Private Funds Client Services Specialist
Waverly Advisors, LLC
A wealth management firm in Chicago is seeking a Client Service Associate for Private Funds. The role involves serving as the primary contact for client service related to private funds, coordinating onboarding, and maintaining internal systems. Applicants should have at least 2 years of client service experience in financial services and a Bachelor's degree, or equivalent experience. The position offers various benefits, including health options and paid time off. #J-18808-Ljbffr Waverly Advisors, LLC
- Job Title: Sr Associate, Private Fund Transitions Location: Charlotte NC/ Chicago, IL (Hybrid) Duration: 12 months Job Description... ...Transitions Team (“PFT”) team supports the Distribution and Client Services teams in onboarding Institutional and High Net Worth clients...Suggested
$110k - $180k
...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking for a dynamic individual... ...on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals....Private clientTemporary workPrivate practiceWork at officeLocal area- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the... ...appropriate JPMorgan Chase wealth services to best meet the objectives of each client... ...effortsIn partnership with wealth advisors and private client bankers, you will uncover...Private client
$110k - $180k
...Responsible For Supervise a team, foster strong client relationships, prospect and contribute... ...that values exceptional client service and tax expertise. Responsible for overseeing... ...services sector, such as hedge funds, private equity, and other investment-related individuals...Private clientLocal area- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Chicago to deliver comprehensive financial planning... ...financial solutions while upholding a high standard of integrity and client service. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...Corp in Chicago seeks a Charitable Giving Specialist to support Donor Advised Funds and Private Foundations administration, onboarding clients, processing grants, and maintaining fund records. The role emphasizes client service, risk management, confidentiality, and collaboration...Private client
- JPMorgan Chase & Co. in Chicago is seeking a Branch Client Advisor to service affluent clients and manage their banking relationships, with a proactive... ...to growth and referrals. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship...Private client
$92k - $115k
Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through... ...your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded...Private client$34.65k - $64.58k
...About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is...Private clientWork from home$66k - $123.1k
...meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits...Private clientMinimum wageLocal areaFlexible hoursNight shift$130k - $200k
...Arrangement: Full-Time About the Organization Our client is a respected professional services and tax advisory organization specializing in delivering... ...consulting solutions to individuals, families, and privately held businesses. The organization provides personalized...Private clientFull timeLocal area- ...a Vice President, Assistant General Counsel to support the Asset Management Americas Institutional team. You will advise on private funds, client contracts and distribution for a global asset management platform with hundreds of billions in AUM. The role focuses on fund...Private client
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach... ...outside of BDO. Involves firm specialists and other business lines to increase... ...annual allocation to the ESOP is fully funded by BDO through investments in company...Private clientWork at office$200k
...ID: 83534543632Posted: 2026-07-11Location: Chicago, Illinois, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest...Private clientFull timeLocal area- BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors....Private client
- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role involves leading tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal...Private client
$154k - $219k
...global presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry,... ...The RoleSenior Managers in our Private Client Services (PCS) practice... ...Entities, Alternative Investment Fund Principals, Trusts and Estates...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$150k - $190k
...to doing what’s right for our clients.At CIBC, we embrace your... ....comWhat you'll be doingAs a Private Wealth Business Development Officer... ..., Investment and Wealth Specialists, Bankers, Business Development... ...management space.Collaboration & Service Excellence: Establish and...Private clientFull timeRemote work$166k - $280k
...global presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry,... ...success!The RoleAs a member of the Private Client Services practice, Tax... ...Entities, Alternative Investment Fund Principals, Trusts and Estates...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa- Aprio is seeking a Senior Tax Manager for Private Client Services / High Net Worth Individuals to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while expanding the client base and mentoring junior staff...Private clientRemote jobLocal area
$225k - $298.3k
...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...access to the full array of Private Bank and Bank of America capabilities... ...identify the need for team specialists; collaborate closely with...Private clientWork at officeWork from homeFlexible hoursShift workDay shift- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...Private client
$117k - $158k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions... ...complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments...Private clientFull timeTemporary workWork at officeFlexible hours$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientMinimum wageLocal areaNight shift$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private... ...worth and ultra-high-net-worth clients. As an industry leader, we... ...Wealth Associates are client service professionals who exhibit drive... ...is supported by a team of specialists aligned with a shared sense of...Private clientFlexible hours$122k - $146.5k
...expert practitioners who partner with clients (and their agencies) to drive meaningful... ...-working.Due diligence - Partner with private equity fund clients to assess the marketing... ...marketing (e.g., agentic search)Client services experience (from consulting, agency, or...Private clientPermanent employmentFull timeLocal area$90k - $110k
...tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services....Private clientTemporary workLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management... ...record in engaging with deal team members at private equity funds. The ideal candidate will be self-motivated, able to work...Private client
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...networks professionally outside of BDOInvolves firm specialists and other business lines to increase cross service opportunitiesPeople...Private clientPrivate practiceWork at office$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking... ...tax planning, consulting and compliance services tailored exclusively to high-net-worth... ...professionals around the world. Our industry specialists deliver tailored services to a wide...Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Funds Client Services Specialist. Be the first to apply!
- community service representative Chicago, IL
- client service representative Chicago, IL
- career services representative Chicago, IL
- bilingual customer service representative spanish english Chicago, IL
- customer experience agent Chicago, IL
- customer account representative Chicago, IL
- client solutions specialist Chicago, IL
- customer experience associate Chicago, IL
- entry level customer support representative Chicago, IL
- part time customer representative Chicago, IL


