- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... **Summary** The Client Reporting Associate will join a...and Distribution notices and confirm internal systems accurately reflect Private Equity activity + Support client requests… 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 ...for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client … more
- JPMorgan Chase (New York, NY)
- …Strategy- Client Engagement- Senior Associate on the JP Morgan Private Client Marketing team, you will manage end-to-end marketing initiatives across ... The JP Morgan Private Client Marketing Strategy team defines...The JP Morgan Private Client Marketing Strategy team defines the vision for...a new offering that bridges the gap between Chase Private Client and JP Morgan Private… more
- Citigroup (New York, 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
- M&T Bank (New York, NY)
- **Overview:** **Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...software **Education and Experience Preferred:** **Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience**… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... feel in control of their financial future, including: + ** Private student loans** - low rates, people-first service, and...of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Brooklyn, NY)
- Join a team that delivers innovative solutions for a diverse client base at one of the world's leading financial institutions. As a Client Solutions Manager, you ... will play a pivotal role in shaping the client experience from onboarding through to successful implementation, ensuring our clients receive best-in-class service… more