- JPMorgan Chase (New York, NY)
- …subject matter expertise to clients both internal and external. As a Client Service Associate within the Equity Derivatives Middle Office team , you ... JP Morgan's Equity Derivatives Business is a complex business, serving multiple client bases including hedge funds, corporations and private bank clients, to… more
- BMO Financial Group (New York, NY)
- …leading, full- service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and ... training, speakers, and knowledge share opportunities for the Associates. + Oversee Equity Research Associate recruiting. Capable of attracting and retaining top… more
- Citizens (New York, NY)
- …control from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan pipeline oversight, and is ... Description The Private Bank - Private Equity Lending Associate supports the Relationship...inquiries and requests. + Ability to interact with private equity clients and understand operating models of client… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... objectives of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team,… more
- TD Bank (New York, NY)
- …**Job Description:** TD Cowen, a division of TD Securities, is looking for an Equity Research Associate to join its Healthcare, Biotechnology team in New York. ... Equity Research Analysts follow the progress of public biotechnology...+ May have interaction with clients; develops and presents client presentations **Shareholder Accountabilities:** + Keeps abreast of market… 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 and...knowledge and understanding of market pricing. + Address all client concerns daily with an emphasis on providing first-class… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... Client Advisor to promote and sell Neuberger Berman equity , fixed-income, alternative, and private equity products...updates, setting up sales appointments, and following up on client service + Act as a resource… 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 an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... + **Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs to identify… 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 ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...of March 31, 2025) across a range of strategies-including equity , fixed income, quantitative and multi-asset class, private … more
- JPMorgan Chase (New York, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- AON (New York, NY)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other presentations tailored to the ... We are looking for an Associate Broker, Middle Market to join our team!...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will...+ Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales… more
- HSBC (New York, NY)
- …the coverage of the operational risk of all approved funds across hedge funds, private equity and real estate + Participate in client meetings and pitches for ... our communities and the planet we all share. The Associate , Fund Manager Research will be responsible for operational...for operational due diligence reviews for hedge funds, private equity , and real estate funds. The role holder will… more
- Neuberger Berman (New York, NY)
- …mandates and new business opportunities. Work with Technology, Research, Marketing, and Client Service teams to deliver an outstanding experience for clients, ... EMPLOYER: Neuberger Berman Group LLC TITLE: Associate Portfolio Manager LOCATION: New York, NY (Option to work remotely from any location in the US) DUTIES: Develop… more
- JPMorgan Chase (New York, NY)
- … from pre-approval to the funding of a loan + Lead the sales team ( Client Associate and Client Specialist) in loan production within credit standards ... If you thrive on building relationships, delivering exceptional service , and offering investment advice to commercial property...investment advice to commercial property investors, the role of Client Manager is your perfect fit As an CML… more
- Broadridge Financial Solutions (New York, NY)
- …while helping others along the way, come join the Broadridge team. The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge ... clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client -facing role in which… more
- Dorsey & Whitney LLP (New York, NY)
- …practice; - Problem solver who takes initiatives and ownership of projects, with strong client service and team player mentality; - Mandarin Chinese fluency and ... Corporate Mergers & Acquisitions Associate (#919) - New York Dorsey & Whitney...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
- Grant Thornton (New York, NY)
- …GAAP and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain ... POSITION SUMMARY Audit Senior Associate : Work with private and public companies to...to the highest degree of professional standards and strict client confidentiality. + Run client engagements from… more