Private Banking Associate: Client Experience & Operations
JPMorganChase
JPMorganChase is seeking a Banker Professional to support Client Advisors in managing client relationships within the International Private Bank. The role requires a Bachelor's Degree and relevant licenses (Series 7, 66) to ensure compliance. The successful candidate will assist with account opening processes, monitor client accounts, and conduct various administrative duties, all while maintaining a high level of confidentiality. Exceptional organizational skills and power tool proficiency, particularly in Excel and PowerPoint, are essential. #J-18808-Ljbffr JPMorganChase
- FXAIR, a leader in the private jet charter industry, is offering an opportunity to join... ...the industry. FXAIR is looking for Client Experience Advisors to join our dynamic and... ...candidate reports into the Vice President of Operations and will gain fantastic experience...OperationsPrivateTemporary workWork at office
- ...Director of Engineering, Client Analytics & Experience page is loaded## Director of Engineering, Client... ...evaluating personnel to ensure efficient operation, continued growth, and positive... ...Markets, with a strong understanding of Private Markets preferred.* Well-versed in best...OperationsPrivate
$150.45k - $177k
...JOB TITLE: Director of Client Experience – The Landmark REPORTS TO: VP & General Manager, The Landmark... ...team, and Art & Culture, ensuring each operates with precision, state-of-the-art... ...client journey. Oversee the delivery of private tours of The Landmark, positioning the...OperationsPrivateFlexible hoursAfternoon shift$100k - $130k
...luxury objects through auctions, private sales and retail. Our deep... ...New York City. THE ROLE The Associate Vice President, Regional Head of Client Experience - Americas is a senior leader... ...strong background in contact center operations, hospitality‑driven service...OperationsPrivateSeasonal workLocal area- ...to Anchorage Digital Bank N.A., the first federally... ...part of the daily operations at Anchorage Digital... ...Operations, Legal and Client Experience teams to ensure the... ...Digital Bank National Association, an OCC-chartered national... ...Pte Ltd, a Singapore private limited company, all...OperationsPrivate
$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full timeposted... ...Services, Private Bank, Mortgage or Business Banking... ...** Embodies a strong client experience culture, being present with... ....* Ensuring compliance with operational, risk, security and audit procedures...OperationsPrivateHourly payWork experience placementDay shift$85k - $130k
...Full time Department Operations Compensation $85K -... ...automates the management of private investments, improving... ..., and the human experience of investing across asset... ...investors, advisors, banks, families, and... ...20+, serving over 400 clients, including several of...OperationsPrivateFull timeContract workWork at officeRelocationWeekend workAfternoon shift$110k - $170k
...Alter Domus is seeking a Senior Product Manager for Client Experience in Private Credit. The role involves owning client interactions and optimizing the AD Intelligence platform. Candidates should have over 10 years in product management, particularly in Private Credit...PrivateFlexible hours- ...luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with... ...retain and grow top clients through valuable experiences. This role requires 7+ years of experience in...Private
- About US Private Bank (USPB): With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality... ...comprehensive solutions to help clients with the many complexities they... ...plus. Established track record of operating within governance-heavy...OperationsPrivate
- JPMorgan Chase is seeking an Associate in its Information Management Group in New York to manage client portfolios allocated to private equity funds. Responsibilities include evaluating... ...must have 3+ years of accounting experience, a Bachelor's degree in accounting, and...OperationsPrivate
$105k - $160k
...1 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 in Private Equity Fund Accounting and at least 2 years in a supervisory position....OperationsPrivate- ...leading financial services firm is seeking an Associate to join its Information Management Group due... .... This role requires 3+ years of accounting experience, preferably in private equity. Responsibilities include managing client portfolios, evaluating investment...OperationsPrivate
- ...investment management and private banking solutions. Wealth... ...restructurings and operational efficiencies, and more... ...Private Bank Strategy Associate, you will play a... ...investment professionals, client advisors/market... ...team, or equivalent experience Ability to provide structure...OperationsPrivate
