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Client associate Jobs in Chicago, IL

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Client associate • chicago il

Last updated: 18 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

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Associate Client Advocate

Willis Towers WatsonChicago, IL, United States
$90,000.00–$120,000.00 yearly
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more

Associate Director, Client Operations

Publicis Groupe Holdings B.VChicago, IL, United States
$95,950.00–$137,865.00 yearly
Full-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 & Sales Associate

Fix It PeopleChicago, IL, US
$55,000.00–$65,000.00 yearly
Full-time

Fix It People is a Chicago-based handyman & home improvement company serving homeowners, property managers, and real estate professionals.We operate in a relationship-driven business where trus... 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 Associate/Registered Client Associate

Royal Bank of Canada>Chicago, United States of America
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more

Client Service Associate

Axelon Services CorporationChicago, IL
Full-time
Quick Apply

Assist in the coordination of company transitions activity (i.Support the coordination of account maintenance activities (e.Assist team members to ensure ongoing company contractual obligations are... 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

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 Onboarding Implementation Associate

ChaseChicago, IL, United States
Full-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

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Senior Associate - Client Success

Baker TillyChicago, IL, United States
$83,820.00–$127,120.00 yearly
Full-time

Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more

Associate Client Success Manager

GrubhubChicago, IL, United States
$54,400.00–$68,000.00 yearly
Full-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
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 Client Success Manager

WonderChicago, IL, United States
$54,400.00–$68,000.00 yearly
Full-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

Client Success Associate

Gordon FleschChicago, IL, United States
$27.50–$30.00 hourly
Full-time

This role will serve as a trusted advisor to our top customers and assist our Major Account Executive to drive maximum value from our solution and achieve their desired outcomes.They will support t... 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

Associate Director, Client Management

Digitas North AmericaChicago, IL, United States
$100,000.00 yearly
Full-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

Associate Client Manager

NielsenIQChicago, Illinois, United States
$69,800.00–$84,000.00 yearly
Remote
Full-time

At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pathways to growth.We are looking to add an Associate Client Manager to join our Customer S... Show more

Associate Director, Client Management

MslgroupChicago, IL, United States
$100,000.00 yearly
Full-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

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Client Service Associate

Client Service Associate

CPS, Inc.Chicago, IL, US
21 hours 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.