About this role
Asset & Wealth Management - Deerfield - Associate, Sales Support - 719927 at Candidate Experience Site - Lateral. Location: Deerfield, Illinois, United States. Role: servicing clients, preparing reports, onboarding clients Requirements: Bachelor's in Finance/Accounting/Economics or related, 2 years related experience, client financial planning and tax experience, knowledge of financial products and U.S. individual tax rules. Category: Finance and Accounting Seniority: Entry Level Commitment: Full Time Workplace: Onsite Languages: English