CW-SS-Client Service Associate
Real Soft, Inc.
Client Service Associate
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties:
- Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
- Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...SuggestedContract workImmediate start
- ....P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships...SuggestedWork experience placement
- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...Suggested
$46.9k - $70.2k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...success meets success. What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor...SuggestedWork at officeFlexible hours$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM...Contract workRemote work- ...Summary Provides luxury client service in the Chicago gallery, greeting and assisting clients across in‑person, phone and email interactions... ...staff to assess client needs, connect clients to the right associates, and resolve concerns while maintaining high standards of...Work at office
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
$60k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...CIBC, please visit CIBC.com. What You’ll Be Doing As a Client Service Associate, you’ll play a key role in supporting our Senior Relationship...Full timeInternship- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As...Work experience placementWork at office
- ...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...Work at office
$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're...Full timeTemporary workWork at officeImmediate start- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work- ...Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT,... ...for our cutting-edge technology and client commitment. IBKR affiliates provide global... ...fitness stipend to offset costs associated with traditional gym and fitness memberships...Temporary workWork at officeRemote workFlexible hours
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...Work at officeRemote workWork from homeRelocationFlexible hours$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office$75k - $85k
Senior Client Services Associate - Chicago, IL About the Job The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to...Full timeWork at office- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta, GA office. The...Work at officeLocal area
- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...Work at office
- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
$65k - $85k
...institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence. With over... ...communities. For more information, visit and The Client Service Associate is responsible for high-quality customer service and communication...Work at officeLocal areaRemote workShift work$43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...$85k - $100k
Wealth Management Client Service Associate This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $85,000.00/yr - $100,000.00/yr Additional compensation types...Full timeTemporary workWork at officeLocal areaVisa sponsorship- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the financial services team, act as a primary point of contact for clients, and support advisors in providing exceptional service. Ideal candidates should have...
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,...Work at office
$60k - $85k
## Lead Client Servicing AssociateApplylocations: Office - Chicagotime type: Full timeposted on: Posted Yesterdayjob requisition id: R11877**The Team:**The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across...Work at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of...$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing and executing tasks involving... ...work closely with Senior Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors ·...Work at officeRemote work
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