- 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
- 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 (Englewood, 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 ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- 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
- 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
- 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
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 **The** **Role:** Associate , Private Markets **Grade:** 10 **Team:** The S&P Global Commercial Team is ... their great personalities all the time. **The Role:** The Associate - Private Markets is responsible for...Private Markets team in the maintenance of existing client relationships, origination of new sales opportunities, and coordination… 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
- 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
- BlackRock (New York, NY)
- **About this role** **BlackRock Private Markets** BlackRock's private markets platform serves investors seeking outperformance in infrastructure, private ... invited to continue building the platform that is shaping the future of private market investing by creating and evolving innovative investment ideas and tech… 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
- US Bank (Greenwich, CT)
- …within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond ... to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge… 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
- PNC (Jersey City, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary...requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary).… 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
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of… 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
- 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