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Private Client Service Associate jobs

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ASSOCIATE, CLIENT SERVICE - NY

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

CompanyJordan Park Group
AddressNew York, NY
CategoryRetail
Salary$100,000 - $120,000 a year
Date Posted a month ago See detail

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

a month ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

a month ago seen See more...

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

2 months ago seen See more...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

2 months ago seen See more...

Associate, Client Service II

Bny Mellon

Pittsburgh, PA

$86.9K - $110K a year

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. Our ambition is to bui...

2 months ago seen See more...

STOCK ASSOCIATE - PRIVATE CLIENT & PRESS

Chrome Hearts Llc

California, United States

$24 - $27 an hour

Keep stock organized and properly tagged to facilitate easy retrieval and accurate inventory tracking. Organize press loan tags for Private Client (PCLIENT) stock and ensure they are properly maintained and accounted for. Retag pr...

2 months 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...

2 months ago seen See more...

Private Wealth Service Associate

Northwestern Mutual - West Los Angeles

Los Angeles, CA

$80,000 - $100,000 a year

5-7 years of Investment Operations experience. 401(k). Dental insurance. Health insurance. Paid training. Professional development assistance. Vision insurance. Bonus opportunities. Monday to Friday. Hybrid work. Office. Los Angel...

2 months ago seen See more...

Senior Associate, Client Service

Bny Mellon

Lake Mary, FL

$95.3K - $121K a year

This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...

2 months ago seen See more...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

2 months ago seen See more...

J.P. Morgan Wealth Management- Private Client Investment Associate - Mishawaka, IN

Jpmorgan Chase Bank, N.a.

Mishawaka, IN

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

2 months ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

2 months ago seen See more...

Associate, Client Services - Digital

Bully Pulpit International

San Francisco, CA

Client Deliverables. Participate in client engagements and start interfacing with clients; Manage limited client projects based on team needs and individual strengths; Work with team on client deliverables such as workplans, agend...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

2 months ago seen See more...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Missouri, United States

Play a lead role in the design/management of group medical, dental, disability and time off plans for large, complex clients, including:Benefit plan analysis, design, cost savings and funding strategies.Vendor procurement, negotia...

2 months ago seen See more...

Teller/Key Private Bank Client Relations Associate

Keybank

Naples, FL

Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follows proper balancing procedures. Act as a resource to identify and resolve more complex client servicing issues. Lis...

a month ago seen See more...

Chinese Business Services - Private Tax Senior Associate - Now Hiring

Pwc

Los Angeles, CA

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

a month ago seen See more...

Associate, Private Equity Fund Services

Baker Tilly Us, Llp

Frisco, TX

$59,640 - $126,440 a year

Records daily journal entries and reviews cash reporting. Helps prepare quarterly and annual reporting packages for management approval Helps prepare quarterly and annual financial statements for management approval Prepares capit...

2 months ago seen See more...

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What are the top cities open Private Client Service Associate jobs?

There are open Private Client Service Associate jobs in several cities including Las Vegas, Denver, New York, La Crosse, Cedar Rapids, Houston, San Francisco, Oklahoma City, Eden Prairie, Los Angeles,

What companies are hiring for Private Client Service Associate jobs?

The top companies hiring now for Private Client Service Associate jobs are Top Tier Reps LLC,

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