Private Client Services & Growth Associate
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. in Chicago, IL, is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, handling scheduling, and supporting advisors with client interactions and data management. The ideal candidate will be proactive, handle confidential information, learn account procedures, and contribute to marketing efforts and events while maintaining high accuracy and organizational discipline. #J-18808-Ljbffr Oppenheimer & Co. Inc.
$50k - $60k
...middle-market investment bank and full service broker-dealer. With roots tracing... ...Description The firm is seeking a Client Service Associate to join our Private Client Division in Chicago, IL. The... ..., positive disposition seeking growth and opportunity to expand the role...Private clientFull timePart timeLocal area- Cresset, a leading independent multi-family office, seeks an Associate, Private Wealth Client Services to support a collaborative team of advisors serving... ..., and ongoing client relationships, with room for growth and increasing responsibility based on performance and...Private clientWork at office
- ...& Bartlett LLP is seeking a high-impact Manager, Client Development in Chicago to support the Firm’s private equity client development strategy. You will partner... ...CDE team to deepen client relationships, drive growth, and coordinate cross-practice initiatives in a fast...Private client
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant... ...administration to join our national Private Client Services Group. The search...Private clientFull time- J.P. Morgan Chase in Chicago seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment... ...strong client relationships with a focus on personalized service. Required: at least 2 years as a Financial Advisor or in...Private client
$365k - $420k
...Pay scale: $365000- $420000 Job Overview A law firm seeks an experienced Private Client Services Associate Attorney to join their team in Chicago, IL. The ideal candidate will have 4-6 years of transactional experience in trust and estate planning and administration...Private clientPermanent employmentFull time$34.65k - $64.58k
...Client Service Representative Marsh McLennan Agency's Midwest Region is a full-service brokerage... ...business insurance, employee benefits, private client insurance, and retirement services... ...well as individual and organizational growth. A small sampling of the benefits our colleagues...Private clientWork from home$135k - $240k
...PRACTICE Oliver Wyman’s Private Equity team in North... ...to support its rapid growth. The team works with... .... This enables our clients to achieve differentiated... ...and Business Services Location: Boston... ...: Senior Consultant, Associate and Engagement Manager...Private clientMinimum wageWork experience placementWork at officeLocal areaRemote workFlexible hoursShift work3 days per week1 day per week$25 per hour
CIBC US is offering a 10-week Private Wealth Client Service internship in Illinois (Chicago). The program runs June through August and includes hands-on assignments, structured training, and mentorship to build both soft and analytical skills. The role emphasizes networking...Private clientHourly payInternshipRemote work- ...passion for delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our... ...individuals, trusts, partnerships, LLCs, private investments, and family-owned... ...and support the continued growth of the Family Office practice. Team...Private clientFull timeContract workWork at office
$39.2k - $72.9k
Claims Service Representative About Marsh McLennan Agency's Midwest Region: Marsh McLennan... ...business insurance, employee benefits, private client insurance, and retirement services to... ...as well as individual and organizational growth. A small sampling of the benefits our colleagues...Private clientWork at officeWork from home$105.38k - $215.38k
...supporting our Individual Tax Services - High Net Worth group... ...needed.Build strong client relationships through... ..., quality, and growth.Delivery leadership: Organizes... ...-worth individuals or private clients.Strong client... ...differential associated with the location at which...Private clientWork at officeLocal area$225k - $298.3k
.... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...paths - whether shaped by military service, community college education, or a... ...access to the full array of Private Bank and Bank of America capabilities...Private clientWork at officeWork from homeFlexible hoursShift workDay shift$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... ...space.Collaboration & Service Excellence: Establish and maintain... ...entrepreneurial spirit and a passion for growth.You put our clients first....Private clientFull timeRemote work$130k - $200k
...Senior Tax Manager (Private Client) Location: Remote Role type: Full-time, direct hire... ...across assurance, tax, private client services, and advisory. It looks for curious,... ...client-focused people and invests in their growth into leadership. Position summary...Private clientFull timeImmediate startRemote work$100k - $125k
...Cresset is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we are... ...Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience... ...to drive retention and growth by providing a superior...Private clientFull timeTemporary workWork at officeLocal area$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities... ...Trust taxation Private wealth advisory services Strong leadership, communication, and... ...annually Full-time opportunity Career growth within a professional tax advisory...Private clientFull timeLocal area$275k - $350k
...to doing what’s right for our clients.At CIBC, we embrace your... ...comWhat you'll be doingCIBC US Private Banking serves high-net-worth... ...critical role in the franchise's growth and connectivity across the... ...Business Growth Strategies, Client Service, Customer Experience (CX),...Private clientFull time$250k - $300k
...Senior Client Facing Advisor We are looking for a senior client... ...and operations/IT/fiduciary services teams to quarterback a team approach... ...include the servicing, growth, and retention of existing... ...clients, retail investors, and private-wealth clients in major markets...Private clientTemporary work- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...Responsibilities:Supervises associates and senior associates on all projectsReviews... ...about their job performance and career growth; coaches others and advisees to help...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... ...across sectors, including individuals, high-growth emerging companies, privately-owned...Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$300k - $400k
...PARTNERSHIP within a year. Our client, a respected full-service law firm with a long-standing private wealth practice, is adding a... ...level in Chicago. This is a growth hire, not a backfill. The group... ...the group’s up-and-coming associates The work Designing advanced...Private clientFull timePrivate practice- ...Manager with experience, please read on! We are a Mid-Sized CPA Firm that works with Clients in, Private Clients Services, Real Estate, Construction, Agriculture, Manufacturing, etc.Due to growth, we are excited to add a new Tax Manager and Sr Manager for a fully remote role...Private clientImmediate startRemote work
$130k - $160k
...Tax Manager (Private Client Services) - Chicago or Lincolnshire, IL (Hybrid) Our client is a well-established Regional CPA Firm who are performing... ...looking for tax professionals who interested in Career Growth toward Upper Management and Partnership Levels . The firm...Private clientFull time- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial... ...manage their investments, while maintaining a high standard of integrity and client service. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...ZACKS INVESTMENT MANAGEMENT Client Service - Certified Financial Planner Job Description... ...distinct approach tailored specifically for private clients. At ZIM, we emphasize a... ...outcomes and advancing your professional growth. Key Responsibilities: Financial...Private clientFull timeOverseasWork visa
$110k - $250k
Overview Top 10 accounting firm with growth opportunity. This Jobot Job is hosted by Ruby Voight. Salary $110,000 - $250,000 per year... ...Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully...Private clientLocal areaRemote workFlexible hours- ...Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential... ...aims to drive mortgage and HELOC growth by innovating, modernizing, and creating... ...support a team of product analyst/associates, fostering their growth and...Private client
- ...relationships and delivering totally satisfied clients. The RubinBrown name and reputation... ...(India), Nashville, and St. Louis. A Private Client Services Tax Manager is a key participant in... ...team members and the firm to achieve growth and deepened expertise. RubinBrown is...Private clientWork at officeWeekend workAfternoon shift
- ...relationships in the Chicagoland area and generate private pay home care referrals. This role suits... ...with healthcare marketing, senior services, or community outreach experience.... ...events, tracking referrals, and supporting growth strategies while #J-18808-Ljbffr SYNERGY...Private clientPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services & Growth Associate. Be the first to apply!
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client success associate Chicago, IL
- client account associate Chicago, IL
- client services associate Chicago, IL
- registered client associate Chicago, IL
- service advisor automotive Chicago, IL
- internal service advisor Chicago, IL
- staff services manager Chicago, IL



