Wealth Client Services Specialist
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Chicago to deliver outstanding client service and operational support to Financial Advisors. This role is essential for managing client onboarding and communications to enhance the client experience in wealth management. The ideal candidate has 2+ years of experience, strong communication skills, and must obtain specific industry licenses. The role offers a competitive hourly rate and bonus potential. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
- ...seeking a candidate to provide support and product expertise for the BMO Family Office, focusing on wealth advisors and relationship managers. The role involves client relationship management, supporting business development efforts, and ensuring exceptional client experiences...SuggestedWork at office
$25 - $44 per hour
Bank of America is looking for a Client Service Associate to join its Merrill Wealth Management team in Chicago. This role involves delivering exceptional service to clients and supporting Financial Advisors with their needs. Candidates should possess strong communication...SuggestedHourly pay- ...thoroughly and process work in compliance with Wealth Management Authentication and... ...and NCSS best practices Meet published service level agreements (SLAs) while maintaining... ...years of experience in financial and/or client servicing experience preferred. ~ Knowledge...SuggestedWork experience placementH1bFlexible hours
- 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...Suggested
$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...SuggestedFlexible 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...
- ...Internal Wholesaler) A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance...
$85k - $95k
Focus Partners Wealth is looking for an Associate Wealth Advisor to join our dedicated planning team in Chicago. This role involves... ...participating in the financial planning process, ensuring outstanding client service and collaboration with Wealth Advisors. Ideal candidates...- ...Product Specialist 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...
- ...Dormont Manufacturing Co is looking for a Registered Client Relationship Analyst in Chicago, Illinois. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors. Qualified candidates will demonstrate strong interpersonal skills...
$18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19898 Workplace Type On Site Overview...Full time$24.36 - $36.67 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be... ...to the success of Baird's Private Wealth Management business, where true wealth...Hourly payWork experience placementWork at office- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$60k - $85k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Individual Investor Services Savers Department Representative The position is responsible for direct verbal and written communications... ...with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity...Remote workMonday to FridayFlexible hoursShift workWeekday work
- ...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
- J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and advice. In... ...clients, from those starting to save to those with significant wealth, ensuring an exceptional investor experience. You will build and...
- ...Chase, we are enthusiastic about helping our clients, caring for our employees, building... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will provide...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- 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...
$25 - $44 per hour
Bank of America seeks a Client Service Support role in Chicago, IL to assist Financial Advisors by providing excellent client service and customized solutions. The ideal candidate will have a Bachelor's degree, an enthusiastic mindset, and strong skills in client and account...Hourly pay$55k - $110k
Asset & Wealth Management, Client Solutions Group -Administrative Assistant, Chicago Chicago, IL, United States Job Description The Role Our... ...assistant experience and preferably from a banking, financial services background. Candidate must be located onsite in either...Full timeTemporary workPart timeWork at office- At J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while upholding diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advisory services to a broad range...
- ...strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an... ...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial...Worldwide
$24 - $29 per hour
...are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach... ...support. Position Overview The Client Relations Specialist will play a vital role in the initial engagement and...Work from home- ...U.S. Bank is seeking a Private Wealth Management Client Service Team Associate in Chicago, Illinois. This role serves as the primary contact for Wealth Management clients, handling day-to-day client interactions and transactions confidently. The ideal candidate will possess...
- A financial services agency in Cicero, Illinois is seeking a motivated individual to conduct virtual consultations with clients to enhance their financial well-being. This role offers flexibility with a work-from-home option while providing comprehensive training and mentorship...Remote workWork from home
$19 per hour
...You Deserve Better!® PLS — which stands for People ‑ Location ‑ Service ‑ is a leading retail provider of financial services. The “P”... ...Responsibilities The main point of contact for agencies, maintaining client service email inbox and coordinating with other colleagues to...Work at officeFlexible hours- ...Sr. Client Service Specialist - Weekend Night Shift Job Category: Client Services Full-Time Location: McCook, IL 60525, USA Job Details Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client...Full timeWork at officeNight shiftWeekend work
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