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$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- Digital Asset Custody Operations - Junior Analyst Apply (opens in new... ..., Malaysia Job Type: Hybrid Posted: Apr. 30, 2026... ...integration. The Investor Services business is dedicated... ...space for our clients where our business is... ...performance related bonus Private medical insurance...PrivateFull timeCasual work
$94k - $141k
Client Service Senior Analyst Apply (opens in new window) Job Req Id: 2696... ...United States Job Type: Hybrid Posted: May. 06, 2026... ...: Deliver wealth management services to Citi Private Bank clients with guidance... ...and collaborate with operational and middle office teams...Full timeWork at office- ...graduates to join their Investment Manager Services Division. The role involves providing... ...of investment funds, including hedge and private equity funds. The ideal candidate will have... ...service skills. SEI offers a supportive and hybrid work environment along with comprehensive...PrivateSummer work
$180k - $225k
...premier investment and wealth management firm with a... ...strategies to optimize clients' portfolios while mitigating... ...the firm to market its services; Coordinating... ...Business Development, Private Wealth Management, Wealth... ...and Estate #LI-US #Hybrid Experience our welcoming...PrivateWork at officeLocal area$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$100k - $153k
...Credit Risk Officer - Wealth Management Corporate Title... ...Deutsche Bank’s Private Bank business is one of... ...worldwide; 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$90k - $140k
...significant risk, workforce, wealth management and... ...Summary: P&C Private Client Group (PCG/affluent lines... .... We are a retail operation for affluent and wealthy... ...the flexibility of a hybrid work schedule of at least... ...carrier products and services Maintains and...PrivateFull timeWork at officeLocal areaImmediate startWork from homeShift work2 days per week3 days per week- DUAL North America, Inc. is seeking an Operations Analyst to support their Atlantic broking teams in New York City. The role involves coordinating... ...for both on-site and remote work, emphasizing collaboration and service quality. #J-18808-Ljbffr DUAL North America, Inc.PrivateRemote work
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes... ...their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
$105k - $160k
181 SEI Global Services, Inc. is seeking a skilled professional to lead accounting operations for private equity fund clients in New York. The role requires a minimum of 5 years' experience... ...regulations. The position offers a hybrid work environment and a comprehensive compensation...Private- ...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
- 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$90k - $110k
...Berman in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. This role enhances the digital client experience... .... Candidates must have at least 3 years in financial services and a Bachelor's degree. The position offers a salary...Private$75k - $85k
...personal goals is the best way to help our clients and advance our business. With a 200‑year... ...team. Report on internal and external private investments. Integrate systems and workflows... ...or Philadelphia locations and will be a hybrid role with a minimum of 3 days per week in...PrivateWork experience placementWork at officeLocal area3 days per week- ...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
- ...dynamic and technically proficient Private Credit Product Specialist to... ...the growth of our private wealth distribution platform. This... ...investment teams and private wealth client teams, partnering with... ...Familiarity with regulatory and operational nuances of private wealth...PrivateLocal area
$180k - $200k
...professional for the role of Regional Director, Private Wealth & Wealth Solutions. This position... ...among financial advisors and managing client relationships effectively. The ideal candidate... ...and benefits including a 401K match and hybrid work options. #J-18808-Ljbffr AssetMarkPrivate
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