- Huntington National Bank (Chicago, IL)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is… more
- 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
- 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
- Crystal Cruises (Downers Grove, IL)
- …strategies and events to drive accelerated cultivation, acquisition, and re-engagement to grow the high net worth global market share and establish A&K as ... luxury travel a plus. + Excellent sales and customer service skills. + Excellent presentation skills. + Self-motivated and...in luxury market client acquisition + Existing global network high net worth relationships +… 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
- Bank of America (Lisle, IL)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...+ Has two years' experience working in the financial service industry and/or a sales environment where goals were… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… 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
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra- high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized ... option to obtain Series 7 and Series 63 licenses. **Responsibilities:** + Provide high quality, high touch service to JP Morgan Advisors clients across the… 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
- Huntington National Bank (Rosemont, IL)
- …property and casualty, employee benefits, etc. + May be experienced in working with high income/ net worth and corporate customers, working with comprehensive ... Banking product lines. + Provide direction and leadership to service team, as well as participate in ongoing education...property and individual health. Advanced Life Insurance focuses on high - net - worth individuals with business succession… more
- AON (Chicago, IL)
- …Management (APRM) designs, implements, and services customized personal risk management strategies for High - Net - Worth individuals and families. Aon is in the ... Management (APRM) designs, implements, and services customized personal risk management strategies for High - Net - Worth individuals and families. Aon is in the… more
- US Bank (Chicago, IL)
- …is responsible for developing, managing, and retaining full service relationships with high income/ high net worth private banking clients. Provides ... advice, counsel, and high level customer service to meet the financial needs of clients. Supports...the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with… more
- BMO Financial Group (Chicago, IL)
- …leverages knowledge as a subject matter expert in wealth planning services for Ultra High Net Worth (HNW/UHNW) clients who collaboratively advises clients on ... thus driving increased profitability, improved share of wallet and Net Promoter Scores.** **Facilitates/participates** **in goals-based discovery process directly… more
- JPMorgan Chase (Chicago, IL)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... trusts and estates, loans, mortgages, and deposits. The Wealth Management Operations service center is responsible for meeting the day-to-day service needs… more
- Wells Fargo (Chicago, IL)
- …in Spanish/English + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... with customers to understand their needs and provide them with a high quality loan service + Inform prospective and existing customers of WFHM programs, rates,… more
- Charles Schwab (Chicago, IL)
- …partners and financial planners as you maintain and grow an assigned practice of high - net - worth clients You will have tools, resources, and support to ... professional development **What you have** We place a premium on high performance, quality service and the ability to execute the SWAI strategy. Essential skills… more