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Keywords: Wealth Client Service Associate, Location: New York City, NY

Page: 4

Senior Associate, Complex Securities Valuation

and management members. The Senior Associate is involved in all stages of client management, including identification of potential...Job Description: Job Summary: The Valuation & Capital Markets Analytics Senior Associate is responsible...

Company: BDO
Location: New York City, NY
Posted Date: 17 Jan 2025
Salary: $85000 - 100000 per year

Associate Banker SAFE Act LO - C13 - NEW YORK

, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth... management solutions to our clients Provide complete service support to client, including solving complex client inquiries...

Company: Citigroup
Location: New York City, NY
Posted Date: 12 Jan 2025

Associate Banker Senior

, among others. Provide complete service support to client, including solving complex client inquiries. Ensure appropriate documentation...Citibank, N.A. seeks an Associate Banker Senior for its New York, NY location. Duties: Stay abreast of developments...

Company: Citigroup
Location: New York City, NY
Posted Date: 10 Jan 2025
Salary: $128700 - 130000 per year

Senior Relationship Associate

years of industry experience Demonstrated interest in the Wealth Management field Client service experience and aptitude... Associate (Sr. RA) to join our Private Wealth Management team. In this role you will support the Relationship Manager (RM...

Posted Date: 07 Jan 2025
Salary: $90000 - 100000 per year

Associate Account Executive - Commercial Lines

, casualty, risk management, life and health, employee benefits, investment and wealth management products and services... brokerage selling and servicing all lines of insurance. Our Northeast division is seeking an Associate Account Executive...

Posted Date: 13 Dec 2024
Salary: $32.97 - 46.7 per hour

Redburn Atlantic, Hedge Fund Sales, Associate to VP, NY

highest quality work and client service to investors, traders and corporates. Ours is a distinct culture. It is challenging... across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows...

Company: Rothschild & Co
Location: New York City, NY
Posted Date: 13 Dec 2024

Tax Associate - Investment Management - NYC

The Tax Associate will be responsible for key areas such as tax compliance, reporting, estate planning, and charitable... with legal counsel and tax advisors to implement wealth transfer strategies Manage grant requests for charitable foundations...

Company: Michael Page
Location: Manhattan, NY
Posted Date: 12 Dec 2024
Salary: $85000 per year

Deal Strategy Associate

, has an entrepreneurial spirit, strong written and verbal communication skills, and has an appreciation for client service, collaboration...About the job: Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop engagement...

Company: Nasdaq
Location: New York City, NY
Posted Date: 12 Dec 2024
Salary: $47100 - 78500 per year

Real Estate - Core+ (BREIT Shareholder Relations), Associate

and be involved in a collaborative effort to promote the capital raising and client service efforts of BREIT and its distribution... Beyond communications, support various marketing, sales strategy, client service and business development initiatives This professional...

Company: Blackstone
Location: New York City, NY
Posted Date: 07 Dec 2024
Salary: $107000 - 185000 per year

Portfolio Analyst, Community Development Finance Group - Associate

Job Description: Job Title: Portfolio Analyst, Community Development Finance Group Corporate Title: Associate... management of high-impact loans and investments, directly contributing to closing the racial-wealth gap through initiatives...

Company: Deutsche Bank
Location: New York City, NY
Posted Date: 04 Dec 2024
Salary: $80000 per year

Equity Research Associate, Banks/REITs

client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues... financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions...

Posted Date: 23 Nov 2024
Salary: $80000 - 100000 per year

Associate Director, Treasury Management Officer - Global Transaction Banking

culture. Associate Director, Treasury Management Officer, Global Transaction Banking - New York, NY Global Transaction... clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients...

Company: Scotiabank
Location: New York City, NY
Posted Date: 22 Nov 2024

Associate Director, Treasury Management Officer - Global Transaction Banking

culture. Associate Director, Treasury Management Officer, Global Transaction Banking - New York, NY Global Transaction... clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients...

Company: Scotiabank
Location: New York City, NY
Posted Date: 21 Nov 2024

Asset Management - Fund Controller - Associate

Job Description: Within the Asset Management Client Service division the Product Administration Team... - Associate you will support the Production Administration leadership team in executing management and oversight responsibilities...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 20 Nov 2024

Voya Financial: Equity Research Associate

we've placed. But we're more than just a job placement service. We collaborate personally with a wide range of companies... us at to learn more about our history and mission, and how you can support our work. Voya Finacial: Equity Research Associate...

Company: Creative Spirit
Location: New York City, NY
Posted Date: 12 Nov 2024

Investor Relations, LATAM - Associate

+ years of experience in financial services, preferably in a client service or investor relations role in alternative... how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market...

Company: iCapital
Location: New York City, NY
Posted Date: 24 Oct 2024
Salary: $85000 - 105000 per year

Research - Americas Equity - US Life Sciences Associate

customer service focus and attitude for client engagement The ability to perform under pressure and meet time sensitive... *LI-UBS *UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four...

Company: UBS
Location: New York City, NY
Posted Date: 19 Jan 2025
Salary: $150000 - 200000 per year

Senior Associate, Business Incentives Group

professionals to, among other things, prepare project workplans and budgets, interview client personnel to obtain data... to enable them to do so. Job Duties: Tax Consulting Develops long-term, mutually beneficial client relationships...

Company: BDO
Location: New York City, NY
Posted Date: 18 Jan 2025
Salary: $73500 - 131250 per year

Senior Associate, Business Incentives Group

professionals to, among other things, prepare project workplans and budgets, interview client personnel to obtain data... to enable them to do so. Job Duties: Tax Consulting Develops long-term, mutually beneficial client relationships...

Company: BDO
Location: New York City, NY
Posted Date: 18 Jan 2025
Salary: $73500 - 131250 per year

Asset Management - Real Estate Fund Accounting Manager - Associate

-making and internal reporting. Coordinate with the client service and marketing team regarding responses to client questions... to team member client needs across the alternative investment spectrum. The Real Estate Americas (REA) business is seeking...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 17 Jan 2025