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Keywords: Private Wealth Client Associate, Location: New York City, NY

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Client Associate

You'll be working in the Private Wealth Sector team in New York. As a client associate you'll play an important role in the... how to take care of people? We're looking for a Client Associate: keep management systems up-to-date with client information...

Company: UBS
Location: New York City, NY
Posted Date: 29 Oct 2025
Salary: $70000 - 76000 per year

Asset Management - Client Service Delivery Associate - Senior Associate

. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you'll have the chance...Job Category: Client Service Job Description: Step into a dynamic role where your ideas and initiative...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 30 Sep 2025

Registered Client Service Associate

Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 27 Nov 2025
Salary: $34320 - 90000 per year

Client Service Associate

Client Service Associates 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 with clients, individuals in this role build...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 07 Nov 2025
Salary: $34320 - 90000 per year

PWM Registered Client Service Associate

)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 22 Oct 2025
Salary: $33280 - 85000 per year

U.S. Private Bank - Program Analyst

/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private... are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 13 Nov 2025

Inside Sales - Private Capital Solutions

The PCS Inside Sales Associate is a member of the PCS Client Coverage team whose primary responsibilities... are to support our PCS Sales Specialists in their sales efforts, assist with client inquiries, identify needs for new services...

Posted Date: 27 Nov 2025

Senior Associate, Alternative Credit

. Alt Credit fills gaps in the capital markets between credit, private equity and real estate, investing across a spectrum... designed to be client-focused and solutions-based with three main formats: pure play, customized and flagship funds. Primary...

Posted Date: 05 Oct 2025
Salary: $170000 - 200000 per year

Senior Associate, Investor Reporting, Credit IR & Product Management, Alternative Credit

. Alt Credit fills gaps in the capital markets between credit, private equity and real estate, investing across a spectrum... designed to be client-focused and solutions-based with three main formats: pure play, customized and flagship funds. Primary...

Posted Date: 18 Sep 2025
Salary: $135000 - 145000 per year

Data Governance Associate, Data Architecture & Governance (New York, NY)

Associate, Data Architecture & Governance (New York, NY) About The Role This position requires the successful candidate... is a global business and technology consultancy delivering client and industry driven solutions through our 5 core specialist...

Company: FDM Group
Location: New York City, NY
Posted Date: 05 Dec 2025

Senior Associate, HR Due Diligence, M&A Strategy

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand... and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning...

Posted Date: 04 Dec 2025

Asset Management Investment Platform - Data Scientist Associate

- Associate on the Asset Management Investment Platform Data Science team you will leverage innovative and cutting-edge NLP... processes, elevate client experiences, and streamline operations. By extracting vital insights from financial reports, analyst...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 28 Nov 2025

EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Senior Associate

-Parthenon - Corporate Finance - Business Valuation - Financial Services - Senior Associate The opportunity EY is a leader... of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset...

Company: EY
Location: New York City, NY
Posted Date: 26 Nov 2025

Assistant Vice President Associate Banker SAFE Act LO

opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients... experience Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time...

Company: Citigroup
Location: New York City, NY
Posted Date: 22 Nov 2025
Salary: $109120 - 163680 per year

Global Banking & Markets, Securities Settlements, Associate - New York

(but not limited to) Trading, Sales, Investment Banking, Private Wealth, etc. covering functions including Inventory & Liquidity...Job Category: Senior Associate Job Description: WHO WE ARE Goldman Sachs is a leading global investment banking...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 22 Nov 2025
Salary: $80000 - 135000 per year

Associate Portfolio Manager - SMA Overlay & Tax Management

Managed ("PTM") overlay for UBS Wealth Management private clients to: deliver tax and risk-aware overlay on active... to join one of the fastest growing segments of the market? We're looking for a Portfolio Associate focused on our Personalized Tax...

Company: UBS
Location: New York City, NY
Posted Date: 19 Nov 2025
Salary: $135000 - 195000 per year

Tax, Trusts & Estates Associate Attorney

firm with a strong national platform and full-service private client practice seeks a Tax, Trusts & Estates Associate...-term client relationships. Responsibilities Advise clients on estate planning, wealth transfer, tax-efficient...

Posted Date: 09 Nov 2025

Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate

and expand beyond a 10b5-1 service. This will require coordination with Global Capital Markets, Private Wealth Management..., investment management and wealth management services. The Firm's employees serve clients worldwide including corporations...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 08 Nov 2025
Salary: $80000 - 100000 per year

Asset Management - Relative Value/Macro Hedge Fund Analyst - Associate

client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity.../Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 05 Nov 2025

Asset Management - Fund Controller Associate

Job Category: Business Support Job Description: As a Fund Controller Asset Management Client Service division the... Management - Fund Controller - Associate you will support the Production Administration leadership team in executing management...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 01 Nov 2025