NewManager - Tax and Accounting Services Kforce Inc.Manager - Tax and Accounting ServicesWoodbury, NY$89,000–$150,000Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewSenior Audit Manager, CPA firm JobotSenior Audit Manager, CPA firmWoodbury, NY$140,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Woodbury, NY$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
NewAVP, Client Development Synchrony FinancialAVP, Client DevelopmentStamford, CTProvide leadership and support to all strategic program projects and initiatives, including Card Access and wallet provisioning, CareCredit acceptance online, and SyPI (Synchrony Plug-in) upgrades. The role will interface with the client and will be responsible for leading growth initiatives, developing effective partnerships, and ensuring portfolio compliance in support of program objectives.
NewService Tech/Mechanic CN WoodService Tech/MechanicHolmes, NYWhile performing the duties of this job, the employee must be able to bend, stretch, kneel, climb and squat to perform repairs and inspections; talk or hear; perform fine motor, hand, and finger skills in the use of tools, telephone, or writing. The ability to perform basic diagnostics, basic mechanical, basic hydraulic and a basic understanding of service manuals.
65015 Automotive Service Advisor/Writer Branhaven Chrysler Jeep Dodge Ram65015 Automotive Service Advisor/WriterBranford, CTFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We believe our customers deserve the most courteous and attentive treatment we can give them when purchasing and servicing their vehicles.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Centereach, NY$20–$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewHVAC Service Representative Global ResourcesHVAC Service RepresentativeBridgeport, CTPerform repair, maintenance, and service of HVAC systems in residential and light commercial settings, including furnaces, air conditioners, heat pumps, and ventilation. Reputable, stable, growing HVAC heating and cooling company, providing installation and repair services, has an opportunity for you to contribute to our growth and success.
NewBusiness Development Manager (Hartford) Vaco LLCBusiness Development Manager (Hartford)Shelton, CT$88,000–$128,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Business Development Managers form the core of our Business Development team, and interact daily with physicians, nurses, and other health care providers at our partner hospitals and clinics to educate them on our services and encourage them to refer their infusion therapy patients to us.
NewChef Manager SodexoChef ManagerNEW HAVEN, CT$58,735–$76,010You will work as part of a collaborative culinary leadership team that includes the Director of Culinary Services, two Executive Chefs supporting the main patient tray line, a Retail Executive Chef, and a Procurement Manager, ensuring seamless operations across all areas of service. Reporting directly to the Culinary Executive 1 (CE1) and General Manager, the Chef Manager oversees a team of approximately 25 union frontline employees and plays a critical role in ensuring the safe, efficient, and high-quality delivery of patient meals.
NewMatrimonial Family Law Partner Gables Search GroupMatrimonial Family Law PartnerGreenwich, CT$250,000–$325,000Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy.
Client Service Coordinator - Homecare Non-Medical Services RVNAhealthClient Service Coordinator - Homecare Non-Medical ServicesRidgefield, CT$25–$30 / hourThe Client Services Coordinator will work with the Director, Client Service Manager, other office staff, and direct care staff to ensure adequate staffing and ongoing client needs are met. Services include: In-Patient and Out-Patient Physical, Occupational and Speech Therapy, Visiting Nurses, Palliative and Hospice Care, Chronic Care, Non-Medical Caregivers and Private Duty Nursing.
Private Client Services Manager GallagherPrivate Client Services ManagerRye Brook, New YorkAs a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. About you: Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesStamford, CT$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Manager - Private Client Services (50262) Citrin Cooperman & Company LLPManager - Private Client Services (50262)White Plains, NYPossess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client. • Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Care4Kids Client Services Representative United Way of Connecticut IncCare4Kids Client Services RepresentativeRocky Hill, CTServe people with customer service or contact center experience who enjoy helping families by phoneWork as an organized, detail-focused team member who can document cases and follow eligibility guidelinesManage a fast-paced environment, meet call and documentation goals, and provide caring, accurate supportBalance empathy with efficient problem-solving in a high-volume contact center setting. RequirementsWho This Role Is Great ForPeople with strong customer service or contact center experience who enjoy helping families by phoneDetail-oriented team players who can handle high call volumes, document cases, and follow eligibility guidelinesCustomer service professionals who enjoy helping others problem-solve.
Senior Tax Manager - Private Client Services (Hybrid) Andersen Tax LLCSenior Tax Manager - Private Client Services (Hybrid)Greenwich, CTSenior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
NewClient Services Specialist J. MorrisseyClient Services SpecialistCTSupport the sales team by managing client communication, tracking project timelines, and collecting the assets needed to keep each campaign moving toward client goals and budget . Build and analyze mid-campaign and wrap-up reports, then turn them into clear presentations for clients and internal teams alike .
Director, Client Services Amtrust Financial Services IncDirector, Client ServicesSouthington, CTThis position will report to the SVP, Client Services and partner with the AVP, Client Experience, Client Services Analytics Manager, AVP, Agency Services and VP Risk Control. The director will work in collaboration with the Client Services team to implement strategy, drive data integrity, optimize services and ensure operational process and policies are in place.
Client Services Analyst (CLO/ABL Modeler) ValitanaClient Services Analyst (CLO/ABL Modeler)Stamford, ConnecticutValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.
Client Services Lead SPS-North AmericaClient Services LeadStamford, ConnecticutThe Client Services Lead provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Client Services Analyst (CLO/ABL Modeler) Valitana LLCClient Services Analyst (CLO/ABL Modeler)Stamford, CTFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.
