- CIBC (New York, NY)
- …**What you'll be doing** As a ** Client Service Manager ** , you will support Private Wealth relationship management efforts by ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 5+ years of financial industry experience with… more
- JPMorgan Chase (New York, NY)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Management Client Associate New...Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Nuveen Investments (New York, NY)
- ** Private Debt Product Manager ** The Private Debt Product Manager will develop, structure, position, and implement private debt focused investment ... solutions primarily for Nuveen's institutional client base. The candidate will achieve results through idea...capital sensitivities, the role will require an emphasis on private debt with an ability to implement solutions across… more
- Bloomberg (New York, NY)
- … Funds + Proven understanding of capital markets and the investment lifecycle for private assets + Exceptional customer service skills, with the ability to ... technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private...all the data in between. Whether a fund investor, manager or advisor, our team has the data, solutions… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …opportunities for revenue growth, has strong written and verbal skills, a client service -oriented approach, attention to detail, intellectual curiosity, and ... Middle East. We are currently seeking a Business Development Manager to help drive the strategic growth of the...to help drive the strategic growth of the firm's Private Equity practice. This position will reside in New… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- BlackRock (New York, NY)
- …+ Demonstrated excellence in the Strategist function, including superb commercial execution, client service outcomes, and talent development. + Deep experience ... acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a… more
- City National Bank (New York, NY)
- …* Bachelor's Degree or equivalent * Minimum 7 years of experience in client service , banking operations or Private Banking relationship management ... II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or...with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk… more
- Robert Half Finance & Accounting (New York, NY)
- …Plains New York. Our client requires an active CPA with 12+ years Private Credit Tax experience at an Investment firm or Big 4/Public firm, with knowledge of ... Description Robert Half Financial Services are hiring for a Private Credit Tax Director role for a global Investment...tax related policy and documentation, oversight of third party service firms and being an active participate in business… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... NB Private Markets is a rapidly growing group within...returns; oversee and lead discussions with vendors and third-party service providers (sub-administrator, TA, custodian, valuation firm, etc) +… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... **Summary:** Neuberger Berman is looking for a Private Markets Treasury Operations Analyst. This is a...sources * Liaise between portfolio managers, finance, compliance and service providers for all portfolio-specific activity and issues, ensuring… more
- JPMorgan Chase (New York, NY)
- …to our clients as such. **Job Responsibilities** + Performing and leading on-site manager visits to evaluate hedge funds' and private credit operational risks ... JP Morgan Asset Management, a leading global alternatives manager , is seeking a proactive analyst to join...Diligence team. The role focuses on hedge fund and private credit investments for the Alternatives Solutions Group. The… more
- JPMorgan Chase (New York, NY)
- …Foster collaboration across global teams and lines of business to ensure seamless client service and information flow. + Contribute to thought leadership ... initiative across the Corporate & Investment Bank and the Private Bank with a focus on the Markets line...projects. + Experience working with the Sponsors, Alterative Asset Manager , Credit, Insurance, or related client segments.… more
- Jacobs (New York, NY)
- …immigration sponsorship. What you'll do: * Serve as the point of contact for client service activities and develop strategies to grow the higher education ... ensuring every project makes a meaningful difference As a Client Account Manager for Higher Education for...individual annual sales goal. * Identify, charter, and lead client service teams comprised of multi-disciplinary project… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with c. $508 billion in assets under ... Neuberger Berman is seeking students who are passionate about investing and the financial service industry to join our Institutional Client Group ("ICG") for an… more
- Neuberger Berman (New York, NY)
- …role offers an opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service ** : Provide ... and participating in professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
- Neuberger Berman (New York, NY)
- …sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Qualifications:** + Must have SIE, Series 7 and Series 66 + 1-2 years of client service or support in the financial services industry preferred + Proficiency in… more