Wealth Management Assistant: Client Services
Wintrust Financial Corporation
Wintrust Wealth Management in the Chicago area seeks a Financial Associate to support our Financial Advisor Team. You will provide comprehensive administrative and client service support, assist with onboarding, and help prepare client reviews and meetings. The role requires 3+ years in finance with strong service skills; familiarity with CRM, MS Office, and Salesforce is preferred. FINRA licenses are a plus; the company offers strong benefits and a path for growth in a collaborative environment. #J-18808-Ljbffr Wintrust Financial Corporation
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Assistant: Client Services in Brooklyn, NY vacancy
$5,000 per month
Description The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor... ...company’s philosophy, systems, and client experience. The WMA will focus on... ..., regulations, and policies. Provide Service administrative support to the Team. Generate...SuggestedContract workWork at officeLocal areaRemote workWork from homeVisa sponsorship- The Canton Area Chamber of Commerce is seeking a Part-time Administrative Assistant to support daily operations, client service, and account handling in Canton, IL. This role requires strong organization, communication, and confidentiality within a community-focused business...SuggestedPart time
- # Assistant Service ManagerTexas RoadhouseSurprise, AZFull-TimeAug 10, 2026Hospitality## Job DescriptionAt Texas Roadhouse, we are a people-... ...Texas Roadhouse is looking for a legendary Assistant Service Manager to assist the Service Manager in managing the Front of House...SuggestedTemporary workLocal areaFlexible hours
- ...Southeastern and Mid-Atlantic states. PRIMARY PURPOSE Support the management and duties of store operations to meet financial and sales... ...AND RESPONSIBILITIES Manage all Front End operations including Service Center, Self-Checkout and Food Lion To-Go, if applicable Hire,...SuggestedLocal areaFlexible hours
- ...Interacts appropriately with residents, client, other personnel, Account Manager, District Manager and the public.... .... CUSTOMER RELATIONS AND SERVICE MANAGEMENT Ensures that established... ...communicate/train employees as to such. Assists with the development, maintenance...SuggestedLocal areaShift work
$48k - $72k
## Client Service Rep, Wealth ManagementApplylocations: Chicago, ILtime type: Full timeposted on: Posted... ...a global leader in innovative wealth management, asset servicing, asset management... ...experience is preferred in order to assist relationship management teams in processing...Work experience placementH1bWorldwideFlexible hours- Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments... ...plan HSA employer contributions Student loan assistance Our Story Founded in 2008, Hightower is a wealth...Permanent employmentWork at officeLocal area
- Northern Trust is seeking a Client Service Rep in Wealth Management to handle client servicing tasks such as wires, transfers, bill payments, and account maintenance from Chicago, IL. The role requires strong analytical and organizational skills and adherence to risk and...
- ...Service Administrative Assistant High Rise Fire and Security, affectionately known as High Rise, founded... ...in the market, ever so growing Client base, cutting edge products and services... ...a multiple-line phone system and managing an average of 100-150 calls / day...Work at officeNight shift
High Rise Fire and Security/Scutum Group
Brooklyn, NY1 day ago - JTC Group seeks an Assistant Trust Officer - Private Client in Sioux Falls, SD to support trust account administration and client relations. The role emphasizes... ...efficient transaction processing within a fiduciary services team. Ideal candidates possess a relevant bachelor’s...
- ...Independence, OH 44131, USA Client Advisors are assigned to managing, retaining and expanding... ...of business via client service, account administration,... ...and expansion pipeline. 7. Assists with onboarding new... ...documents. 9. Works with bank wealth partners to effectively communicate...
- ...Oriented. Be Accountable. Be caring. Join Our Team as a n Assistant Maintenance Manager – Help L ead the Way in Property Maintenance at Pier Village... ...supervise a dynamic maintenance team to deliver top-notch service . Own Your Own Impact! Help o versee all community...For contractorsWork at officeLocal areaRelocation package
Kushner
Brooklyn, NY18 hours ago - ...Assistant Service Manager# Assistant Service ManagerOasis on Ella - Houston, TX 77014## OverviewLevelExperiencedCategoryService/Maintenance##... ...operations, activities and business affairs of the Company and clients are kept confidential. You are expected to respect and...Odd jobFor contractorsLocal areaImmediate startNight shift
AOG Living
Brooklyn, NY3 days ago - Kay Jewelers is seeking an Assistant Store Manager to support the Store Manager in achieving sales and profit goals while ensuring exceptional customer service. The role emphasizes training, product knowledge, and staff development to elevate team performance. You will...
