- Morgan Stanley (New York, NY)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- FBR & Co. (New York, NY)
- Associate - Investment Banking New York, NY About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and ... Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm… more
- SS&C Technologies (New York, NY)
- …skills and proven ability to meet deadlines while maintaining a high level of client service . Thank you for your interest in SS&C! If applicable, to ... on SS&C for expertise, scale, and technology. Job Description Associate Manager, Hedge Fund Tax Accounting Locations : New...Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual… more
- National Financial Partners (New York, NY)
- …coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior ... client service by identifying the client 's wants and needs, acting on, and/or delegating items...of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management… more
- JPMorgan Chase & Co. (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... goals in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our… more
- Bloomingdale's (White Plains, NY)
- …education and selling techniques. Our Personal Shoppers provide the highest level of service to clients, assisting them throughout the store with all personal, home ... strong and consistent follow up to ensure satisfaction and offer additional service Services all shopping needs: personal wardrobe, family wardrobe, home needs,… more
- JPMorgan Chase & Co. (New York, NY)
- …value innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships. As a Supervisory Senior ... Associate in the Solutions Supervisory team, you will support...meetings. Together, we will uphold regulatory excellence and foster client trust, while you gain valuable experience and contribute… 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 (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 (New York, 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
- JPMorgan Chase (Brooklyn, NY)
- …alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you will support the management ... of daily client deliverables for Private Equity fund administration...style. + Team player with excellent problem-solving, communication, and client service skills as well as the… 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 (Brooklyn, NY)
- …a hands-on management style + Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and ... across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client... Private Equity Fund Admin VP within our client administration team, you will manage all facets of… more
- JPMorgan Chase (New York, NY)
- …& Investment Bank business. As a Pricing Direct Evaluator - Analyst in Private Equity, you will join a revenue-generating team that provides independent valuations ... and analytics on private equity, as well as 3 million fixed income...knowledge and understanding of market pricing. + Address all client concerns daily with an emphasis on providing first-class… 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
- Citigroup (Uniondale, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… 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
- 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
