NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreNaperville, IL$22–$28.50 / hourli>Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreArlington Heights, IL$22–$28.50 / hourli>Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailArlington Heights, IL$22–$28.50 / hourli>Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreArlington Heights, IL$22–$28.50 / hourli>Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Support Associate – Retail IntuitTax Support Associate – RetailNaperville, IL$22–$28.50 / hourli>Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
Retail Customer Service Associate FedExRetail Customer Service AssociateGlenview, Illinois$18.35–$21.57 / hourFull timeActual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential. • Adoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire.
NewClient Service Associate GallagherClient Service AssociateWarrenville, Illinoisul style="margin: 0px; padding: 0px; font-family: verdana;">Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. . Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Senior Client Service Associate GallagherSenior Client Service AssociateRolling Meadows, Illinoisul style="margin: 0px; padding: 0px; font-family: verdana;">Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. . Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .
NewClient Services Associate Investortools IncClient Services AssociateNaperville, IL$70,000–$90,000 / yearAlong the way, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasionally travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support. As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently.
Client Services Associate Addison GroupClient Services AssociateElk Grove Village, Illinois$27–$35 / hourAddison Group is partnering with a growing manufacturing organization seeking a motivated Client Services Associate to support client projects from kickoff through completion. This position supports project and client initiatives from start to finish, ensuring communication, documentation, and production processes stay organized and on track.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, ILWheaton, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, ILBurr Ridge, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Registered Wealth Management Client Associate- Chicago Market Bank of America CorpRegistered Wealth Management Client Associate- Chicago MarketNorthbrook, IL$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewRegistered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNorthbrook, IL$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Wealth Management Client Associate - Chicago Market Bank of America CorpRegistered Wealth Management Client Associate - Chicago MarketNorthbrook, IL$26.50–$42 / hourOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, ILArlington Heights, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Park Ridge, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Park Ridge, ILPark Ridge, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, ILWheaton, ILli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, ILGlenview, ILli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Naperville, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Naperville, ILNaperville, ILli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeGlen Ellyn, IL$17–$18 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. We're looking for a friendly, organized, and animal-loving Veterinary Receptionist to be the first warm smile our clients see when they walk through the door.
Client Service Manager Trainee - Achieve July 2026 GallagherClient Service Manager Trainee - Achieve July 2026Rolling Meadows, IllinoisThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. In addition, you will participate in web-based and in-person seminars to expand your industry knowledge and work towards attaining your Property & Casualty license and Commercial Lines Coverage Specialist designation.
Part Time Seasonal Client Associate - Oakbrook IL Callaway Golf CoPart Time Seasonal Client Associate - Oakbrook ILOak Brook, ILThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Client Associate Oakbrook TravisMathewClient Associate OakbrookOak Brook, IllinoisInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsNaperville, IL$96,000–$160,000 / yearp>Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.
Client Services Manager Global Experience Specialists LLCClient Services ManagerILli>Act as a liaison with show management, exhibitors, facility staffs, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all. Responsible for the management of shows from planning stages through collection of invoice, including: collaborating with clients to gather information, help influence decision making and manage to customer expectations.
Associate Client Project Manager Highmark IncAssociate Client Project ManagerWorking at Home, ILIn connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. This role supports successful planning, execution, and delivery of projects, typically focusing on small initiatives or specific workstreams within larger projects.
Senior Associate, E2E Project Manager - EMOCS (Enterprise Marketing Operations Client Success) Capital One Financial CorpSenior Associate, E2E Project Manager - EMOCS (Enterprise Marketing Operations Client Success)Riverwoods, IL$87,700–$100,100 / yearWorkfront System Management: Maintain rigorous system discipline by ensuring milestone accuracy, kickoff/release date integrity, and task-level data compliance within Adobe Workfront to support real-time reporting and audit readiness. The Senior Associate, End-to-End Project Manager (E2E PjM) serves as a Project Manager within EMOCS, accountable for end-to-end delivery of mid-level complexity campaigns or projects.
Onsite Service Desk Analyst II (Hybrid/Client Onsite) CortavoOnsite Service Desk Analyst II (Hybrid/Client Onsite)Elmhurst, ILOffer a blend of on-site and remote support, including but not limited to configuring Outlook and OneDrive, printer configurations, internet issues, networking questions, access via Remote Desktop, MacOS support, and other Level 1-2 support issues. Ticket maintenance, you will typically spend a portion of the workday reviewing existing tickets and looking for cases that should be closed, following up with users where appropriate, and setting reminders for future action.
