Private Client Services Jobs

Atlantic Group - , NY, United States

to the following background of candidates with 3-5 years experience in a similar role within financial services: Regulatory Reporting : from a Hedge Fund or Private Equity Fund - 13F, 13G, 13H, Form PF Trading

from: linkedin.com - 7 days ago

Cresset - , TX, United States

is seeking an Associate, Private Wealth Client Services with 2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate

from: linkedin.com - 27 days ago

Equity Trust Company - Fort Myers, FL, United States

opportunities or education related to ETC products and services available. This role often works cross functionally with the Sales, Client Services, and Operations teams to strengthen client loyalty, referrals

from: linkedin.com - 8 days ago

The British Connection Staffing - New York, NY, United States

: Bachelor's Degree required (Business Administration or Finance preferred) Candidates must have 10 years of EA experience in NYC, in Financial Services, Investment Banking, Private Equity or Hedge Funds Prior

from: linkedin.com - 10 days ago

My Family Lounge, An OpenGrowth.Ventures Company - , CA, United States

Entry Level Client Success Associate (Sales & Recruiting Focus) About My Family Lounge: My Family Lounge provides comprehensive support to private and professional clients, enhancing their personal

from: linkedin.com - 9 days ago

Manhattan West Enterprise - Los Angeles, CA, United States

portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Client Associate will be a key member of our team and will be integrally involved

from: linkedin.com - 11 days ago

Chamberlain Group Financial Services - Irvine, CA, United States

planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 40 years

from: linkedin.com - 13 days ago

Insite Legal Ltd - Fort Lauderdale, FL, United States (+1 location)

A growing mid-size east coast law firm, are seeking two talented (one junior one senior) Trusts and Estates Associate Attorneys to join its Private Client Services group. Our client are seeking

from: linkedin.com - 17 days ago

BEON.tech - Los Angeles, CA, United States

-In thanks to the product and culture. This company provides a comprehensive platform, customizable, secure, and easy to use for health and wellness professionals to manage their businesses in private practice

from: linkedin.com - 15 days ago

BEON.tech - Los Angeles, CA, United States

-In thanks to the product and culture. This company provides a comprehensive platform, customizable, secure, and easy to use for health and wellness professionals to manage their businesses in private practice

from: linkedin.com - 15 days ago