Client Service & Operations Analyst — Private Wealth (Hybrid)
$115k - $135kQuantinno Capital Management
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment account support. The ideal candidate holds a Bachelor’s degree and has 2+ years in private wealth management, with strong attention to detail and proficiency in Office apps. Compensation is between $115,000 and $135,000, with additional benefits and a 4:1 hybrid work model. #J-18808-Ljbffr Quantinno Capital Management
$115k - $135k
...Build and maintain strong operational relationships with a... ...dedicated group of Quantinno clients, serving as primary... ...years of experience in private wealth management, preferably as a client service associate supporting a... ...position follows a 4:1 hybrid work model, out of our...PrivateWork at office- A leading investment management firm in New York is seeking an Analyst/Associate for its Centralized Business Services. The role involves coordinating with private wealth management teams, managing client inquiries, and ensuring compliance with various regulations. Ideal...PrivateFull timeWork at office
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $14... ...investor relations. This role is vital in supporting clients and understanding their investment goals. If...Private- EY is seeking a Manager in Private Tax in New York to provide personal... ...tax solutions, support clients in wealth transfer and succession... ...years of experience in tax services. EY offers a competitive salary... ...comprehensive benefits, and a hybrid work model. #J-18808-Ljbffr...Private
- ...seeking a Senior Paralegal Specialist for its Private Wealth Department. This role requires at least... ...Paralegal, overseeing high-profile clients and managing junior paralegals. The ideal... ...systems. The position offers a hybrid work model with competitive compensation...PrivateWork at office
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial... ...or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits...Private
- U.S. Bank is seeking a Private Wealth Management professional in New York... ...relationships with high net worth clients. This role requires ten or... ...high-level customer service and ensuring compliance with... ...regulations. The position offers a hybrid schedule, emphasizing both in...PrivateWork at officeFlexible hours
$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...Private$100k - $120k
Neara is seeking a Client Services Operations Analyst to ensure premium service delivery. This role monitors payment processes, addresses customer... ...$100,000 - $120,000 annually, along with benefits like private healthcare and flexible work policies. Join us to help streamline...PrivateFlexible hours$100k - $120k
Client Services Operations Analyst Location: New York, New York, United States Salary Range: $100,000 - $120,000 gross annually (NY) Job Type: Full... ...to travel (if applicable) Flexible vacation policy Private Healthcare Employee stock ownership (ESOP) Flexible working...PrivateFull timeFlexible hours$106.5k - $195.1k
EY is seeking a Manager in Private Tax to provide personal and private... ...experience in professional services. Key responsibilities include... ...tax advice, managing client relationships, and supervising... ...of $106,500-$195,100, with a hybrid work model and comprehensive...Private- ...financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client... ...least eight years of experience in financial services, strong communication skills, and relevant...Private
$95k
...Job Overview - Client Operations Analyst (Investment Operations... ...Schedule: Monday to Friday (Hybrid) Atlantic... ...and seamless client service. Ideal for candidates with experience in wealth management, investment... ...Customer reviews for private investments, ensuring...PrivatePermanent employmentMonday to Friday- HSBC is looking for a strong candidate to shape and deliver its investment advisory proposition for Private Banking and Wealth clients. You will support the commercialization of Advisory programs, partner with Portfolio Managers and CIO teams, and define roadmaps for product...Private
$200k - $300k
CohnReznick is looking for a Private Equity Client Relationship Executive (CRE) at the Director level in New York. This hybrid role focuses on driving complex growth opportunities and establishing strong client relationships within the Private Equity sector. Candidates...Private$81k - $125k
...significant risk, workforce, wealth management and... ...visit: Job Summary P&C Private Client Group (PCG/affluent... ...Casualty. We are a retail operation for affluent and... ...the flexibility of a hybrid work schedule of at least... ...with established PCG/HNW servicing or related experience,...PrivateRemote jobFull timeImmediate startWork from homeShift work2 days per week- ...detailed research and engaging with industry executives to support private equity clients. The firm offers a competitive base salary of $77,500,... ...excellence. Additional perks include paid holidays, health benefits, and hybrid working options. #J-18808-Ljbffr Orbit PartnersPrivate
- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...Private
- ...seeking a Strategic Account Executive to manage high-value Private Equity clients. The ideal candidate will have over 7 years in B2B SaaS sales... ...process and engaging key decision-makers. This role fits within a hybrid work model, offering competitive compensation and various...Private
$185k - $195k
A global professional services firm is seeking a Health Solutions Account Executive in New York City. In this hybrid role, you will manage relationships for Private Equity clients, ensuring compliance and project success. The ideal candidate possesses over 10 years’ experience...Private$100k - $153k
...Credit Risk Officer - Wealth Management Location New... ...Overview Deutsche Bank's Private Bank business is one of... ...; We offer our clients a broad range of traditional... ..., and collaboration A hybrid working model, allowing... ...experience in financial services with at least moderate...PrivateWork at officeLocal areaWork from homeWorldwide- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This... ...years of experience in Wealth Management operations, a proven leadership track record, and strong...Private
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...Private$33.28k - $90k
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...global communities in which we operate, bringing a variety of...PrivateTemporary workWork at officeLocal area- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience... .... The Private Banker will manage client relationships, generate new assets...Private
$80k - $100k
Neuberger Berman is seeking a Client Associate/Senior Client Associate in New York to provide operational support for Wealth Advisors. The role involves managing private equity documents, client communications... ...have 4-5 years in financial services, a relevant undergraduate...PrivateFull time$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate to enhance digital client experiences for its Private Wealth clients. This role involves improving online access platforms, supporting private wealth teams, and driving advancements in client reporting...Private- ...Title : Business Analyst Location: NYC, NY Hybrid Contract Note... ...hands-on experience in Private Equity and Sage Intacct... ...ideally in financial services or fund accounting.... ...data remediation teams, operations and the AI COE to capture...PrivateContract work
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