- JPMorgan Chase (New York, NY)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to… more
- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who… more
- JPMorgan Chase (Fayetteville, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
- 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 ... including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in New York, NY. About the Role : Private Equity ... advisory services to clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets under management (AUM) and their… 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
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... your self-starter skills in analysis, problem solving and communication to Citi's Operational Client Strategy team.** **By Joining Citi, you will become part of a… more
- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- WSP USA (New York, NY)
- …Opportunity WSP is currently initiating a search for an **Advisory & Planning (A&P) Strategic Advisor ** . Be involved in projects with our A&P Business Line and be a ... part of a growing organization that meets our client 's objectives and solves their challenges. Our **A&P Strategic Advisors** are responsible for driving top line… more