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Keywords: Registered Wealth Management Client Associate, Location: New York City, NY

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J.P. Morgan Wealth Management - Private Client Investment Associate - Flushing, NY (Mandarin Speaking Required)

their financial needs. 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. Job responsibilities...

Posted Date: 01 Nov 2024

J.P. Morgan Wealth Management - Private Client Investment Associate Select Advisor Group, New York, NY

their financial needs. 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. Job responsibilities...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 24 Oct 2024

Asset & Wealth Management, Public, Product Development, Associate, New York

, platform management, and development of new and existing product vehicles for client distribution across third party wealth... to join our Global Product Strategy team within our Asset Management business. OUR IMPACT Within Asset and Wealth Management, we seek...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 02 Oct 2024

Legal & Compliance - Private Wealth Solutions (PWS) Registered Funds Legal Group - Attorney, VP

and supporting the ongoing management of credit and real estate registered funds. Primary job responsibilities will include.... Overseeing the ongoing day-to-day management of these new and certain other existing registered funds. Assisting senior leaders...

Company: Blackstone
Location: New York City, NY
Posted Date: 08 Nov 2024

Registered Client Service Associate

Business Divisions Global Wealth Management Your role Are you client service oriented and a team player... where your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational...

Company: UBS
Location: New York City, NY
Posted Date: 24 Oct 2024
Salary: $66500 - 75000 per year

Client Service Associate - Registered

What You'll Be Doing: A Registered Client Services Associate assists one or more Financial Advisor(s) with the... by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may...

Company: Stifel
Location: New York City, NY
Posted Date: 19 Oct 2024

Registered Client Service Associate - Global Access Desk, APAC Hub

how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up... collaboration programs. As a Registered Client Service Associate, you'll play an important role in servicing clients and providing...

Company: UBS
Location: New York City, NY
Posted Date: 19 Oct 2024
Salary: $70000 - 85000 per year

Senior Client Service Associate - Registered

What You'll Be Doing: Under general supervision, the Senior Client Service Associate enhances the client experience... while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible...

Company: Stifel
Location: New York City, NY
Posted Date: 19 Oct 2024

Non-Registered Client Service Associate

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial..., etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service...

Company: Stifel
Location: New York City, NY
Posted Date: 18 Oct 2024

Registered Client Associate

how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client... City office. As a Registered Client Associate you will play an important role in working with a professional and highly...

Company: UBS
Location: New York City, NY
Posted Date: 03 Oct 2024
Salary: $70000 - 85000 per year

Client Associate

how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client...Business Divisions Global Wealth Management Your role Are you truly service oriented? Do you know...

Company: UBS
Location: New York City, NY
Posted Date: 09 Nov 2024
Salary: $68000 - 75000 per year

Compliance, Regulatory Reporting - Associate

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... strategies for their high-net-worth clients. iCapital services approximately $194 billion in global client assets invested in...

Company: iCapital
Location: New York City, NY
Posted Date: 11 Oct 2024
Salary: $90000 - 115000 per year

Investment Associate/Senior Investment Associate

an effective and acceptable resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate... and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning...

Posted Date: 30 Aug 2024

Fund Origination - Associate / Assistant Vice President

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... professional to support its growing registered and direct fund business. This is a newly created role within the Client Success...

Company: iCapital
Location: New York City, NY
Posted Date: 07 Nov 2024
Salary: $100000 - 150000 per year

Alternative Investments Group - Senior Fund Structurer

Job Description: Within J.P. Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group... client questions regarding investment opportunity and structure. Coordinate ongoing relationship management with fund...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 30 Oct 2024