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
- 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...Suggested
- 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
...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- ...Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through... ...your mark withOcorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded...Private clientTraineeshipWork at officeFlexible hours
- 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... ...In partnership with wealth advisors and private client bankers, you will uncover...Private client
- 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
...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...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$92k - $115k
...Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise... ...your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded...Private clientFull time- ...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
$35.6k - $66.2k
...Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientLocal areaNight shift$40.23k - $74.87k
...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...Private clientWork at officeWork from home- ...relationship-driven marketers to help expand our private pay client base throughout the Chicagoland area.... ...in healthcare marketing, senior services, assisted living, home health, hospice... ...marketers Community outreach specialists Former home health or hospice marketers...Private clientPart timeLocal areaFlexible hours
- EisnerAmper is seeking a Tax Partner for Private Client Services (PCS) to lead complex advisory and compliance engagements for high-net-worth individuals, family offices, and closely held businesses. You will guide a team, originate opportunities, and enhance client relationships...Private client
$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 in Chicago, IL seeks a Tax Senior for Private Client Services to deliver high-touch tax compliance and consulting to high net-worth individuals and families. The role emphasizes leadership, client collaboration, and technical excellence across estate, gift,...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
- BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance and consulting for high net-worth clients, including individuals, estates, trusts, and family offices. The candidate will participate in engagements, supervise...Private client
$35.6k - $66.2k
...Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientMinimum wageWork at officeLocal areaNight shift$200k - $300k
...the nation’s top professional services firms, CohnReznick creates rewarding... ..., solutions to address clients’ unique business goals and risks... ...team with the addition of a Private Equity Client Relationship Executive... ...equity clients, at the fund and portfolio company levelProven...Private clientPrivate practiceWork at officeLocal areaFlexible hours3 days per week$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$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- ...ensure a.) the books and records of the funds are maintained completely and accurately... ...investor reporting Support investment and client service personnel on ad‑hoc requests Assist in... ..., hedge fund of funds, mutual funds or private equity Excellent verbal, written,...Flexible hours
$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$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead... ...Gift taxation Trust taxation Private wealth advisory services Strong leadership, communication, and client advisory skills....Private clientFull timeLocal area$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$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientMinimum wageLocal areaNight shift- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...Private clientPrivate practiceWork at office
$39.2k - $72.9k
...Claims 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 clientMinimum wageWork at officeWork from home$130k - $190k
Private Client Tax Manager / Senior Manager Location: Chicago, IL / Lincolnshire, IL Work Arrangement: Hybrid / On-site... ...providing a broad range of tax, accounting, audit, and consulting services to businesses, individuals, and privately held organizations....Private clientLocal area$87.36k - $131.04k
...Client Service Officer The Client Service Officer is a seasoned professional role. Applies... ...Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the... ...opportunities for referral to banker or product specialist. Perform responsibilities through...Private clientFull timeWork at office
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