Private Wealth Management Team Administrator Morgan StanleyPrivate Wealth Management Team AdministratorChesterfield, MOOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. DUTIES and RESPONSIBILITIES: Provide administrative coverage for a FA/PWA/team including: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateNew York, NY$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Private Banking Associate I - Cedar Rapids Bankers Trust CoPrivate Banking Associate I - Cedar RapidsCedar Rapids, IA$24–$28 / hourWe're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record. Primary Functions and/or Responsibilities: Prepares letters, memorandums, reports and credit/debit items; processes payments, advances, and wire transfer requests; assists officer in opening new accounts and preparing loan papers.
Associate II - Private Banking Central Pacific BankAssociate II - Private BankingHonolulu, HIExhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Maintains quality of loans in team portfolio of account relationships through diligent supervision and collection efforts, keeping abreast of trends and developments both within and outside the Bank that could impact or affect the quality of the assigned portfolio.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Sales Consultant, Private Client Services Marsh McLennanSales Consultant, Private Client ServicesGreenville, North CarolinaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). As our Sales Consultant on the Private Client team , you’ll develop new business through consultative relationships with clients, prospective clients, carriers and organizations.
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Account Manager, Private Client Services Marsh McLennanAccount Manager, Private Client ServicesGreensboro, North CarolinaWith 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Private Client Advisor III Bank of AmericaPrivate Client Advisor IIINew YorkKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Merrill Private Wealth Client Relationship Manager Bank of AmericaMerrill Private Wealth Client Relationship ManagerChicago, IllinoisOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole.
Private Client Services Associate Class Years 2022 & Earlier Hughes Hubbard & Reed LLPPrivate Client Services Associate Class Years 2022 & EarlierNew York, NY$310,000–$420,000 / yearExperience: The ideal candidate has trusts and estates experience at a large NYC firm with a Private Client Services practice comparable to Hughes Hubbard's. Draft prenuptial and postnuptial agreements; have experience in estate administration and all aspects of tax controversy, including dealing with IRS examinations and appeals.
Portfolio Manager II (PM II), Private Bank Bank of AmericaPortfolio Manager II (PM II), Private BankDallas, TexasKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Private Client Services Associate (Class Years 2022 & Earlier) Hughes Hubbard & ReedPrivate Client Services Associate (Class Years 2022 & Earlier)New YorkThe ideal candidate has trusts and estates experience at a large NYC firm with a Private Client Services practice comparable to Hughes Hubbard’s. • Draft prenuptial and postnuptial agreements; have experience in estate administration and all aspects of tax controversy, including dealing with IRS examinations and appeals.
Private Bank Associate - Trust Bank of AmericaPrivate Bank Associate - TrustBoston, MassachusettsPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Private Client Advisor II- Austin, TX Bank of AmericaPrivate Client Advisor II- Austin, TXAustin, TexasKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Private Client Services Associate Attorney Gables Search GroupPrivate Client Services Associate AttorneyNew York, NY$245,000–$330,000 / yearThis position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City .
Private Client Services Associate or Counsel Attorney Gables Search GroupPrivate Client Services Associate or Counsel AttorneyPhiladelphia, PA$285,000–$395,000 / yearThis position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City .
Associate - Mergers & Acquisitions / Private Equity Advocates Legal RecruitingAssociate - Mergers & Acquisitions / Private EquityDallas, TexasAdvise corporate clients and private equity funds on acquisitions, dispositions, minority investments, and similar transactions. Our AmLaw 100 client is adding associates to its busy Merges & Acquisitions and Private Equity teams in Dallas.
Associate - Private Investment Funds Advocates Legal RecruitingAssociate - Private Investment FundsBoston, MassachusettsOur AmLaw 100 client is building out its powerhouse Private Investment Funds team, and they’re looking for someone who’s already been in the trenches of fund formation. If you're a mid-level associate (class years 2020 to 2022) and you're not looking to be another cog in the BigLaw machine, read on.
Private Client Services Associate Attorney - Midlevel Ashurst Perkins CoiePrivate Client Services Associate Attorney - MidlevelSeattle, WashingtonOur nationally recognized team has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.