- ...Peoples Security Bank & Trust Company is seeking individuals to provide exceptional customer experiences while managing financial transactions. This role involves working... ...branch sales/service team to ensure daily operations meet customer needs effectively. Candidates...Operations
$110k - $170k
...Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to...PrivateFlexible hours$175k - $203k
...Global Banking & Markets - New York - Associate, Trading Job Duties: Associate, Trading... ...in asset classes such as private equity NAV financing, private... ...with sales, operations, engineering, and structuring... ...to facilitate premiere client experience. Develop term sheets, marketing...OperationsPrivateFull timeTemporary workWork at office- ...Fxair is seeking a Client Experience Advisor to join our team in New York City. You will play a vital role in ensuring the smooth operation of customer trips, from booking through completion... ...ideal candidate has experience in private aviation and excels in communication...OperationsPrivate
- ...The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management Group due to... .... This role involves managing client portfolios allocated to private... ...3+ years of accounting and operational experience, with specific private equity...OperationsPrivate
$100k - $235k
...leading global investment banking, securities and... ...substantial and diversified client base that includes... ...Securities Settlements Operations provides operational support... ..., Investment Banking, Private Wealth, etc. covering... ..., improve client experience and be commercially effective...OperationsPrivateFull timeTemporary workPart timeWork experience placementWork at officeWorldwide$53k - $64k
...practices scale and thrive by strengthening business operations, financial performance, client experience, and strategic execution, while supporting the... ...experience in a high-end hospitality, luxury retail, private healthcare, concierge, or client-facing environment...OperationsFull timeWork at office$180k - $240k
...Job Description Our client is a global investment firm,... ...to institutional investors, private clients, and financial intermediaries... ...are currently seeking an Operations Executive to head Client... ...Qualifications • 15+ years of experience in the financial services...OperationsPrivateFor contractors$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in New York, NY. This role involves supporting operations, improving processes, and ensuring a seamless client experience within their Private Wealth Management team. The ideal candidate will have over 10...OperationsPrivate- Client Service Officer Apply (opens in new window... ...working directly with Private Banking Teams and clients,... ...Office (Bankers), Tax Operations, Business Execution,... ...and improved client experience Working with Private... ...function gaps, highlight associated risks and implement...OperationsPrivateFull timeWork at office
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to... ...-market investment bank and full service broker... ...& Co. Inc.’s Private Client Division is currently... ...marketing and day-to-day operations of a growing wealth... ...of hire) 3+ years’ experience working as a sales assistant...OperationsPrivateFull timeLocal area- ...Family Office (MSFO) within Private Wealth Management is responsible... ...solutions to Family Office clients across investment management,... ...exceptional and consistent client experience while working with different... ...planning, family office operations, and wealth education. The role...OperationsPrivateWork at office
- ...environments. Our work helps clients manage risk, protect... ...expertise with strong private‑sector client... ...Practice Leaders, and Operations leaders across EnSafe.... ...years of progressive experience in environmental consulting... ...state, or local law, or association with a person on the...OperationsPrivateFull timePrivate practiceWork at officeLocal areaFlexible hours
$115k - $125k
Neuberger is seeking an Operations Manager in New York to oversee daily operations and enhance client servicing. The ideal candidate will have over 10 years experience in private wealth management, strong organizational skills, and be proficient in improving operational...OperationsPrivate- ...Manager in Middle Office Hedge Fund Operations in New York. This full-time role involves collaborating with private equity and hedge fund clients, managing trade reconciliations, and... ...over 10 years of financial services experience, with strong analytical skills and knowledge...OperationsPrivateFull timeWork at office
$115k - $125k
Neuberger in New York is seeking a Client Service Operations Manager to lead operational excellence... ...within Team Kaminsky, one of its largest Private Wealth Management teams. This role... ...should have over 10 years of relevant experience in financial services and a Bachelor’...OperationsPrivate
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