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
- ...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
- 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 area$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 time- ...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
- 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
- ...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
$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 office- ...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
- 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
$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 area- ...Job Title Internal Client Advisor Job Description As a... ...financial advisors. You will service existing clients while also identifying... ...Management, Corporate and Investment Banking, Commercial Banking... ...investment management and private banking solutions. Asset Management...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,...
- ...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
$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- ...Job Title National Client Banker Job Description... ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...use your knowledge of investments, financial planning,... ...has the resources, specialists and intellectual... ...Banking or Financial Services Bachelor's Degree...PrivateTemporary workWork experience placementLocal area
- ...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
- 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
- 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
$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- 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- ...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
$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 office- 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
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