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Client associate Jobs in Chicago, IL

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Client associate • chicago il

Last updated: 3 days ago

Client Service Associate

Clearwater AnalyticsChicago,
$54,000.00–$70,000.00 yearly$54,000.00–$70,000.00 yearly
Full-timeFull-time

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.They excel in addressing inquiries related... 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

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

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

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, 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

Associate Director, Client Strategy/Planning

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

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

Client Servicing Associate

Clearwater AnalyticsChicago,
$54,000.00–$70,000.00 yearly$54,000.00–$70,000.00 yearly
Full-timeFull-time

The Interface Operations team is responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients.T... 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

Client Onboarding Implementation Manager Associate

ChaseChicago, IL, United States
Full-timeFull-time

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... 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

Client Experience Associate SAFE ACT, Assistant Vice President

CitiChicago Illinois United States
Full-timeFull-time

This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.They ensure a se... Show more

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Client Service Associate

Client Service Associate

Clearwater AnalyticsChicago,
10 days ago
Salary
$54,000.00–$70,000.00 yearly
Job type
  • Full-time
Job description

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
  • Deal with some of the more complex client queries.
  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
  • Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
  • Prior experience in finance and/or accounting.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.

Education and Experience:

  • Bachelor’s degree or higher in Accounting or Financial/Business-related field.
  • 2+ years of relevant experience.

Salary Range

$54,000.00 - $70,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.