- Morgan Stanley (Chicago, IL)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Chicago, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker… more
- MUFG (Chicago, IL)
- …experience in Financial Services industry is required + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred ... client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data(20%):** +… more
- CIBC (Chicago, IL)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) CIBC Private Wealth Management ("PW") conducts an investment advisory and ... an OCC licensed limited purpose trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment...a national footprint in the US, with teams of wealth management professionals in 17 major cities.… more
- Robert Half Finance & Accounting (Chicago, IL)
- Description We are offering an exciting opportunity for a Wealth Management Associate based in Chicago, Illinois. In this role, you will be primarily involved in ... managing client relationships, scheduling client reviews, and coordinating...services industry and requires a strong understanding of database management , social media platforms, and accounting functions. Responsibilities: *… more
- KPMG (Chicago, IL)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of… more