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Client associate Jobs in Chicago, IL

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Client associate • chicago il

Last updated: 4 days ago

Client Service Associate

bank americaChicago
$28.75–$40.00 hourly$28.75–$40.00 hourly
Full-timeFull-time

This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs.Key responsibilities incl... Show more

Associate Client Implementation Manager

press ganeyChicago, IL, United States
Full-timeFull-time

Associate Client Implementation Manager.Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industriesa status we earned over decades of deep partne... Show more

Associate Director, Client Operations

publicis groupe holdings b vChicago, IL, United States
$95,950.00–$137,865.00 yearly$95,950.00–$137,865.00 yearly
Full-timeFull-time

Associate Director, Client Operations.Infinite Roar is a full-service, brand-building, modern media powerhouse, seamlessly combining the agility and personalized attention of a boutique agency with... Show more

Client Success Senior Associate

jpmorgan chase bank n aChicago, IL, US
$80,750.00–$130,000.00 yearly$80,750.00–$130,000.00 yearly
Full-timeFull-time

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.Associate within the Commercial & Investment Bank (CIB) yo... Show more

Associate Director, Client Management

publicis healthChicago, IL, United States
$100,000.00 yearly$100,000.00 yearly
Full-timeFull-time

Associate Director, Influencer Marketing.Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture ... Show more

Licensed Client Service Associate

citiChicago Illinois United States
Full-timeFull-time

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates go... Show more

Wealth Management Client Associate

bank americaChicago, IL, United States
$25.00–$44.00 hourly$25.00–$44.00 hourly
Full-timeFull-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

Client Service Associate - Atlanta& GA

rk partnersChicago, Illinois, United States
Full-timeFull-time

Client Service Associate – Wealth Management.An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team.This is an ideal opportunity fo... Show more

Associate Client Success Manager

grubhubChicago, IL, United States
$54,400.00–$68,000.00 yearly$54,400.00–$68,000.00 yearly
Full-timeFull-time

At Grubhub, we believe food is more than just a meal: It's a source of discovery, connection, and pure enjoyment.There's a time and place for every type of dish, from hidden neighborhood gems to tr... Show more

Senior Associate, Client Management Operations

tempusChicago, IL, United States
$70,000.00–$90,000.00 yearly$70,000.00–$90,000.00 yearly
Full-timeFull-time

Passionate about precision medicine and advancing the healthcare industry?.Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful ... Show more

Associate Director of Client Initiatives

cooleyChicago, IL, United States
Full-timeFull-time

Associate Director of Client Initiatives.Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team.Position summary: This role is part of the C... Show more

Associate, Client Integrations Engineer

epsilonChicago, Illinois, United States
$73,000.00 yearly$73,000.00 yearly
Full-timeFull-time

See how Epsilon powers connected marketing by unlocking the full potential of data and identity.Epsilon is seeking an Associate, Client Integrations Engineer to participate in our New Grad Program.... Show more

Associate Client Success Manager

wonderChicago, IL, United States
$54,400.00–$68,000.00 yearly$54,400.00–$68,000.00 yearly
Full-timeFull-time

At Grubhub, we believe food is more than just a meal: It's a source of discovery, connection, and pure enjoyment.There's a time and place for every type of dish, from hidden neighborhood gems to tr... Show more

Associate Director, Client Management

prodigious worldwideChicago, IL, United States
$100,000.00 yearly$100,000.00 yearly
Full-timeFull-time

Associate Director, Client Management.Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture and... Show more

Client Service Associate

kestra financial independent advisorChicago, IL, US
Full-timeFull-time
Quick Apply

Client Service Associate Summary.The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time.This position utilizes excell... Show more

Associate Director, Client Management

digitas north americaChicago, IL, United States
$100,000.00 yearly$100,000.00 yearly
Full-timeFull-time

Associate Director, Influencer Marketing.Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture ... Show more

Work From Home - Client Services Associate

global elite texasCicero, Illinois, United States, 60804
RemoteRemote
Full-timeFull-time

Work From Home - Client Services Associate.Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work fro... Show more

Associate Director, Client Management

mslgroupChicago, IL, United States
$100,000.00 yearly$100,000.00 yearly
Full-timeFull-time

Associate Director, Influencer Marketing.Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture ... Show more

People also ask
Client Service Associate

Client Service Associate

bank americaChicago
30+ days ago
Salary
$28.75–$40.00 hourly
Job type
  • Full-time
Job description

Description

:

This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
  • Proficient in Microsoft Word and Excel

Desired Qualifications:

  • Bilingual in Spanish, Portuguese or Mandarin.
  • Bachelor’s Degree in a related field
  • Knowledge of investment and banking products, policies and procedures
  • Flexible and adaptable to changing business needs and evolving job expectations
  • Strong technological skills

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Time Management
  • Organized
  • Detail Oriented
  • Multi-tasking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)Pay and benefits informationPay range$28.75 - $40.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.