"Senior Client Associate" Jobs in United States

Senior Client Associate

Rockefeller Capital Management · Boca Raton

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer stra

Senior Client Associate

Rockefeller Capital Management · Newtown

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer stra

Senior Client Associate

Rockefeller Capital Management · Grand Rapids

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer stra

Senior Client Associate

Savvy Wealth ·

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy

Senior Client Associate

Rockefeller Capital Management · Grand Rapids

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer stra

Employee Benefits Senior Client Associate, Advisory & Consulting

World Insurance Associates LLC · Mount Laurel

Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve the

Senior Client Associate (West Coast)

Savvy Wealth ·

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy

Senior Client Associate

Rockefeller Global Family Office · Newtown

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer stra

Global Banking & Markets Operations-Transaction Banking-Dallas-Senior Associate-Client Services

Goldman Sachs Asset Management · Dallas

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services t

Global Banking & Markets Operations-Transaction Banking-Dallas-Senior Associate-Client Services

Goldman Sachs · Dallas

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services t

Senior Associate, Client Accounting & Advisory Services

Aprio · Conyers

Prepare/write up full monthly work for more complex clients Review monthly work prepared by Associates and other Seniors Assist with monthly prep as needed and provide quality feedback Confirm work is flowing through Ass

Global Banking & Markets Operations-Transaction Banking-Dallas-Senior Associate-Client Services

Goldman Sachs · Dallas

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services t

Senior Associate, Client Operations

Publicis Groupe Spark Foundry (via Publicis Groupe) · Chicago

Spark Foundry is a global media agency that exists to bring HEAT – Higher Engagement, Affinity, and Transactions – to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers

Associate / Senior Associate, Client Service - SF

Jordan Park Group · San Francisco

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government,

Senior Tax Associate – Private Client Services

Andersen · Dallas

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully