- PNC (Ridgewood, NJ)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based… more
- Raymond James Financial, Inc. (Newark, NJ)
- **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is...for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- S&P Global (New York, NY)
- …deep understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and ... teams, including Commercial, Product, Content and Technical Support.** **Responsibilities and Impact:** Client Service Associates are the first point of contact… more
- Neuberger Berman (New York, NY)
- …Servicing_** + Participate in daily activities of operational support team and facilitate all client service needs. + Act as a liaison between Wealth Advisors, ... first 6 months of employment. + 1-3 years of client service /support or related experience (Internship) in...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- Neuberger Berman (New York, NY)
- …North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending ... **Summary** The Client Service Analyst will work directly...industry best practices. + Provide appropriate depth on the client 's mandate, investment benchmarks, guidelines and servicing… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …wealth management solutions to high-net-worth clients. We are looking for a dynamic and client -centric Client Service Associate to join our elite ... in the preparation and execution of tailored financial plans, investment strategies, and wealth management solutions. + Monitoring and...is preferred + 2+ years of experience in a client service role within the wealth management… more
- Nuveen Investments (New York, NY)
- …with coworkers in a collegial and respectful manner** + **Excellent communication, client service , and business management skills** + **Ability to think ... Portfolio Manager to support the ongoing growth of our fixed income SMA investment strategies. The Taxable Fixed Income SMA Associate Portfolio Manager manages… more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest ... **About the role** Reporting directly to the Head of Client Care, the Client Care Associate...both verbal and written + Experience working within a Client Care/Business Development/product specialist function in an investment… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , NYFS Alternative Investments **Requisition Number:** 117319 - 68 **Function:** Tax Services **Area of Interest:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- PNC (Montvale, NJ)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... the company's success. As a Financial Advisor within PNC Investments , you will be based in Montvale, NJ. Financial...among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team… more
- Tyton Partners (New York, NY)
- …and technology businesses and a substantial focus on SaaS and tech enabled service models. Position Tyton Partner's Investment Banking practice is looking for ... an experienced investment banking Associate to support senior bankers. Associates work as part...+ Professional attitude, with a high-degree of flexibility, a client - service orientation and a sense of humor… more
- JPMorgan Chase (New York, NY)
- …pension funds, and fund of funds. As an Investment Middle Office Service (IMOS) Product Development Associate within the Securities Services business, you ... roadmap through the full project life cycle, including analysis, design of the client /user experience, service model and testing / migration of the components… more
- Mizuho Corporate Bank (New York, NY)
- …debt solutions + Support the team in maintaining and building strong client relationships through effective communication and exceptional service Qualifications ... individual to join our Leveraged Finance group as an Associate . In this role, you will be an integral...a fast-paced, dynamic environment and gain valuable experience in investment banking and capital markets. The candidate will be… more
- City National Bank (New York, NY)
- …including design and implementation of preventive and detective controls relating to Client Service & Operations activities. + Participate in conducting ... **REGULATORY ASSOCIATE , RESEARCH/ INVESTMENT MANAGEMENT** **WHAT IS THE...entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... We combine boutique-caliber insights and service with the buying clout and first-look access of...Responsible for online video and content campaign activation. Accelerate client digital leadership and drive innovation through breakthrough ideas… more
- Publicis Groupe (New York, NY)
- …and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Investment is responsible for executing strategies developed by ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more