Private Client Service Professional

About the OpportunityThis is an exciting opportunity to join Oppenheimer & Co. Inc.'s Private Client Division as a Registered Client Service Associate. The successful candidate will have a strong background in client service and be able to work effectively in a fast-paced environment.Main ResponsibilitiesSupport Financial Advisors in sales, marketing, and...

Role OverviewWe are seeking a skilled Private Equity CFO Professional to join our team as an Interim CFO. This role will involve providing financial expertise and guidance to our Private Equity clients across the United States.The ideal candidate will have a strong background in finance, with experience working in the manufacturing, industrial, and consumer...

Company OverviewOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with roots tracing back to 1881. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research,...

RequirementsBachelor's degree in Accounting or a related field.Master's degree in Accounting or a related field preferred.CPA with 7+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm focusing on high-net worth individuals, privately-owned businesses, investment partnerships, estates, and trusts.Technical...

Boston Hire seeks a highly skilled and experienced Private Client Support Specialist to provide high-level administrative support to our attorneys in the management of their Private Client practices.Key Responsibilities:• Serve as the right-hand to the attorneys, managing the flow of information to help organize, prioritize, and address requests from both...

Company Overview">We are a leading staffing firm in Boston and beyond, founded in 1969. We provide comprehensive service offerings, including Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services.Salary">The salary range for this role is attractive, offering a competitive compensation package, plus benefits and flexible work arrangements.Job...

Job SummaryWe are seeking a highly skilled Private Client Practice Administrator to join our team at Boston Hire. This is a unique opportunity for a resourceful individual to work closely with attorneys in the Private Client practice.About the RoleThis role involves providing high-level administrative support, including managing information flow, organizing...

About the JobWe are seeking a highly motivated Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.ResponsibilitiesProvide administrative support...

**The Role**We are seeking a highly motivated and experienced Senior Engagement Manager to join our team in Boston.The ideal candidate will have a strong understanding of the SaaS sector and a proven track record of success in strategy & CDD consulting.Key qualifications include:7+ years of experience in strategy & CDD consulting, ideally within the SaaS...

Job Overview: As a Senior Client Services Professional at Gallagher Benefit Services, your primary responsibility will be to manage client relationships and drive business growth. You will work closely with the sales team to identify opportunities and develop strategies to increase revenue.Responsibilities:Foster strong relationships with clients and vendor...

About the RoleOppenheimer & Co. Inc.'s Private Client Division is seeking a skilled Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skills to effectively manage client relationships and assist...

**About Our Client**Our client is a leading middle-market private equity firm focused on the healthcare sector. With a proven track record of success, they invest in companies that provide essential healthcare services to patients.The firm partners with profitable healthcare companies, typically with revenues between $20-200 million and EBITDA of $3-20...

Paul Hastings LLP is a leading law firm with elite teams in finance, mergers & acquisitions, private equity, restructuring and special situations, litigation, employment and real estate.About the OpportunityThis role presents a unique chance for an experienced associate to join our prestigious Private Equity practice in Boston. The ideal candidate will have...

Company OverviewAlvarez & Marsal Private Equity Performance Improvement Group, LLC is a leading provider of performance improvement services to private equity managers. Our mission is to help clients optimize their operations and reduce risk across the non-investing aspects of their business.

About Rockefeller Capital Management: A leading financial advisory services firm with a rich history dating back to 1882. We provide strategic advice to ultra- and high-net-worth individuals, institutions, and corporations from offices in the United States and London. With $133 billion in client assets as of March 31, 2024, we are committed to delivering...

Allocator Jobs Asset Owners Private Markets, Vice PresidentWe are seeking a seasoned finance professional to lead our private markets investment efforts.Type of Role: InvestmentsExperience Level: VP/Principal/DirectorAllocator Jobs is a leading provider of financial services, with operations worldwide. As a global leader in asset management, we are committed...

The Mobility and Client Services Professional will be responsible for enforcing mobile device policies and procedures in the MDM environment, integrating commercial off-the-shelf and in-house mobile applications into the MDM catalog, and ensuring deployment of those applications.The ideal candidate will have knowledge of both iOS devices and a strong...

About UsAt Nasphq, we are a leading provider of administrative fund services to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group. Our team delivers customized service solutions for investment funds that have closed end structures and a variety of portfolio investments.We uniquely offer candidates the...

As a Private Equity Operations Manager at Alvarez & Marsal Private Equity Performance Improvement Group, LLC, you will be responsible for supporting the operations of private equity firms and their portfolio companies. This includes developing information requests, leading client interviews, and analyzing data to identify information gaps.The ideal candidate...

Job SummaryWe are seeking a seasoned Interim CFO Services Expert to join our team. This role will involve providing financial leadership and support to our Private Equity clients across the United States.The ideal candidate will have a strong background in finance, with experience working in the manufacturing, industrial, and consumer packaged goods...