- JPMorgan Chase (New York, NY)
- As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client ... with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients...clients with white glove service by delivering a seamless client onboarding experience , owning inquiries from start… more
- Neuberger Berman (New York, NY)
- …with alts specialist sales team to identify content development + Provide client solutions and positive client experience + Ensure "touchpoints" (white ... Markets, is a leading and growing investor in private markets, managing over $115 billion of client...to the Access Fund to act as a fund specialist , managing and coordinating all prospect / client… more
- Bank of America (New York, NY)
- …(concentrated in Finance or related field) + 8-10+ years of alternative experience , preferably within private equity origination or deal sourcing **Desired ... Private Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a… more
- Morgan Stanley (Purchase, NY)
- …: * Minimum of 5 years' experience with an investment, commercial or private bank * 4 years of client service, business development and/or Sales Desk ... insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our Sales Team in… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Aircraft ... is a Subject Matter Expert ("SME") in the private aviation industry who will closely with the Aircraft...experts both in aviation and finance. The AF Lending Specialist is an important client -facing position with… more
- M&T Bank (New York, NY)
- …and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust ... for the client ; make recommendations for services to correct and/or enhance the client experience . Resolve problems and respond to client requests in a… more
- Insight Global (New York, NY)
- …Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements -5+ years of experience as a Client Integration Specialist ... Job Description A large financial services is looking for a technical, Client Integration Specialist to join the Integration Team. This person will be… more
- Insight Global (New York, NY)
- Job Description A large banking client is looking for an Client Experience Officer to join the Operations group supporting their commercial clients. This ... implementation and servicing of their banking accounts. As a Client Experience Officer, this person will be...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Citigroup (New York, NY)
- The Law Firm Group Senior Client Specialist is a strategic member of Citi Private Bank Law Firm Group who closely follows the latest trends in the law firm ... control issues with transparency. **Qualifications:** + 10+ years of experience + Experience in law firms a...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Law Firm… more
- Citigroup (New York, NY)
- …Microsoft Excel, Access, and PowerPoint **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage ... Law Firm Group (LFG) is looking to fill a ** Client Advisory Analyst** role in the Advisory Services Team....control issues with transparency **Qualifications:** + 2-5 years relevant experience + Licensing: Series 7, 63 and 65 or… more
- Bloomberg (New York, NY)
- …and methods to improve workflows **You'll need to have:** * Min 3 years* experience in a client -facing role * Strong knowledge of information security, ... threat. Bloomberg's clients and prospects are concerned about the potential for their private data to be exposed, and they're apprehensive of possible disruptions to… more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception, and ... force in Tokyo to prepare responses to RFPs, respond to other prospect / client inquiries and deliver monitoring reports ** Experience & Skills Qualifications:** +… more
- Neuberger Berman (New York, NY)
- …Sales team in the New York office. **Responsibilities** + Support of Alternatives Specialist Team and Client Advisors in all aspects of registered PE ... + Coordination among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing… more
- City National Bank (New York, NY)
- …open communication among clients and internal team that creates a superior client experience . Proactively communicate with clients about current conditions in ... ** PRIVATE BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families… more
- Neuberger Berman (New York, NY)
- Private Equity is a rapidly growing group within Neuberger Berman with over $100 billion of investor commitments across our private equity fund of funds, ... interface. The Alternatives Finance Group is looking to hire a Performance Specialist who will be responsible for performance calculation, tracking and monitoring as… more
- Bank of America (New York, NY)
- …management or middle market institutional capital markets (preferably equity) sales + Client facing experience and ability to engage with sophisticated clients, ... UHNW Capital Markets Specialist New York, New York **Job Description:** At...Responsibilities include: + Partner with select group of Merrill Private Wealth and UHNW focused Financial Advisors and their… more
- JPMorgan Chase (New York, NY)
- …agency + Experience sourcing and pipelining talent + Demonstrate excellent client management skills + Demonstrated ability to build relationships and deliver a ... Our New Joiner Experience function is committed to delivering a complete...the company. As a Full Lifecycle Recruiter at JPMorgan Private Bank, you will ensure your clients are best… more
- Morgan Stanley (Purchase, NY)
- …trading strategy and volume discussions. * Lead 10b5-1 Plan implementation discussions with Private Wealth Advisors, Issuers and Client (seller) to discuss Plan ... As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for...to our clients. The ideal candidate must have proven experience with speaking to senior level executives and provide… more
- Black & Veatch (Paramus, NJ)
- **Senior Funding and Award Management Specialist ** Date: Sep 30, 2024 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our ... projects. We are looking for an experienced Senior Funding and Award Management Specialist to be a part of our talented, inclusive, and supportive Funding &… more
- WSP USA (Valhalla, NY)
- …measurements, boundaries, calculations, and codified requirements for public and private sector client projects. Responsibilities involve performing research ... is currently initiating a search for a **Survey Project Specialist ** to join our Land Surveying and Geospatial Team...successfully complete and pass WSP's Motor Vehicle screening. + Experience with both public and private sector… more