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LONG TERM PRIVATE CAPITAL, INVESTMENT ASSOCIATE

Support senior investment colleagues in all aspects of an investment, including due diligence, financial review and modeling, valuation, preparation of presentation material for investment committees, transaction execution, value...

CompanyBlackrock
AddressNew York, NY
CategoryRetail
Salary$115,000 - $180,000 a year
Date Posted 4 weeks ago See detail

Long Term Private Capital, Investment Associate

Blackrock

New York, NY

$115,000 - $180,000 a year

Support senior investment colleagues in all aspects of an investment, including due diligence, financial review and modeling, valuation, preparation of presentation material for investment committees, transaction execution, value...

4 weeks ago seen See more...

Associate Client Support Specialist

Emoney Advisor

Raleigh, NC

Manages a large amount of inbound calls, emails or chats in a timely manner related to at least five major areas of the eMoney platform. Identify customer needs, clarify information, research every issue and provide solutions. Mee...

4 weeks ago seen See more...

Client Service Associate (Pittsburgh, PA)

Edelman Financial

Sewickley, PA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Provide superior Client Service by handling all incoming client requests and following-through t...

4 weeks ago seen See more...

Wholesale Client Support Associate

Rabobank

Atlanta, GA

Coordinating the internal approval process and external documentation process (including doc review) for transaction renewals and amendments. Maintaining a direct dialogue with clients and bank participants regarding transaction d...

4 weeks ago seen See more...

Private Equity Fund Accounting & Administration, Senior Associate (Hybrid)

State Street

Quincy, MA

Not disclosed

Maintaining the general ledger for various fund entities. Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations. Preparing financial statements and footnote disclosures. Ana...

4 weeks ago seen See more...

Investment Banking Associate - Debt Private Placements- H/F/X

Société Générale

New York, NY

$99,000 - $200,000 a year

Draft detailed pitchbooks for client presentations and for internal marketing. Maintain a record of pitches and keep updated standard pitchbooks for market developments. Conduct analysis and research to identify potential issuer c...

4 weeks ago seen See more...

Associate Client Service Manager

Gallagher

Jacksonville, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

4 weeks ago seen See more...

Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

4 weeks ago seen See more...

Client Service Associate, Insurance (Stamford, CT or NYC )

Nfp

Stamford, CT

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

4 weeks ago seen See more...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

4 weeks ago seen See more...

Series 7 Registered Client Service Associate

Hennion & Walsh, Inc.

Parsippany, NJ

$48.5K - $61.4K a year

Provides sales/administrative/operational Client Service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships. Proactively supp...

4 weeks ago seen See more...

Registered Client Service Associate

Ameriprise Financial

Wayzata, MN

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

4 weeks ago seen See more...

Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

4 weeks ago seen See more...

Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...

4 weeks ago seen See more...

Registered Client Services Associate II

United Community Bank

Orlando, FL

$33,433 - $48,414 a year

College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...

4 weeks ago seen See more...

Client Service Associate

Beacon Pointe Advisors Llc

Greensboro, NC

$46,000 - $70,000 a year

Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including...

4 weeks ago seen See more...

Client Service Associate

Mariner Wealth Advisors

Oklahoma City, OK

$47,000 - $78,000 a year

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. Maintain client paper files and...

4 weeks ago seen See more...

Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX

Amegy Bank

Dallas, TX

$32.8K - $41.5K a year

We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...

4 weeks ago seen See more...

Underwriting Associate(Middle Market Private Equity)

Cna Insurance

Chicago, IL

$44,000 - $74,000 a year

Typically a minimum of three years of related work experience.#LI-ES1In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. CNA offers a comprehensive and competitive...

4 weeks ago seen See more...

USBAM Client Relations Associate

U.s. Bank National Association

Minneapolis, MN

$29.42 - $43.15 an hour

Respond to client inquires. Coordinate client onboarding. Prepare and deliver marketing presentations for individual client and prospect meetings. Support new business development efforts and pipeline management activities. Proact...

4 weeks ago seen See more...

Liquidity and Account Solutions Escrow Client Manager-Payments- Associate

Jpmorgan Chase & Co

Jersey City, NJ

$74,100 - $100,000 a year

Manage a seamless end-to-end ownership and understanding of assigned portfolio. Release all payments ensuring all policies and procedures are adhered to. Assign of Client Intermediary to each transaction and approve assigned accou...

4 weeks ago seen See more...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

4 weeks ago seen See more...

Client Success Associate (FPS Associate)

Element Fleet Management Corp.

Hopkins, MN

A customer-oriented individual that has the ability to work in a fast-paced organization that fosters agility and embraces an entrepreneurial spirit? Skilled at identifying process improvement opportunities and developing solution...

4 weeks ago seen See more...

Part Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Brighton, MI

Brighton. Williamston. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an underst...

4 weeks ago seen See more...

Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

4 weeks ago seen See more...

Private Bank Associate

Bank Of America

Ponte Vedra Beach, FL

Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients. Support fulfillment of clients' needs and expectations across all products...

4 weeks ago seen See more...

Client Service Associate

Insight Financial Planning

Crofton, NE

Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...

4 weeks ago seen See more...

Client Concierge - Private Wealth Management Firm

Fiduciam Financial

Middlebury, CT

$45,000 - $50,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. Monday to Friday. Associate (Preferred). Customer service: 1 year...

4 weeks ago seen See more...

Senior Client Service Associate

Gemharvest

Stamford, CT

$80,000 - $120,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

4 weeks ago seen See more...

Associate IT Client Support Analyst

Hca Healthcare

Orlando, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

4 weeks ago seen See more...

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People who searched for Private Client Associate jobs also searched for Associate Business, Cashier/Sales Associate, Operations Associate, Guest Relations Associate, Cashier / Sales Associate, Associate Finance, Guest Services Associate, Associate Project Manager, Assistant / Associate, Senior Client Service, Inventory Control Associate, Court Operations Associate, Client Advisor, Warehouse Associate Manufacturing, Sales Associate Pt, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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What are the top cities open Private Client Associate jobs?

There are open Private Client Associate jobs in several cities including Livonia, Westbrook, Philadelphia, Glastonbury, Phoenix, New York, Lemoyne, Conshohocken, Palm Beach Gardens, Uniontown, Reno, New Haven, Blue Bell, Bowie, Ponte Vedra Beach,

What companies are hiring for Private Client Associate jobs?

The top companies hiring now for Private Client Associate jobs are Janney Montgomery Scott, Janney Montgomery Scott LLC, TD Bank, Wells Fargo,

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