- Capital Group (Los Angeles, CA)
- "I can succeed as a Private Client Service Associate at Capital Group." As the Private Client Service Associate , you are responsible for serving ... as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized… more
- Marsh & McLennan Companies, Inc. (Chesterfield, MO)
- Company: Description: Associate Account Manager - Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't ... day in the life. As our Associate Account Manager on the Private Client Services team, you'll provide quality and timely support on the day-to-day activities… more
- Citigroup, Inc. (New York, NY)
- …to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time ... The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
- Morgan Stanley (Waukesha, WI)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... 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
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We ... how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis...fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to… more
- Oppenheimer & Co. Inc. (Virginia Beach, VA)
- …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
- Direct Counsel (Bellflower, CA)
- 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
- Raymond James Financial, Inc. (San Francisco, CA)
- …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
- SS&C Technologies (New York, NY)
- …mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Fund Accounting - Hedge Funds/ Private Equity; East Coast ... members by providing technical training and sharing fund knowledge Review client deliverables, including, but not limited to: quarterly financial statements,… more
- Citigroup, Inc. (Uniondale, NY)
- …to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time ... The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
- Morgan Stanley (Marco Island, FL)
- 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
- JPMorgan Chase & Co. (New York, NY)
- …invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …this is the right place to build a fulfilling career. Join us as a Senior Client Associate Brown Brothers Harriman is currently recruiting a Senior Client ... our multi-family office (MFO) team in Charlotte. The Senior Client Associate (Sr CA) serves as the...or Equivalent 5+ years or relevant experience in a Client Advisor role Wealth Management/ Private Banking experience… more
- JPMorgan Chase & Co. (Freehold, 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 Support… more
- Blue Owl (New York, NY)
- …Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, ... learn more, visit www.blueowl.com. The Role The Relationship Management Associate ( RMA ) role is an essential part...RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption… more
- Brookfield Asset Management, Inc. (New York, NY)
- …The GCG also manages institutional relationships and raises capital for Brookfield's various private funds and client accounts. The Business Management Team is ... data, technology, finance, and operational needs of the Global Client Group. The Business Management Team's key focus areas...(i) a dedicated technology and data team, (ii) a client operations team, (iii) strategic initiatives team (iv) a… more
- Chubb (Los Angeles, CA)
- …fill the position of Commercial Property and Casualty Production Underwriter for Private Equity clients. Commercial Insurance writes companies with revenues up to ... position will also consist of marketing all Chubb's products to assigned private equity-focused agents/brokers. The position will work closely with all Commercial… more
- MGA Homecare (Denver, CO)
- Company Description MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services ... to be a resource for patients and their families. Job Description The Client Services Manager will be responsible for maintaining existing business with current… more
- Allworth Financial (Deerfield, IL)
- …SUMMARY: Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing exceptional ... client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality… more
- Morgan Stanley (Fort Lauderdale, FL)
- …interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the … more
