- JCPenney (Wichita, KS)
- …and leveraging in-depth product knowledge to enhance and enrich our client 's lives. Primary Responsibilities: Proactively approaches clients in a friendly manner ... to determine how to provide a rewarding client experience Seeks out and absorbs knowledge of products...with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates… more
- Morgan Stanley (San Francisco, CA)
- POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing … more
- WithumSmith+Brown (Baltimore, MD)
- …Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Senior based out of our Baltimore, MD ... our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to… more
- Pernini Legal, LLC (Los Angeles, CA)
- PRIVATE FUNDS ASSOCIATE ATTORNEY Location: Los Angeles, CA HYBRID Our client , a highly respected global AmLaw 50 law firm, is seeking a skilled Private ... in California , in good standing. 3-6 years of relevant experience in private fund formation and related regulatory matters . Substantive experience drafting and… more
- NFP (New York, NY)
- …initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by ... and New Business Assembles meeting preparation documents pertaining to the client /prospect prior to sales meetings, including but not limited to, illustrations,… more
- Oppenheimer & Co. Inc. (New York, NY)
- …investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client ... and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan ...client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects… more
- HUB International Limited (Norwell, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for an Associate Account Manager - Private Equity . The selected employee will be ... responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best… more
- Regions Financial Corporation (Clearwater, FL)
- …assessing a client 's financial situation to retain and grow the client relationship Communicates and delivers the Private Wealth Management mission and ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Houlihan Lokey, Inc. (Los Angeles, CA)
- …Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment ... underwriter, or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as… more
- Direct Counsel (Aurora, CO)
- Private Equity Associate Attorney (4th-5th Year) Location: Boston, Denver, Washington, DC, Los Angeles (Santa Monica), New York, Reston, San Francisco Practice ... Private Equity Direct Counsel is seeking a Private Equity Associate (4th-5th year) to join...agreements, LLC and LP agreements, and other transaction documents. Client Advisory - Act as a strategic advisor, collaborating… more
- TalentLink Solutions (Aviation Retirement Strategies) (Houston, TX)
- …more experience in our industry and licensing, the role could quickly evolve from an associate to servicing a client set on your own. You are exceptionally ... a leading independent financial services firm, providing a total private wealth management approach for professional Pilots and the...a close team where everyone is debriefed on every client , to create a seamless client experience… more
- JPMorgan Chase & Co. (Westerville, OH)
- … Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will ... a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture … more
- Morgan Stanley (Walnut Creek, CA)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (San Francisco, CA)
- … Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the ... POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the...swap opportunities Conducts credit research and develops valuation models Client Support: Supports Financial Advisors / Private … more
- SS&C Technologies (New York, NY)
- …and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Director, Private Credit Accounting Location : Union, NJ | New ... York, NY | Hybrid Get To Know The Team: Associate Directors on the Private Markets/Credit Accounting...Markets/Credit Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for… more
- Morgan Stanley (Fargo, ND)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Laird Norton Wetherby (Seattle, WA)
- LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird ... Your Role and Responsibilities Nature of Role As a Client Associate (CA) you work in a...is required. Prefer 2 or more years' experience in private wealth management, client services, or finance/banking… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …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 both… more
- TA Builder LLC (New York, NY)
- …capital staffing firm, specializing in finding "Right Fit Talent". About our client , recognized Private Clients lawyers partner with individuals, families and ... business and wealth through multiple generations. Job Requirements: The Private Clients Practice Group is seeking to hire a...Clients Practice Group is seeking to hire a senior associate with approximately five to seven years experience to… 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
