- Insight Global (Chicago, IL)
- …calls each day. They will help find solutions for any complex problems that these High Net - Worth clients with $250K+ in assets are dealing with. Majority ... Job Description We are looking for a Customer Support Associate to work for a leader in the financial...Series 7 Licensing Exam. Overall, they will be creating high customer loyalty and provide great customer support! *… more
- Bank of America (Chicago, IL)
- …Join us! Responsible for assisting in the delivery of integrated credit solutions to complex high net worth clients, as well as ongoing portfolio management. ... to the GCAF PMG team, as requested. + As associate masters these initial tasks, there will be opportunities...and trend analysis are beneficial. + Prior experience in High Net Worth Underwriting +… more
- Morgan Stanley (Oak Brook, IL)
- …Market Manager in driving corporate marketing initiatives to help increase market share in High Net Worth households. *Education and/or Experience* * At ... *POSITION SUMMARY:* The Associate Market Manager plays a key role in...service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management,… more
- KPMG (Chicago, IL)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... **Business Title:** Associate Director, Tax Accounting **Requisition Number:** 112648 -...conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition… more
- Robert Half Finance & Accounting (Chicago, IL)
- …We're a fast-growing and dynamic investment firm focused on the intersection of high - net worth individuals and alternative investments, is looking for ... Chicago Summer. You know what else is awesome? A high -paying job that respects your work-life balance so you...an entrepreneurial and organized Associate in its investment group The successful candidate will… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Prepare individual, trust, and partnership federal and state income tax returns for ultra- high - net - worth families + Prepare tax projections and calculations ... Chicago Summer. You know what else is awesome? A high -paying job that respects your work-life balance so you...to promote from within. The Senior Tax & Accounting Associate will provide tax compliance and accounting support to… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... loan repayment, loan structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax, and high - net worth individuals + Prepare and organize ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Founder's CPA (Chicago, IL)
- …and individual tax returns with a strong focus on individual tax for founders and high net worth individuals + Managing, developing, and mentoring members of ... members and clients have to say about us here (https://5524996.fs1.hubspotusercontent-na1. net /hubfs/5524996/About%20FCPA%20-%20Job%20Postings%20-%2009.2023.pdf). What You'll Do As a member of our… more
- Founder's CPA (Chicago, IL)
- …and individual tax returns with a strong focus on individual tax for founders and high net worth individuals + Managing, developing, and mentoring members of ... of our team, you will provide tax services to our clients and manage our senior associate and associate level tax team members. Duties will include, but are not… more