redtail jobs in Chicago

Job Title: Client Support SpecialistDepartment: Customer Success / Client ServicesLocation: Chicago, ILJob Type: Full-TimeAbout the RoleWe are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user...

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems...

We are seeking an Operations Manager responsible for overseeing the daily operational functions of Zacks Investment Management back office. This includes ensuring efficient workflows, regulatory compliance, client service support and accurate processing of administrative activities. This role manages a team of operations associates, coordinates with...

ClearGuide Wealth is looking for an Associate Wealth Advisor or Financial Planning Associate to join a growing independent wealth management practice focused on tax intelligent financial planning, investment management, and long term client relationships. This role is ideal for someone early in their advisory career who has strong planning instincts, enjoys...

Are you ready to make an impact?West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect. This role will help wealth management, banking, and insurance organizations design and implement CRM solutions that improve advisor, employee, and customer experiences. You will combine CRM solution architecture...

Are you ready to make an impact? West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect . This role will help wealth management, banking, and insurance organizations design and implement CRM solutions that improve advisor, employee, and customer experiences. You will combine CRM solution...

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined...

Are you ready to make an impact? West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect . This role will help wealth management, banking, and insurance organizations design and implement CRM solutions that improve advisor, employee, and customer experiences. You will combine CRM solution...

Client Support Specialist We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your...

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems...

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems...