The Opportunity The Private Wealth Client Service Analyst "CSA" will support the Alternative Investments... notes and market-linked CDs, specifically tailored for high-net-worth (HNW) clients. As a Client Service Analyst...
of new accounts for clients, providing client service support, and assisting the team in requests that come through the group...-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial... Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...
(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting...POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor...
Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings... decisions (checks, funds transfers, gifting etc.) Interact with 3rd party service providers Troubleshoot client account...
. Familiarity with KYC/AML. A positive attitude, a client service mindset and high level of attention to details. Strong excel... commitments. The Alternatives team provides subscription finance products to some of the world’s leading Private Equity Sponsors...