Client Services Specialist - Private Investments
Aon Risk Services Inc
Aon is seeking a Client Service Associate II based in Chicago, Illinois. The role involves delivering high-quality customer service, managing client onboarding, and executing complex financial transactions. Ideal candidates possess a Bachelor’s Degree and relevant financial industry experience. This position operates in a hybrid model, balancing three days in the office with two days remote, ensuring flexibility while maintaining client communication and operational excellence. #J-18808-Ljbffr Aon
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Private Investments in Chicago, IL vacancy
- ...solutions orientated and delivers premier client service, J.P. Morgan is the place for you!... ...Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible... ...200 years and today we are a leader in investment banking, consumer and small business...PrivateWork at office
J.P. Morgan
Chicago, IL5 days ago - 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...Private
$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... ...services sector, such as hedge funds, private equity, and other investment-related individuals. Possess comprehensive knowledge of...PrivateTemporary workPrivate practiceWork at officeLocal areaEisnerAmper
Chicago, IL1 day ago$110k - $215k
...is responsible for expanding client relationships by identifying... ...needs and the full array of Private Bank capabilities, establishing... ...lines with a strong emphasis on Investment Products Leads complex... ...clients or equivalent financial services/business experience Excellent...PrivateShift workDay shift$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...(solutions and services) in an intensely competitive... ...in core product areas: investment management, capital markets... ...appropriate specialist resources to develop tailored...PrivateFull timeCitigroup Inc
Chicago, IL2 days ago- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps... ...providing industry-leading investment solutions. Our wide array of... .... Provide superior client service by being responsive, thoughtful... ...leading investment management and private banking solutions. Asset...Private
- ...Client Advisor In The Institutional Advisor Channel... ...providing exceptional service to our clients and business... ...support, and product specialists, are dedicated to the... ...focus: to offer investment solutions designed to... ...Investment Advisors, Private Banks, Trust Companies...Private
- ...Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and... ...Management delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
J.P. Morgan
Chicago, IL1 day ago - JPMorgan Chase & Co. in Chicago, IL seeks an Investment Professional in the U.S. Private Bank to support client relationships and assist with daily portfolio management... ...markets and functions to deliver high‑quality service to Private Banking clients. Responsibilities...Private
$24.36 - $36.67 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...outstanding client service and operational support to one... ...contribute to the success of Baird's Private Wealth Management business,... ..., annuities and other investment vehicle orders per Financial...PrivateHourly payWork experience placementWork at officeBaird Capital
Chicago, IL5 days ago- ...Wealth Management, you will be driving client engagement and positioning our investment products with financial advisors... ...funds, exchange traded funds, private alternatives, and separately managed... ...position Goldman Sachs products/services Conduct proactive telephone and...Private
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...will use your knowledge of investments, financial planning,... ...that has the resources, specialists and intellectual capital... ...Private Banking or Financial Services Bachelor’s Degree...PrivateTemporary workWork experience placementLocal area
$166k - $280k
...presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry, regardless... ...in your potential and invest in it to build a legacy that... ...The Role As a member of the Private Client Services practice, Tax...Work experience placementPrivate practiceWork at officeLocal areaAndersen
Chicago, IL2 days ago- Huntington National Bank is seeking a Private Bank Service Specialist II responsible for daily client interactions and relationship management. This role involves working closely with Wealth Advisors to support high-net-worth clients while adhering to financial regulations...Private
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that... ...JPMorgan Chase wealth services to best meet the objectives... ...partnership with wealth advisors and private client bankers, you will... ...A sound knowledge base of investing, trust and estates,...
Chase
Chicago, IL2 days ago - ...Backed Distribution Business SEARCH MANDATE : Our private equity client is seeking the right Chief Financial Officer... ...of its portfolio companies, a distribution services business. The sponsor is bullish about its investment thesis in this newly acquired platform. They are...Private
Falcon Inc
Chicago, IL3 days ago $125k - $135k
...15 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and... ...by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional...PrivatePermanent employmentTemporary workFlexible hours- ...Program Lending Analyst for the U.S. Private Bank to structure and deliver strategic borrowing advice to clients. You will work with bankers, investment specialists, capital advisors and trust and... ...and provide first‑class service. This two‑year Analyst Program exposes...Private
- JPMorgan Chase in Chicago, IL is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships, provide advised solutions, and leverage Chase partner referrals to...Private
- GRN Shoreline in Chicago seeks a Private Wealth Advisor/Director to serve high-net-worth clients, acting as the quarterback of the relationship and coordinating... ...wealth plans and ensure tailored strategies across investments, banking, and trust. The ideal candidate brings...Private
- JPMorganChase in Chicago is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning... ...and advice to individuals and families, providing personalized investment solutions while focusing on building client relationships....Private
- 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
- JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management... ...comprehensive financial planning and personalized investment solutions for individuals and families,... ...to integrity and exceptional client service as you grow a book of business and...Private
$68k - $73k
AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves... ...recommendations and exceptional client service. The Associate Development Program will equip candidates with vital investment knowledge and client service skills. Successful...Private$19 - $22 per hour
MARVA ELAINE is looking for a Part-Time Client Experience Consultant to join our team in Chicago, Illinois. You will serve as the face... ...guests, maintaining presentation standards, and assisting with private shopping experiences. Compensation ranges from $19 to $22 per...PrivateHourly payPart timeAfternoon shift$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services at BDO... ...allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their...Private practiceWork at officeACM
Chicago, IL1 day ago- Cresset is seeking an Associate Director for Private Wealth Client Services with 5+ years of experience managing administrative and private banking... .... Key duties include onboarding, asset transfers, investment implementations, and coordinating with CPAs/attorneys. #J...Private
- ...TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...
Aumni
Oak Brook, IL3 days ago - ...Banking and Lending Product Support Specialist to create a seamless FA‑client experience when accessing and... ...grow your career. You will support Private Bankers, prepare materials, run reports... ...Associates to use the platform for credit services, with travel to PCG branches as...Private
$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 would be resident in Katten's Chicago, IL office. Candidates should have at least 8 years of experience in administering...PrivatePrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist - Private Investments. Be the first to apply!
Related searches
- insurance customer service advisor Chicago, IL
- senior customer service advisor Chicago, IL
- customer service representative hiring Chicago, IL
- customer service representative data entry Chicago, IL
- customer associate Chicago, IL
- customer service representative 1st shift Chicago, IL
- customer retention representative Chicago, IL
- customer happiness specialist Chicago, IL
- customer advisor Chicago, IL
- virtual customer service advisor Chicago, IL