the world's leading global political risk… more
- Neuberger Berman (New York, NY)
- **Summary:** The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions ... all + Effectively profile clients, developing a deep understanding of client -specific investment goals and objectives, understand investment processes, etc. +… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... is advantageous + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the… more
- BlackRock (New York, NY)
- … Debt Product Strategy team's role is to foster (i) greater depth of client relationships, (ii) specific and extensive Private Debt strategy experience, and ... **About this role** **About BlackRock Private Markets** BlackRock's private markets platform...client relationships and proven history of executing successful Private Debt fundraises. The Investor Relations pillar, which focuses… more
- Morgan Stanley (New York, NY)
- …consists of a team of over 230 professionals globally managing ~$47 billion of client capital in direct private equity and credit investment across a broad ... Morgan Stanley sponsored benefit programs. **Job:** **Investment Management* **Title:** *MSIM Private Credit & Equity - Secondaries Analyst/ Associate *… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Neuberger Berman (New York, NY)
- **Responsibilities:** + Serve as the client 's main point of contact for inquiries regarding account information, online access, documentation and reporting + Handle ... the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances… more
- KPMG (New York, NY)
- … Associate to join our Japanese Global Executive & Private Client Group within our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) ... **Business Title:** Senior Associate , Japanese Global Executive and Private ...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… 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 professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
- Citizens (New York, NY)
- …In addition, this will be the first introduction of the client to Citizens Private Bank where the associate will need to explain the full value proposition. ... Description The Client Relations Manager will be the critical ...individual consumer borrowers as they seek to invest in Private Equity/Venture Capital funds or borrow to meet a… more
- Neuberger Berman (New York, NY)
- …of North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending out ... **Summary** The Client Service Analyst will work directly with the...(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39… more
- DLA Piper (New York, NY)
- …on challenge and value teamwork, we want to hear from you. As a summer associate in our Private Equity group, you will receive a tailored experience working ... what we can achieve. Together. **Job Description** DLA Piper's Private Equity group is seeking exceptional law students to...to build their legal skills and gain insight into client needs. We value innovators and creative thinkers. If… more