Client Service Leader - Wealth Advisory (Hybrid)
Jambalaya Group
Ardent Wealth Advisors, a trusted wealth management practice, is seeking a Client Service Manager in Oak Brook Terrace, IL. The role leads the client service team, enhances processes, and elevates the client experience within a growing organization. You will work alongside experienced advisors and leadership to build a high-performing team, drive strategic initiatives, and deliver exceptional service. A strong background in financial services and people leadership is essential for success. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Leader - Wealth Advisory (Hybrid) in Oak Brook, IL vacancy
- ...delivering high-quality operational support within our wealth management business. The role oversees daily... ...improvements, and develops a high-performing team focused on client service. The position offers a hybrid schedule with 3 days in-office per week and 2 remote days...SuggestedWork at officeRemote work3 days per week
- MBE CPAs seeks a Client Accounting Services Department Manager to lead and scale our CAS practice. This... ...bookkeeping into a true client advisory-focused CAS model, building scalable... ...Chicago-area network, the role offers hybrid or remote arrangements depending on experience...SuggestedRemote work
- Chase, part of J.P. Morgan Wealth Management, seeks an Select Banking Leader to coach and lead our investment client service professionals in delivering best-in-class service. The role emphasizes hospitality, teamwork, and client obsession within a high-performance environment...Suggested
$154k - $219k
...Valuation, and Business Advisory. We stand as a... ...presence among professional services organizations. You'll... ...working with extraordinary clients spanning every... ...helping you flourish as leaders, colleagues and trusted... ...legislative changes, wealth transfer techniques, charitable...SuggestedFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$125k - $150k
Cloud & Infrastructure Managed Services Leader 1 day ago Be among the first... ...-based services for our clients, ensuring high availability,... ...provide assurance, tax and advisory services for a diverse range... ...employees the chance to grow their wealth over time as their shares...SuggestedFull timeWork at officeRemote workNight shift- CNA is looking for an AVP, Claims Client Services to lead strategic initiatives and manage client relationships from our Chicago location. This leader will drive service excellence, particularly in enhancing customer experience and retention. The ideal candidate will possess...
- Bank of America is hiring for a client service role within Merrill Wealth Management in Lisle, IL. You will serve as the primary contact for Financial Advisors, ensuring superior client service and operational excellence. The position requires a client-centric mindset and...
$75k - $98k
Vrakas CPAs + Advisors in Chicago is looking for a Client Advisory Services Supervisor to manage client accounting and supervise associates. Candidates should have 3+ years of accounting experience, particularly in public accounting, with strong GAAP knowledge and advanced...- Marsh Risk is seeking a Client Service Leader to join our Captives team. This role can be based in any US office location and will provide direct leadership, guidance, and support to client teams while advancing best-in-class client service. You will lead a service-focused...Work at office
- ...Customer Success Manager to enhance client engagement and drive product adoption among wealth management firms. The ideal... ...strong background in financial services with exceptional relationship management... ...compensation, a flexible hybrid work model, and a range of employee...Flexible hours
- Senior Director, Head of Client Operations We are seeking a highly... ...and scale the firm’s client service and operational infrastructure... ..., RIA platform, custodian, or wealth management operations environment... ...$115k, 30% bonus This is a hybrid position at our Lisle location...Full time
Advyzon
Lisle, IL20 days ago - Kantar in Chicago is seeking a strategic, client-focused Manager to join the Media Solutions group’s Client Service team. You will manage key client relationships and oversee the execution of media campaign research to deliver high-quality insights. You will collaborate...
