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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

cpsChicago, IL, US
$65,000.00–$85,000.00 yearly
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, 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

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 Success Senior Associate

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

Wealth Management Client Associate

bank 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

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 of Client Initiatives

cooleyChicago, IL, United States
Full-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
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

Asset Management - Internal Client Advisor - Associate

j p morganChicago, Illinois, US
Full-time

Morgan Asset & Wealth Management, is a global leader in investment and wealth management.Its clients include institutions, high-net-worth individuals and retail investors in every major market thro... Show more

Associate, Client Integrations Engineer

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

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

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

cpsChicago, IL, US
28 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.