- Raymond James Financial, Inc. (New York, NY)
- …a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of ... act independently while guiding and training others on managing client accounts in a way that provides benefits both...Improve) to deliver on the firm's core values of client -first, integrity, independence and a conservative, long-term view. We… 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
- Atrium: Staffing (Parsippany, NJ)
- …to performance Position Overview: Our client is seeking a Client Services Associate to support their Wealth Management team. This person will play a key ... (training provided on CRM). Required Experience/Skills for the Client Service Associate : Minimum 2 years of experience in wealth management, financial… 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
- Wedbush Securities (San Diego, CA)
- …our continued growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and ... bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing &... senior management. Responsibilities include, but are not limited to:… more
- Goldman Sachs, Inc. (West Palm Beach, FL)
- Job Description Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, ... Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership… more
- Wealth Enhancement Group (Tarrytown, NY)
- …Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/ client facing technology Adherence to the Wealth Enhancement ... About Wealth Enhancement Wealth Enhancement is an...management industry Advanced designation preferred (CFP) Able to prepare client reviews and assist in meetings with senior… more
- Neuberger Berman Group LLC (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will have experience in...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Jefferies (New York, NY)
- …groups throughout Jefferies. The team is currently seeking an Analyst or Associate to join the New York office. Key Responsibilities: Conduct financial modeling ... for project finance and real estate ABS transactions. Prepare client presentations, offering memoranda, confidential information memoranda (CIMs), and rating… more
- Claire Myers Consulting (Dallas, TX)
- …About the Role: A growing wealth management firm in Dallas is hiring a Senior Planning Associate to lead the planning process for a team of four advisors. ... Job Title: Senior Planning Associate Location: Dallas, TX...preparation, develop planning recommendations, and sit in on complex client conversations. In addition to being the planning lead,… more
- Scotiabank (New York, NY)
- …a depth of related experience and mature judgment to be credible at a senior client level, with internal contacts and industry peers. Many transactions will ... will work closely with the respective Directors and Managing Directors to manage client relationships in the United States. The Associate Director will also… more
- Citigroup, Inc. (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,...and functions. Overview of the Role: We are seeking senior Senior Cloud Security Architect to join… more
- iCapital (Greenwich, CT)
- …investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend ... for their high-net-worth clients. iCapital services, approximately $236 billion in global client assets invested in 1,940 funds, as of May 2025. iCapital has… more
- William Blair (Chicago, IL)
- …serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide ... William Blair's advantages versus competitors. Build and maintain relationships with client senior executives. Consistently exceed client expectations.… more
- Harvest Wealth Group (Roseville, CA)
- …of the solo hustle, this is your shot at a better way. At Harvest Wealth Group , we've built something different: No cold calling. No ambiguity. No ceilings. Who ... responsible for: Building trust as you serve an established client base as if they're family Running review meetings,...for meetings. The opportunity to advance to become a Senior Advisor or Team Lead Core Values That Drive… more
- Marcus & Millichap (Los Angeles, CA)
- …day in the life of our Agents often includes: New business development via client outreach including cold calls (60+ calls per day), meetings and attendance at ... Marketing exclusive property listings to qualified buyers Prospecting new client relationships, and networking with other industry professionals Negotiating… more
- Old Second National Bank (Elgin, IL)
- …The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing ... at other OSB locations as needed. Additional Responsibilities/Focus of Senior Universal Banker (Level 2): Meets elevated sales and...as a liaison to other business lines for their client base. Meets elevated sales and service goals through… 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
- M&T Bank (Naples, FL)
- …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 ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… 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
