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
$60k - $80k
Focus Partners Wealth seeks a Client Service Specialist in Chicago to deliver exceptional service to advisory teams and clients. The role involves managing... ..., and proficiency in Salesforce. The position offers a hybrid work schedule with a salary ranging from $60,000 to $80...Suggested$57k - $76.6k
Savant Wealth Management is seeking a detail-oriented Client Services Associate in Chicago, IL to enhance client experience and support Advisors. This full-time hybrid role includes managing client requests, coordinating meetings, and utilizing Salesforce for client management...SuggestedFull time- ...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
- 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...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- Ansarada is seeking a Client Services Executive to join their Chicago team in a hybrid role. You will support customers through onboarding, complex queries, and day-to-day platform use across the Americas. The role emphasizes customer obsession and communication, requiring...Flexible hours
$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce. Ideal...- 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...
$60k - $80k
Focus Partners Wealth is seeking a Client Service Specialist to join our team. The candidate will provide exceptional, solutions‑oriented service to advisory... ...overtime may be necessary. Team members work under a hybrid schedule: three days in office per week and up to two...Work at officeRemote work2 days per week3 days per week- 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...
$30 - $33.65 per hour
Our Newest Opportunity Summary The Client Service Specialist supports the client management staff by assisting with group enrollment, renewal processes, and additional service‑related functions that are designed to improve and enhance workflows, timeliness, and client responsiveness...Hourly payTemporary workWork at officeLocal areaFlexible hours$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- 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...
- 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...
- Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. In this role, you'll build strong relationships with... ...while providing exceptional client experiences. You'll work in a hybrid environment, engaging directly with clients to understand...
$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- ...wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement, and positioning our investment products with... ...by offering world‑class portfolio and risk‑management services, superior thought leadership, and pre‑eminent client...
$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities... .... This is a full-time role working a hybrid schedule from our Los Angeles or Chicago... ...reductions Partners with Private Wealth Management Team to process individual...Full timeWork at office- A prominent law firm in Chicago is seeking a Private Client Paralegal - Tax Specialist to support estate planning matters, focusing on federal estate... ...and assisting in trust administration. The role offers a hybrid work schedule and several competitive benefits, including...
$50k - $60k
...Company YCharts empowers wealth managers to make smarter investment... ..., proposal generation, and client communication tools that... ...fintech, wealthtech, or financial services industry. ~ Bachelors degree... ...you grow in your career. ~ Hybrid work schedule with flexibility...Summer workWork at officeLocal areaRemote workFlexible hours$50k - $55k
...Analytics is a fast-growing, private, full-service digital marketing company that excels at... ...our growing roster of local and national clients. If you are unable to complete this... ...interactions, and foster a sense of community. Hybrid: For those who prefer a balance between...Currently hiringWork at officeLocal areaRemote workFlexible hours3 days per week$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...- ...Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle... ...with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity...Remote workMonday to FridayShift workWeekday work
- NFP Corp is looking for a Client Services Associate in Chicago to support the Relationship Manager. This full-time role involves coordinating client activities, preparing documentation for meetings, and providing exceptional client service. The ideal candidate will have...Full timeWork at office
$78k - $105k
...About the job Client Service Specialist (Legal Secretary) - Litigation Client Service Specialist (Legal Secretary) Litigation Location: Chicago, IL (Hybrid) Salary: $78,000 - $105,000 Employment Type: Full-Time, Direct Hire About the Opportunity...Full timeShift work- ...first contact for agents and policyholders, providing exceptional service through phone, email, and chat. The role emphasizes building... ...and familiarity with CRM tools like HubSpot. The position offers hybrid work with benefits including health coverage, stock options,...Flexible hours
$70k - $142k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...for a Senior Client Delivery Specialist role. This is a continuous job... ...position may be filled in a hybrid capacity, with an onsite component...Full timeTemporary workWork at officeFlexible hours$90k - $110k
A leading engineering firm is seeking a Client Advisor to enhance business development in the Chicagoland area. This role involves client... ...range of $90,000-$110,000 along with a comprehensive benefits package and hybrid work flexibility. #J-18808-Ljbffr Clark Dietz, Inc.- ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion... ...experience in Financial Services/Wealth Management and/or closely related...Local area
- A global financial services firm based in Chicago is seeking a Client Experience professional to assist clients with trading tools and account management. The role requires strong communication and problem-solving skills, with opportunities to learn about financial markets...
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