- Bank of America (Chicago, IL)
- Private Wealth Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Chicago, IL)
- …workforce. M/F/D/V#LI-TS2 **Job:** ** Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- JPMorgan Chase (Elgin, IL)
- As a Client Service Associate , you will be a...and client segments including Self-Directed Investing, Chase Private Client , and the JPM Private ... environment where we care about each other and every client we serve. You will provide exceptional leadership and...for certain manager duties & partner closely with the Wealth Management teams to ensure a smooth delivery of… more
- Robert Half Finance & Accounting (Chicago, IL)
- …of the best places to work in 2024. Job Description We are currently seeking an Private Funds Operations Associate to join our growing team. In this vital role, ... our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. + Review and understand offering documents (PPMs),… more
- Morgan Stanley (Chicago, IL)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate ** ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a… more
- Citigroup (Chicago, IL)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Registered Client Service Associate is a developing...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Neuberger Berman (Chicago, IL)
- …Berman Institutional Client Group business. **Responsibilities:** + Partner with an Associate on day- to- day new business development and client servicing ... broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and … more
- S&P Global (Chicago, IL)
- …(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 ... backed by a wide variety of Esoteric assets. In this role, the Associate Director will be responsible for end-to-end rating process, research, cash flow, credit,… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate , WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...we stand for. KPMG is currently seeking a Senior Associate , WNT - EVS, Transfer Pricing to join our… more
- KPMG (Chicago, IL)
- …for financial services clients with a focus on asset managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund ... **Business Title:** Senior Associate , International Tax Asset Management **Requisition Number:** 112458...engagements, play a positive role in well-functioning and collegial client service teams, maintain professionalism, and provide excellent … 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...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Truist (Chicago, IL)
- …and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are ... **Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic… more