NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate, Private Client Page Group USAAssociate, Private ClientNew York, NY$260,000–$310,000 / yearFull timeThe firm delivers integrated legal solutions on complex, high-value matters, combining cross-border capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Join a sophisticated private client practice advising high-net-worth individuals and families on complex estate, tax, and succession matters.
NewAssociate Attorney (Lending Finance) JobotAssociate Attorney (Lending Finance)Uniondale, NY$160,000–$190,000 / yearThis key role will focus on supporting our clients in the commercial finance sector, providing expert advice on various legal aspects, including UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches. Provide legal advice and support to clients on a wide range of lending finance matters, including but not limited to, commercial finance, UCC Article 9, title surveys, lease reviews, and lien searches.
NewLabor & Employment Associate JobotLabor & Employment AssociateUniondale, NY$140,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewForeclosure Associate Attorney JobotForeclosure Associate AttorneyStewart Manor, NY$115,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. One of Long Island’s oldest and largest full-service law firms, representing a broad mix of local, national, and global clients across corporate, commercial, real estate, and litigation matters.
NewAssociate Attorney - Asbestos Defense JobotAssociate Attorney - Asbestos DefenseNew York, NY$140,000–$170,000 / yearJoin a firm of attorneys who have a national reputation for expertise and success defending and managing complex mass tort claims, product liability cases, and business disputes for large companies, small businesses and individuals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTrusts & Estates Associate (3+ Yrs Exp) JobotTrusts & Estates Associate (3+ Yrs Exp)Greenwich, CT$190,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
NewCorporate Associate Attorney (3-6 Yrs Exp) JobotCorporate Associate Attorney (3-6 Yrs Exp)New York, NY$185,000–$265,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
NewMatrimonial Associate JobotMatrimonial AssociateNew York, NY$140,000–$200,000 / yearOur Family Law group represents clients across the full spectrum of divorce and family disputes, including high‑asset/high‑net‑worth matters, contested and uncontested divorces, custody and custody modifications, and prenuptial/postnuptial agreements—and we guide clients through all phases of litigation, including hearings and trials. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLabor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)New York, NY$175,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
NewMedical Malpractice Associate (2+ Yrs Exp) JobotMedical Malpractice Associate (2+ Yrs Exp)Stamford, CT$190,000–$270,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
NewCommercial Real Estate Associate or Counsel JobotCommercial Real Estate Associate or CounselNew York, NY$175,000–$285,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is focused on complex leasing transactions, while also providing exposure to broader real estate work, including acquisitions, dispositions, development, and financing of commercial properties.
Retail Customer Service Associate FedExRetail Customer Service AssociateHicksville, New YorkFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewAssociate, Bankruptcy & Restructuring JobotAssociate, Bankruptcy & RestructuringNew York, NY$220,000–$350,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Work includes Chapter 11 reorganizations, out-of-court workouts, corporate insolvencies, liquidations, secured and unsecured creditor matters, financial restructuring, and complex litigation arising from distressed situations.
NewReal Estate Associate Attorney JobotReal Estate Associate AttorneyStewart Manor, NY$115,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience drafting, reviewing, and negotiating real estate documents, including purchase and sale agreements, lease agreements, loan documents, and closing documents.
NewFamily Office Tax Associate JobotFamily Office Tax AssociateNew York, NY$90,000–$120,000 / yearOur client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services.
NewBankruptcy Associate Attorney JobotBankruptcy Associate AttorneyNew York, NY$160,000–$210,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment.
NewAssociate Corporate Counsel JobotAssociate Corporate CounselNew York, NY$175,000–$200,000 / yearThis role partners closely with General Counsel and other senior leadership to provide practical, business‑oriented legal advice, with a particular emphasis on contracting and corporate governance, while helping the firm navigate complex and evolving legal issues across predominantly U.S. and some international operations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewAssociate Attorney — Matrimonial / Family Law (Litigation Emphasis) JobotAssociate Attorney — Matrimonial / Family Law (Litigation Emphasis)West Harrison, NY$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Lead and manage all phases of matrimonial/family law litigation: drafting pleadings, motions, discovery, settlement negotiations, courtroom appearances, trials, and appellate work.
NewCommercial Real Estate Associate Attorney (Transactional) JobotCommercial Real Estate Associate Attorney (Transactional)New York, NY$150,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is seeking a talented mid-level transactional attorney to join the real estate/transactional group catering to New York’s hospitality industry as well as its emerging recreational cannabis industry.
NewLitigation Associate JobotLitigation AssociateUniondale, NY$130,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment.
NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Support Associate – Retail IntuitTax Support Associate – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewPayroll Associate – HR Operations ECLAROPayroll Associate – HR OperationsNew York, NY$36.36–$36.36 / hourThis position requires a detail-oriented professional who can manage routine payroll processes independently, apply sound judgment to resolve issues, and contribute to continuous process improvement initiatives. Position Overview:This role supports the execution of end-to-end payroll processing within an in-house SAP Employee Central Payroll (ECP) environment.
Registered Funds Mid-Level Associate Page Group USARegistered Funds Mid-Level AssociateNew York, NY$310,000–$390,000 / yearFull timeThe firm combines deep regulatory expertise with transactional strength, offers strong collaborative culture, invests in professional development, and provides meaningful pro bono opportunities alongside market-leading client work. Join a leading investment management practice as a mid-level associate focusing on 1940 Act registered funds and related matters.
NewDocument Control Specialist / Project Officer Associate The LiRo GroupDocument Control Specialist / Project Officer AssociateLong Island City, NY$60,000–$80,000 / yearRecently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential.
NewSenior Associate Licensed Land Surveyor/Project Manager The LiRo GroupSenior Associate Licensed Land Surveyor/Project ManagerMineola, NY$155,000–$185,000 / yearRecently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We are seeking a highly experienced and licensed Senior Associate Licensed Land Surveyor/Project Manager to take on a key leadership role within our Long Island operation.
Associate, M&A & Private Equity Page Group USAAssociate, M&A & Private EquityNew York, NY$235,000–$365,000 / yearFull timeKnown for its strength in M&A, private equity, and capital markets, the firm delivers innovative, business-focused solutions through a collaborative culture, a deep bench of talent, and an extensive international platform. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Intellectual Property Associate Page Group USAIntellectual Property AssociateNew York, NY$260,000–$365,000 / yearFull timeKnown for advising innovative clients across sectors, the firm combines deep technical expertise with commercial insight, offering lawyers the opportunity to work on high-profile matters in a collaborative and high-performing environment. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
IP & Technology Transactions Associate Page Group USAIP & Technology Transactions AssociateNew York, NY$310,000–$390,000 / yearFull timePage Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. Join a leading IP & Technology Transactions team as a mid-level associate, advising on complex life sciences matters.
Associate Attorney The Baez Legal GroupAssociate AttorneyNew York City, NY$90,000–$115,000 / yearAs an Associate Attorney, you'll have the chance to dive into meaningful work from day one, managing your own caseload while collaborating closely with our principal attorney and paralegal on personal injury cases. Our practice combines serious litigation with a personalized, compassionate approach, giving attorneys the opportunity to do meaningful work that makes a real difference in clients’ lives.
NewRegulatory Change Management Associate (IT) Page GroupRegulatory Change Management Associate (IT)Manhattan, NY$57–$70 / hourContractorp>We are seeking an IT Change Management Associate to support Regulatory Issue Management and Axiom implementation by ensuring issues are properly tracked, documented, and progressed in alignment with regulatory expectations. This person will also drive process improvements, including log management, documentation updates, issue burndown efforts, and advancement of Axiom Phase II objectives.
Development & Asset Management Associate Page GroupDevelopment & Asset Management AssociateNew York, NY$120,000–$150,000 / yearFull timeA successful Development & Asset Management Associate should have: A wealth of asset management, acquisitions and overall development experinece ideally within residential affordable houising and community development. The Development & Asset Management Associate will support property acquisitions, asset management and development projects within the real estate industry biased in affordable housing development.
Marketing Associate III (Automation) BC ForwardMarketing Associate III (Automation)New York, NYFull timeThe ideal candidate will have strong experience in lifecycle strategy, marketing automation, and data-driven optimization and a proven ability to drive activation, engagement, and retention across the full customer journey. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Associate, Emerging Companies and Growth Page Group USAAssociate, Emerging Companies and GrowthNew York, NY$235,000–$310,000 / yearFull timeRenowned for its strength in corporate, capital markets, and M&A, the firm combines deep industry insight with a collaborative culture to deliver innovative legal solutions and support clients from early-stage growth through to successful liquidity events. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Registered Client Service Associate - Greenwich, CT Raymond James Financial IncRegistered Client Service Associate - Greenwich, CTGreenwich, CT$62,732–$90,000 / years57 - Securities Trader Exam - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateEast Meadow, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePurchase, NY$32,219–$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).
Registered Client Service Associate, Bilingual Spanish/English Preferred Citigroup IncRegistered Client Service Associate, Bilingual Spanish/English PreferredNew York, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNY$80,000–$95,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate (Jericho, NY) Oppenheimer Holdings IncRegistered Client Service Associate (Jericho, NY)NY$50,000–$60,000 / yearp>Skills/Requirements: FINRA Registrations: Series 7 and 63/65 (or 66) required 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Client Service Associate SPS-North AmericaClient Service AssociateNew York, NYIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWhite Plains, NY$54,000–$72,000 / yearRecognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.