Client Services Manager, Wealth Advisory
Moneta
A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal candidate will have a Bachelor's degree in finance, along with 2-3 years of relevant experience. Comprehensive benefits are provided including paid holidays, medical insurance, and a 401k match. #J-18808-Ljbffr Moneta
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Manager, Wealth Advisory in Chicago, IL vacancy
- ...Client Advisory Partner - Water/Wastewater Utilities - Central Region Location: Chicago, IL;... ...Enterprise Evolution on strategic account management. Build relationships with regional and... ...to break into new accounts and expand service offerings. Strategic development and implementation...SuggestedFlexible hours
Black & Veatch
Chicago, IL4 days ago $75k - $98k
...new heights? The Vrakas CPAs + Advisors team is seeking a Client Advisory Services Supervisor to bring their unique spark to our talented team... ...tailored to your needs. Responsibilities and Opportunities Manage and deliver accurate weekly and monthly client accounting,...SuggestedWork at office3 days per week- ...committed to providing exceptional service, incorporating best practices,... ...Growth Own Your Future The Client Executive is responsible for leading risk management strategies for existing relationships... ...contribute to your sales and advisory team by: Analyzing risk, coverage...Suggested
- Job Title and Location Client Advisory Partner - Water/Wastewater Utilities - Central Region... ...Enterprise Evolution on strategic account management, clarity on playbook and client... ...ability break into new accounts and expand service offerings; develop a sales lead from start...SuggestedFull timeContract workPart timeRelocationVisa sponsorshipFlexible hours
$171k - $390.6k
...better working world. Senior Manager - Financial Services - Insurance and Actuarial Advisory Services - Modeling - Advisory... ...working side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance...SuggestedSummer holidayWorldwideFlexible hoursShift work$146.5k - $268.6k
...help to build a better working world. Financial Services Consulting Manager - Insurance and Actuarial Advisory Services - Property & Casualty - Advisory EY is the... ...Attributes For Success Effectively manage and motivate client engagement teams with diverse skills and...Summer holidayFlexible hours- ...creative and innovative thinking to clients worldwide, supporting them in... ...deliver quality client services and drive high-quality work... ...on budget. Monitor progress, manage risk and ensure key stakeholders... ...on new developments in advisory services capabilities and industry...WorldwideFlexible hoursShift work
$146.5k - $268.6k
...and help to build a better working world. Financial Services Consulting Manager - Insurance and Actuarial Advisory Services - Property & Casualty - Advisory EY is... ...attributes for success Effectively manage and motivate client engagement teams with diverse skills and...Summer holidayWorldwideFlexible hours$170k - $210k
Spencer Stuart is seeking a Client Development Director within its Leadership Advisory Services Practice. This strategic role involves partnering with global LAS leadership to enhance client engagement and drive business development initiatives. The successful candidate...- The Client Advisory Manager is responsible for leading the delivery of strategic solutions, analytics, and advisory services to clients, ensuring innovation, quality, and repeatability across all engagements. This individual will bring a strong balance of engineering-oriented...
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...- ...focused on going further for our clients. We are one firm with many... ...full spectrum of financial advisory services, but our true purpose is... ...needs. As a Client Service Manager, you will work alongside the... ...the foundational knowledge of wealth management. Support Advisors...Full timeTemporary workWork experience placement
Moneta Corporation
Chicago, IL5 days ago - ...Chicago is seeking a dedicated Relationship Manager to provide advisory-based sales and relationship... ...development strategies, manage high net worth client relationships, and collaborate with... ...experience, an understanding of wealth management, and be adept in communication...
