- Mizuho Corporate Bank (New York, NY)
- Job description : Major Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding requests for all divisions of ... Mizuho + End to end onboarding coordination + Compose KYC packages and perform due...industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with… 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)
- …and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to… more
- BlackRock (New York, NY)
- …our investment capabilities to clients including institutional investors, investment consultants, recordkeepers, and advisors . The Strategy team is ... within BlackRock's Multi-Asset Strategies & Solutions (MASS) business, the investment group at the heart of BlackRock's portfolio construction,...management and technology and is trusted with $500B in client assets as of December 2023. We are a… more
- Google (New York, NY)
- …businesses grow. Using your relationship-building skills, you provide Google-caliber client service, research and market analysis. You anticipate how decisions ... the strategy for how their advertising can reach thousands of users. The Onboarding team plays a critical role in Google's Acquisitions organization and is… more
- Neuberger Berman (New York, NY)
- …portfolio management team, negotiate Investment Management Agreements. Assist with onboarding new client accounts including asset transfers (tax lot, etc.), ... environment demonstrating flexibility and team-oriented outlook. Responsibilities: + Partner with the Client Service Advisors on day-to-day client related… more
- Neuberger Berman (New York, NY)
- …delivering on all client reporting requirements in accordance with established investment management agreements + Participate in the onboarding of new ... attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages + Complete client reporting and client … more
- 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 ... Registered Wealth Management Client Associate NEW YORK, New York **Job Description:**...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- BlackRock (New York, NY)
- …a clearer picture of what's happening within portfolios, wealth managers and their advisors can improve investment outcomes, provide better insights and create ... **About this role** **What does our business do?** Aladdin investment technology is at the heart of BlackRock. It's...through sales and marketing initiatives. We work directly with client firms, as well as with global, digital and… more
- JPMorgan Chase (New York, NY)
- …and field leadership. + Advise Market Directors of Wealth on proactively recruiting Private Client Advisors (PCAs) Select Advisors and backfilling for those ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...Wealth to ensure the appropriate focus on Select Advisor onboarding , and help Advisors synthesize and apply… more
- JPMorgan Chase (New York, NY)
- …managed accounts (SMAs) to the US Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. We manage a diverse suite of over 5,000 ... Investment Solutions, our team is responsible for the onboarding and management of traditional investments, including mutual funds...investment products across these client channels, in… more
- Morgan Stanley (New York, NY)
- …life cycle that starts with the onboarding of accounts, managing all client activities and investment instructions, and finally managing investment ... asset management division of Morgan Stanley. We partner with advisors , institutions, and consultants to build portfolios focused on...the remaining days of the week. THE TEAM The Investment Services and Client Activities team at… more
- Guardian Life (Holmdel, NJ)
- …to make build vs buy decisions on table stake technologies from pre-sales, client onboarding & servicing to financial planning, portfolio management and ... products like Life & Disability Insurance as well as Investment products through our Retail Broker Dealer & Registered...and strive to provide a remarkable experience for our advisors & producers that sell our services/products. This role… more
- Neuberger Berman (New York, NY)
- … Investment Policy Statements and maintenance related to any changes in client investment planning + Address internal/external client service ... and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. ... of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a… more
- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including… more
- Neuberger Berman (New York, NY)
- …critical business processes across Private Markets (eg deal lifecycle, fund and client onboarding lifecycle, internal application and process "user experience") ... and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define… more
- 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 ... client service model. Job expectations include assisting with client meetings related to investment strategy, account... client 's needs + Manages aspects of the client relationship process, including client onboarding… more
- SMBC (New York, NY)
- …the front office as they build out their business with hedge funds and investment advisors . This role will closely partner with Front Office, Back Office, ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process… more
- SMBC (New York, NY)
- …the front office as they build out their business with hedge funds and investment advisors . This role will closely partner with Front Office, Back Office, ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process… more