Jobs near New York: 22,721
RS
Relevance Score ranked on: CLIENT SERVICE
Blackstone Multi-Asset Investing (BXMA) - Client Service Analytics, Associate
New York
BXMA is a creator of commingled and customized investment solutions designed to help investors generate attractive risk-adjusted returns across a variety of asset classes and strategies. This role offers the opportunity to work with an experienced team managing customized client portfolios. The open ...
Search Terms: Client Service, Analytics, Associate, Investment, Service
92.1
0.4mi
Updated: September 28
Registered Client Service Associate
New York
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a ke...
Search Terms: Client Service, Registered, Associate, Financial Advisor, Client Support
91.2
0.4mi
Updated: September 13
Senior Associate, Data Intelligence & Client Services
New York
Key Deliverables Comparison and coordination work for global and US syndicated studies Supporting custom BAV research initiatives Creation of thought leadership materials Exploring data to uncover valuable insights for clients. Building charts and unique visuals for client presentations Transforming ...
Search Terms: Client Service, Associate, Intelligence, Data, Senior
91.2
0.4mi
Updated: September 27
Client Service Assistant
New York
Search Terms: Service Assistant, Client Service, Assistant, Retail
90.3
0.4mi
Updated: September 25
Client Service Associate
New York
Search Terms: Client Service, Associate, Service, Retail
90.3
0.4mi
Updated: September 25
Non-Registered Client Service Associate
New York
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, an...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Service
89.4
0.4mi
Updated: September 21
J.P. Morgan Advisors - Client Service Group Manager - Client Service Group Manager - New York, NY
New York
Join our team at J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...
Search Terms: Client Service, Manager, Service, Advisor, Support Staff
89.1
0.4mi
Updated: September 19
Investor Relations, Client Service Associate
New York
Monitor and process fund subscriptions, redemptions, and transfers, and liaise with Fund administrator. Update CRM/investor database. Liaise with internal compliance, legal, operations, and accounting teams. Respond to investor inquiries and requests for information. Update fund information in databa...
Search Terms: Client Service, Investor, Associate, Relations, Service
88.6
0.4mi
Updated: September 14
Tax Senior - Private Client Services
New York
Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120 S) that are often see as part of a family group. Collaborate on engagement ass...
Search Terms: Client Service, Tax, Senior, Private, Client Relations
88.4
0.4mi
Updated: September 12
Client Service Manager, Business Development
New York
The Retirement, Insurance, and 529 Division National Account team partners with Annuity, Retirement Plan and College Savings providers to grow market share of FT investment strategies. This is accomplished by building deep and broad relationships and creating innovative investment solutions that are ...
Search Terms: Client Service, Service Manager, Business Development, Manager, Client Relations
88.3
0.4mi
Updated: September 10
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