Complex Trade Support & Client Relations Specialist
Morgan-Stanley
Morgan Stanley in Chicago, IL seeks a skilled broker associate to deliver timely information and education to clients by phone. You will assist with complex orders, margin considerations, and risk inquiries while staying compliant with industry regulations. The role demands strong problem solving, independence, and clear communication, with a minimum of 2 years in a client-facing brokerage setting and knowledge of derivatives and margin treatment. #J-18808-Ljbffr Morgan-Stanley
$66.7k - $113.3k
Northern Trust is seeking a Client Trade Operations Consultant based in Chicago, Illinois. This role involves supporting Portfolio Management & Trading, ensuring accurate cash flow data, and managing investment-related validations. The ideal candidate will have 3-5 years...Suggested$84.6k - $122.7k
...technology for our clients. We are committed... ...real estate, skilled trades or technology, or... ...Client Delivery Specialist JLL Technologies... ...are energized by complex problem-solving,... ...you. This role supports U.S.-based enterprise... ...directly related to its duties and...SuggestedDaily paidFull timeLocal areaRemote workFlexible hours- ...needs. Job Description Customer Support: Providing excellent customer... ...Policy Management: Assisting clients with policy changes, updates,... .... Problem‑Solving: Analyzing complex customer situations and... ...customer service, insurance, or a related field is preferred. Benefits...SuggestedWork at officeWeekday work
- ...insurance Job Title Futures Client Services Specialist-evenings and nights... ...a modern, end-to-end trading ecosystem featuring... ...world-class 24‑hour support. At Ironbeam, you... ...live chat to resolve complex account and trading issues... ...degree in a business-related field or commensurate...SuggestedFull timeContract workTemporary workAll shiftsNight shiftAfternoon shift
- Dwan Johnson-Bell - State Farm Agent in Chicago is seeking a Customer Relations Representative to enhance client experiences and support agency growth. The ideal candidate will possess strong communication skills, attention to detail, and a desire to assist customers....Suggested
- Bryankovach in Oak Lawn, Illinois, is seeking a Customer Relations Representative - State Farm Agent Team Member. This role involves managing customer inquiries and enhancing client experiences to support the growth of a successful insurance agency. The ideal candidate...Flexible hours
$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your... ...$1 million and therefore a complex service and investment need... ...mutual funds and fixed income trades and other specialized... ...investment and retirement-related financial activities and the...Remote jobFull time- ...responsibilities will include: # Customer Support: Providing excellent customer... ...Policy Management: Assisting clients with policy changes, updates,... ...# Problem-Solving: Analyzing complex customer situations and... ...service, insurance, or a related field is preferred. About...For contractorsWork at officeImmediate startWeekday work
- ...Position Summary The Sales & Customer Relations Manager is responsible for developing... ...serving as a trusted advisor to customers and supporting the day-to-day commercial operations of... ...customer meetings, industry events, and trade organizations. Perform other...Work at office
$34 - $40 per hour
...help our customers with some of their most complex issues. In particular, your work will focus primarily on options trading and margin related issues experienced by our fast-growing... ..., energizing, and designed to fully support high-performing teams. Applications for...Hourly payWork at officeRemote workFlexible hoursShift workNight shiftDay shift3 days per week- ...technical and analytical support in a global... ...and resolution of complex operations problems... ...and/or product specialists to resolve. May manage... ...lines. The client service advisor manages... ...within the trade settlement space are... ...degree in finance or related field, or...Work experience placementLocal area
$70k - $90k
...responsible for handling all IRA-related inquiries and transactions, supporting clients with every aspect of their retirement... ...(RMDs), beneficiary updates, and complex issues such as return of excess... ...support clients in an overnight trading 24/5 environment. Crypto...Remote workFlexible hoursNight shift$38k - $55k
...Future Opening: Customer Relations Representative – State Farm Agent Team Member Are you... ...responsibilities will include: Customer Support: Delivering exceptional customer service... ...coverage options. Policy Management: Assisting clients with policy changes, updates, and claims...Work at office$40k - $60k
...mutual respect — both within the office and with our clients. Our office culture is relationship‑driven, supportive, and open to new ideas. Benefits Simple IRA... ...Training & development Role Description As a Customer Relations Representative – State Farm Agent Team Member...For contractorsWork at officeFlexible hours$28.1 - $33 per hour