$146.7k - $335.1k
...working world. When our clients are facing complex finance and... ...Our Financial Accounting Advisory Services (FAAS) team is growing exponentially... ...ways. If you’re a confident leader with a curious mind and the... ...team-led and leader-enabled hybrid model. Our expectation is...Work experience placementSummer holidayWork at officeFlexible hoursErnst & Young
Chicago, ILa month ago$146.7k - $335.1k
...opportunity Our Financial Accounting Advisory Services (FAAS) team is growing... ...to and understanding our clients to give them a truly exceptional... ...ways. If you’re a confident leader with a curious mind and the... ...team‑led and leader‑enabled hybrid model. Our expectation is...Work experience placementSummer holidayWork at officeFlexible hours$110k - $201.7k
...better working world. Tax - People Advisory Services - Global Equity Manager Will you shape... ...the opportunity to work with global clients to address their most complex people’... ...options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people...Summer holidayFlexible hours$195.42k - $370.53k
The KPMG Advisory practice is at the forefront of transformation, offering... ...number one priority. With a wealth of learning and career... ...Director - Accounting Advisory Services in Accounting Advisory... ...practice.Responsibilities: Provide client-focused accounting advisory assistance...H1bLocal area- ...talented individual to join our Captives team at Marsh as a Client Service Leader . This role can be based in any US office location . Marsh... ...****@*****.***. Marsh is committed to hybrid work, which includes the flexibility of working remotely and...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
$201.81k - $382.6k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of... ...Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in...Full timeWork experience placementLocal areaRemote workWorldwide- ...seeking an Accounting Advisory Manager to join our team... ...Thornton | Stax Transactions clients on complex accounting... ...with access to firm leaders and mentors, training... ...clients about engagement and service expectations; resolving... ...with the firm's hybrid work model, this position...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week
- A mid-sized accounting firm is seeking a Client Accounting Services Manager to oversee a team and provide specialized accounting services. The role... ...of relevant experience. The position offers a flexible, hybrid work environment with comprehensive insurance and financial...Flexible hours
- Byline Bank, headquartered in Chicago, seeks a Sr. Card Services Specialist to explain, promote, establish, and maintain credit and debit... ...card transactions, disputes, and daily processing duties in a hybrid work setting. Ideal candidates have 2+ years banking experience...
- ...looking for an experienced Vice President for its Commercial Services team in Chicago. This role involves leading project management for advisory transactions, providing financial analysis, and fostering key client relationships. Candidates should possess a Bachelor’s...
- Mantis Innovation in Chicago is seeking a BMS Service Project Manager to lead daily service operations for building automation systems in mission-critical environments. You will manage a team of technicians, coordinate deployment, and ensure safety, quality, and on-time...
$137.9k - $290.7k
...history, delivering excellent service through innovation has been a core... ...within our M&A Tax Transaction Advisory practice, you will serve as a trusted advisor to clients navigating complex transactions... ...a plus. This role follows a hybrid work model for candidates located...Work at officeLocal areaRemote workWorldwide$103.6k - $189.9k
...Operate - US Payroll - Tax Services Manager Will you shape... ...to US and global clients. EDGE stands for Exceptional... ...working in a balanced hybrid environment Ideally,... ...us in our team-led and leader-enabled hybrid model. Our... ...#J-18808-Ljbffr Ernst & Young Advisory Services Sdn BhdContract workSummer holidayLocal areaFlexible hours$130k - $160k
...been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager... ...significant local and regional business clients as well as high profile VIP personal clients... ...after busy season ~ Flex schedule, hybrid is an option Email ****@*****.***...Summer workLocal areaFlexible hoursCaliber Recruiting Group
Chicago, ILmore than 2 months ago$56.65k - $63k
...lifecycle, executing webinars, and supporting events. A Bachelor’s degree and 2+ years of experience in project coordination or customer service are required. This hybrid position offers a salary between $56,650 and $63,000. #J-18808-Ljbffr American College of Surgeons$121k - $181.4k
...with Grant Thornton accounting advisory clients on complex accounting... ...empowered with access to firm leaders and mentors, training programs... ...clients about engagement and service expectations; resolving... ...Consistent with the firm's hybrid work model, this position will...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Global Elite Empire Consultants is seeking a motivated professional for a remote leadership role in client services. You will guide and support teams, fostering a high-performance culture while delivering superior service to clients. The position offers mentorship,...Remote workFlexible hours
Global Elite Empire Consultants
Cicero, IL4 days ago - Crowe Advisory LLC is seeking a Finance and Accounting Consulting Senior Manager to... ...and accounting engagements within our Client Accounting Services practice. This role focuses on... ...high-quality client service. It is a hybrid position with 2-3 days in the office....Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Leader - Wealth Advisory (Hybrid). Be the first to apply!
Related searches
- customer service opportunity Oak Brook, IL
- insurance customer service Oak Brook, IL
- part time customer service work from home Oak Brook, IL
- customer call service Oak Brook, IL
- full time customer service Oak Brook, IL
- customer service bilingual Oak Brook, IL
- work from home data entry customer service Oak Brook, IL
- customer service front desk receptionist Oak Brook, IL
- customer service overnight Oak Brook, IL
- part time remote customer service Oak Brook, IL