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
$85k - $120k
...Description We’re a leading Investor Services group offering end-to-end... ...with 13 of the world’s top‑15 private equity firms. Our services are... ...as trusted partners to our clients, we deliver intelligent solutions... ...As a manager on our fund administration team, you’ll work...Private clientLocal areaWorldwide- ...Fiducient Advisors in Chicago seeks a Client Service Associate responsible for high-quality service to private clients and Investment Consultants. This role involves client onboarding, managing account setups, and facilitating money movements. The ideal candidate has...Private clientWork at officeRemote work
$65k - $83k
A leading financial institution in Chicago is seeking a Client Service Associate to enhance client relationships and ensure flawless service delivery. Responsibilities include managing client requests and collaborating across teams while adhering to compliance standards...Private clientWork at office- Wintrust Financial Corporation is seeking a highly motivated Client Support Professional to join their Private Client team in Chicago, Illinois. This role involves providing exceptional client service as the main point of contact for clients, handling inquiries, and supporting...Private clientWork at office
$92.4k - $172.1k
...Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to... ...applicable insurance products/lines, various funding mechanisms and Employee Benefit techniques...Private clientMinimum wageWork at officeWork from home- eTeam is seeking a Sr Associate, Private Fund Transitions to support the Distribution and Client Services teams in onboarding Institutional and High Net Worth clients. This critical role ensures seamless client service and relationship management while maintaining accurate...
- 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...
- Marsh McLennan Agency is seeking a Senior Client Advisor to join its Private Client Services team in Chicago, Illinois. The role involves diving deep into client exposures to recommend tailored insurance solutions, ensuring exceptional client service and retention. Successful...Private client
$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- 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
- ...The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each... ...In partnership with wealth advisors and private client bankers, you will uncover...Private client
- A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at...Private client
- ...seeking a Compliance Manager / Senior Compliance Associate for private funds. This fully remote US-based role focuses on governance,... ..., and risk reviews across a growing portfolio of private fund clients. You will lead e-comm reviews, oversee Code of Ethics programs...Private clientRemote job
- Prospect Infosys, Inc. seeks a seasoned accounting professional focused on securities operations and private equity fund accounting in Chicago. The role emphasizes client service, accuracy, and timely resolution of financial issues, working closely with relationship managers...Private client
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 more Job Description Job Summary: Private Client Services at BDO... ...benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants...Private clientPrivate practiceWork at office$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's... ...Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides...Private clientLocal areaFlexible hoursNight shift$300k
The Private Client Services group of Katten Muchin Rosenman LLP is looking to hire a Counsel for their thriving Private Wealth practice. The position... ...in administering and settling decedent estates and trusts, funding trusts, probate filings, preparing and filing estate tax...Private clientPrivate practiceWork at office$40.23k - $74.87k
...Senior Client Service Representative About Marsh McLennan Agency's Midwest Region: 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...Private clientWork at officeWork from home$110k - $150k
...providing tax and consulting services to our Pass-Through clients. Job Duties Performs... ...with client; involves specialists where appropriate Communicates... ...working in the private client area, i.e. working... ...allocation to the ESOP is fully funded by BDO through...Private clientWork at office- ...premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing...Private client
- Permanent Placements LLC is seeking a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role requires 2-4 years of experience in trusts and estates law, focusing on advising high-net-worth individuals on estate planning and wealth transfer...Private clientPermanent employment
- Cresset is seeking an Associate Director for Private Wealth Client Services with 5+ years of experience managing administrative and private banking needs for high net worth clients. You will serve as the primary client contact and collaborate with a portfolio manager to...Private client
- 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
- Permanent Placements LLC is looking for a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role is designed for an attorney with 2-4 years of experience who enjoys advising high-net-worth individuals on estate planning and tax strategies...Private clientPermanent employment
$166k - $280k
...global presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry,... ...The Role As a member of the Private Client Services practice, Tax... ...Entities, Alternative Investment Fund Principals, Trusts and Estates...Private clientWork experience placementPrivate practiceWork at officeLocal area$90k - $110k
...the 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- Our client is seeking a Trusts and Estates Associate to join its Private Client Services group In Chicago. This position is ideal for an attorney with 2-4 years of experience who is passionate about advising high-net-worth individuals and families on estate planning, wealth...Private clientPermanent employment
- 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
- Our client is a fast-growing, full-service law firm with offices in Chicago and Milwaukee. With a foundation built by partners from top-tier international... ...a diverse and engaging client base, including private equity firms, founders, startups, venture capital investors...Private client
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