- Customers Bank (New York, NY)
- …5 years banking or financial services experience - preferably in a business/commercial banking or private client setting Customer service - being able to WOW ... $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we...goal of best serving our customers. What you'll do: Associate Client Managers are key components in… more
- Crescent City Recruitment Group (New York, NY)
- …, from due diligence to closing. Strong drafting, negotiation, and client service skills. Key Responsibilities: Represent major financial institutions, ... FUND FINANCE / SUBSCRIPTION LINE SENIOR ASSOCIATE ATTORNEY OR COUNSEL Location: New York, NY Our client , a prestigious global AmLaw 50 law firm, is seeking a… more
- Oppenheimer & Co. Inc. (New York, NY)
- …& Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in ... asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including… more
- Brown Advisory Incorporated (New York, NY)
- …of first-class performance, strategic advice and the highest level of client service . The firm's clients-including individuals, families, family offices, ... report directly to our Chief Investment Officer for our Private Client Business. Due to the complex...the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be… more
- ATLAS SP (New York, NY)
- …to make a difference. Our people are industry leaders with a passion for client service , complex problem solving, and innovation. We provide our talent with ... a legacy of excellence anchored in deep expertise and client service across the asset management landscape....landscape. Position Overview ATLAS SP is seeking an experienced Associate to join the Portfolio Management & Lending team… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... visit williamblair.com. The William Blair Fund Placement team advises private market managers throughout the capital raising process. Transaction execution… more
- Union Square Events (New York, NY)
- …unparalleled dining experiences in a variety of cultural, corporate, entertainment, and private venues throughout New York City and beyond. Job Summary Banquet ... experiences in a variety of cultural, corporate, entertainment, and private venues throughout New York City and beyond. Who...are: The Banquet Manager leads a team of event service staff in the delivery of service … 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
- 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 (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
- 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
- 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
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- Robert Half Finance & Accounting (New York, NY)
- …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… 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 ... Qualifications:** + Must have SIE, Series 7 and Series 66 + 1-2 years of client service or support in the financial services industry preferred + Proficiency in… more
