• Senior Manager/Director, Tax - High…

    Wipfli LLP (Naperville, 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 (03/21/25)
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  • Personal Lines Insurance Sales Business…

    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
    WTW (03/26/25)
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  • Senior Accountant, Tax - High Net…

    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
    Wipfli LLP (02/23/25)
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  • Client Service Advisor

    CIBC (Chicago, IL)
    …work closely with our Private Bankers to deliver a full- service experience to our high - net - worth clients. As a Client Service Advisor, you'll foster ... environment. **How you'll succeed** + **Client engagement** - Deliver superior service by maintaining active account files, preparing reports and presentations, and… more
    CIBC (04/29/25)
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  • Account Executive/Broker III

    AON (Chicago, IL)
    …process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree ... is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or… more
    AON (03/05/25)
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  • Associate Relationship Manager

    CIBC (Chicago, IL)
    …office, you'll support a Senior Relationship Manager in delivering financial planning and exceptional service to high - net - worth and ultra- high - net ... and manage tax loss harvesting and manager changes. + **Deliver exceptional service :** Respond to client inquiries, address unique client issues, and engage with… more
    CIBC (04/18/25)
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  • Sr. Wealth Advisor

    Truist (Chicago, IL)
    …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. **ESSENTIAL… more
    Truist (03/11/25)
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  • Wealth Strategies Advisor

    Bank of America (Chicago, IL)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
    Bank of America (03/21/25)
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  • Key Family Wealth Strategist

    KeyBank (Chicago, IL)
    …generation REQUIRED QUALIFICATIONS * Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required ... for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen...as a Trusted Advisor with experience working directly with high net worth or … more
    KeyBank (03/18/25)
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  • Senior Tailored Lending Officer

    Raymond James Financial, Inc. (IL)
    …to create customized lending solutions for high - net worth (HNW) and ultra- high net worth (UHNW) clients of the firm. The ideal candidate will ... Critical thinking, problem solving and creativity. + Providing a high level of service in the spirit...+ Conduct transactions for high profile and high net worth clients. +… more
    Raymond James Financial, Inc. (04/02/25)
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