- Wells Fargo (Schaumburg, IL)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... and organizational client service and financial goals within the Financial Advisory - Private Client function + Review basic or tactical client … more
- Morgan Stanley (Chicago, IL)
- …**Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate * **Location:** *Illinois-Chicago* **Requisition ID:** ... with clients at the direction of Financial Advisors * Prepare financial plans, client reports, and other materials for client meetings * Review and… more
- Bank of America (Chicago, IL)
- Private Wealth Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- JPMorgan Chase (Chicago, IL)
- …premier client service, JP Morgan is the place for you! As a General Service Associate within the US Private Bank at JP Morgan you will be responsible for ... organization, middle office and operations teams to deliver a seamless and integrated client experience across all Private Banking and firm products. **Job… more
- HUB International (Chicago, IL)
- …step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: + ... autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations… more
- Bank of America (Chicago, IL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal… more
- Morgan Stanley (Chicago, IL)
- …protected by law. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Illinois-Chicago* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through… more
- Neuberger Berman (Chicago, IL)
- **Summary:** The candidate will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago. This individual will be ... responsible for compiling portfolio and market-specific materials, including institutional client reporting, bespoke institutional client exhibits, and… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118430 - 32 **Function:** Advisory **Area of Interest:** **State:** IL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for our… more
- Ankura (Chicago, IL)
- …agreements and post-merger integration services. Role Overview: We are currently seeking Financial Due Diligence Senior Associate for our expanding Financial ... Whether assessing the viability of an acquisition or planning a divestiture, performing Financial Due Diligence to gain heightened reliance on the financial … more
- Robert Half (Chicago, IL)
- …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION CHICAGO ADDITIONAL LOCATION(S) ATLANTA - PEACHTREE RD,… more
- MUFG (Chicago, IL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- S&P Global (Chicago, IL)
- …with cash flow modeling for esoteric assets, including triple net, data centers, private equity, transportation ABS + Understanding of financial markets. + ... (for internal use):** 12 **The Team:** S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and… more
- BMO Financial Group (Chicago, IL)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... external stakeholders. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- Citizens (Chicago, IL)
- …seeking talented candidates interested in a growth opportunity as a business valuation associate . We are currently recruiting senior associate / associate for ... to taxation, litigation, and transactions. Our clients range from substantial private companies to Fortune 500 multinational corporations and include the banking… more
- Neuberger Berman (Chicago, IL)
- …with various stakeholders such as portfolio managers, product specialists, compliance, marketing, client coverage, and client reporting & analytics teams to ... basis. The person will work closely with investment teams on presentations for client opportunities and coordinate the content creation process. In this role you… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate , International Tax Asset Management **Requisition Number:** 112458 - 32 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Senior Associate , International Tax Asset Management to join our International...+ Advise multinational enterprises on tax planning decisions for financial services clients with a focus on asset managers,… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 119086 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice. Responsibilities:… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate , WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area ... fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial ...we stand for. KPMG is currently seeking a Senior Associate , WNT - EVS, Transfer Pricing . Responsibilities: +… more
- Grant Thornton (Chicago, IL)
- As a Partnership Tax Senior Associate , you'll perform compliance for complex tax returns and provide tax consulting services for your individual, trust, partnership, ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more