Senior Client Associate Salary at Third Bridge BETA

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview East West Bank is currently seeking a Relationship Manager for

Fractal is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets. An ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is the one who empowers imagination with intelligence. Fractal has been featured as a Great Place to Work by The Economic Times in partnership with the Great Place to Work® Institute and recognized as a ‘Cool Vendor’ and a ‘Vendor to Watch’ by Gartner. Please visit Fractal | Intelligence for Imagination for more information about Fractal Role Overview: As a Client Engagement Manager, you will serve as the primary liaison between our company and major insurance clients, focusing on cultivating long-term relationships and expanding business opportunities. You will lead strategic discussions, overs

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Senior Client Associate Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Private Banking Team. The Senior Client Associate (Sr CA) serves as the primary support person for high new worth client relationships in the Private Banking LOB. The Sr CA is focused on relationship servicing and assisting Relationship Managers. The Sr CA will be the primary point person for all aspects of client service, account problem resolution, daily interaction with clients, and all administrative tasks that may be done by PCAs or AAs. Along with the RAs, Sr CAs will also be responsible

About Rockefeller Capital Management: 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 strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. Position: A Private Wealth Advisor team?within our Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate.?The Client Associate will work with?our Private Wealth?Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management

About the ANA The ANA’s (Association of National Advertisers) mission is to drive growth for marketing professionals, brands and businesses, the industry and humanity. Founded in 1910, the ANA provides leadership that advances marketing excellence and shapes the future of the industry. Our membership includes more than 20,000 brands and 50,000 industry professionals that collectively invest $400 billion in marketing and advertising annually. It consists of U.S. and international companies, including client-side marketers, nonprofits, universities, and marketing solutions providers, which include ad agencies, marketing data science and technology suppliers, law firms, consultants, and vendors. We are obsessed with delighting our members through superior products and services and an unwavering commitment to helping them become more effective marketers, build stronger brands, develop a more productive industry, and benefit humanity through bold leadership and innovation programs. SEEHER i

Founded in 1997, Gresham Partners, LLC is a $10.1 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our clients. The analyst role is not client-facing; however, it is likely that those who can master the necessary skills in the analyst role will be provided with an opportunity to progress to the next role in Client Service. Responsibilities: Client Relationship Management (CRM) (per Associate instructions) Enter investment/withdrawal/transfer recommendations Update target allocation, interim allocation, and discretionary ranges Assist in running reports for client meeting books and cash flow Custodian (Fidelity & Fidelity Charitable Gift Fund) Prepare trade forms and review client‐directed trades through Fidelity. Review trade blotter/re

Who We Are David Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all accomplished within a team-based approach where mutual respect and integrity serve at its core. Who We Want DVI is currently looking for an experienced Senior Relationship Manger (SRM) to join the team and provide immediate positive service to our clients. The SRM must build trust with clients and effectively manage relationships with our Portfolio Managers and Strategic Advisors to serve the client’s needs, goals, and objectives and deliver a complete wealth management solution. The SRM will have supervisory responsibilities, overseeing both Relationship Manager(s) (RM) and Assistant Relationship Manager(s) (ARM). Qualifications · Bachelor’s degree (graduate or advanced degree preferred). · Certified Fina

Our client located in Bellevue, WA is looking for a Senior Client Associate to join their team. Pay: $70k - $80k + Bonus Hybrid: 3 days/week in office Great Benefits The Senior Client Associate will be providing assistance to a Client Advisory Team in all manner of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material. Job Responsibilities: Provide support to a Client Advisory Team in the communication and implementation of client investment strategies Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents Organize supporting documentation and follow processes in tandem with the firm’s Capital Markets Group Act as an information provider to accountants, banks, investment managers, and other professionals supporting clients Offer additional support in the quarterly reporting proce