- CIBC (New York, NY)
- …a ** Client Service Associate /** **Senior Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering ... exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance,...respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure… more
- JPMorgan Chase (New York, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- Bank of America (New York, NY)
- Private Wealth Client Associate ...absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Wealth- Client - Associate \_25031476) **Job Description:** Merrill Wealth… more
- S&P Global (New York, NY)
- …**Preferred Qualifications:** + Experience with product launches, go-to-market strategies, and account -based marketing in the private markets or financial ... Team:** As an essential member of S&P Dow Jones Indices' (S&P DJI) Private Markets marketing team, this position is responsible for leading product marketing… more
- JPMorgan Chase (Fayetteville, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
- AON (New York, NY)
- …middle market accounts, including the placement and service, as well as ensuring client deliverables are maintained. Private Equity brokers are instrumental in ... the carriers and underwriters. + Mentor and help develop associate brokers on the team. + Work as a...including the placement and service, as well as ensuring client deliverables are maintained. Private Equity brokers… 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
- Eurasia Group (New York, NY)
- Account Management and Audience Development Associate Director About Eurasia Group and GZERO Media Eurasia Group is the world's leading global research and ... a strong emphasis on collaboration, innovation, and audience engagement. Key Responsibilities: Account Management & Client Services + Own day-to-day client… more
- Neuberger Berman (New York, NY)
- …liaising with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer ... for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance,… more
- Citigroup (Uniondale, 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...support to Securities Specialists including but not limited to, client market updates, new account opening and… more