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Client associate Jobs in Chicago, IL

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Client associate • chicago il

Last updated: 9 hours ago

Client Service Associate

CPS, Inc.Chicago, IL, US
Permanent

We are seeking a motivated and detail-oriented.This position is ideal for a professional with a strong background in client relations and finance.The successful candidate will play a crucial role i... Show more

Associate Client Implementation Manager

Press GaneyChicago, IL, United States
Full-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, PRIVATE WEALTH CLIENT SERVICES

Cresset CapitalChicago, IL, United States
$100,000.00–$125,000.00 yearly
Full-time

Associate Director, Private Wealth Client Services.Chicago Office - Chicago, IL 60606.Cresset is a firm built by clients, for clients.As an independent, award-winning multi-family office and privat... Show more

Client Manager

Greenberg TraurigChicago, IL, United States
$127,000.00–$145,000.00 yearly
Full-time

Greenberg Traurig (GT), a global law firm with locations around the world in 15 countries, has an exciting employment opportunity for you.Join our Marketing Team as a Client Manager located in our ... Show more

Client Servicing Development Associate

Northern TrustChicago, IL, United States
$43,200.00–$64,800.00 yearly
Full-time

Jumpstart Program At 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 Tr... Show more

Client Data Associate II

JPMorgan Chase Bank, N.A.Chicago, IL, US
$80,750.00–$110,000.00 yearly
Full-time

Join JPMorganChase and make a real impact by setting new standards within a dynamic environment.You'll ensure information is accurate and compliant, supporting both regulatory needs and exceptional... Show more

Wealth Management Client Associate

Bank of AmericaChicago, IL, United States
$25.00–$44.00 hourly
Full-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-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

Client Manager Associate - Chicago, IL & Indianapolis, IN

Guardian Life InsuranceChicago, IL, United States
$50,130.00–$82,365.00 yearly
Full-time

Client Manager Associate, Premier Market.Guardian's Group Benefits Client Management team is hiring a Client Manager Associate! The Client Manager Associate, Premier Market will assume overall resp... Show more

Client Data Associate II (Client Data Management)

J.P. MorganChicago, Illinois, US
Full-time

Join JPMorganChase and make a real impact by setting new standards within a dynamic environment.You'll ensure information is accurate and compliant, supporting both regulatory needs and exceptional... Show more

Lead Client Servicing Associate

Clearwater AnalyticsChicago, IL, United States
$60,000.00–$85,000.00 yearly
Full-time

Interface Operations Team Member.The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently deliveri... Show more

Client Success Associate

i.c.starsChicago, Illinois, United States
$20.00–$30.00 hourly
Remote
Part-time
Quick Apply

Bridging Talent and Technology.Participants learn by doing, building web-based applications to solve client challenges while receiving coding, business, and leadership instruction, gaining the prof... Show more

Senior Associate, Client Management Operations

TempusChicago, IL, United States
$70,000.00–$90,000.00 yearly
Full-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, Client Management

Prodigious WorldwideChicago, IL, United States
$100,000.00 yearly
Full-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

Associate Director, Client Strategy/Planning

Publicis Groupe Holdings B.VChicago, IL, United States
$105,165.00–$151,095.00 yearly
Full-time

The Associate Director, Strategy oversees a strategy team and manages cross-channel media strategy and planning campaigns.The Associate Director owns planning activities for complex or large spend ... Show more

Client Service Associate

Kestra Financial Independent AdvisorChicago, IL, US
Full-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

Work From Home - Client Services Associate

Global Elite TexasCicero, Illinois, United States, 60804
Remote
Full-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

Asset Management - Everyday 401k Internal Client Advisor - Associate

JPMorgan ChaseChicago, IL, United States
Full-time

Workplace Retirement Team Member.Morgan Asset & Wealth Management, is a global leader in investment and wealth management.Its clients include institutions, high-net-worth individuals and retail inv... Show more

 • New!

Client Experience Associate SAFE ACT, Assistant Vice President

CitigroupChicago, IL, United States
$87,360.00 yearly
Full-time

Client Experience Associate Safe Act, Assistant Vice President.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around th... Show more

U.S. Private Bank - National Client Banker - Senior Associate

ChaseChicago, IL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

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Client Service Associate

Client Service Associate

CPS, Inc.Chicago, IL, US
21 days ago
Job type
  • Permanent
Job description

Client Service Associate

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction.

Key Responsibilities:

  • Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses.
  • Assist clients with account-related questions, transactions, and investment products.
  • Support financial advisors by preparing client reports, presentations, and documentation.
  • Maintain accurate and up-to-date client records in our CRM system.
  • Facilitate the onboarding process for new clients, ensuring a smooth transition and adherence to compliance standards.
  • Monitor and follow up on client requests and account activity, escalating issues as necessary.
  • Collaborate with internal teams to resolve client concerns and improve service delivery.
  • Stay informed about industry trends, regulations, and product offerings to provide knowledgeable support.

Qualifications:

  • Ideally have a Series 65/66 license, if not, Series 6/7 or 63
  • Bachelor’s degree in finance, business, or a related field preferred.
  • 1-3 years of experience in client service or financial services.
  • Strong interpersonal and communication skills, both verbal and written.
  • Excellent organizational skills and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Proficient in Microsoft Office Suite and CRM software.

Benefits:

  • Competitive salary and bonus. 65k-85k
  • Full benefits.
  • Opportunities for professional development and continuing education.
  • A collaborative and supportive work environment.
  • In office in downtown Chicago.