Private Client Services & Growth Associate
Oppenheimer & Co.
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
$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment... ...Client Service Associate to join our Private Client Division in Chicago, IL. The... ...energetic, positive disposition seeking growth and opportunity to expand the role ~...Private clientFull timePart timeLocal area$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$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.4–6 Years Experience | Multiple...Private clientWork at office$40.23k - $74.87k
...Senior Client Service RepresentativeAbout Marsh McLennan Agency's Midwest Region: Marsh McLennan... ...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 at officeWork 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$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- ...Pay scale: $ - $ 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, with...Private clientPermanent employment
- ...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
$110k - $140k
...description. The Position The Private Wealth Management (PWM) team works... ...account portfolios around each clients objectives risk tolerance income needs... ...preservation and long-term growth. The Senior Client Service Associate is responsible for the full life cycle...Private clientFull timeWork at office$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$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$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
- ...Private Client Services Tax ManagerRubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment... ...and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/...Private clientWork at officeWeekend workAfternoon shift
$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- ...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
$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$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- JPMorgan Chase in Oak Park, IL is seeking a Private Client Banker to serve a select group of affluent clients and other branch customers... ..., and flexibility to work weekends/evenings. A growth-oriented, service-driven mindset and strong communication skills are essential...Private clientWeekend workAfternoon shift
$175k - $235k
...offers deep mentorship and significant responsibility in estate planning, tax compliance, and advisory matters for high-net-worth clients. Candidates should have strong academic records and excellent drafting and analytical skills. The position features a base salary range...Private client$154k - $219k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...RoleSenior Managers in our Private Client Services (PCS)... ...and evaluate Intern, Associate and Senior Associates;... ...support the well-being, growth, and long-term success...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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$166k - $280k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...RoleAs a member of the Private Client Services practice... ...training, and mentoring Associates, Senior Associates, and... ...support the well-being, growth, and long-term success...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$97.62k - $181.85k
...Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to... ...client across product lines ~ Establishing the growth and retention strategy for a book of business...Private clientWork at officeLocal areaWork from homeLong distance$92.4k - $172.1k
...employee health & benefits, retirement, and private client insurance solutions to organizations and... ...America, we combine the personalized service model of a local consultant with the... ...service plans, client satisfaction, book growth and retention. Follow HBS procedures...Private clientMinimum wageLocal areaNight shift$51.8k - $75k
...long-term relationships with clients, responding to day-to-day client... ...role is focused on revenue growth through client expansion on... ...vendor/carrier products and services including medical, dental, vision... ...is the 9th largest privately held U.S. brokerage firm offering...Private client$90.1k - $167.9k
...Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to... ...creativity as well as individual and organizational growth. A small sampling of the benefits our...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,... ...Collaborate with agency leadership on growth strategies. Represent Synergy HomeCare...Private clientPart timeLocal areaFlexible hours
- ...network with real impact. We support 10,000+ clients in over 150 countries, and that reach... ...management and successful delivery of RIA Private Client Tax programs. Acting as the... ...engagement team members accountable to deadlines, service-level commitments, and key performance...Private clientFull timeLocal areaRemote workFlexible hours
- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...U.S. in credit card sales and deposit growth and have the most-used digital solutions...Private client
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