- Fidelity TalentSource LLC (Chicago, IL)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… 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
- WTW (Chicago, IL)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… 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
- CIBC (Chicago, IL)
- …**Who you are** + 10+ years of experience developing and managing lending and deposit relationships with high net worth and ultra- high net worth ... requirements of pre-screen and relationship strategy meetings. + Identify product/ service opportunities for other business units and participates in...and suite of investment, trust, and banking solutions to high net worth and ultra-… more
- Citigroup (Chicago, IL)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
- Bank of America (Deer Park, 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
- 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
- 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
- HUB International (Chicago, IL)
- …with HUB regional offices + Develop and drive the carrier management claims strategies for High Net Worth Personal Lines. + Provides SME and best practice ... community at HUB and as an expert in the High Net Worth space +...the potential of their employees. Department Account Management & Service Required Experience: 10-15 years of relevant experience Required… more
- Qualtrics (Chicago, IL)
- …software the world's best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we are more than ... disdain for convention-but most of all it requires close-knit, high -functioning teams with an unwavering dedication to serving our...6,000 people across the globe who think that's work worth doing. **Why We Have This Role** The Customer… more
- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. + ... large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. + Prepares annual… 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
- HUB International (Des Plaines, IL)
- …Account Management role + Agency experience is required + Experience working in the high - net - worth marketplace + High School diploma or equivalent ... + Excellent written and verbal communications skills + Superior customer service and problem-solving skills + Demonstrated proficiency with computer systems,… 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
- CIBC (Chicago, IL)
- …The Business Development Officer is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- Huntington National Bank (Chicago, IL)
- …grammar and demeanor + Proven track-record of meeting production goals + P&C, or High Net Worth Insurance Designations preferred #LI-KB1 Exempt Status: (Yes ... Sales Exec Senior - Personal Lines is a commissioned sales position, with high income potential, requiring effective sales consulting and communication skills with a… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
