- Neuberger Berman (New York, NY)
- …candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
- HUB International (Melville, NY)
- …License required **Required Skills:** + Strong computer skills; Excel & Word a must + High Net Worth carrier experience Preferred + Applied Epic Experience ... questions + Perform other specific duties as directed by the department manager &/or team leads + Pursue a program of professional development **Qualifications:**… more
- Bank of America (New York, NY)
- …responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part of their ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (New York, NY)
- …for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Neuberger Berman (New York, NY)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more