...range of needs from simplistic to complex by phone, email and chat. This work... ...various topics including equities trading, margin, and options trading-related issues. Your job is not only to... ...energizing, and designed to fully support high-performing teams. What You...Hourly payWork at officeMonday to FridayFlexible hoursShift workAfternoon shift3 days per week- ...Customer Relations Specialist The Customer Relations Specialist (CRS) is responsible for ensuring timely and accurate dissemination of information... ...with moderate Spanish listening and speaking proficiency to support bilingual interactions. Essential Functions: Provide...Work at office
- David Frederickson - State Farm Agent is seeking a Customer Relations Representative to join their team in Chicago, Illinois. In this role... ..., resolving inquiries, and coordinating with team members to support the community. The ideal candidate will possess strong communication...Flexible hours
$45k - $60k
Charles Cathey Jr in Chicago is seeking a Customer Relations Representative to join our State Farm Agent Team. The role involves generating... ...exceptional customer experiences and resolving inquiries to support our agency's growth. We value strong sales or customer service...Flexible hours- Responsibilities The candidate will join the Client Facing Middle Office (CFM) Team.... ...Management, KYC, and all support during the life cycle of client trading activity. Keep clients informed of... ..., analyze, and rectify issues related to information flow into relevant...Work at office
- Hamina Patel - State Farm Agent in Chicago is searching for a Customer Relations Representative to deliver exceptional service while managing inquiries and supporting customer retention. You will enhance your career by resolving customer inquiries, updating records, and...Work at officeFlexible hours
- Labor & Employment Client Service Specialist Job Category : Legal Administrative Asst... ...providing legal administrative support to a team of attorneys by performing complex administrative assistance using... .... ADDITIONAL FUNCTIONS: Other related duties, as assigned....Full timeContract workFor contractorsWork at office
- ...you will generate the kind of exceptional client experiences that reinforce the growth of... ...anticipating the needs of the community members you support. We look forward to connecting with you... ...to customer service Able to effectively relate to a customer, answer their questions,...Work at office
$38k - $55k
...responsibilities will include: # Customer Support: Delivering exceptional customer service... .... # Policy Management: Assisting clients with policy changes, updates, and claims... ...experience in customer service, insurance, or a related field is preferred. About State Farm:...For contractorsWork at office$40k - $65k
...Spanish Speaking Customer Relations Representative As a Spanish Speaking Customer Relations... ...will generate the kind of exceptional client experiences that reinforce the growth of... ...the needs of the community members you support. We look forward to connecting with you...Hourly payFor contractorsWork at office- ...Trade Show Sales & Operations Coordinator The German American... ...and professional consultancy to support and strengthen German-American... ...sales, event coordination, and client relationship management within... ...International Business, or a related field ~13 years of professional...Contract workWork at officeWork from homeFlexible hours
- Bartlett Wealth Management is seeking a detail-oriented Client Services professional to support onboarding, CRM maintenance, and coordination between clients, advisors, and custodians in a hybrid Chicago-area environment. You will manage onboarding tasks, update CRM records...
- Raymond James is seeking a Registered Client Service Associate in Chicago, IL, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should excel in communication and organizational skills, able to manage detailed tasks in...
$55k - $70k
...Client Support Specialist We are seeking a highly motivated and customer-oriented Client Support Specialist... ..., Economics, Computer Science, or a related field preferred. Prior experience... ...skills and the ability to explain complex concepts in simple terms. Experience...$18.35 - $21.57 per hour
...the production queue and output, manage complex projects, manage retail supply, and complete... ...does not alter any terms of the plan or related agreements. FedEx reserves the right to... ...maintain established business hours in order to support the FedEx Office business; regular...Full timeTemporary workPart timeWork at officeLocal areaImmediate startFlexible hoursShift work$60k - $80k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative - State Farm Agent Team Member... ..., and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer...Work at officeWork from homeFlexible hours
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