Alt Investments: Distribution & Client Services Associate
Macquarie Global Services
Macquarie Asset Management is seeking an Associate, Alternatives Distribution and Client Services to join the Fund Management team for Alternative Investment products. You will oversee the onboarding process for distributors, advisers and other external counterparties on our wealth platform, ensuring a seamless experience for all parties, and you will track and respond to ongoing queries. The role involves regular and ad hoc reporting to clients and distributors, with potential eligibility for #J-18808-Ljbffr Macquarie Global Services
$80k - $95k
The TCW Group is hiring a Client Services Associate in New York, responsible for providing exceptional support to clients invested in alternative investment products. The ideal candidate will have a Bachelor's degree and 3-5+ years of experience in finance focused on client...Suggested- About FortressFortress Investment Group LLC is a leading, highly diversified... ...over 2,000+ institutional clients and private investors... ...offices around the globe.Client Service AssociateNew York,... ...ILPA, and Basel III templates.Distributing monthly/quarterly estimates,...SuggestedPermanent employmentLocal areaWorldwide
- A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1-6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office...SuggestedWork at office
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...and inclusion. Using a broad investment product and thought... ...a Private Client Investment Associate in J.P. Morgan Wealth Management...Suggested
$100k - $115k
...solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth... ...financial planning, investment strategy and implementation.... ..., high-energy client service associate who thrives in an entrepreneurial...SuggestedPermanent employmentWork at officeLocal area$245k - $330k
Duane 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 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals...Private practiceWork at office- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual... ...goals by providing industry leading investment solutions. Our wide array of financial... ...proposition Provide superior client service by being responsive, thoughtful and making...
- As a Client Account Manager within Asset Management you will be responsible for delivering... ...client experience to clients investing in Alternative strategies of J.P. Morgan... ...of the organization to form a dedicated service team for each assigned client. Job ResponsibilitiesCoordinate...
- ...institutional and individual clients from all over the globe meet... ...by providing industry leading investment solutions. Our wide array of... ...As an Internal Client Advisor Associate within the Asset Management team... ...Provide superior client service by being responsive, thoughtful...
$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional...Private practiceWork at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment... ...in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and...Work at officeLocal areaRemote workWork from homeWorldwide$20 - $23 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate. The Client Service Associate enhances the client experience...Hourly payFull timeTemporary workWork at officeRemote workFlexible hours$55k
...(“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1... ...in Mandarin Chinese to support our specific client base. The firm is seeking a Client Service Associate to join our Private Client Division in our...$70k - $80k
...Description Purpose of Position: To provide support to both our Client Service and Business Development teams in all aspects of... ...Data Analytics # Compute and validate monthly returns for investment products utilizing # Maintain Investment Performance and Analytics...Work experience placementWork at officeRemote workVisa sponsorshipWork visa- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
$41.2k - $76.8k
...Company: Description: Client Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive...Minimum wageFull timeWork at officeLocal areaNight shift$90k - $120k
...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, strong service delivery and...Full timeWork at office$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...insurance benefits for large corporate clients. Position Summary: The Billing... ...Qualifications Experience with client/customer service, preferably in a corporate setting....Full timeRemote workMonday to Friday3 days per week- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...
- ...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Work at officeLocal areaNight shift
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...Advisor(s)/Private Wealth Advisor(s) Answer general non-investment related questions concerning client accounts, including...Temporary workWork at officeLocal area$35.36k - $90k
...Registered Client Service Associates (CSAs) Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business...Temporary workWork at officeLocal area$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...Hourly payFull timeWork at office$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional... ...support to clients and their consultants invested in TCW's alternative investment... ...Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal...Work at officeRemote work- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY. ECLARO's client is one of the largest Insurance...Work at office
- ...Client Services Associate TransPerfect is more than just a job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family...Work at office$45k - $65k
...Client Service Associate We are seeking a client service associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized...Remote jobFlexible hours$70k
...Client Service Associate New York, New York, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours
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