- Wilmington Trust (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... experienced team members. Primary Responsibilities: Build, manage and maintain strong client relationships through daily interactions with clients, Wealth … more
- Wealth Enhancement Group (Akron, OH)
- …more information, please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the ... About Wealth Enhancement Wealth Enhancement is an...(FA). You will work with all aspects of the client experience, including financial paperwork and financial account review… more
- Goldman Sachs, Inc. (Dallas, TX)
- …looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Lending Services team ... can collaborate with regional lending managers, private lending underwriters, global client financing, credit, legal and other operations teams to perform critical… more
- Ballentine Partners LLC (Palm Beach Gardens, FL)
- Job Type Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in ... Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most...complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a… more
- State Street Corporation (Boston, MA)
- …innovative solutions to revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis and ... Preparing management, annual and incentive fee calculations Preparing various client correspondences Calculating waterfalls and capital account allocations Special… more
- Careers at KKR (New York, NY)
- …Delivering findings and insights via impactful and clear written materials, client -specific presentations and thematic presentations to senior stakeholders ... allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth /HNW, Sovereign, and Pension clients. KKR Solutions works closely with… more
- Scotiabank (New York, NY)
- …for regulatory, management reporting and audit purposes. Communication with clients, lawyers, senior management (internal and client ) on the Bank's position with ... team, committed to results, in an inclusive and high-performing culture. Title: Associate Director, Global Capital Markets Documentation, GBM, New York, NY Global… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Toronto, Vancouver, and London. From the firm's founding in 1962, its client -first focused approach has enabled it to serve clients through approximately 8,800 ... success. This role oversees investment management strategies, business development, client relationships, and distribution efforts to expand market reach and… more
- First Horizon (Miami, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Selby Jennings (New York, NY)
- Associate Director, Relationship Manager We are looking for an experienced and dynamic professional to join our Private Wealth Solutions team. This role will be ... consultants, including adoption, lead generation, and platform updates Oversee client onboarding and transaction processing across platforms and custodians Marketing… more
- Hamilton Lane (Denver, CO)
- …energetic salesperson to become a member of our highly skilled sales team. As a Senior Associate within our Private Wealth Sales Team, your primary ... our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork...responsibility will be driving sales across intermediary private wealth channels with a focus on RIAs (Registered Investment… more
- James Moore & Co. PL (Daytona Beach, FL)
- …and Senior Accountants. Review work of Accounting Clerks, Associate and Senior Accountants. Review information supplied to client ; may meet with or call ... amortization schedules, and understand loan closing statements. Review the work of Associate and Senior Accountants and provide appropriate feedback to encourage… more
- Marcus & Millichap (Cleveland, OH)
- …of deals while developing your own book of business. - be mentored by a Senior agent who will teach you every aspect of Marcus & Millichap's brokerage continuum. ... is required. This is a unique opportunity working directly with experienced, highly successful Senior agents and learning from some of the best in our office! What… 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 ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Bank of America (Northbrook, IL)
- Wealth Management Client Associate Northbrook, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Northbrook/ Wealth -Management- Client - Associate \_25030126) **Job Description:** Merrill … more
- Grant Thornton (Reno, NV)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- JPMorgan Chase (Plano, TX)
- …Management and ~5,000 advisors located across 3,500 branches and 20 offices. As a Senior Product Associate in Wealth Management Servicing, you contribute to ... The JP Morgan Wealth Management (USWM) business is focused on helping...range of partners and stakeholders. You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California San Diego, California Los Angeles, California Walnut Creek, California San Jose, California Santa ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Charles Schwab (Lone Tree, CO)
- …** Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing...and values your contributions, consider a career as a Senior Regional Manager. **What you have** **Motivating** - As… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San Francisco,...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
