Operations Advisor Jobs in Palatine, IL

Kovitz - Chicago, IL, United States

, 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 client relationship, is dedicated to client

from: linkedin.com - 21 days ago

Kovitz - Chicago, IL, United States

of custodial platforms (NetX360, Schwab Advisor Center, Wealthscape) preferred, but not required. Familiarity with registered investment advisory (RIA) firm operations preferred, but not required. Strong

from: linkedin.com - 21 days ago

Gallagher - Rolling Meadows, Illinois

Service Representative (CSR) is responsible for providing support and service to financial advisors and clients. In your role, you will be responsible for tasks supporting our day-to-day operations which

from: resume-library.com - 22 days ago

Posting Confidential - Chicago, IL, United States

, A/P, budget forecasting with Quickbooks, Excel Coordination of office meetings Act as liaison for Director of Operations, Financial Director, External Advisors including accounting and law firms Human

from: linkedin.com - 25 days ago

Deutsche Bank - Chicago, United States

investment advisor, which is a wholly owned subsidiary of DWS. The Legal Entity Operations group is charged with forming and maintaining legal entities for all RREEF advised real estate and other illiquid Competitive

from: efinancialcareers.com - 27 days ago

Adecco USA - Glen Ellyn, IL

and advisor to the extent possible based on licensing and/or registrations Operations and Technology Support: • Assists in maintaining and updating the CRM and client files • Work within multiple vendor new $25.00 - $30.00/Hour

from: careerbuilder.com - 18 days ago