- Bloomberg (New York, NY)
- …the role :** The Private Funds Technical Account Management Professionals is a group of individuals who play a vital role in delivering exceptional service ... Funds + Proven understanding of capital markets and the investment lifecycle for private assets + Exceptional customer service skills, with the ability to… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... The Relationship Manager is at the center of this client promise acting as the primary client ...come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures… more
- Citigroup (Uniondale, NY)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Neuberger Berman (New York, NY)
- …work closely with two senior Client Advisors ("CA") within the Institutional Client Group . The Analyst will collaborate with Associates/CAs to support the ... individual with a perspective on the Neuberger Berman Institutional Client Group business. **Responsibilities:** + Partner with...met. + Participate in team projects to enhance internal client service procedures in accordance with industry… more
- Citigroup (New York, NY)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
- Citigroup (New York, NY)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry… more
- BMO Financial Group (New York, NY)
- …Responsibilities:** + Revenue generation through delivery of FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales ... BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and...dynamic team with a proven track record in servicing ** private equity funds** level hedging needs. In this role,… more
- Insight Global (New York, NY)
- …with the proper instructions and documentation to be processed. On a daily basis, the Client Service office will be monitoring the client 's banking activity, ... large banking client is looking for an Client Experience Officer to join the Operations group...internal databases to keep up to date on each client . Each Client Service Officer… more
- BMO Financial Group (New York, NY)
- Bank of Montreal's Technology & Innovation Banking Group provides high growth technology companies with a host of strategic, innovative and customized financial ... we coordinate the vast resources, expertise and knowledge within the BMO Financial Group to provide optimum financial solutions. The Technology & Innovation Banking … more
- Citigroup (New York, NY)
- …hire date. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Franchise ... The Wealth Mgmt Group Manager is accountable for management of complex/critical/large...all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and… more
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