- Bank of America (Chicago, IL)
- Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Hinsdale, IL)
- Wealth Management Client Associate Hinsdale, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Chicago, IL)
- **Job Description:** JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- BlackRock (Chicago, IL)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Robert Half Finance & Accounting (Chicago, IL)
- …to promote from within. Job Description: 1. Answering phones/delivering messages 2. Scheduling client reviews and updating any changes prior to the client ... New Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment centers 10.… more
- Bank of America (Chicago, IL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Service Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… more
- Citigroup (Chicago, IL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Grant Thornton (Chicago, IL)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more
- Bank of America (Chicago, IL)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for… more
- WTW (Chicago, IL)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- BlackRock (Chicago, IL)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more
- Cherry Bekaert (Chicago, IL)
- …accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure ... International Tax (https://www.cbh.com/services/tax/international-tax/) team is looking for a Senior Associate with a background in Compliance. The International Tax… more
- HUB International (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... technologies, creating innovation, and efficiencies in imaging, cloud technology, configuration management , and mentoring junior engineers. This position will play a… more
- Broadridge Financial Solutions (Chicago, IL)
- …on-prem systems and multiple cloud environments (AWS, Azure, or GCP). Platform Management + Oversee administration and operational management of Confluent ... experience with Infrastructure as Code (Terraform, CloudFormation) for Kafka resource management in both cloud and on-prem. + Familiarity with Chef, Ansible,… more
- Broadridge Financial Solutions (Chicago, IL)
- …and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume ... Assembler, PL/I, and Rexx. + Effectively utilize change, incident, and problem management tools in accordance with data center standards and practices, actively… more