- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Private Wealth Client Associate New York,... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Management Client Associate New...Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bloomberg (New York, NY)
- … Funds + Proven understanding of capital markets and the investment lifecycle for private assets + Exceptional customer service skills, with the ability to ... technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private...all the data in between. Whether a fund investor, manager or advisor, our team has the data, solutions… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …opportunities for revenue growth, has strong written and verbal skills, a client service -oriented approach, attention to detail, intellectual curiosity, and ... Middle East. We are currently seeking a Business Development Manager to help drive the strategic growth of the...to help drive the strategic growth of the firm's Private Equity practice. This position will reside in New… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- BlackRock (New York, NY)
- …+ Demonstrated excellence in the Strategist function, including superb commercial execution, client service outcomes, and talent development. + Deep experience ... acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a… more
- City National Bank (New York, NY)
- …* Bachelor's Degree or equivalent * Minimum 7 years of experience in client service , banking operations or Private Banking relationship management ... II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or...with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk… more
- Robert Half Finance & Accounting (New York, NY)
- …Plains New York. Our client requires an active CPA with 12+ years Private Credit Tax experience at an Investment firm or Big 4/Public firm, with knowledge of ... Description Robert Half Financial Services are hiring for a Private Credit Tax Director role for a global Investment...tax related policy and documentation, oversight of third party service firms and being an active participate in business… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... NB Private Markets is a rapidly growing group within...returns; oversee and lead discussions with vendors and third-party service providers (sub-administrator, TA, custodian, valuation firm, etc) +… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... **Summary:** Neuberger Berman is looking for a Private Markets Treasury Operations Analyst. This is a...sources * Liaise between portfolio managers, finance, compliance and service providers for all portfolio-specific activity and issues, ensuring… more
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