- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Chicago, IL)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- AON (Chicago, IL)
- … service experience + Insurance industry experience in personal lines working with High Net Worth clients Education: Bachelor's degree or equivalent years ... and maintains aged receivables report. + Works with Client Service team to process changes and other client requests...+ Insurance industry experience in personal lines working with High Net Worth clients Education:… more
- KPMG (Chicago, IL)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... Responsibilities: + Advise clients and be accountable for delivering high quality tax service and advice and...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- Truist (Chicago, IL)
- …Originator Compensation rule of the Truth in Lending Act 6. Proven success in the acquisition of new high net worth & ultra- high net worth client ... marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively...understanding of wealth management and financial planning considerations for high net worth and ultra-… more
- Bank of America (Chicago, IL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- CIBC (Chicago, IL)
- …services to provide "best in class" service and overall relationship management to high net worth clients. + Support business development efforts and ... revenue for the organization; to retain client relationships through high touch service ; and to grow the...; and to grow the business within a targeted high net worth client group… more
- Grant Thornton LLP (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships...and life insurance licenses. + Demonstrated success working with high net worth clients. +… more
- Citigroup (Chicago, IL)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… more
- HUB International (Chicago, IL)
- …manager approval + Provides service and cross-sells account products for clients in the high net worth marketplace + Acts as liaison between clients and ... an insurance Account Management role + Agency experience is required + Experience working in the high net worth marketplace + High School diploma or… more
- BMO Financial Group (Chicago, IL)
- …strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and… more
- Bank of America (Chicago, IL)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
- Bank of America (Chicago, IL)
- …assigned risk ratings the equivalent of regulatory Pass, Criticized, and Classified categories. High Net Worth Individual and international accounts may also ... SAG. + The LCSO will handle ad-hoc credit-related customer service request for clients, including negotiating waivers and amendments...+ Prior Lease Finance Experience + Prior experience in High Net Worth Underwriting +… more
- Bank of America (Chicago, IL)
- …in the assigned territories. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( net ... and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** +… more
- BlueTriton Brands (Chicago, IL)
- …the tenacity to go the extra mile again and again. We believe the rewards are worth the effort: a business you help shape, a supportive team you learn from, and the ... * Profitability: Full ownership of meeting company provided margin contribution and net / net sales targets * Customer Administration: Utilize TPM to forecast… more
- Wells Fargo (Chicago, IL)
- …in Spanish/English + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- Cherry Bekaert (Chicago, IL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- Bank of America (Chicago, IL)
- …client relationships and assists Advisors in new business opportunities with high - or ultra- high net worth clients and prospects who are interested in ... wellness benefit, Executive Wealth Services. Serving as the singular service delivery point of contact to the company, the...the impact of the company provided benefits + Provides high level guidance on tax implications of benefits participation… more