-
Client Service
1 week ago
Floyd's 99 Barbershop Chicago, United StatesOverview: · **Floyd's Barbershop** is looking for a **Customer Service Coordinator **to join our team. Are you an outgoing, customer-focused multi-tasker? If so, we would love to speak with you · **What's in it for you?** · - Hourly pay of $ /hour · - Monthly bonus potential · - ...
-
Client Services Administrator
2 days ago
Chicago Furniture Bank Chicago, United StatesJob Title · Client Services Administrator · Overview · The Chicago Furniture Bank is a non-profit that furnishes homes for the formerly homeless, victims of domestic violence, the disabled, and other populations in need. We are seeking an individual to assist our clients choose f ...
-
Client Service Representative
2 weeks ago
Mission Wealth Management LP Chicago, United StatesAs a Barron's Top 100 RIA firm and voted _Best Places to Work_ by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic **Client Services Representative** to join our high-performing Operations department. This is an ...
-
Client Service Manager
1 week ago
Eclerx Chicago, United States**Client Service Manager** · - ___________________________________ · Location: Chicago, IL · Type: Full-time · Department: Financial Markets · - ___________________________________ · **Summary** · **Responsibilities** · - Cultivate strong, long-lasting relationships with high-pro ...
-
Client Service Analyst
2 weeks ago
Neuberger Berman Chicago, United StatesSummary · The Client Service Analyst will work directly with the Head of North America Client Service. The Analyst will support carrying out their day-to-day responsibilities, client servicing needs as well as internal administrative support and projects. This position will provi ...
-
Client Services Representative
6 days ago
Rush University Chicago, United States**Location**:Chicago, IL · **Hospital**:RUSH University Medical Center · **Department**:University Pathologists Sub5 · **Work Type**:Full Time (Total FTE 1.0) · **Shift: Shift 1** · **Work Schedule**:8 Hr (8:00 AM - 4:30 PM) · Summary: · The Client Services Representative (CSR) i ...
-
Client Service Associate
2 days ago
Stifel Chicago, United States**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 mailing ...
-
Client Service Representative
6 days ago
Old National Bank Chicago, United StatesOverview: · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and ...
-
Client Services Associate
5 days ago
The Family Business Consulting Group, Inc. Chicago, United States**WHO WE ARE AND WHAT WE DO** · Since 1994, The Family Business Consulting Group has worked with over 3,000 enterprising families in 70 countries to achieve one common goal: protect the integrity of the family and the enterprise for future generations. We share a core belief that ...
-
Client Service Representative
2 weeks ago
GoodVets Chicago, United StatesGoodVets is a community of animal hospitals co-owned with veterinarians. Sitting at the intersection of quality-first and people-first, GoodVets provides an environment of mentorship for all our employees while also providing the high quality of care and hospitality that today's ...
-
Client Service Representative
1 week ago
VCA Animal Hospitals Chicago, United States**VCA Chicago North Animal Hospital** seeks a Part-Time **Client Service Representative** to join our Front Desk Team · **Why We Need You** · As the face of **VCA Chicago North Animal Hospital**, the Client Service Representative sets the tone for the practice as we build and mai ...
-
Client Service Coordinator
1 week ago
Playfly Sports Chicago, United States**CLIENT SERVICE COORDINATOR** · Chicago, IL · Hybrid · **THE RUNDOWN** · Playfly Sports is looking for a Client Service Coordinator to join our team in Chicago, IL. · The Client Service Coordinator (CSC) will be responsible for supporting revenue growth for all linear offerings ...
-
Northern Trust Corp. Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
-
Client Service Representative
12 hours ago
ASIA Insurance Chicago, United States**Overview**: · **Responsibilities**: · Process customer requests for assistance with claims, Prepare certificates of insurance, Process renewals and endorsements, Prepare new insurance proposals, Review coverage questions with clients, Resolve client inquiries and challenges, Co ...
-
Merrill Client Service Associate
2 weeks ago
Bank of America Chicago, United States**_ Business Overview_**: · - 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 ...
-
Associate, Client Service Ii
2 weeks ago
BNY Mellon Chicago, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
-
Treasury Client Service Advisor
6 days ago
BMO US Chicago, United States320 S Canal Street Chicago Illinois,60606 · Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities ar ...
-
Multinational Client Services Expert
3 days ago
Allianz Commercial Chicago, United States**Let's care for tomorrow.** · **Your ambitions. Your dreams. Your tomorrow** · At Allianz Commercial (AzC), we are the global leader for insuring corporate and specialty risks in the Allianz Group. Whether it's aircraft, satellites, the world's biggest ships and tallest building ...
-
Client Analyst, Ocio Services
2 weeks ago
Marquette Associates Inc Chicago, United StatesMarquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients' interests and objecti ...
-
Market Client Service Representative
6 days ago
Old National Bank Chicago, United StatesOverview: · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and ...
Manager / Director, Private Client Services (Family Office) - Chicago, United States - Alvarez & Marsal
Description
A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential.
The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services.Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor.
We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.
We're currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services.
The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner.
We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.
Due to our tremendous growth, we're seeking a Senior Director to join our team.What Will You Be Doing?
As a Manager / Director within Private Client Services, Tax you will:
Establish long term consultative relationships with high net worth families and individuals, trust and estate attorneys, investment advisors and other high net worth advisors
Lead the review and oversight of accounting processes for your clients, i.e. ensure timely posting of all financial transactions to G/L, timely and accurate journal entries, and financial reporting
Lead the team to coordinate monthly close, manage accounts payables, and processing of accurate/authorized invoices and payments in a timely manner
Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
Manage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team
Build relationships across the Tax practice and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional support
Champion diversity, equity and inclusion across all aspects of the practice
Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
Build consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projects
Actively pursue business development opportunities and prioritize where and how to source new relationships
Regularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issues
How will you grow and be supported?
At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development.
We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions.
We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being.Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together.
The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A&M is a great place work.Qualifications:
Bachelor's degree in Accounting; Masters in Accounting a plus
10+ years' of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
Ability to work remotely for right candidate
Experience managing teams and engagements
CPA or Licensed Attorney
High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
Passion for mentoring, coaching and developing teams
Proven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendations
Prior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
Excellent verbal and written skills, with the ability to establish credibility and influence clients
Advanced user of all Microsoft Office products (with an emphasis on Excel and Powerpoint)
Strong knowledge and experience in QuickBooks or other accounting platforms
Knowledge of Masttro, a plus
Self-motivated with a high degree of intellectual curiosity. Strong desire to learn and grow Actively identifies trends and new ideas for enhancing solutions and approaches, particularly with technology
Demonstrated ability to run large complex engagements while overseeing multiple teams and ensuring excellence
Bilingual, a plus
Compensation Statement
The annual base salary range for Manager is $105,000 - $130,000, and for Director is $130,000 - $155,000 - commensurate with experience.
In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
Please ask your recruiter for details.#LI-LV1
#J-18808-Ljbffr