Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Entry-Level Investment Associate: Client & Research Support

Usi Insurance

Usi Insurance in Chicago is seeking an Entry Level Investment Associate to collaborate with consulting and manager research teams, collecting data, supporting analyses, and delivering client-ready information. The role supports quarterly performance reporting, data collection from vendors, and development of investment manager searches under senior guidance; strong learning orientation is essential. #J-18808-Ljbffr Usi Insurance

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Entry-Level Investment Associate: Client & Research Support in Chicago, IL vacancy
  • Marquette Associates is seeking an Investment Associate to support the client and research teams in Chicago. You will collect data, perform performance reporting, and assist in manager searches and data analyses for client deliverables. The role involves processing statements... 
    Suggested

    Marquette Associates, Inc.

    Chicago, IL
    2 days ago
  • Remote Client Acquisition Specialist - Virtualite Apply for the Remote Client Acquisition...  ...streamline operations through virtual support and digital process management. We drive...  ...company continues to scale. Seniority Level Entry level Employment Type Full-time Job Function... 
    Entry level
    Remote job
    Full time
    Work from home

    Virtualite

    Chicago, IL
    9 hours ago
  • AO | Globe Life is hiring a Remote Client Success Specialist to support clients from home. This entry-level role offers virtual onboarding, licensing guidance, and mentorship, with no prior insurance experience required and a flexible schedule. You'll conduct virtual consultations... 
    Entry level
    Remote job
    Flexible hours

    AIL

    Chicago, IL
    4 days ago
  • Marquette Associates is seeking an Investment Associate to collaborate with client and research teams on data collection, analysis, and deliverables for institutional clients...  ...manager searches, and data-driven insights to support rating and decisions. You will collect data... 
    Suggested

    Marquette Associates

    Chicago, IL
    2 days ago
  •  ...providing exceptional service to our clients and business partners. Our...  ...service teams, marketing support, and product specialists, are...  ...a singular focus: to offer investment solutions designed to achieve...  ...within a team structure. High level of professionalism,... 
    Suggested

    JPMorganChase

    Chicago, IL
    4 days ago
  •  ...Entry-Level Client Benefits Specialist | Remote Company: Globe Life AO Location: 100% Remote – United States Schedule: Flexible |...  ...Maintain accurate digital client records Provide ongoing policy support and follow-up Build long-term relationships through... 
    Entry level
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Local area
    Remote work
    Work from home
    Flexible hours

    Globe Life AIL - Lisa Russel

    Chicago, IL
    14 days ago
  • BCG Attorney Search in Chicago, IL seeks an entry-level associate for the Investment Services team. You will work closely with experienced lawyers focusing...  ...and securities regulation, gaining exposure to client matters and regulatory issues. The role emphasizes collaboration... 
    Entry level

    BCG Attorney Search

    Chicago, IL
    3 days ago
  • Internal Job Title: Client Advisory Manager under Pareto Intelligence Position Summary: The...  ...innovative solutions and services to support better healthcare outcomes. KEY DUTIES AND...  ...positions, to build relations at an industry level and with key opinion leaders thereby... 
    Local area

    Convey Health Solutions

    Chicago, IL
    4 days ago
  •  ...America Real Estate | Investment Sales Group Required...  ...of public and private clients. Job Summary...  ...providing due diligence support, compiling property and investor research, and generating financial...  ...midamericagrp.com Seniority level ~ Entry level... 
    Entry level
    Internship
    Work at office

    Mid-America Real Estate | Investment Sales Group

    Chicago, IL
    2 days ago
  • $110k - $215k

     ...This position is responsible for expanding client relationships by identifying...  ...product lines with a strong emphasis on Investment Products Leads complex investment opportunities...  ...delivery of Branded Client Experience to support client satisfaction Encourages use and... 
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    1 day ago
  • We are searching for a qualified entry level candidate to join our Client Services team. The candidate should have a desire to work in a fast-paced dynamic...  ...in our Chicago office and report to the Head of Client Support team. WHAT YOU WILL DO Provide level 1 system and... 
    Entry level
    Full time
    Temporary work
    Work at office
    Local area
    Remote work

    SpiderRock

    Chicago, IL
    4 days ago
  • Northern Trust seeks an Associate Relationship Manager to support senior team members in servicing institutional clients within Asset Management. You will coordinate resources,...  ...account requests. You'll develop knowledge of investment solutions and markets, prepare materials... 

    Northern Trust Corp.

    Chicago, IL
    2 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy... 

    Fairygodboss

    Oak Park, IL
    3 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor in Chicago to offer comprehensive financial planning and personalized investment solutions. The ideal candidate has at...  ..., ensuring clients receive the best support as they manage their financial needs. Strong... 

    JPMorgan Chase & Co.

    Chicago, IL
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment solutions to individuals and families. You will leverage your expertise to support a diverse range of clients and provide a superior... 

