Client Services Associate
Banktech Ventures
Client Services AssociateThis is a full-time hybrid or remote role for a Client Services Associate. Requirements include a Bachelor's degree in business, public health, information systems or liberal arts, demonstrated interest in B2B products, client services, compliance, or AI innovation, 3+ years of experience in client services, consulting, account management, or customer support, action-oriented with strong judgement and follow-through, clear and professional written and verbal communication, ability to work cross-functionally with multiple client and internal teams, detail-oriented and quick learner, strong emotional intelligence and coachable, and ability to explain technical concepts to non-technical users.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Chicago, IL vacancy
- ...Client Service AssociateHelp clients succeed by delivering fast, accurate support and thoughtful solutions. You'll build trusted relationships... ...role offers a strong platform to grow.As a Client Service Associate in Client Service, you support a portfolio of clients by...SuggestedWork at office
Chase
Chicago, IL2 days ago - ...Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients. This individual will provide client service, account administration, operational support, and relationship management within...SuggestedWork at office
Larson Maddox
Chicago, IL1 day ago $42.95k - $68.67k
...Lenox Advisors Client Services AssociateLenox Advisors brings together sophisticated solutions in wealth management and insurance services... ...new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client...SuggestedFull timeWork at officeAon
Chicago, IL5 hours ago- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...SuggestedWork at office3 days per week
Connect Search
Chicago, IL1 day ago $64.6k - $87.5k
Join to apply for the Client Service Associate role at JPMorganChase . This range is provided by JPMorganChase. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $64,600.00/yr - $87,500.00/yr Job Description...SuggestedFull timeWork experience placement$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office$70k - $80k
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic,...Full timeWork at office- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Work at office
$53.74k - $88.29k
...including a broad array of planning and advisory services, investment management, trust and estate... ...services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate supports the Retirement Plan Services team in...Work at officeFlexible hours- Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- ...Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering...Work at office
Geneva Search Partners, LLC
Chicago, ILa month ago $50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Chicago, IL. The...Full timePart timeLocal areaOppenheimer & Co. Inc.
Chicago, ILa month ago$13k - $15k
...operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white-glove support... ...visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company...Full timeContract workCoinFlip
Chicago, IL25 days ago- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking a motivated Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional or...
RK Partners
Chicago, IL10 days ago $65k - $70k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...Work at officeLocal areaRemote work2 days per week- Axelon Services Corporation - - Responsibilities: Coordinate onboarding and offboarding with business partners; Assist in account maintenance... ...are met; Support ad-hoc inquiries and requests; Prepare weekly, monthly, and quarterly reports and presentations for clients Axelon
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
$65k - $75k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique...Full timePart timePrivate practiceWork at officeHome office- SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workImmediate start
$60k - $85k
...ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements...Work at office$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: R156412**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...H1bFlexible hours$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at officeDirect Counsel
Chicago, ILa month ago- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time- ...Description If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving,...Work at office
$70k
Asset Management - Internal Client Advisor - Associate Chicago, IL, United States Job Information Job Identification 210645158 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 07/21/2025, 08:46 AM Locations 10 S Dearborn St, Chicago, IL,...Full time- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
$70k
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing... ...deliver the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...- ...Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work experience placementWork at officeFlexible hours
Bartlett Wealth Management
Chicago, ILmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client success associate Chicago, IL
- client account associate Chicago, IL
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client services associate Chicago, IL
- veterans service officer Chicago, IL
- support services specialist Chicago, IL
- community services specialist Chicago, IL
- facility service associate Chicago, IL