- Bank of America (Chicago, IL)
- Seasonal Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Chicago, IL)
- Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Nuveen Investments (Chicago, IL)
- Client Service Associate , AVP, will partner closely with product, distribution, operations, technology, shareholder services and others (including 3rd Party ... to intermediaries, advisors and end-investors in Nuveen Alternative investment offerings. Client Service Associate , AVP oversees and administers onboarding and… more
- BlackRock (Chicago, IL)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Robert Half Finance & Accounting (Chicago, IL)
- …to promote from within. Job Description: 1. Answering phones/delivering messages 2. Scheduling client reviews and updating any changes prior to the client ... New Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment centers 10.… more
- Deloitte (Chicago, IL)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Bank of America (Chicago, IL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Service Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… more
- Citigroup (Chicago, IL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- S&P Global (Chicago, IL)
- …to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As Direct ... You are a proven financial sales professional with experience and contacts in wealth and investment management . You have working knowledge of-and prior… more
- Capco, a Wipro Company (Chicago, IL)
- …knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management , insurance, and the energy sector. Capco's ... Capco?** ** ** Capco is a global technology and management consultancy specializing in driving digital transformation in the...infused consulting. The next step will be working on client projects, with real responsibilities. As an Associate… more
- Cherry Bekaert (Chicago, IL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Grant Thornton (Chicago, IL)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more
- S&P Global (Chicago, IL)
- …This role blends research and quantitative and qualitative analytical skills, client -facing interactions, and project management . Daily tasks include completing ... 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
- Cherry Bekaert (Chicago, IL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Cherry Bekaert (Chicago, IL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Tax team is looking for a Sales Tax Senior Associate with a background in consulting. The Sales Tax...for sales and use tax overpayments, work to reduce client 's tax audits, and assist with strategic tax planning.… more
- WTW (Chicago, IL)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- BlackRock (Chicago, IL)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more
- WTW (Chicago, IL)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more
- Cherry Bekaert (Chicago, IL)
- …accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure ... International Tax (https://www.cbh.com/services/tax/international-tax/) team is looking for a Senior Associate with a background in Compliance. The International Tax… more
- HUB International (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... technologies, creating innovation, and efficiencies in imaging, cloud technology, configuration management , and mentoring junior engineers. This position will play a… more