- DWS Group (New York, NY)
- …the opportunity to work alongside internal groups, such as Portfolio & Asset management , Client Service & Marketing, external service providers, and clients. ... aid various teams involved in the product development process including Portfolio Management , Compliance, Governance, and Client Servicing & Marketing. Primary… more
- Waterfall Asset Management, LLC (New York, NY)
- Waterfall Asset Management , LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole ... analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most… more
- OTR Global (Purchase, NY)
- …Who You Are We are seeking a proactive, detail-oriented Revenue Operations Associate to support client engagement, marketing, and research distribution efforts. ... Ideal candidates will have experience in sales support, CRM or database management , or engagement-related operations, especially within the investment management … more
- Legal & General Retirement America (Stamford, CT)
- …transaction lead. This includes production and delivery of bid materials, relationship management with external parties, and project management and coordination ... teams to ensure seamless deal execution. *Contribute to the management of the PRT deal pipeline, and complete detailed...communications. This includes but is not limited to in-person client meetings to establish and maintain those relationships as… more
- Croud (New York, NY)
- …and a variety of additional social platforms . RESPONSIBILITIES This is a client -facing, front-line management role for a cross channel, highly intelligent, ... based on client campaign briefs or on client KPIs Collaborate with the Associate Director...marketing, demonstrating deep experience and knowledge in digital account management with a track record of exceeding performance goals… more
- Croud (New York, NY)
- …key clients within the channel team Overseeing project planning and budget management for accounts you manage Learning about client businesses, industries, ... role in defining best practice and scalable processes Assuming responsibility for day-to-day client budget management Advocating the client 's search and… more
- InterSources, Inc. (New York, NY)
- …for posting approved digital content to the website using the content management system (Drupal); and editing web content under general direction from the ... guidelines to produce high-quality and accurate work in accordance with the Client 's and Client 's policies and strategies for digital communications. Minimum… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth- Management - Client - Associate Bilingual-Portuguese-Preferred\_25030966) **Job Description:** Merrill… more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role ... activities as needed, contributing to the integrity and efficiency of client lifecycle management and transaction readiness. **Qualifications and Skills**… more
- JPMorgan Chase (New York, NY)
- …investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping ... JPMorgan Asset Management helps institutional and individual clients from all...and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate… more
- JPMorgan Chase (New York, NY)
- …new standards for service excellence at JPMorgan Asset Management . As a Client Service Delivery Associate within JPMorgan Asset Management , focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available… more
- JPMorgan Chase (New York, NY)
- …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 Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate , Client Coverage Asset Management **The Team:** The North American ... indices, research, and commentary. **The Impact:** As a Sales Associate in Client Coverage, you are a...management . + Develop the sales skills and the client facing experience of junior members of our team… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset Management , where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to… more
- JPMorgan Chase (New York, NY)
- …clients-delivering exceptional service and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset Management you will be ... capabilities and skills** + Previous experience at an asset management firm; background in client service +...at an asset management firm; background in client service + Excellent communication skills (both oral and… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- WTW (New York, NY)
- …Together, we unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client...providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