Veterinary Client Service Representative VCA IncVeterinary Client Service RepresentativeNaperville, IL$17–$19 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative VCA IncClient Service RepresentativeDowners Grove, ILli>Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateNorthbrook, IL$25–$44 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Associate Client Manager - Customer Success Nielsen Consumer LLCAssociate Client Manager - Customer SuccessIL$69,800–$82,000 / yearTo learn more about our ongoing efforts in diversity and inclusion, please visit the https://nielseniq.com/global/en/news-center/diversity-inclusion. NIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows.
Client Services Representative Global Experience Specialists LLCClient Services RepresentativeILul>Develop Exhibitor Kit manuals, including show schedule information, pricing models, freight details and customer/facility-provided forms and working with team to prepare final electronic manual for our exhibitors. Assists Client Services Manager at show site as needed by handling a specific area or function, order entry, updating the official invoice, and assisting with association needs.
Client Service Director- Small Business GallagherClient Service Director- Small BusinessRolling Meadows, IllinoisThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Click Hereto review our U.S. Eligibility Requirements.
Customer Service Rep Call Center Client Support Automatic Data Processing IncCustomer Service Rep Call Center Client SupportSchaumburg, ILp>To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos. In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more.
Wealth Management Client Associate- Chicago Market Bank of America CorpWealth Management Client Associate- Chicago MarketNorthbrook, IL$25–$44 / hourOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLCManager, Accounting Advisory Services - Nonprofit Industry ClientsNaperville, IllinoisRemote$113,000–$153,000 / yearVisit her LinkedIn Page to connect! Demonstrated recent and in-depth experience with federal grant reporting and processing for nonprofit organizations, including Uniform Guidance compliance, required..
Private Client Service Manager GallagherPrivate Client Service ManagerRolling Meadows, IllinoisThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Client Services Coordinator- Part time Community Medical ServicesClient Services Coordinator- Part timeTinley Park, ILp>Community Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
Building Automation and or Engineering Security Systems Client Service Manager Siemens AGBuilding Automation and or Engineering Security Systems Client Service ManagerRolling Meadows, IL$67,544–$115,790 / yearLI-TAG #Central-EREF #VeteranCareers #TransitioningServiceMember #MilitarySpouse hvac controls, building controls, programming, hvac field technician, heating, ventilation, air conditioning, direct digital control, apogee, Desigo, Modbus, Tridium, Niagara, Alerton, commissioning, LonWorks, BACnet, DDC, BMS, building management, mechanical systems, system integration\u202f. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.\u202f\u202f.
Client Service Specialist, Small Business Unit - Commercial Lines Relation Insurance Services, IncClient Service Specialist, Small Business Unit - Commercial LinesRosemont, IL$15.38–$35.58 / hourThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Client Services Coordinator M-F 7am-3pm Saddle CreekClient Services Coordinator M-F 7am-3pmJoliet, Illinoisp style="text-align:inherit"/>Note that if you are viewing this posting on an external job board (such as Indeed, LinkedIn, ZipRecruiter, etc.), unless specifically stated in the posting, the provided salary estimates may not be accurate as they are not provided by Saddle Creek. The CSC acts as a liaison between the client and Saddle Creek, assists client on all issues, answers questions, investigates and resolves a wide array of client questions and concerns using a variety of systems and offers solutions in a positive manner.
CLIENT SERVICES SPECIALIST (FULL TIME) Compass Group North AmericaCLIENT SERVICES SPECIALIST (FULL TIME)Wood Dale, IL$23–$25 / hourKey Responsibilities: Audit vending, micromarkets, and office coffee in field operations Manage the auditing program in our operations and report out monthly Manage miscellaneous projects Communicate the client's expectations to operations and customer service Determine internal resource requirements of projects based on project needs Establish and communicate a usable schedule Provide project status summary reports and updates to Client Managers and other team members Support activities for Client Manager's clients, such as: Service issues, product ordering, adding catalog items, ongoing client requests and questions, etc. Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program Full-time positions also offer the following benefits to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs).
Client Service Trainee Program Reliance Standard Life Insurance CompanyClient Service Trainee ProgramSchaumburg, Illinoisp>We’re looking for motivated individuals who thrive in fast‑paced, people‑centric environments: • Seniors pursuing a 4‑year degree OR early‑career professionals (business, marketing, communications or related fields preferred). By the end of your STAR journey, you’ll be ready to step confidently into your Client Management role — equipped with the knowledge, credibility, and skill set to make an impact from day one.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesElgin, IL$85,000–$150,000 / yearp>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Accounting Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Accounting Manager - Private Client ServicesElgin, IL$85,000–$150,000 / yearp>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Asset & Wealth Management, Client Solutions Group, Sales, Associate - Wheaton, IL The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group, Sales, Associate - Wheaton, ILWheaton, ILAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.
Client Service Manager Merit Financial AdvisorsClient Service ManagerOakbrook, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesOak Brook, IL$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.