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Junior Associate Attorney - Private Client Services, New York Office This position is based in person in New York, NY, with a requirement for candidates to be licensed in New York. Compensation and Benefits: competitive salary ranging from $215,000 - $250,000 annually comprehensive benefits package Key Qualifications: Experience in trusts and estates, transfer tax, and associated income tax areas of the law is required.
$215,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Product Manager, Client Platforms - Associate Director. translation of client needs into technology-driven solutions. understand client and stakeholder needs through research, analysis, and hypothesis testing.
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Product Manager, Client Onboarding - Associate Director. UBS will build on its already high-performing foundation and strong net promoter scores with digitally led and high touch capabilities and further align to the UBS client promise –personalized, relevant, on-time, and seamless services.
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The position will involve overseeing market risk management for the Corporate Client Banking businesses including Home Lending (including Pipeline/Warehouse and Held-For-Investment) and Consumer (Auto.
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Infosys is seeking an Associate Client Partner for Financial Services. Client relationship management and business development: lead client relationships, build a portfolio up to $10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close.
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Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
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As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
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EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
$80,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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To expand our successful operation we are hiring a Client Services Associate at GLAS. The Client Services Associate will liaise very closely with the EMEA Client Services Team, which is GLAS’s headquarter.
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Our client is a dynamic alternative investment firm and is hiring a Client Services Associate who will be responsible for onboarding new investors, managing ongoing requests from current investors, and assist with investor reporting.
$65,000 - $75,000Full-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Act as the primary point of contact for clients; track and solve client issues. Maintain strong, active relationships with key client partners at both senior and mid-management levels. Produce and oversee high-quality client work.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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A Day in the Life: As the Sr. Associate- Retail Client Experience, you will act as a key partner between Field Leaders and Training teams to bring to life clienteling strategies as well as develop new features/enhancements within our clienteling platform.
$85,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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Being a member of the Engagement function, the Associate Director will be the primary internal interface between Group Chief Risk Office and DTCC organizations to facilitate responses to client, regulatory, and audit queries on operational and technology risk controls.
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Package account applications and required paperwork for client meetings o Most are prepared online via DocuSign or other online resources o Some continue to require paper or scan/email signature o Stay current on the ever-changing account opening landscape.
$65,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago
Title: client associate in Teterboro, NJ
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