Vice President Client Services

2018-06-13T15:40:59+00:00 June 13th, 2018|

Chicago, IL
Our client is a sophisticated family financial investment office seeking a smart, personable individual to take the lead in developing strategies and assist and consult with financial, tax, and estate planning issues. Minimum 5-7 years experience in a family office or with private client service offices in a Big Four and/or Banking/Estate Planning. Bachelor’s degree required, CPA/CFP preferred. 

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