Tax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesNew Haven, CTWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Client Services Coordinator - Part Time GFI-Team IkigaiClient Services Coordinator - Part TimeDanbury, CTRemote$65,000–$80,000 / yearOur pursuit of excellence is demonstrated through our innovative online tools and in-house training programs, fostering pathways of growth and financial independence. Step into the dynamic role of Client Services Coordinator with GFI Ikigai, where you will orchestrate exceptional client interactions and reinforce our mission of community empowerment.
Tax Senior Associate | Private Client Services CBIZ IncTax Senior Associate | Private Client ServicesNew Haven, CTWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
NewClient Services Representative CFO Trane U.S. -CFOClient Services RepresentativeRocky Hill, ConnecticutMust possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years. Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.
Experiential Manager (Lifestyle-Culinary and Arts & Culture) (Payment Services Client) Octagon IncExperiential Manager (Lifestyle-Culinary and Arts & Culture) (Payment Services Client)Stamford, CT$60,000–$65,000 / yearWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background pertinent experience, and qualifications. Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days week in office) in one of our office locations - - Stamford, CT or New York, NY.*.
Experiential Manager (Lifestyle Partnerships) (Payment Services Client) Octagon IncExperiential Manager (Lifestyle Partnerships) (Payment Services Client)Stamford, CT$60,000–$65,000 / yearWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. Oversee the day-to-day operations of planning and driving sponsorship (all logistics: pre, during, and post, vendor management, client deliverables, event recaps, budgets, and timelines).
Veterinary Client Services Representative J. MorrisseyVeterinary Client Services RepresentativeTrumbull, CT$22–$24 / hourWere partnering with a mission-driven non-profit in Fairfield County that is looking for a Client Services Representativebut this is far from a typical customer service role. Working with the clinic team to support daily operations and patient flow Full-time, Hourly role (4 day work week!)
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateNew Haven, ConnecticutAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLPSupervisor - Private Client Services (50261)White Plains, NYAs a Supervisor in PCS, you will be responsible for: • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities. • Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.
Private Client Service Manager GallagherPrivate Client Service ManagerDanbury, ConnecticutThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Client Service Manager II GallagherClient Service Manager IIDanbury, ConnecticutThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Experiential Director (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon IncExperiential Director (Lifestyle - Culinary and Arts & Culture) (Payment Services Client)Stamford, CT$75,000–$90,000 / yearThe Experiential Director will cultivate partner and vendor relationships, plan all elements needed to create excellent experiential events, manage partner and vendor relationships, and work closely with key internal and external stakeholders to deliver top-of-the-line experiences for our client's brand. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications.
Client Services Coordinator Johnson Controls International PlcClient Services CoordinatorHauppauge, NY$24.23–$36 / hourWe deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us.
Director of Operations (Client Services) TouchCareDirector of Operations (Client Services)Stamford, CT
Client Services Representative I | KOXC Clay Lacy AviationClient Services Representative I | KOXCOxford, CTFull timeThrough our benefits programs, we strive to support the needs of our employees and their dependents by providing a benefit package that is easy to understand, easy to access, and affordable for all our employees. We understand the contribution each employee makes to our accomplishments and so our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees available.
Client Services Coordinator (Full-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLPClient Services Coordinator (Full-time)WHITE PLAINS, NYIn addition to front desk and administrative responsibilities, this role also provides entry-level marketing support, including social media management, digital and print content creation, and basic marketing coordination. Handle client paperwork, including monitoring intake paperwork, creating/editing forms, uploading documents to charts, and managing closed chart processes.
Client Services Coordinator (Part-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLPClient Services Coordinator (Part-time)WHITE PLAINS, NY
NewWork From Home - Client Services Representative Global Elite Empire ConsultantsWork From Home - Client Services RepresentativeGreenwich, ConnecticutAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Account Trainee (Golf) (Payment Services Client) Octagon IncAccount Trainee (Golf) (Payment Services Client)Stamford, CTView All Jobs Account Trainee (Golf) (Payment Services Client) Stamford, Connecticut, United States Requisition ID: 16685 THE JOB / Account Trainee (Golf) (Payment Services Client) CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs. This position will allow someone to learn the strategy and planning for a major sponsorship portfolio, support golf events from planning to onsite execution, and interface with partners and clients.
Event Executive (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon IncEvent Executive (Lifestyle - Culinary and Arts & Culture) (Payment Services Client)Stamford, CTOur headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days a week in the office) in one of our office locations - - Stamford, CT or New York, NY. Detail-oriented work ethic, with the ability to balance multiple tasks simultaneously and produce quality work, while adhering to strict timelines (ex: reporting documents, client facing decks, budgets).
Senior Associate [Client Advisory & Management Services Group] CohnReznick LLPSenior Associate [Client Advisory & Management Services Group]Stamford, CTRemoteCAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success. Responsibilities include, but are not limited to: The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeWest Haven, ConnecticutAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).
Client Relationship Executive - RCMS Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - RCMS Managed ServicesStamford, CT$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.
Summer Intern, Client Services Whalar GroupSummer Intern, Client ServicesStamford, CTThis internship provides an excellent opportunity to gain hands-on experience in creator marketing, social media strategy, campaign execution, and client relations. We have the technology and methodology to tap into the beating pulse of communities, listen to nuances that move culture, and connect brands in ways that make them unforgettable.
J.P. Morgan Advisors - Client Service Group Manager, Vice President JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Group Manager, Vice PresidentWhite Plains, NYMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.