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Client associate Jobs in Chicago, IL

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Client associate • chicago il

Last updated: 1 day ago

Client Service Associate

CPS, Inc.Chicago, IL, US
$65,000.00–$85,000.00 yearly$65,000.00–$85,000.00 yearly
PermanentPermanent

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 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 Servicing Development Associate

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

Wealth Management Client Associate

Bank of 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

Work From Home - Client Services Associate

AO Garcia AgencyChicago, Illinois, United States, 60601
RemoteRemote
Full-timeFull-time

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ... Show more

Senior Client Service Associate - Private Wealth Management

Harris AssociatesChicago, IL, United States
Full-timeFull-time

Senior Client Service Associate.At Harris, the true value of what makes us successful is found in our people.It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris ... Show more

Associate Solutions Consultant, Eclipse Client Services

EzeChicago, IL, US
$70,000.00–$80,000.00 yearly$70,000.00–$80,000.00 yearly
Full-timeFull-time

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.Founded in 19... 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 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

Senior Client Service Account Associate

ChaseChicago, IL, United States
Full-timeFull-time

Client Service Account Manager.Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servici... Show more

Client Servicing Associate - Asset Management

Clearwater AnalyticsChicago, IL, United States
Full-timeFull-time

As a Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater's largest, most sophisticated, and fastest-... 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

U.S. Private Bank - New Client Experience Associate

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

The New Client Experience Team is responsible for delivering an elevated, best-in-class experience for new clients of the U.Working closely with Bankers and their teams, the New Client Experience T... Show more

Asset Management, Internal Client Advisor (Internal Wholesaler), Associate

JPMorgan Chase Bank, N.A.Chicago, IL, US
$70,000.00 yearly$70,000.00 yearly
Full-timeFull-time

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions.Our wide array of fi... Show more

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Client Service Associate

Client Service Associate

CPS, Inc.Chicago, IL, US
30+ days ago
Salary
$65,000.00–$85,000.00 yearly
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.