- 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
- 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
- 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
- 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
- Bank of America (New York, NY)
- Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth- Management - Client - Associate \_25039877) **Job Description:** Merrill Wealth… 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 ... **Job Description:** 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
- JPMorgan Chase (Lake Grove, 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
- 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
- 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 ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client … more
- Motion Recruitment Partners (New York, NY)
- … Client Service Associate **Description:** Job Description Summary The Client Service team partners with the portfolio management team, operations, ... Client Service Associate New York, New... Client Service Associate New York, New York **Hybrid** Contract $25/hr...of our clients. We are looking for our next Client Service Associate to support our growing… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will… more
- Publicis Groupe (New York, NY)
- …consumers in a measurable way. **Overview** Ignite your career as a Local Media Client Lead Associate Director in the Publicis Media Exchange! As an experienced ... across all stakeholders will be pivotal to our success. **Responsibilities** As a Client Lead, Associate Director you will: + Bring strong thought leadership… more
- JPMorgan Chase (New York, NY)
- …technology that will enhance the advisor and client experience. The Associate will contribute to product development and management , market research, and ... products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a...JP Morgan Private Bank Digital is seeking a motivated Associate to join our Alternatives Product team. This role… more
- BlackRock (New York, NY)
- … client onboarding, servicing, and operational efficiency, requiring strong client relationship management , process improvement capabilities, and project ... management , investment operations) and external partners to execute client onboarding and mandate changes. + ** Client ...execute client onboarding and mandate changes. + ** Client Relationship Management ** + Act as a… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...Associate Director and Operations Supervisor with processes, systems management and general operations tasks as delegated. The person… more