- ...Mavis Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at Discount Prices! We’re looking for full-time Automotive Assistant and Service Managers to join Team Mavis at one or our state-...Weekly payFull timeLocal areaImmediate start
Mavis Tire
Brooklyn, NY5 days ago - ...Assistant Service Manager Responsibilities: In conjunction with the Service Management philosophy, provides direction to personnel. Assist with troubleshooting and diagnostic complaints. Responsible for assisting in the resolution of service problems and reporting resolution...
Premier Truck Group
Brooklyn, NY4 days ago $17 - $26.02 per hour
...Wealth Sales Support & Service Specialist Location: Bellerose, NY 11426 The Wealth... ...interacting directly with clients on service inquiries,... ...investment systems / referrals, manage FC(s) calendar to include... ...as an administrative assistant or comparable investment &...Work at office- ...Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at Discount Prices! We're looking for full-time Automotive Assistant and Service Managers to join Team Mavis at one of our state-of-the-art automotive service and retail...Weekly payFull time
Mavis Tire
Bayonne, NJ2 days ago $58.8k - $70.57k
## Executive Assistant (Aviation - Civil Service)Applylocations: AVICDRSPGStime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date... ...and varied problem solving for an Assistant City Manager or adepartment director including communicating with a wide...Work at office$85k - $100k
Provident Financial Management is a premier business management... ...financial management services to entertainers,... ...other high-net-worth clients. We pride ourselves on... ...detail-oriented Executive Assistant to support senior... ...comprised of integrated wealth management, family...Work at officeLocal areaMonday to Friday$65k
...potential for growth? At Trinity Services Group, we have created... ...employer. About This Position The Assistant Food Service Director works... ...supervision, training, and management of the facility food service... ...maintaining positive connections with clients by regularly communicating,...Full timeContract workTemporary workWork at officeLocal areaImmediate startFlexible hours- ...Assistant Store Manager We're seeking an Assistant Store Manager to join our team to help with store operations, customer service, and team development. Duties include, but are not limited to,... ...rewards to support your health, wealth, and mental well-being. In addition...Full timeContract workSeasonal work
Dollar Tree
Jamaica, NY5 days ago - Assistant Director of Residential Services Why Join Our Team: The Arc Wayne, a parent-based organization, advocates for and supports persons of all ages with or without disabilities. We assist individuals in taking their full, independent, productive place in society through...Full timeWork at officeMonday to Friday
$25 - $28 per hour
...Meadowlake Dr, Downingtown, Pennsylvania, United States of America Job Description Posted Tuesday, August 18, 2026 at 4:00 AM Assistant Service Manager Opportunity What You'll Be Doing Ready to turn your maintenance experience into your next leadership opportunity? Join...Hourly payWork at officeMonday to Friday- Wayne ARC in the Village of Newark seeks an Assistant Director of Residential Services to support the Director in shaping and enhancing the development and daily operations of the Residential Program. Responsibilities include supervising Senior Residence Supervisors, ensuring...
- ...States | Posted on 08/11/2026 The Assistant Director is responsible for assisting the Director of DD Services with the day-to-day... ...Residential and DD Day programs: House Management, Residential Coordinators,... ..., community outreach, and client retention. The position ensures...Temporary workMonday to FridayFlexible hours
- ...Seaview is a thoughtfully designed, care-inclusive, non-profit assisted living and memory care community perfectly located on a beautifully... ...in the heart of Staten Island. With a variety of premier services and amenities and engaging activities that promote every aspect...Full timePart timeFlexible hours
THE BRIELLE AT SEAVIEW
Staten Island, NYa month ago - ## HR Assistant, Employment ServicesApplylocations: Vancouver, WAtime type: Full timeposted... ...Title:**HR Assistant, Employment Services**Employee Type:**Classified**Position Details... ...presentations, and communicating with employees and management.**Your work will require maintaining and...Permanent employmentFull timeWork at officeImmediate startRemote work1 day per week
- Kestra Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis, and... ...support. You will review tax returns, assist with tax planning, and work with... ...a fast-paced environment. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
- ...Job Description Job Description Job Description Serves as the primary support to the Mortgage Servicing Manager, assisting in the oversight and administration of all mortgage accounts from closing through final satisfaction. Responsibilities include managing and...Work at office
Maspeth Federal Savings & Loan Assn
Maspeth, NYa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Assistant: Client Services. Be the first to apply!
Related searches
- senior assistant director Brooklyn, NY
- assistant f&b manager Brooklyn, NY
- assistant director admissions Brooklyn, NY
- human resources assistant & office manager Brooklyn, NY
- assistant finance manager Brooklyn, NY
- office manager assistant Brooklyn, NY
- assistant engineering manager Brooklyn, NY
- assistant salon manager Brooklyn, NY
- assistant clinical director Brooklyn, NY
- assistant building manager Brooklyn, NY