- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for… more
- Citigroup, Inc. (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time… more
- Customers Bank (New York, NY)
- …5 years banking or financial services experience - preferably in a business/commercial banking or private client setting Customer service - being able to WOW ... $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we...goal of best serving our customers. What you'll do: Associate Client Managers are key components in… more
- SS&C Technologies (New York, NY)
- …firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate , Data Analyst, Regulatory Solutions Location : New York, NY | Hybrid Get ... travel and more! What You Will Get To Do: Take ownership of client accounts, including responsibility for implementation work that requires designing and delivering… more
- Crescent City Recruitment Group (New York, NY)
- …, from due diligence to closing. Strong drafting, negotiation, and client service skills. Key Responsibilities: Represent major financial institutions, ... FUND FINANCE / SUBSCRIPTION LINE SENIOR ASSOCIATE ATTORNEY OR COUNSEL Location: New York, NY Our client , a prestigious global AmLaw 50 law firm, is seeking a… more
- CulinArt Sector (Port Chester, NY)
- …dining, catering and conference dining, social catering/special events, office coffee service and vending. CulinArts extremely diverse client portfolio affords ... CulinArt Group operates over 250 onsite corporate, higher education, private school, healthcare and destination recreation/leisure dining facilities in 18… more
- Capvision (New York, NY)
- …world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision ... is currently looking for a Sales Associate to assist with their continued rapid expansion into...and consultancies in the world, helping to discover our client 's business initiatives and acting as the Capvision advocate.… more
- Brown Advisory Incorporated (New York, NY)
- …of first-class performance, strategic advice and the highest level of client service . The firm's clients-including individuals, families, family offices, ... report directly to our Chief Investment Officer for our Private Client Business. Due to the complex...the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be… more
- ATLAS SP (New York, NY)
- …to make a difference. Our people are industry leaders with a passion for client service , complex problem solving, and innovation. We provide our talent with ... a legacy of excellence anchored in deep expertise and client service across the asset management landscape....landscape. Position Overview ATLAS SP is seeking an experienced Associate to join the Portfolio Management & Lending team… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... visit williamblair.com. The William Blair Fund Placement team advises private market managers throughout the capital raising process. Transaction execution… more
- Union Square Events (New York, NY)
- …unparalleled dining experiences in a variety of cultural, corporate, entertainment, and private venues throughout New York City and beyond. Job Summary Banquet ... experiences in a variety of cultural, corporate, entertainment, and private venues throughout New York City and beyond. Who...are: The Banquet Manager leads a team of event service staff in the delivery of service … 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 ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… more
- KeyBank (Mahopac, NY)
- …981 Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources… more
- KeyBank (Pearl River, NY)
- **Location:** 93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources… more
- JPMorgan Chase (West Harrison, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... will provide client service , operational marketing and administrative support to ... service , operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
- Citizens (New York, NY)
- …quality control from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan pipeline oversight, ... Description The Private Bank, Sr. Private Equity Lending Associate (Fund Finance)...private equity clients and understand operating models of client businesses + Underwrite credit approval packages for new… more
- JPMorgan Chase (New York, NY)
- …& Investment Bank business. As a Pricing Direct Evaluator - Analyst in Private Equity, you will join a revenue-generating team that provides independent valuations ... and analytics on private equity, as well as 3 million fixed income...knowledge and understanding of market pricing. + Address all client concerns daily with an emphasis on providing first-class… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- US Bank (Greenwich, CT)
- …you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between Wealth ... within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- AON (New York, NY)
- …accounts, including the placement and service , as well as ensuring client deliverables are maintained. Private Equity brokers are instrumental in driving ... the carriers and underwriters. + Mentor and help develop associate brokers on the team. + Work as a...placement and service , as well as ensuring client deliverables are maintained. Private Equity brokers… more
