- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Neuberger Berman (New York, NY)
- …a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- Bank of America (New York, NY)
- …to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
- Bank of America (Albany, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Series 7 & 66 preferred + Previous wealth management experience preferred **Skills:** + Account Management + Client...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Robert Half (New York, NY)
- …in-person in our office several times per week. What You Can Expect A Senior Talent Manager (TM) serves as an advisor to our business, ambassador for our clients ... JOB REQUISITION Senior Talent Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB...and advocate for our people. As an advisor to our business, you are a key driver… more
- Neuberger Berman (New York, NY)
- …and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.… more
- KeyBank (New York, NY)
- …Americas - New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full ... Degree Bachelor's degree or 7+ years of related job experience (required) + Master's Degree Masters in Business Administration...Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term,… more
- Mizuho Corporate Bank (New York, NY)
- …skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment ... Responsibilities: Support direct team manager for all onboarding processes: + Manage daily...codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary… more
- Wells Fargo (New York, NY)
- …Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth ... Management product vertical to drive a consistent and seamless experience for Advisors and Client Associates. Wells... Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group… more