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • $140k - $190k

     ...relationships. We know that supporting your professional and personal...  ...is the best way to help our clients and advance our business. We...  ...Portfolio ManagerThe BBH Investment Research Group (IRG) is the centralized...  ...manager and a portfolio level. It will be important to stay... 
    Full time
    Work at office
    Local area

    Brown Brothers Harriman

    Chicago, IL
    18 hours ago
  • $102.8k - $176k

     ...change, empowering our clients and people to...  ...as ensuring a high level of service for...  ...Strategic Account Support The CE Manager will...  ...Perform detailed research of the client and...  ...not intend to hire entry level candidates who...  ...as an experienced associate. RSM will consider... 
    Entry level
    Work experience placement
    Internship
    Local area

    RSM US LLP

    Chicago, IL
    1 day ago
  •  ...Executive Director, Small Cap Investment Banking Coverage Team As a Executive Director...  ...will be responsible for driving strategic client engagement and delivering J.P. Morgan's...  ...Lead and participate in client meetings, supported by internal partners. Provide leadership... 

    JPMorgan Chase

    Chicago, IL
    3 days ago
  •  ...across product, data, tech, and design to deliver outstanding client experiences and gain exposure to the financial services industry...  ...development workshops, with weekly sessions and leadership engagement to support early career growth. #J-18808-Ljbffr Northern Trust Corp.
    Entry level
    Internship

    Northern Trust Corp.

    Chicago, IL
    1 day ago
  • Northern Trust Corp. is seeking an Investment Associate to support institutional client relationships and coordinate cross-functional resources. You will work with Relationship Managers to address client inquiries and servicing needs, contributing to new business development... 

    Northern Trust Corp.

    Chicago, IL
    1 day ago
  • Rush University Medical Center in Chicago, IL is seeking a Lab Research Assistant 1. You will perform laboratory support tasks and entry-level scientific procedures under direct supervision, preparing materials, processing samples, recording basic data, and keeping the... 
    Entry level

    Rush University Medical Center

    Chicago, IL
    3 days ago
  •  ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking...  ...client contact, providing responsive, personalized service. Support advisors with client meetings, requests, communications,... 
    Entry level

    RK Partners

    Chicago, IL
    10 days ago
  • $124k - $280k

     ...Operations Management Level Senior Manager Job...  ...The Opportunity As a Research and Grant Administration...  ..., you will engage with clients in the Health Services...  ...Conducting market research to support strategic planning and...  ...to hire experienced or entry level job seekers who... 
    Entry level
    Full time
    H1b

    PwC

    Chicago, IL
    2 days ago
  • Equity Research Analyst (Entry-Level) - Career Launch AI Talent Network About This Role...  ...About the Role A leading investment bank is seeking an Equity Research Analyst to support coverage of a high-growth...  ...while supporting institutional clients. Responsibilities Build/... 
    Entry level
    Internship

    Career Launch AI

    Chicago, IL
    4 days ago
  • $75k - $100k

     ...Description Job Description Training Provided Are you a driven, client-focused professional seeking career advancement and amazing...  ...dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for... 
    Entry level
    Full time
    Part time
    Work at office
    Local area
    Flexible hours

    Lakeshore Financial Group

    Chicago, IL
    26 days ago
  • $124k - $280k

    The Opportunity As a Research and Grant Administration...  ..., you will engage with clients in the Health Services...  ...clients at a strategic level to drive project success...  ...Conducting market research to support strategic planning and...  ...to hire experienced or entry level job seekers who... 
    Entry level
    H1b

    PwC

    Chicago, IL
    3 days ago
  •  ...Chicago | Hybrid Private Funds & Investment Services Associate Attorney AmLaw 100 Opportunity Compensation...  ...• Experience advising clients on Investment Advisers Act, Investment...  ...conducting legal due diligence and supporting sophisticated corporate and investment... 
    Private practice
    Work at office

    Aligned Talent Acquisition

    Chicago, IL
    25 days ago
  •  ...motivated and customer-focused Remote Client Experience Specialist to join our team....  ...client receives attentive and professional support from the initial inquiry through the...  ...Time Industry: Travel amp; Hospitality Experience Level: Entry Level / Experienced... 
    Entry level
    Part time
    Remote work
    Work from home
    Flexible hours

    Nexora Talent

    Chicago, IL
    26 days ago
  •  ...Associate, Client Success Manager Retail Media Inmar Intelligence is seeking an Associate, Client Success Manager Retail Media to support the execution and growth of retail media programs across our...  ...and relevant recommendations Research client categories, competitive... 
    Entry level

    Inmar

    Chicago, IL
    4 days ago
  •  ...Asset Management - Internal Client Advisor - AssociateJ.P. Morgan...  ...Management, is a global leader in investment and wealth management. Its...  ...- Internal Client Advisor - Associate within the Workplace...  ...reimbursement, mental health support, financial coaching and more.... 

    Hackajob

    Chicago, IL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Investment Associate: Client & Research Support. Be the first to apply!