- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... by seamlessly blending alternatives with traditional asset classes including portfolio planning tools, performance reporting, and marketing of new opportunities.… more
- Robert Half Technology (New York, NY)
- …are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep ... maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios. * Design and deliver tailored client reporting… more
- JPMorgan Chase (New York, NY)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... 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 (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- UpClear (New York, NY)
- …point of contact for portfolio of clients. + Contribute to ensure impeccable client support to meet SLA targets and client satisfaction. + Support senior ... team members to prepare client meetings with regards to content and documentation. +...team members with data collection activities to measure Key Client Success KPIs. + Support creation and maintenance of… more
- JPMorgan Chase (Carle Place, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Duolingo (New York, NY)
- …for our half a billion (and growing!) learners around the world. About the role Client Architecture Team: + As an engineer on the Client Architecture team, ... discussions and stakeholder conversations, serving as a bridge between Client Platform and Product feature teams + Work within...is not inclusive of the rest of our awesome portfolio that includes equity compensation and world-class benefits. Our… more
- Marex (New York, NY)
- …(http://www.marex.com/) (http://www.marex.com/) Purpose of Role: Marex is seeking a Client Services Representative who is an experienced, strategic, diligent, ... ambitious, and proactive individual, responsible for a portfolio of Prime Services products. Intermediate level position with...breaks. + Issue margin and risk calls to respective client . + Initiate money movement and/or the movement of… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** A Cash management solutions… more
- KeyBank (New York, NY)
- …and integrity of the credit process. + Take proactive approach to ongoing portfolio management of client relationships, including timely collection of borrower ... less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness,… more