Private Wealth Client Associate

  Responsibilities: Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.The ideal candidate will have 2-10 years experience in a client services/operations function,...

Purpose of Position This role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations. The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings...

Purpose of PositionThis role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations.The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings and...

Purpose of PositionThis role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations.The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings and...

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include...

Sr Account Administration Associate (LA, New Orleans) NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their clients and...

United States - New York - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations - Global Wealth Management **Job Reference #** - 293845BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented?...

YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspectiveWe are seeking...

United States - New York - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 292947BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Senior Registered...

Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

Job DescriptionJob DescriptionAbout the RoleYieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-10 years experience in a client services/operations function,...

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals • develop customized asset allocation strategies and investment solutions...

Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...

Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting...

YOUR IMPACT The PWM Digital Transformation team identifies and advances commercial opportunities related to emerging technologies with a focus on client and investment content, as well as internal implementation strategyThe role will focus on providing content and actionable investment ideas for clients interested in investing in emerging tech trends such...

United States - New YorkBusiness management, administration and supportGlobal Wealth ManagementJob Reference #295696BRCityNew YorkJob TypeFull TimeYour role• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals • develop customized asset allocation strategies and investment...