Private Markets Client Services Specialist
Oliver James Associates Ltd.
Oliver James Associates Ltd. seeks a Client Services Associate for Private Markets to support launches, onboarding, and ongoing servicing of alternative investment products through global wealth channels. You will coordinate with wealth platforms, fund administrators, transfer agents, and custodians, acting as an operational contact for clients and providers while resolving onboarding and servicing issues across stakeholders. Strong Excel skills and attention to detail are essential. #J-18808-Ljbffr Oliver James Associates Ltd.
- JPMorganChase is seeking a Market Director in New York City to lead a team dedicated to high-net-worth clients. This role involves strategic growth, exceptional client service, and managing the performance of Relationship Managers. You'll be instrumental in driving business...Private client
$95.04k - $316.92k
...United StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth... ...advice, harnessing Citi’s leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across...Private clientFull timeWork at office- JPMorganChase continues to expand our market presence and high-touch service model for high-net-worth customers through our Private Client offering. Join us as a Market Director in New York City and lead a team of Relationship Managers dedicated to delivering best-in-class...Private clientImmediate start
- ...volume contract work at pace while maintaining accuracy and client service standards. You’ll be expected to manage intake, draft first rounds, and support workflows that keep deals moving across private market clients. Strong communication and self‑starter mindset are essential...Private clientContract work
$122k - $146.5k
...Title Expert Consultant, Marketing (FRWD) - B2B Expert Job ID... ...practitioners who partner with clients (and their agencies) to drive... ...Due diligence - Partner with private equity fund clients to assess... ...(e.g., agentic search)Client services experience (from consulting,...Private clientPermanent employmentFull timeLocal area- ...seeking an Investor Relations Assistant to join our private equity team. The role focuses on supporting... ...cross-functional collaboration with Legal, Compliance, Marketing, and Investments, and a clear career path within Client Service. #J-18808-Ljbffr Addition ManagementPrivate client
- Blue Coral Staffing Corp. seeks a detail-oriented Client Services Specialist for our private aviation client in New York, NY. This on-site role coordinates trip requests, flight itineraries, and vendor communications, ensuring seamless execution from inquiry to post-flight...Private clientMonday to Friday
$61.07k - $107.49k
...for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business... ...activities that supports the Private Client Group. Partners with teammates... ...pre-call planning, overseeing marketing materials as part of prospect...Private clientLocal area- A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate... ...2 years of relevant experience, knowledge of financial markets, and required licenses, you will support clients from...Private client
$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking... ...of $245,000-$330,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses,...Private clientPrivate practiceWork at office- JPMorganChase seeks a Market Director for New York City to lead a team of Relationship Managers delivering high-touch banking, lending, and investment solutions to affluent clients. You will drive strategic growth, foster a client-centric culture, and oversee performance...Private client
- ...NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry... ...actionable insights to help clients anticipate what is next and discover... ...to travel based on business needsThe Private Client Services (PCS) Tax Practice specializes...Private clientWork at office
$245k - $330k
...in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 2-4... ...relevant experience, skill-set, current business needs and market factors. The compensation range listed is just one component...Private clientPrivate practiceWork at office$211.28k - $316.92k
...United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings... ...solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will...Private clientFull time$62.4k
...Manor New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent... ...be the primary provider of investment services to KeyBank Mass Affluent clients by... ...partners within the bank- based investment market space. Demonstrated ability to sell...Private clientBank staffWork at officeImmediate startFlexible hoursNight shift$89.5k - $166.9k
...Senior Private Client Advisor Hybrid to our NY Metro office Our not-so-secret sauce. Award... ...America, we combine the personalized service model of a local consultant with the global... ...be presenting clients with accurate market data, helping them navigate complex risks...Private clientMinimum wageWork at officeLocal areaNight shift- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...financial needs. As a Private Client Investment Associate in... ...client service, operational marketing, and administrative support to...Private client
- ...and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging... ...opportunities amid a supportive work environment. Join a market leader committed to innovation and excellence in client...Private client
- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We... ...institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory... ...and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices...Private clientFull timePrivate practiceLocal area
$150k - $190k
...what’s right for our clients.At CIBC, we embrace your... ...you'll be doingAs a Private Wealth Business Development... ...Investment and Wealth Specialists, Bankers, Business... ...to generate referrals.Market Development: Lead and... ...space.Collaboration & Service Excellence: Establish...Private clientFull timeRemote work$170k - $300k
...United StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider... ...loan structure and think creatively in delivering market leading solutions.Excellent oral and written communication...Private clientFull timeFor contractorsLocal area$170k - $300k
...$170 000,00 - $300 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti... ...and client adoption across private markets and hedge fund strategies. This highly... ...Mentor and support junior alternatives specialists and sales professionals, fostering a...Private clientFull timeWork at office- ...Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines... ...directly with clients and underwriting companies to market and place renewals and new business and handle...Private client
- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We... ...and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices...Private clientWork experience placementPrivate practiceLocal area
$95k - $160k
...!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting... ...as well as International and Private Client services. This Founders & Tech... ...innovation projects, marketing efforts, and continuing education...Private clientFull timeLocal area$103.1k - $188.9k
...00Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management,... ...The opportunityEY's FSO EDGE Private practice provides...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$127.9k - $291.9k
...00Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management,... ...marketplace.EY's FSO EDGE Private practice provides comprehensive...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$285k - $365k
...in its New York office for an associate to join its growing Private Client Services Practice Group. Responsibilities Strong drafting and estate... ...relevant experience, skill‑set, current business needs and market factors. The compensation range listed is just one...Private clientPrivate practiceWork at office
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