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

Page: 4

SALT Senior Associate, Partnerships and Financial Services Specialization

performed for clients Ensures client service teams comply with firm policy regarding WTA checklist Develops consultative... same time minimizing their tax and reporting burdens Tracks availability and filing requirements regarding client-related...

Company: BDO
Location: New York City, NY
Posted Date: 24 Jan 2025
Salary: $73500 - 131250 per year

Senior Associate, Risk Advisory Services

, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The... information, documents and data from clients to support the completion of analysis and research of client issues Documents...

Company: BDO
Location: New York City, NY
Posted Date: 09 Jan 2025
Salary: $85000 - 100000 per year

Senior Associate, Risk Advisory Services

, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The... information, documents and data from clients to support the completion of analysis and research of client issues Documents...

Company: BDO
Location: New York City, NY
Posted Date: 09 Jan 2025
Salary: $85000 - 100000 per year

Senior Associate, Event & Conference Sponsorship Manager

deadlines Good judgment in terms of escalating issues vs. solving problems independently Strong client service orientation... Management is seeking a Senior Associate to join our Ares Global Conferences & Events Team as an Event & Conference Sponsorship...

Posted Date: 12 Jan 2025
Salary: $125000 - 145000 per year

Associate, Global Conferences & Events

Strong communication skills, both written and interpersonal; client service oriented Capability of interacting with key stakeholders... is looking for an Associate Event Manager to join the Global Conferences & Events team. The team is part of the Global Clients Solutions group...

Posted Date: 10 Jan 2025
Salary: $100000 - 125000 per year

Senior Associate, Events & Conferences

is looking for a Senior Associate Event Manger to join the Ares Events Team. The Events team is a part of the Global Client Solutions Group...; capability of interacting with key stakeholders to direct prioritization of related activity Strong client service orientation...

Posted Date: 10 Jan 2025
Salary: $125000 - 145000 per year

Associate Vice President, Corporate Compliance (Code of Ethics)

ability to manage competing priorities and lead large scale projects to completion Excellent communication and client service skills...

Posted Date: 30 Jan 2025
Salary: $155000 - 190000 per year

Associate Vice President, Investment Adviser Compliance

communication and client service skills; capability of interacting with key stakeholders to direct prioritization of program related... and their client groups on regulatory policies and procedures; proactively provide trends and analyses relating to Compliance-related...

Posted Date: 11 Jan 2025
Salary: $140000 - 175000 per year

Japanese Business Network - Private Tax Senior Associate

Senior Associate Job Description & Summary A career within PwC Private will provide the opportunity to help private... design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs...

Company: PwC
Location: New York City, NY
Posted Date: 01 Feb 2025

Private Partnership Solutions (PPS) - Tax Senior Associate

Industry/Sector Not Applicable Specialism Management Level Senior Associate Job Description & Summary A career... to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans...

Company: PwC
Location: New York City, NY
Posted Date: 01 Feb 2025

Associate Director, Treasury Management Officer, Global Transaction Banking - Houston

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

Posted Date: 31 Jan 2025

Associate Director, Treasury Management Officer, Global Transaction Banking - Houston

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

Posted Date: 31 Jan 2025

Associate Business Development Representative

, through market changes and technological progress, we've maintained our focus on providing exceptional client service.... Our world-class service is built on our employees' ability to engage our clients through proactive consultation on FactSet...

Company: FactSet
Location: New York City, NY
Posted Date: 31 Jan 2025

Tax Senior Associate - Private Companies

Senior Associate Job Description & Summary A career within PwC Private will provide the opportunity to help private... design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs...

Company: PwC
Location: New York City, NY
Posted Date: 31 Jan 2025

LN Media & Sponsorship || Brand Associate

of client’s entertainment marketing programs with a focus on: Client Relationship Service Program Activation & Performance... management, client service, media, or entertainment, and/or marketing consulting, advertising or activation agencies Work...

Posted Date: 26 Jan 2025
Salary: $65000 per year

Real Estate Operations Associate

As the Team Operations Associate, you will provide operational and sales support to one of the... of contact to industry peers, clients, and client representatives. You are someone that can spot an opportunity to enhance...

Posted Date: 23 Jan 2025

Asset Management – Business Manager, Retirement , Senior Associate

of business priority projects Partner with other business-aligned functional areas (Client Service, Marketing, Legal, Risk... in our Retirement business. Drive strategic direction and enhance profitability within Asset Management. As an Associate Business...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 18 Jan 2025

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

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: 08 Jan 2025
Salary: $90000 - 100000 per year

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