- Capital Group (New York, NY)
- "I can succeed as a Private Client Service Associate at Capital Group." As the Private Client Service Associate , you are responsible for ... and client retention goals. Primary responsibilities/essential functions: Delivers impeccable client service to clients, prospects, and centers of influence.… more
- Omnicom Media Group US (New York, NY)
- …Omni marketing orchestration system, OMG connects best-in-class capabilities that enable our full- service media agencies OMD, PHD, and Hearts & Science to deliver ... more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the… more
- Precision AQ (New York, NY)
- …support with a degree of independence Proven track record of excellence in client service Intermediate Excel skills (formulas and graphs for reporting) About ... Biotech Investor Relations - Associate Director Office Based/Hybrid: New York City Are...and healthcare companies, having representing hundreds of public and private companies of all sizes and therapeutic areas. In… more
- PitchBook Data (New York, NY)
- …of private capital investors, investment banks, corporations and other service providers. Our team is creative, driven and focused on providing actionable, ... Research Group is a provider of research services to corporate clients, private market investors, advisors, and other market participants. The group provides… 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)
- …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
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...on Institutional clients. + Knowledge of Global Custody and Hedge/ Private Fund Services, including Fund Accounting & Administration. +… more
- Citigroup (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 ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- Citigroup (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 ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client ...The Client Associate enhances the client experience by assisting with the service , ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Robert Half Finance & Accounting (New York, NY)
- …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… 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
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of clients. You will have ... As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to...Associate (s) and work with VP counterparts to manage client relationships. + Introduce Senior JPM Management to your… more
