Client & Shareholder Services Associate (Asset Management) - New York City Metropolitan Area

Client Service Associate · Role Profile Summary · A Client Service Associate with Helios Capital Partners is responsible for assisting lead and associated advisors to provide exceptional financial services to clients of Helios Capital Partners based in the New York City Metropoli ...

This is a unique client-facing role with a defined path to becoming a Wealth Advisor within an established growth-oriented RIA in the New York City area. · ...

The Member Services Associate performs various tasks related to orders, records, and contributions for A.A. members and customers. · The role involves maintaining accurate records in NetSuite, · delivering customer service, · managing literature orders, · resolving order issues, ...

+Job summary · We are seeking an Associate to join our team at a private equity investor in the Asia Pacific region. · Deal Monitoring: Support senior team members in monitoring the performance of portfolio companies · ++Deal Monitoring: Support senior team members in monitoring ...

We are looking for an exceptional individual to join our transaction services team as a Senior Associate. This is an opportunity to become an integral member of a rapidly growing business with limitless upside as our team scales and contribute directly in building our growing pra ...

As Senior Associate, Client Service, you are a vital individual contributor responsible for executing end-to-end campaign scopes. · You operate with humility and remain open to feedback. · What You'll Do:End-to-End Deliverables: · Campaign Execution: · Strategic Support: · ...

About 17Capital is a private credit manager. It provides non-dilutive capital to high-quality private equity management companies. · Work closely with the team to deliver a first class and effective client relations service · Assist with the development of fund marketing material ...

As an Associate Director at Fohr you aren't just managing accounts; you are architecting the future of the creator economy for world class brands. · ...

What we do: · First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $181 billion in assets under management as of December 31, 2025. Dedicated to providing prudent stewardship of client assets, the firm ...

The world of digital assets is accelerating in speed, magnitude, and complexity, opening the door to new ways for leveraging the blockchain. Fireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some ...

Arrayo is seeking ambitious and entrepreneurial-minded professionals to join our Business Development team in New York City. · ...

The Vagelos College of Physicians and Surgeons Office of Development (VP&S OOD), a part of Columbia University Irving Medical Center (CUIMC), is dedicated to facilitating relationships that support the vision and mission of CUIMC and VP&S: to transform health by driving discovery ...

One of our major retail clients is currently seeking a Store Runner/Stock Associate for theit downtown NYC store. Role pays $22/hr and they are looking to hire ASAP. Role would be 4 days on weeekdays and one day on weekends. This is a temp to perm opportunity. · Overview · As a S ...

Recruiting and Associate Development Coordinator provides administrative support for the department and coordinates all aspects of recruiting and associate development. · ...

Covington is seeking a Senior Manager of Professional Development to join our team in New York or Washington DC office. · ...

Berman Group is a communications firm that orchestrates a unique and seamless array of services. The company is seeking to fill various full-time roles for its Events and Real Estate Associations Management team. · ...

We are seeking an Investment Banking Associate to join our Healthcare Services and Technology team. · Support execution of sell-side and buy-side M&A, equity and debt financings, · Conduct financial valuation, discounted cash flow, · ,Analyze detailed corporate and financial info ...

We are growing and seeking a Compliance Associate who wants meaningful client exposure, accelerated learning, and a defined path for advancement. · ...

This role involves connecting with prospective clients identifying their needs offering tailored solutions building maintaining client relationships managing sales pipelines achieving individual team sales targets maintaining thorough knowledge of products services collaborating ...

We are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · Manage and develop trust centers associated with Information Management and Technology functions · Provide leadership and mentoring for the professional developme ...