Client Analyst - New York

The Institutional Business Development Analyst will work closely with three senior Client Advisors within the Institutional Client Group. · The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, · client serv ...

The Institutional Business Development Analyst will work closely with three senior Client Advisors within the Institutional Client Group. · Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. · Assist in creating sal ...

As a member of the North American Intermediary sales team, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, processes and reporting across the U.S. Offshore platform. ...

Support the firm's Retirement business including Defined Contribution Investment Only Business Development professionals and senior Retirement Relationship Managers. · ...

As a member of the North American Intermediary sales team and reporting to the Head of Bank and U.S. Offshore, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, process ...

As a member of the North American Intermediary sales team, the primary responsibility of the Client Analyst is to support the firm's Retirement business. · Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partn ...

The primary responsibility of the Client Analyst is to support the firm's Retirement business and build client partnerships with Retirement Clients including Recordkeeping Platforms, Trust Companies, TPAs, and other home offices. · ...

The Client Analyst will support the firm's Retirement business by building and maintaining client partnerships with retirement clients. · 1-3 years asset management sales or marketing experience preferred (intermediary or institutional) · SIE, Series 7, and 66 licenses required w ...

TheInstitutionalBusinessDevelopmentAnalystwillworkcloselywiththreeseniorClientAdvisorswithintheInstitutionalClientGroup.TheAnalystwillcollaboratewithAssociates/CAs tosupporttheteamcarryingouttheirday-to-daybusinessdevelopmentgoals,clientservicingneedsastointernaladministrativesup ...

As a member of the North American Intermediary sales team, the primary responsibility of the Retirement Analyst is to support the firm's Retirement business, including the Defined Contribution Investment Only (DCIO) Business Development professionals and senior Retirement Relatio ...

TheInstitutionalBusinessDevelopmentAnalyzedutieswillworkcloselywithseniorClientAdvisorswithintheInstitutionalClientGroup.TheAnalystwillcollaboratewithAssociates/CAs tosupporttheteamcarryingouttheirday-to-daybusinessdevelopmentgoalsclientserviceneedsaswellasinternaladministratives ...

Support the firm's Retirement business by building and maintaining client partnerships with retirement clients. · Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: ...

The Client Accounting Analyst will perform client accounting, billing and collection activities for assigned clients. · ...

A Client Operations Analyst will support high-net-worth portfolios through onboarding, · cash management and regulatory compliance. · Manage account openings transfers subscription documentation. · ...

In this hybrid role you will manage client inquiries prepare DDQs marketing materials support business development activity and coordinate information across internal teams. · ...

We are looking for a Client Finance Analyst to join Stagwell's finance department. · ...

Financial Firm in Midtown Manhattan is seeking a Client Onboarding Analyst for a full-time position. Serve as primary point of contact for new and existing clients. · ...

We are looking for a Client Service Operations Analyst to join our Private Equity Team. · ...

*ABOUT US* · RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help cli ...

Financial Firm in Midtown Manhattan is seeking a Client Onboarding Analyst for a full-time position. · ...