Top 3148 Associate client manager Jobs in New York, Ny

Portfolio Manager Associate
City National Bank —New York, NY
- $92,114 - $156,880 a year
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
OASAS Case Manager
Odyssey House INC —New York, NY
- $24.73 - $31.43 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Residential
- Commuter assistance
- Disability insurance
Quick Apply
Career Readiness Coordinator
Grant Associates —Brooklyn, NY
- $23.08 - $24.04 an hour
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Client Success Manager - Associate
iCapital —New York, NY
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Dental insurance
- Paid time off
Senior Associate. Client Service Associate (CSA)
Webster Bank —New York, NY
- $35 - $40 an hour
- Remote
- Mid-level
- 3 years
- High school diploma or GED
1d
Client Invoicing Associate
Guggenheim Partners —New York, NY
- $100,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Office Services Associate
Opensity Solutions —New York, NY
- $29 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
3d
Associate, Client Service
KANTAR —New York, NY
- $64,300 - $85,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Continuous improvement
- Wellness program
- Commuter assistance
Associate Client Advisor
Bessemer Trust Company, N.A. —New York, NY
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
3d
Associate - Prime Brokerage Client Services
TD Bank —New York, NY
- $150,000 a year
- Full-time
- Basic math
- Research
- Mid-level
- Health insurance
- Paid time off
1d
Associate Program Manager
Lead Bank —New York, NY
- $76,684 - $126,087 a year
- Full-time
- Remote
- Bachelor's degree
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
Associate, Client Services
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Corporate Client Associate
Dream Opportunity —Manhattan, NY
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
Food & Beverage Associate
Crafty —New York, NY
- $24 an hour
- Full-time
- Merchandising
- Ability to lift 50 pounds
- Conflict management
- Health insurance
- Dental insurance
Quick Apply
Client Service Manager
Sunstates Security —New York, NY
- $80,000 a year
- Urgently hiring
- Computer literacy
- Mid-level
- In-person
- Health insurance
- Dental insurance
Client Lifecycle Management Associate
BBVA —New York, NY
- $102,000 - $125,000 a year
- Full-time
- Spanish
- English
- Mid-level
Capital Markets Client Service Associate (Remote - Overnight Shift)
Broadridge —New York, NY
- $90,000 - $100,000 a year
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid sick time
4d
OFFICE CLERK (FULL TIME)
ESFM —New York, NY
- $30 an hour
- Full-time
- Background check
- Office
- Administrative experience
- Commuter assistance
- Disability insurance
Quick Apply
Associate Manager
Ralph Lauren —New York, NY
- $57,000 - $93,500 a year
- Hybrid work
- Ability to walk for extended periods
- Mid-level
- Travel
Client Associate
Neuberger Berman —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
- Health insurance
- Dental insurance

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associate client manager jobs near new york, ny

Portfolio Manager Associate

City National Bank -
New York, NY

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Job Details

$92,114 - $156,880 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Bachelor's degree

Full Job Description

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 clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

PORTFOLIO MANAGER ASSOCIATE

WHAT IS THE OPPORTUNITY?
Implement proprietary strategies and asset allocation for RBC Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.

WHAT WILL YOU DO?

Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses
Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients
Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client’s investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations.
Monitor client portfolios for deviations from specified strategy or to provide investment recommendations.
Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations.
Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members
Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates.
Promote the development and growth of our colleagues; nurture and care about their aspirations and goals.
Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm.
Support the management of process control on the team.
Complete special projects as requested.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*

Bachelor's Degree
Minimum 4 years of experience in Investment Management
FINRA Series 65, or the ability to obtain

Additional Qualifications

Master's Degree MBA and/or CFA, received or underway, preferred
Think and act like a PM; stand in as the PM – team, client, and advisor facing; mindset of serving clients and advisors
Well-versed on macro-economic environment, and able to tell the Rochdale story to convey our value-proposition, and convey and reinforce our messaging
Interest in, desire to follow, and love for markets
Ability to articulate the complex in understandable and consumable terms to advisors and clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics
Skill in demonstrating empathy, emotional intelligence, relationship management, and communications
Extensive knowledge of markets and industry as well as portfolio management expertise
Comprehensive understanding of Rochdale investment and research philosophy
Analytical skills, ability to translate and implement theoretical into practical, flawless execution and quality, and attention to detail
Operate well in a high growth environment; ability to manage high volume task orientation while contemplating future growth and team capabilities
Ability to work independently and use sound judgment
Extensive knowledge of the Firm’s proprietary trading system, as well as the portfolio accounting system
Assessment of skills and capabilities of others
Teaching skills
Continuous improvement mindset
Strong problem solving skills

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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Refine Your Search

associate client manager jobs in new york, ny

Portfolio Manager Associate

OASAS Case Manager

Career Readiness Coordinator

Client Success Manager - Associate

Senior Associate. Client Service Associate (CSA)

Client Invoicing Associate

Office Services Associate

Associate, Client Service

Associate Client Advisor

Associate - Prime Brokerage Client Services

Associate Program Manager

Associate, Client Services

Corporate Client Associate

Food & Beverage Associate

Client Service Manager

Client Lifecycle Management Associate

Capital Markets Client Service Associate (Remote - Overnight Shift)

OFFICE CLERK (FULL TIME)

Associate Manager

Client Associate

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