Client Relationship & Service Associate
$31.2k - $90kMorgan Stanley
Morgan-Stanley is seeking a Client Service Associate to deliver exceptional service, supporting Financial Advisors in client interactions. Candidates should possess strong interpersonal skills, detail orientation, and advanced Microsoft Office capabilities. This role requires effective multitasking in a fast-paced setting, including executing transactions and answering client inquiries. A high school diploma is mandatory, with a college degree preferred. The salary range is $31,200 - $90,000, complemented by comprehensive benefits including medical and parental leave. #J-18808-Ljbffr
$85k - $90k
...opportunity as they prefer to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net...Suggested- ...U.S. Bank is looking for a Client Relationship Consultant in Chicago, Illinois, who will build strong relationships with customers through... ...and experience in retail banking to provide excellent client service and advise on banking products. The ideal candidate will have...Suggested
- A leading financial services provider is seeking a Private Client Advisor in Evanston, Illinois. You will provide comprehensive financial planning and build lasting client relationships. This role requires a minimum of 2 years of financial advising experience, active Series...Suggested
- ...A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational...Suggested
$100k - $120k
...professionals in the financial services industry. Opportunity:... ...Senior Enterprise Services Associate will develop an in-depth... ...operations to best serve our clients. You will be responsible for... ...Associate will support large client relationships, serving as the primary...SuggestedTemporary workCasual workWork at officeWork from homeFlexible hours$63.7k - $78.7k
...Wind Creek is seeking a Casino Host responsible for maintaining relationships with VIP customers to enhance revenues. This role requires... ...communication and organizational abilities, with a focus on customer service. The ideal candidate will have a High School diploma or GED,...Flexible hoursNight shift$60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing... ...with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational...InternshipWork at officeRemote work2 days per week- ...Fairygodboss is hiring a Financial Advisor in Oak Brook, Illinois. This role focuses on building client relationships and delivering personalized investment solutions. Candidates must have at least 2 years of experience, a valid Series 7 and Series 66 license, and demonstrate...
$100k - $110k
...BURKE+CO. THE GIST: Our client, a rapidly growing independent wealth management... ...for UHNWIs, is seeking a Client Services Associate to support their CEO/Managing Partner... ...coordination, prospect communications, and relationship management activities Track action...$60k - $80k
...OVERVIEW Client Service Associate – Retirement Plans Location: Hybrid At Alera Group, our Wealth Services team supports individuals and families... ...– Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence. About Alera...Work at officeLocal area- ...The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization... ...(AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client... ...both the start and renewal of client relationships. You will proactively manage expectations...
$64.5k
...no immediate openings available. Role & Responsibilities As the Client Service Associate, you will support project‑based talent solutions, source and assess senior‑level talent, and cultivate relationships with industry experts and top‑tier consultants. You will collaborate...Work experience placementInterim roleSummer workInternshipWork at officeImmediate startFlexible hours$60k - $90k
...headquartered in New York City with clients and employees across the... ...of providing exceptional service to our clients. Many RWM... ...the life of a Client Service Associate can look like this: Cultivating... ...new and existing client relationships through active communication...Work at officeRelocationFlexible hours$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...Work at office- ...Direct Hire Industry: Financial Services Job Number: 17390 Field of... ...Schedule Job Description Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago... ...have a passion for forging relationships with both clients and...Work experience placementWork at officeRemote workFlexible hours
- ...experienced Account Manager for its Employee Benefits practice. The role involves managing client relationships, preparing reports, coordinating renewals, and ensuring excellent service delivery. Ideal candidates have a Bachelor’s Degree and 3-7 years of client services...
$50k
...Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional... ...under pressure. Interpersonal Savvy: Builds strong relationships through empathy, professionalism, and sound judgment. Discretion...Full timeWork at officeRemote workShift work$20 - $24 per hour
...based in Niles, Illinois is looking for an Account Manager to handle client relationships and assist with orders. This role requires 1-3 years of experience in account management or client services, preferably in the print or apparel industry. You'll be the main point...$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors... ...-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking...Work experience placement$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors... ...-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking...Work experience placement$28.75 - $40 per hour
Job Description: This job is responsible for providing shared client service support to potentially multiple Financial Advisors who have... ...and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation...Hourly payTemporary workSeasonal workFlexible hoursShift workDay shift- A leading financial services company in Illinois seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building client relationships while fostering a diverse culture. Candidates should have at least...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Worth, Illinois to provide exceptional service, managing and retaining client relationships while utilizing modern banking solutions. You will represent our brand and contribute to branch success by understanding...Afternoon shift
- 慨正橡扯 (J.P. Morgan Advisors) is hiring a Client Service Associate in Chicago, IL. This role serves as the main contact for clients, focusing on deposit account services and building strong client relationships. The associate will work closely with financial advisors and...Work at office
- A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal...
$75.05k - $107k
...JPMorgan Chase & Co., a leading global financial services firm with operations worldwide, offering a... ...health care insurance. We're seeking a KYC Relationship Officer to partner with Bankers and AML/KYC Operations, ensuring client KYC records comply with regulatory standards...Full timeWorldwideFlexible hours- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long... ...Requirements and Technology Experience: Must have skills: Client Relationship Management Client Account Maintenance Client...Contract workLocal areaImmediate start
- JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial...
- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which... ...and Rates or FX. As a Client Service Associate within F&O, you will be responsible for managing the day-to-day relationships with our clients in the hedge funds and commodities...
- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service... ...responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all...Work at office
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