- KeyBank (Tarrytown, NY)
- …needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'... Relationship Manager based upon complexity of the client relationship . + Develops a comprehensive understanding… more
- JPMorgan Chase (New York, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- CIBC (New York, NY)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day administrative ... We're building a relationship -oriented bank for the modern world. We need...support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts,… more
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (New York, NY)
- …completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, and Skills** + ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... to resolve client issues and problems + Maintain the contact relationship management database (Salesforce) to effectively manage the territory + Some limited… more
- Citigroup (New York, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager New York, United States of America **Summary** The Community Development Finance Relationship Manager is ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more
- BlackRock (New York, NY)
- …+ Write and publish client meeting summary notes posted to firm wide client relationship management systems. + Assist and lead client on-boarding events ... to meet the unique needs of our clients including relationship management, marketing, sales, client service, and...hedge funds, real assets, private equity and private credit. + Lead strategic client targeting… more
- Citigroup (New York, NY)
- …Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Assist the Banker in the creation ... The Associate Banker Senior is a seasoned professional role....+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue ... The Associate Banker SAFE Act is a strategic professional...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer - Global Transaction Banking **Requisition ID:** 211413 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Treasury Management Officer, Global Transaction Banking - New York,… more
- Scotiabank (New York, NY)
- …group + Experience in leading client discussions, initiating and maintaining client relationships, preferably in the private equity space + Strong ... Associate Director, Investment Banking, Financial Sponsors Group -...policies and procedures. **What You'll Do** + Champion a client centric culture focused on deepening client … more
- Capital One (New York, NY)
- Associate , Equity Capital Markets Capital One is a leading corporate and investment bank serving the needs of corporations, private equity, public entities and ... and retail. The Equity Capital Markets (ECM) department is searching for an experienced Associate in our New York, NY office. **Summary** The Associate position… more
- Grant Thornton (New York, NY)
- As a Fund Accounting Senior Associate , you will be responsible for the preparation, analysis and reporting of investment and fund NAV/performance. As an integral ... NAV and fund financial reporting for various types of private funds (hedge, private equity, private...resolution as needed + Maintain an excellent and collaborative relationship with internal and external partners + Seek to… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...will provide more details. **Job Summary** We're seeking an Associate who will be part of MUFG's Global Corporate… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...and underwriting Direct Loans and other credit exposures to Private Equity owned non-investment grade borrowers ranging in size… more
- Scotiabank (New York, NY)
- Associate , Technology Investment Banking, New York, NY **Requisition ID:** 216712 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary Range shown ... committed to results, in an inclusive and high-performing culture. **Title** : Associate , Technology Investment Banking - New York, NY **Global Banking and Markets**… more
- CIBC (New York, NY)
- …addition to managing the portfolio, you will assist the Origination deal team with client relationship management. You will also work with the broader Innovation ... **Weekly Hours** 40 **Skills** Analytical Thinking, Banking, Business Development, Client Relationship Building, Collaboration, Credit, Credit Risk Management,… more
- Scotiabank (New York, NY)
- …the Analysts/ Associate Directors to support the Directors/MDs in managing client relationships and supporting the needs of coverage bankers within industry ... Associate , Investment Banking, Financial Sponsors Group - US...policies and procedures. **What You'll Do:** + Champion a client centric focused culture to deepen client … more