- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Banking, Commercial Banking, Global Markets and the Corporate and Investment Bank, to identify and convert cross-business client opportunities.… more
- TD Bank (Bethpage, NY)
- …and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as ... a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Neuberger Berman (New York, NY)
- …and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of… more
- Grant Thornton (New York, NY)
- …for Managers, Senior Managers, Directors, and senior leaders on best practices in client and stakeholder engagement. Develop onboarding programs for new hires ... across our private equity teams, with a focus on strategic client engagement, portfolio company interaction, and deal execution excellence. Your Day-to-Day… more
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors , you...and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- BlackRock (New York, NY)
- …traded funds, retail mutual funds, business development companies, institutional collective investment funds and separately managed accounts. This in-house role is ... tax support and strategic advice across a range of investment products and fund structures, with a specific focus...letters, purchase agreements, credit agreements) with legal and tax advisors . Business Support + Provide technical tax support to… more
- JPMorgan Chase (New York, NY)
- …types and investment wrappers. You will collaborate with portfolio managers, client advisors , and many internal teams, including RFP, Marketing, Product ... development, distribution management, and portfolio management. + Oversee the end-to-end client onboarding process, including negotiating investment … more
- BlackRock (New York, NY)
- …for the firm's Municipal products, and ensuring the team provides high-quality, investment -focused client service. As the candidate progresses in this role, ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