$70k - $120k
...Miller Cooper is seeking a Real Estate Advisory - Senior / Supervisor to join our... ...With over 105 years of independent, client-focused service in Chicago, we've grown organically—never... ..., and reporting packages for client management teams. Advise-on and oversee transaction...Full timeWork at officeFlexible hours$133.5k - $200k
...mergers and acquisitions, divestitures, and management buyouts Prepare detailed financial analysis to assist clients evaluating acquisition decisions Participate... ...with a minimum of 2 years in a Transaction Advisory Services practice required. Prior experience in Audit...Flexible hoursNight shift- ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm'... ...traditional bookkeeping services into a true client advisory-focused CAS model . This is a unique opportunity for...Full timeWork at officeRemote work
MBE CPAs
Chicago, IL4 days ago - A global professional services firm is seeking a Financial Services Consulting Manager specializing in Insurance and Actuarial Advisory Services with a focus on Property & Casualty. The role... ...junior team members, and managing client engagement teams. Candidates should have...Flexible hours
$120k - $185k
LE001 Berkeley Research Group, LLC in Chicago is hiring for a consulting role focused on transaction advisory. Candidates should have over 6 years of experience, with strong skills in financial modeling and analysis. The position emphasizes collaboration, professionalism...$120k - $185k
...seeking experienced professionals in Chicago for a transaction advisory role. The ideal candidate will have at least 6 years of experience... ...include supporting transaction advisory engagements, leading client deliverables, and collaborating with various stakeholders. A...$120k - $185k
...Differently. The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and... ...Finance -Transaction Advisory client service teams executing on buy and sell... ...Business, Accounting/Finance, Management, Engineering, Economics,...Work experience placementLocal area$120k - $165k
...and secondary data to develop actionable client insights. Build and communicate clear,... ...consulting experience in healthcare financial advisory supporting provider clients such as... ..., including capital planning, liquidity management, and financial performance drivers. Experience...- ...investment bank and financial advisory firm dedicated solely to the... ...provide a full range of advisory services on a national basis to... ...work products in high‑pressure, client‑critical, transaction‑oriented... ...challenging environment and manage a variety of transactions and...Full timeWork at officeRemote workFlexible hours
$120k - $165k
...experienced consultant in Chicago, IL, adept in healthcare financial advisory. Ideal candidates have a minimum of 2 years of related... ...workstreams, delivering analytical insights, and collaborating with clients to resolve challenges. Compensation includes a base salary...- Baker Tilly US is seeking a Controller responsible for providing exceptional tax, accounting, and advisory services to client companies. You will oversee financial operations, prepare reports, and offer business insights based on trends and professional expertise. The ideal...
$67k - $159.92k
...Tilly US in Chicago is seeking a Controller responsible for tax, accounting, and advisory services. The role involves managing financial reports and providing business insights to clients. The ideal candidate has a Bachelor's degree, CPA preferred, and extensive experience...- ...Group, LLC seeks to expand its Transaction Advisory practice with professionals experienced... ...consulting. Candidates will support client service teams in daily operations, lead report... ...expertise in financial modeling, project management, and advanced communication skills are...
$80k - $135k
...Consulting Differently. The BRG Transaction Advisory practice is seeking to add... ...Corporate Finance - Transaction Advisory client service teams executing buy and sell side diligence... ...degree in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or...Work experience placementLocal area$60k - $115k
Goldman Sachs Bank AG is seeking a Relationship Manager - Analyst in Chicago, IL. This role focuses on enhancing institutional relationships and providing clients with optimal financial wellness solutions. The ideal candidate will possess excellent interpersonal and organizational...- A growing wealth advisory firm in Chicago is seeking an experienced Tax Manager to lead a newly formed tax services group. The role involves reviewing and finalizing complex tax returns... .... This position is crucial to enhance client service offerings. #J-18808-Ljbffr CPS,...
- ...The Opportunity As the Client Advisory Partner of Water/Wastewater Utilities , you will have... ...Evolution on Strategic account management, clarity on playbook and client zippering... ...ability break into new accounts and expand service offerings; develop a sales lead from...Contract workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Manager, Wealth Advisory. Be the first to apply!
Related searches
- strategic engagement manager Chicago, IL
- client manager Chicago, IL
- client services coordinator Chicago, IL
- client account executive Chicago, IL
- client development director Chicago, IL
- client services supervisor Chicago, IL
- client development manager Chicago, IL
- client finance manager Chicago, IL
- client relationship manager Chicago, IL
- pursuit client manager Chicago, IL