Senior Portfolio Strategy & Client Service Associate
Bank of America
Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed. Responsibilities include asset allocation support, trade execution, and performance reviews, with a focus on risk management and timely issue resolution. Strong communication and analytical skills are essential. #J-18808-Ljbffr Bank of America
$100k - $115k
...Ultra High Net Worth clients.This Barron’s and Forbes... ...provides financial services primarily to high-net-... ...planning, investment strategy and implementation. We... ...energy client service associate who thrives in an entrepreneurial... ...financial data, portfolio information,...SeniorPermanent employmentWork at officeLocal area$100k - $115k
...Hightower Advisors, a financial services company. Established in 1988,... ...management, customized portfolio reporting, and development of investment guidelines and strategies. The team consists of 32 investment... ...City and services over 500 clients with over $22 billion in...SeniorPermanent employmentLocal area$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...SeniorWork at office$100k - $170k
...Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign... ...be utilized in MAS client portfolios for Corporate Pensions, Health... ...fixed income and real asset strategies, including providing...SuggestedFull timeTemporary workPart time$140k - $175k
...we invest across three multi-strategy platforms: Credit, Real Assets... .... Blue Owl is seeking a Senior Associate to support and cross-sell into the firm’s largest client relationships within the Institutional... .... Work closely with client service through product marketing and...SeniorPermanent employmentTemporary workWork at officeFlexible hours- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...Senior
$82.5k - $95k
Role Overview Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...them to help develop economical tax strategies anywhere. Their services include... ..., and international and private client services. As a Tax Senior based out of our Columbia, MD or...SeniorWork at officeLocal area- Located in New York, Ares Management seeks an experienced Client Services professional in its AWMS unit to support investor servicing and complex transfer agency workflows. You will work with institutional and offshore clients, handle onboarding, and ensure high-quality...Senior
$80k - $85k
...in Manhattan is seeking a Client Services Associate to join the Client Services... ...account and managing the portfolio on the firm’s portfolio accounting... ...based on the investment strategy selected by the client.... ...in high pressure settings Seniority Level Associate Employment...Full timeWork at office$70k - $80k
...Position: To provide support to both our Client Service and Business Development teams in all... ...are properly allocated to client portfolios # Migration to Al Platform (Canoe) is... ...Asset Allocation reporting # Analyze strategy gaps for expansion of AMAL product offerings...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco... ...Client Service team partners with the portfolio management team, operations, trading... ...channels Answer high level portfolio and strategy related questions Review/respond...Work at office- ...in Manhattan is seeking a Client Services Associate to join their Client Services... ...account and manage the portfolio, including client guidelines... ...based on the investment strategy selected by the Client. Continual... ..., Excel and PowerPoint Seniority level Associate Employment...Full timeWork at office
- ...Management, where your expertise as a Client Account Manager - Senior Associate will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!As... ...individuals, advisors and institutions with strategies and expertise that span the full...SeniorFlexible hours
- ...leader in New York to provide high-quality sales, service and investment guidance to clients across a broad portfolio. The role requires deep fiduciary knowledge,... ...awareness and strong stakeholder collaboration to drive strategy and client outcomes. Salary ranges reflect the...Senior
- Bank of America is seeking a Portfolio Management Support professional to assist the team in delivering integrated... ...investment advice and portfolio management services. You will coordinate internal delivery, engage clients on performance, and back up client-facing Portfolio...SeniorWork at office
$88.08k - $140.93k
...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse Perspectives... ...as a Private Client Services Associate - Outsourced... ...Group to distribute portfolio construction and... ...from teammates or more senior colleagues.You enjoy working...Full timeTemporary workLocal areaFlexible hours$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY... ...compensation, SMBC offers a competitive portfolio of benefits to its employees.Role... ...management capabilities. Assist senior team members with projects aimed...Work at officeLocal areaRemote workWork from homeWorldwide$32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...FA/PWA/team Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in...Temporary workWork at officeLocal area- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)... ...eAuthorization) Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering...Work at officeLocal areaWorldwide
- ...on behalf of over 2,000+ institutional clients and private investors worldwide across a... ...equity and permanent capital investment strategies. Investment performance is our cornerstone... ...offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding...Permanent employmentLocal areaWorldwide
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted... ...a translation agency”. Our services portfolio covers everything from business support... ...position of the Client Services Associate is responsible for serving as the first...InternshipLocal area
- ...description below for the position of "Client Service Associate" with our top client "Invesco" .... ...Client Service team collaborates with portfolio management, operations, trading, and... ...****@*****.*** | Linkedin Seniority level Entry level Employment type Contract...Contract work
$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships... ...with all aspects of Wealth Management sales and service strategy. Resolves more complex service issues within the team and...SeniorWork experience placement$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The...Work at office- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding... ...anticipate client needs and assist in the development of strategies for meeting and exceeding those needs Update and maintain...Work experience placement
$70k
...Client Service Healthcare Associate (Class of 2027) New York, New York, United States Guidepoint's Client... ...consideration Define sourcing strategies for each client request based on project... ...Are comfortable engaging senior professionals by phone, building rapport...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$180k - $275k
...Brookfield Asset Management LLC is looking for a Senior Associate/Vice President to join the Credit Portfolio Solutions team based at Brookfield Place,... ...across portfolio construction, investment strategy coverage, and client engagement. The ideal candidate will have...Senior$35.36k - $90k
...Registered Client Service Associates (CSAs) Registered Client Service Associates (CSAs) help shape the future of service by modernizing the... ...against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and...Temporary workWork at officeLocal area- Capital Group seeks a Private Client Services Associate - Outsourced Advisory Solutions in New York. You will support portfolio construction, onboarding, and client service with collaboration across OAS and PCS leadership. The role emphasizes process improvement, data-driven...
$68.3k - $79.8k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...FA/PWA/team Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in...Temporary workWork at officeLocal area
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