- KPMG (Short Hills, NJ)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110045 - 61 **Function:** Tax Services **Area ... is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- Morgan Stanley (Washington, DC)
- …M/F/D/V **Job:** **Wealth Management* **Title:** * Private Wealth Management Senior Registered Client Service Associate * **Location:** *District ... *POSITION SUMMARY* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- JPMorgan Chase (Columbus, OH)
- …the reporting and analysis of Home Lending sub-lob integration with new business JP Morgan Private Client . You will have the opportunity to work in a dynamic ... forecasting, revenue allocations, and implementing the new JP Morgan Private Client actuals booking model. Role will...Home Lending line of business. As a Product Controller, Senior Associate , within our Consumer Community and… more
- Bank of America (Westport, CT)
- Private Bank Senior Associate (PBSA) Westport, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... with the power to make a difference. Join us! ** Private Bank Senior Associate (PBSA)**...related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment… more
- KPMG (Short Hills, NJ)
- **Business Title:** Senior Associate , Japanese Global Executive and Private Clients **Requisition Number:** 112048 - 61 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking an Associate or Senior Associate to...Associate to join our Japanese Global Executive & Private Client Group within our Business Tax… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Associate , Business Tax Services - Private Clients **Requisition Number:** 109875 - 77 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...Provide tax compliance and advisory services to owners and senior executives of KPMGs private client… more
- Commerce Bank (Kansas City, MO)
- …the compensation range for some roles. This compensation range is for the Private Client Advisor Associate and Senior Associate job and contemplates ... main purpose of this job is to support the Private Client Advisors who are accountable for...Diploma or equivalent combination of education and experience required. Associate degree in related field preferred. + 2+ years… more
- S&P Global (TX)
- …**Grade Level (for internal use):** 10 **S&P Global Market Intelligence** **The** **Role:** Private Equity Analyst **The Team:** As a market leader in the provision ... of illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in the post-trade valuation of alternative investments,… more
- HUB International (Bethesda, MD)
- …other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account ... we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more
- TD Bank (Greenville, SC)
- …provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a...+ May act as a subject matter expert to Client Associate team + Ensures those existing… more
- Raymond James Financial, Inc. (Las Vegas, NV)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of… more
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Neuberger Berman (New York, NY)
- **Responsibilities:** + Serve as the client 's main point of contact for inquiries regarding account information, online access, documentation and reporting + Handle ... the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Private Equity Associate within PNC Mezzanine Capital organization, you will be based ... debt and junior capital, we fuel value creation for private equity firms, independent sponsors and middle market management...capital, we deliver confidence of execution and an outstanding client experience for the middle market. Since 1989, we… more
- Citigroup (Miami, FL)
- …to Citigroup's Employee Referral Program. Wage Range: $146,000 to $146,000 Job Family Group: Private Client Coverage Job Family: Private Banker Support Job ... DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami,... Manager for its Miami, Florida location. Duties: Deepen client relationships and promote Citi's unique wealth management products… more
- DAI (Bethesda, MD)
- ** Senior Associate , Sustainable Business Group** City/Country Location Details **Bethesda, Maryland** Employment Status **Full-Time Regular** Job Type ... **Corporate** **Job Title** **:** Senior Associate , Sustainable Business Group **Department** **:**...and responsibly. We work with both the public and private sector across a wide range of geographies where… more
- Grant Thornton LLP (Iselin, NJ)
- As the Partnership Tax Senior Associate - Investment Funds in our Asset Management practice works closely with staff on all phases of project and engagement ... management for Private Equity, Private Equity Fund of Funds, and Hedge Funds. The Tax Senior Associate is primarily responsible for reviewing partnership… more
- Neuberger Berman (New York, NY)
- …The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions ... go-to resource for any problem resolution or ad-hoc inquiries, facilitate onsite client meetings with NB investment professionals and senior management, leverage… more
- Morgan Stanley (New York, NY)
- …and market risks. Our New York office is looking for a Vice President or Senior Associate to join the Securitized Products Capital Markets group. A successful ... Vice President / Senior Associate will: - Provide leverage to...and seek new business opportunities - Anticipate needs of client , team and senior bankers: show initiative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via LinkedIn or Email for fastest consideration for this opportunity. Join our client , a leading private investment firm that manages approximately $40 billion ... in capital. Step into the role of Senior Tax Associate in San Francisco, propelling...Overseeing tax accounting for a range of funds (hedge, private equity, real estate, SPV) + Preparation and scrutiny… more