Client Services Associate, Private Markets
$90k - $110kOliver James Associates
Salary$90000 - $110000LocationManhattan, New York, NY, USAContractPermanentTypeHybridIndustryInvestmentsContactAdam View email address on click.appcast.io Client Services Associate, Private MarketsA growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary channels.ResponsibilitiesSupport new fund launches and onboard distribution partners.Coordinate with wealth platforms, fund administrators, transfer agents, and custodians.Act as an operational contact for clients and external service providers.Resolve onboarding and servicing issues across multiple stakeholders.Maintain operational trackers and produce reporting using Excel and PowerPoint.Help improve client service and onboarding processes.Ideal Background1+ years of experience in fund administration, investor services, transfer agency, fund operations, or alternative investments.Exposure to private equity, private credit, real estate, or other private market products.Strong client service, communication, and organizational skills.Comfortable working in a fast-paced, deadline-driven environment.Intermediate Excel skills and strong attention to detail.Contact me directly on [email protected]
- ...behalf of over 2,000+ institutional clients and private investors worldwide across a range of... ...affiliate offices around the globe. Client Service Associate New York, NY Responsibilities -... ..., company performance, and general market conditions. Fortress Investment...PrivatePermanent employmentFull timeLocal areaWorldwide
$80k - $95k
Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their... ...related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong...PrivateWork at officeRemote work$35.36k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...) Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance...PrivateTemporary workWork at officeLocal area- ...intimate concerts, food & wine classes, private events in a variety of configurations... ...a large city. Position Summary The Client Services Associate is part of our customer support team.... ...to sales goals Collaborate with the Marketing and Ticketing teams to support...PrivateSeasonal workFlexible hoursWeekend workAfternoon shift
$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...team Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)...PrivateTemporary workWork at officeLocal area$68.3k - $79.8k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance...PrivateTemporary workWork at officeLocal area$82.5k
...they need to drive patient and provider marketing effectiveness and, ultimately, better patient... ...grow the next generation of analytics services professionals through our Analytics... ...pharmaceutical brands. Consult Directly with Clients: Serve as a strategic advisor to media...Full timeWork experience placementH1bWork at officeLocal area- ...applicants Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED Executive Talent Acquisition Specialist at... ...Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume...PrivateContract work
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...PrivateHourly payFull timeWork at office$80k - $100k
Client Services Specialist - ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation Compensation...PrivateWork at officeMonday to Friday- ...institutional and individual clients from all over the... ...help navigate dynamic markets. Our renowned value‑... ...Internal Client Advisor Associate within the Asset... ...Provide superior client service by being responsive, thoughtful... ...management and private banking solutions. Asset...Private
$245k - $330k
...Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least... ...experience, skill-set, current business needs and market factors. The compensation range listed is just one...Private practiceWork at office$125k - $145k
...About Marex Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets. The group provides comprehensive breadth...Full timeImmediate startWorldwide$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking... ...range of $245,000-$330,000, commensurate with experience and market factors. Additional benefits include discretionary...Private practiceWork at office$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC,... ...municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- ...Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities,... ...Summary: Winged Keel Group’s Client Services department focuses on delivering best in... ...The successful Client Services Senior Associate will use his or her knowledge of life insurance...PrivateWeekend workAfternoon shift
$55k
Talener is a full‑service staffing company headquartered in NYC and Boston. We started as... ...technology, operations, HR, digital marketing, sales, finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward...Work experience placementInternship$80k - $85k
...Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services... ...daily reports for any trade violations that may arise from market value fluctuations or trade errors. Compile monthly report...Full timeWork at office- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client... ...development in coordination with the portfolio management team/marketing personnel. Performance Reporting: Client Questionnaires; Requests...Full timeWork at office
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted... ..., multicultural and digital marketing, SEO and website globalization to multimedia... ...position of the Client Services Associate is responsible for serving as the first...InternshipLocal area
$150k - $225k
...business in Global Banking & Markets, is part of a growing Third-Party... ...you will provide exceptional client coverage of GS Select’s most... ..., business analytics, client service, and technical platform... ...the advisor marketplace and private banking experience are a plus...PrivateFull timeTemporary workPart time- ...investment and wealth management. Its clients include institutions, high-... ...investors in every major market throughout the world. The... ...provides retirement products and services, brokerage and banking... ...leading investment management and private banking solutions. Asset...Private
$95.04k - $316.92k
..., United StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Investment... ...advice, harnessing Citi’s leading Investment Management, Markets, and specialist teams to provide unique strategies for clients...PrivateFull timeWork at office$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior... ...Services - Senior Associate, you will provide strategic... ...topics. You will advise clients on complex accounting and... ...to both public and private deals, as well as other significant...PrivateFull timeH1b- As a Client Account Manager within Asset Management you will be responsible for delivering... ...of the organization to form a dedicated service team for each assigned client. Job ResponsibilitiesCoordinate... ...-leading investment management and private banking solutions. Asset Management...Private
- ...Asset Management, where your expertise as a Client Account Manager supporting our Insurance... ...cornerstone of delivering unparalleled service to our esteemed institutional clients!As... ...industry-leading investment management and private banking solutions. Asset Management...Private
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...Permanent employmentWork at officeLocal area$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant... ...administration to join our national Private Client Services Group. The search...Full time- ...Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management... ...’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will... ...orders, fixed income trades and private investmentsProvide support across...PrivateLocal area
$69.8k - $132k
...provider of professional services to the middle market globally, our purpose is to... ...of change, empowering our clients and people to realize their... ...fund structures in the private equity industry? Are you looking... ...hire as an experienced associate.RSM will consider for...PrivateFull timeWork experience placementInternshipWork at officeLocal area
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