- 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)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Private Wealth Client Associate New York,... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… 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
- 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
- Bank of America (Florham Park, NJ)
- …4 years of experience with a financial institution focusing on high net worth client service and sales + Trust administration experience desired + BS/BA degree ... Tool updates * Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client 's current book of business,… more
- PNC (Millburn, NJ)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Millburn,... commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team… 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
- CDM Smith (Edison, NJ)
- …Unit:** NAU **Job Description:** CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business ... development for municipal water services for multiple private , municipal and state agency clients in the greater...costs. * Engaging in routine coordination with other area client service leaders and internal business units… 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