Hybrid Wealth Client Services Specialist
Corps Team
An established industry player is seeking a Client Service Associate to enhance client experiences in a hybrid role. This position is crucial for coordinating between advisors and clients, ensuring service excellence through strong organizational skills and attention to detail. The ideal candidate will thrive in a collaborative environment, managing client needs with empathy and efficiency. If you have a passion for client service and possess the ability to innovate and streamline processes, this opportunity is perfect for you. Join a forward-thinking firm that values relationship-building and offers a dynamic work experience. #J-18808-Ljbffr Corps Team
$85k - $95k
Harrison Gray Search seeks a Wealth Service Associate in the Chicago Western Suburbs, IL. This hybrid position involves supporting a Lead Advisor and ensuring high-quality client experiences. Ideal candidates will possess strong communication skills and a service mindset...Suggested- ...insurance brokerage in the United States is looking for a Senior Client Service Representative. The role entails providing high-quality client... ..., Excel, and AMS360 is preferred. This position operates on a hybrid work schedule and offers competitive salary and benefits. #J-1...Suggested
$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...SuggestedWork at office$60k - $85k
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective communication skills, attention to detail, and a background in customer service. Qualified candidates should...Suggested$30 - $33.65 per hour
Client Service Specialist - Hybrid (Rosemont, IL) page is loaded## Client Service Specialist - Hybrid (Rosemont, IL)locations: Chicago, IL (Rosemont)time type: Full timeposted on: Posted Todayjob requisition id: R8808Employee Benefits is the core of our business and at...SuggestedHourly payTemporary workWork at officeLocal areaFlexible hours- Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring...
- Digital Insurance LLC is looking for a Client Service Specialist in Chicago, IL (Hybrid). This role involves supporting the client management staff with group enrollment and renewals while ensuring client satisfaction. Key responsibilities include assisting with inquiries...
- Interactive Brokers Group, Inc. is looking for a Client Experience professional in Chicago. This hybrid role involves supporting clients trading various financial instruments, including stocks and options. Ideal candidates have a bachelor’s degree and 1-3 years of experience...
$24.95 - $33.87 per hour
Plante Moran is seeking a dedicated professional for their Client Services Administration team in Chicago, Illinois. The role requires a minimum of 2 years of administrative or investment industry experience and strong client service focus. Responsibilities include managing...Flexible hours- The Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. This role focuses on fostering strong client relationships... ...and a relevant Bachelor’s degree. The position also offers a hybrid work arrangement and a competitive salary package, including...
- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...
- A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at...
$30 - $33.65 per hour
...Client Service Specialist Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability,...Hourly payTemporary workWork at officeLocal areaFlexible hours- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ..., we provide investment and advisory services for pension plans, sovereign wealth funds...
$45k - $65k
AssetMark is seeking a Sales Consultant Specialist in Chicago who will support our... ...administrative tasks and enhancing client relationships. This hybrid role emphasizes effective communication... ...field and experience in financial services. Strong time management skills and proficiency...$85k - $90k
...life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@... ...Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of...- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...
$50k - $60k
...The Company YCharts empowers wealth managers to make smarter investment... ..., proposal generation, and client communication tools that... ...fintech, wealthtech, or financial services industry. Bachelor's degree in... ...help you grow in your career. Hybrid work schedule with flexibility...Full timeSummer workWork at officeLocal areaRemote workFlexible hours$60k - $85k
...enjoy a full life while preserving their wealth for future generations. We value ambition and empower growth. This role supports client interactions within our wealth management... ...competency or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours- Shure is looking for a Customer Success Specialist I to join their Customer Experience team in Skokie, IL. This hybrid role involves supporting customers throughout their... ...a Bachelor's degree, experience in customer service or sales, and strong communication skills. This...
- ...Client Service Representative The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services...Remote jobMonday to FridayFlexible hoursShift workWeekday work
- ...authorization to work in the U.S. This opportunity offers professional development, mentorship, and potential full-time placement with partner companies upon program completion. Health insurance and a hybrid work environment in Chicago are included. #J-18808-Ljbffr SV AcademyFull time
- Too Good To Go is looking for a Bilingual Key Account Store Operations Specialist in Chicago. In this hybrid role, you will provide support to key accounts, track KPIs, and engage with store employees to optimize performance. Ideal candidates have experience in relationship...Flexible hours
$75k - $85k
...office is seeking a Senior Marketing and Client Development Specialist. The Senior Marketing and Client... ...project management expertise and a client-service orientation to every engagement.... ...milestones. Work-Life Balance : Hybrid work model and family-friendly policies...Work at officeLocal areaFlexible hours$69.2k - $148.2k
...Renewal Underwriter to join their Excess team in Chicago, Illinois. This position offers a hybrid or remote work schedule and focuses on specialized umbrella and excess solutions for clients. Ideal candidates will possess a minimum of 3 years of P&C General Liability or...Remote job- J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park) At J.P. Morgan Chase, we are committed to helping our clients,... ...communities we serve. We deliver extraordinary customer service and maintain a strong commitment to diversity and inclusion...
- TricorBraun Holdings is seeking a customer-focused Account Coordinator in Chicago to join our Operations Team. This hybrid role requires strong multitasking skills and a commitment to assisting customers with orders and shipments. The ideal candidate will have experience...
$23 - $24 per hour
...financial operations. Successful candidates will have a bachelor’s degree or equivalent experience, a proactive attitude, and be strong problem solvers. This non-exempt position offers an hourly rate of $23.00 - $24.00 and a hybrid work model. #J-18808-Ljbffr TenOneTenHourly pay- Huntington Bank is looking for a Wealth & Investment Service Specialist II in Chicago, IL. This role involves managing day-to-day client interactions and providing exceptional service, primarily to high-net-worth clients. Qualified candidates will have a high school diploma...
- ...appointments with Account Executives. Candidates should possess strong communication skills and ideally have sales experience. The role is hybrid, requiring at least two days in the office weekly. Join a dynamic team where your contributions will significantly impact business...Work at office
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