Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesChicago, ILOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)Chicago, ILOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Client Services Specialist DriveWealth LLCClient Services SpecialistChicago, IL$90,000–$100,000 / yearWe seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership.
AVP, Client Service Officer-Transaction BankingBug MUFG Americas Holdings CorpAVP, Client Service Officer-Transaction BankingBugChicago, IL$84,000–$103,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
Client Service Associate NFP CorpClient Service AssociateChicago, Illinois$42,945–$68,670 / yearFull timeTakes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
Client Service Analyst BMO (Bank of Montreal)Client Service AnalystChicago, IL$45,000–$83,000 / yearFollows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
NewOnsite Service Desk Analyst II (Hybrid/Client Onsite) CortavoOnsite Service Desk Analyst II (Hybrid/Client Onsite)Elmhurst, Illinois$60,000–$70,000 / yearOffer a blend of on-site and remote support, including but not limited to configuring Outlook and OneDrive, printer configurations, internet issues, networking questions, access via Remote Desktop, MacOS support, and other Level 1-2 support issues. Ticket maintenance, you will typically spend a portion of the workday reviewing existing tickets and looking for cases that should be closed, following up with users where appropriate, and setting reminders for future action.
Client Service Associate - Retirement Plans Alera Group IncClient Service Associate - Retirement PlansChicago, IL$60,000–$80,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Client Service Associate - Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence.
NewClient Service Associate (Chicago, IL) Oppenheimer & Co. Inc.Client Service Associate (Chicago, IL)Chicago, IL$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the City of Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Associate - Retirement Plans Alera GroupClient Service Associate - Retirement PlansChicago, IllinoisAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportSupport plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Arlington Heights, IllinoisRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Client Service Associate - Oak Brook,IL LPL FinancialClient Service Associate - Oak Brook,ILOak BrookThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Specialist Valley National BancorpClient Service SpecialistChicago, ILThis would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests. Responsibilities include but are not limited to: Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times.
Customer Service Representative, Freight Services Delmar InternationalCustomer Service Representative, Freight ServicesGlendale Heights, ILThe candidate will also communicate with clients over the phone, in writing, and via person to maintain satisfaction and meet the company target(s) while providing administrative support to the freight services team. College Diploma in Supply Chain Management, International Transportation & Customs, or related field is considered an asset.
Sales Enablement Manager Heitman LLCSales Enablement ManagerChicago, IL$90,000–$105,000 / yearThis role focuses on tracking results, managing the sales funnel, supporting the sales team's prospecting efforts, and enabling execution through data, technology, content, and cross-functional collaboration. Qualifications: 5+ years of experience in sales enablement, capital markets, investor relations, or related roles within real estate investment management, asset management, or financial services.
Client Manager U.S. BancorpClient ManagerChicago, IL$103,950–$127,050 / yearThe candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively.
Office Services Associate RR Donnelley & Sons CoOffice Services AssociateChicago, ILServices include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed. The company's proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact.
NewBusiness Development Manager (Construction Services) Western Construction GroupBusiness Development Manager (Construction Services)Glendale Heights, IL$114,000–$150,000 / yearThe position is a primary resource to meet and/or exceed the corporate objectives of sales volume growth, customer development, and new business acquisition, working closely with the corporate National Account Department as a resource for local and regional contacts. Coordinates closely with Western personnel, making appropriate introductions to key client contacts to assist with local account development based on the annual marketing plans.
Client Success Officer JPMorgan Chase & CoClient Success OfficerChicago, ILThis role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
Payer Office Strategy / Technology / Operations Consultant, Manager PricewaterhouseCoopers LLPPayer Office Strategy / Technology / Operations Consultant, ManagerChicago, IL$99,000–$232,000 / yearYou are to use autonomous decision-making and professional skepticism when reviewing, analyzing, and producing deliverables across multiple client needs, and play a visible role in cultivating meaningful client relationships, inspiring your teams, and navigating ambiguity. As a Manager you are to supervise, develop, and coach teams, manage client service accounts, and drive client engagement workstreams by solving and analyzing complex problems to develop quality deliverables.