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Deliver wealth management services to clients with guidance from the Banker teams. The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
$54,100 - $96,470 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal team, you will be part of a team that supports multiple geographic segments, ultra-high and high net worth client distribution channels and lending products, our internal document preparation team and customer-facing Lending Specialists, Credit Risk executives and underwriters, and loan operations partners, with respect to commercial and wealth management lending transactions.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Our client, a prominent wealth management firm, is looking for a Private Equity Accountant to collaborate closely with the CFO. Located in the beautiful Magnificent Mile, this hybrid role encompasses a range of financial responsibilities, including reporting functions for all entity types of management company and investment administration.
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HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies.
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Thorough knowledge and understanding of the suite of Wealth Management products and services. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.
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Joining Riverpoint Wealth Management means becoming part of a team dedicated to excellence and personalized client service. Riverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients.
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Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
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HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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Our FSO Private Tax practice clients are ultra-high net worth individual clients who have historically amassed their wealth within the asset management (ie hedge and private equity), banking and related financial services industries.
$94,100 - $172,500 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
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Promus Capital, LLC is a multi-family office advisory firm that provides wealth management services to high-net-worth families. Job DescriptionJob DescriptionThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies.
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The successful Sr. Associate in Advisor Support Services has a foundational understanding of the wealth management business and a desire to drive best practices for growth. Channel Marketing Strategy - Develop and implement scalable marketing strategies designed to boost awareness and adoption of our Wealth Management capabilities for our Retirement Plan, Employee Benefits, and other clients across the firms that make up The Alera Group.
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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
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client services wealth management jobs in Chicago, NJ, Nevada
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