Wealth & Asset Client Experience Specialist
$70k - $125kN10 Assets
N10 Assets is looking for a Client Service Associate in New York, New York to enhance client relationships and support both N10° Wealth and N10° Assets. The ideal candidate should possess excellent organizational skills, attention to detail, and a strong understanding of the financial services sector. The position offers a salary range of $70,000 to $125,000 per year, along with benefits including health insurance, a 401(k) plan, and paid time off. #J-18808-Ljbffr N10 Assets
- ...drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products. Job Responsibilities... ...in wealth management, private banking, asset management, brokerage, or an investing platform...Asset
- ...an enthusiasm for helping our clients, taking care of our employees... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...an exceptional investor experience by offering advised solutions... ...has ~$400 billion in assets under management and ~4,000 advisors...Asset
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the... ...You provide an exceptional investor experience by offering advised solutions and... ...180,000.00-$210,000.00 2 months ago Asset & Wealth Management, Investment Strategy...AssetFull time
- ...advisors. You will service existing clients while also identifying new... ...financial services firm with assets of more than $2.7 trillion,... ...segments including Asset & Wealth Management, Corporate and Investment... ...market, we offer investment experience and insight that few other...AssetWorldwide
- ...Job Description The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships... .... This individual has extensive experience in wealth management and... ...advisors to help consolidate the assets of existing wealth clients. You are...Asset
- ...mobilizing partners to deliver measurable client, operational, and risk outcomes. Job... ..., aligned to business priorities, client experience goals, and the firm's AI ambitions. ~... ...Qualifications, Capabilities, and Skills: ~ Asset Management or financial services...Asset
- CVS Health is looking for an Asset Protection Coordinator in New York City. This role focuses on enhancing customer experience while preventing theft through exceptional service. Key responsibilities include monitoring store activity, preparing theft reports, and ensuring...AssetNight shiftWeekend work
$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help... ...Provide an excellent advisor experience that encourages them to want...AssetWork experience placementLocal area$70k - $90k
...enabling them to preserve their wealth for future generations, and... ...of contact for ingesting client requests Coordinate between... ...institution Minimum of 3-5 years' experience Experience with Salesforce... ...over $220 billion in client assets. We combine a boutique's...AssetPermanent employmentTemporary workWork at officeFlexible hours$80k - $95k
...Associate Blue Owl is a leading asset manager that is redefining... ...part of our Private Wealth team and tasked with preserving... ...facilitate the needs of our clients, and optimize the Market Team... ...efficient and best-in-class client experience. Develop operational and...AssetPermanent employment$158.01k - $276.46k
...Wealth Strategist/Client Development Sales Executive Northern Trust, a Fortune... ...130 years of financial experience and over 22,000 partners, we... ...support of our local team of specialists and national resources, you... ...connect individual client asset situations to our specific...AssetLocal area- ...Global Wealth Solutions Internal Sales Analyst/ Associate New... ...firm that offers alternative asset management as well as capital... ...Team Overview The Global Client Solutions group ("KCS") is KKR... ...Qualifications ~2+ years of sales experience with financial advisors at...AssetWork at office
$150k - $200k
...New York. This role focuses on enhancing the growth of the Real Assets platform and involves close collaboration with the private wealth sales team. The ideal candidate will have over 7 years of experience in asset management, particularly in real estate, along with strong...Asset$100k - $150k
...Client Outreach Specialist Guidepoint is looking for an entrepreneurial and outgoing... ...including traditional asset managers, hedge funds,... ...development or account management experience. Bachelor's degree.... ...create connections that offer a wealth of perspectives. We are...AssetSummer workCasual workLive inWork at officeWorldwide- ...seeking a Manager for National Specialty Wealth Assets in New York City. This role involves... ...of real estate assets, and supporting client relationship management. Candidates must... ...in property and asset management, with experience in managing real estate transactions and...Asset
$175k - $225k
...seeking an Associate in the FinTech, Wealth, and Asset Management team. The role is multifaceted... ..., involving strategic meetings with clients regarding M&A and capital markets transactions... ...has prior investment banking experience, strong financial modelling skills, and...Asset$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate... ..., wires, ACH, account updates, asset movement, and other operational... ..., sales support, or trading support experience. ~ Active SIE, Series 7, Series 63...AssetFull timeWork at office- ...understanding, and the human experience of investing across asset classes. Private... ...of 120+, serving over 400 clients, including several of America... ...a Client Implementation Specialist to lead onboarding for clients... ...If You: Have worked in wealth management, private funds...AssetFull timeWork at officeRelocation
- A leading staffing firm is partnering with an asset management firm in New York to find an Investor Relations Associate... .... Candidates should have over 2 years of experience in Investor Relations or Private Wealth management and be comfortable interacting with senior...AssetWork at office
- ...services firm in New York is seeking a Vice President for its Asset & Wealth Management division. The role involves leading a team of... ...effectiveness through analytics. Ideal candidates will have 6-8 years of experience, a technical degree, and strong skills in data engineering...Asset
- ...on supporting existing Enterprise Wealth relationships within the... ...service delivery across various asset classes. The ideal candidate will have 2-7+ years of experience in a technical relationship management role, excel in client service, and preferably hold Series...Asset
- ...investment solutions firm is seeking a Marketing Manager to drive strategies for asset management and wealth channels. The ideal candidate will have over 10 years of marketing experience in financial services, focusing on index-linked products. This role requires collaboration...AssetFlexible hours
$190k - $235k
...New York is seeking a Senior Finance Business Partner for its Asset and Wealth Management division. This strategic role involves providing... ...goals. Ideal candidates will have over 7 years of finance experience, strong analytical skills, and a collaborative approach. The...Asset$350k
...Advisor/Banker Our client is a growing super regional... ..., teams and specialists to maximize cross-selling... ...including banking, credit, asset management, and trust... .... Required Experience: Bachelor's degree... ...years' experience in the wealth management industry as...Asset- ...services company is seeking a Senior Wealth Advisor to join their remote-... ...must have over 9 years of experience as a Financial Advisor, with a portable... ...of business exceeding $25M in assets under management. The role involves owning client relationships, driving...AssetRemote job
$100k - $160k
...Sachs Group is seeking a motivated Analyst / Associate for its Asset & Wealth Management Corporate Development team in New York. This role... ...a Bachelor's degree in finance and 1-3 years of relevant experience, along with strong analytical and communication skills. The expected...Asset- ...seeking a Senior Addepar Data Engineer / Analyst to enhance our Wealth and Asset Management data capabilities. This role will focus on the... ...data. The ideal candidate should have over 5 years of experience with Addepar and be able to solve complex data issues while...Asset
- ...President for Risk Management to lead the implementation of risk management frameworks within the Wealth Management organization. The role requires at least 7 years of experience in risk management and strong leadership capabilities. Responsibilities include overseeing...Asset
- Goldman Sachs is seeking an Analyst/Associate in their Asset & Wealth Management team, located in New York. This role offers the opportunity... ...'s degree, robust analytical abilities, and 1-3 years’ experience in investment banking or equity research. A strong interest in...Asset
$100k - $160k
...seeking an Associate in New York for their Asset & Wealth Management division. This role focuses... ...initiatives for institutional clients, such as pension funds and endowments,... ...candidate should possess 2-5 years of relevant experience, strong analytical skills, and a...Asset
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