Client Service Associate Single Family Office

Sr. Family Office Associate | Chicago Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones. Responsibilities: Supervise the Family Office Group Service/Administration team Support day-to-day activities of the Service/Administration team and manage client service request logs for the business unit...

The Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with access to superior investment...

A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

The Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment...

Job DescriptionJob DescriptionThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Position Overview:We’re a Chicago-based firm specializing in investment and wealth management for ultra-high-net-worth families nationwide. Our firm stands out for its independent investment approach and impressive performance. We offer access to exclusive global managers through pooled investment partnerships and combine this with personalized wealth...

Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

**** Client Manager Associate Client Service & Delivery **** Client Manager Associate Client Service & Delivery Location: Chicago, IL, US Intern (former Health & Benefits Apprentice) So Paulo, Brazil Apprentices Client Service and Analytics Manager Ipswich, UK (with one day per week in London office) Client Management Head of Clients (dual hatted with...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing and executing tasks involving firm accounts and investments, Client Service, Account Set-up, Maintenance & Analysis, Investment Documentation & Funding, This role will be assigned specific families and is responsible for analyzing and...

Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank, you will resolve client requests while working in...

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

About Us: Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more...