- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- PNC (New York, NY)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... complex transactions like mergers and acquisitions (M&A), corporate restructuring, private equity, capital markets transactions, employee compensation, and litigation.… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... The Neuberger Berman Private US Residential Real Estate Debt Strategies group...a series of fast-growing residential credit funds and separate account mandates currently with $16 Billion of AUM across… more
- CIBC (New York, NY)
- …Industrials Group provides investment banking services to leading corporate and private equity clients focused on the capital goods, engineered products, ... particularly within the energy ecosystem and the impact of technology. Our client -centric approach leads with M&A and other financial advisory services with full… more
- JPMorgan Chase (Brooklyn, NY)
- …notices and quarterly reporting on investor reporting portal + Work closely with manager , team and support functions to manage client expectations and ensure ... the commercialization of the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business has over 950… more
- Citizens (Tarrytown, NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over ... Description Citizens Private Bank has accelerated its strategy to build...services, expertise, and research, while intimately focusing on each client 's unique circumstances. The Investment Operations Sr. Manager… more
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... in achieving sales goals, customer service, business growth and client retention. This person will serve as a proactive...operations including: assisting with obtaining new account and customer maintenance forms, establishing new… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift,… more
- Neuberger Berman (New York, NY)
- …related to performance and GIPS. + Collaborate with different teams such as Account Onboarding, Client Reporting, Portfolio Managers, Client Services, ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... close activities, including preparation or review of journal entries and account reconciliations + Work closely with external auditors, internal auditors, and… more
Recent Jobs
-
Sr. Social Media Manager
- HireMaster (Plano, TX)
-
Security Guest Service Manager - Overnight Shift, $71,000 - $95,100
- Walt Disney Company (Kapolei, HI)
-
Pharmacy Technician
- Wegmans Food Markets (Lancaster, PA)
-
Virology (HIV) MSL / Regional Medical Scientific Director (Upstate NY, Western PA, OH, MI)
- Merck & Co. (Cincinnati, OH)