Wealth Client Services Specialist
Fiducient Advisors
Fiducient Advisors in Chicago seeks a Client Service Associate responsible for high-quality service to private clients and Investment Consultants. This role involves client onboarding, managing account setups, and facilitating money movements. The ideal candidate has a Bachelor’s Degree, 2-4 years of experience in the financial industry, and skills in Microsoft Suite and CRM systems. This position supports clients in achieving their investment goals and includes a hybrid work model with three office days and two remote. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Chicago, IL vacancy
$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- ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Chicago to deliver outstanding client service and operational support to Financial Advisors. This... ...to enhance the client experience in wealth management. The ideal candidate has 2+ years of experience...SuggestedHourly pay
- ...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
- A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in...SuggestedFull timeWork at office
- ...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...
- 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...
- RBC Wealth Management’s US Wealth Management Banking and Lending team is seeking... ...and Lending Product Support Specialist to create a seamless FA‑client experience when accessing and implementing... ...to use the platform for credit services, with travel to PCG branches as needed...
$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- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized... ...financial solutions while upholding a high standard of integrity and client service. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...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...
Chase
Chicago, IL2 days ago - Bank of America’s Merrill Wealth Management team seeks a Relationship Manager to deepen existing client relationships and support the Financial Advisor team. You will serve... ...regulatory compliance, and delivering comprehensive client service. #J-18808-Ljbffr Bank of America
$24.36 - $36.67 per hour
...About the Role: 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... ...contribute to the success of Baird's Private Wealth Management business, where true wealth...Hourly payWork experience placementWork at officeBaird
Chicago, IL22 hours ago$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 hoursCI Financial Careers
Chicago, IL2 days ago- ...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...
Aumni
Oak Brook, IL22 hours ago - ...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...
Chase
Oak Brook, IL2 days ago - ...Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to... ...interacting with all the necessary internal departments to resolve client requests or answer any inquiries related to their account...Remote workMonday to FridayShift workWeekday work
Inspira Financial
Oak Brook, IL1 day ago - 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...
- A wealth management firm in Chicago is seeking a Client Service Associate for Private Funds. The role involves serving as the primary contact for client service related to private funds, coordinating onboarding, and maintaining internal systems. Applicants should have at...
- ...Description Seeking a highly experienced Wealth Account Opening professional to join the... ...for Wealth Management and Private Banking clients. Serve as a subject matter expert on: Trust... ...veteran status, military or uniformed service member status, or any other status or...Full timeFor contractors
- ...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...
- ...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...
$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- 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...
$55k - $110k
Asset & Wealth Management, Client Solutions Group - Administrative Assistant, Chicago location_on Chicago, IL, United States Our Administrative... ...experience and preferably from a banking, financial services background. Candidate must be located onsite in either the...Full timeTemporary workWork 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Chicago, IL
- senior customer service advisor Chicago, IL
- customer service representative hiring Chicago, IL
- customer service representative data entry Chicago, IL
- customer associate Chicago, IL
- customer service representative 1st shift Chicago, IL
- customer retention representative Chicago, IL
- customer happiness specialist Chicago, IL
- customer advisor Chicago, IL
- virtual customer service advisor Chicago, IL