CW-SS-Client Service Associate
Real Soft
Client Service AssociateThe Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.Key Responsibilities and Duties:Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partnersSupport the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
$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...SuggestedFull time- ...Client Service AssociateWe are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role...SuggestedWork at office
$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 office$65k - $85k
...Client Relationship Associate Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global... ...a trusted point of contact, delivering exceptional client service while helping to coordinate relationship management activities...SuggestedTemporary work- ...Client Experience RepresentativeInteractive Brokers Group, Inc., a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated...SuggestedWork at officeRemote workWorldwide
$85k - $100k
...located globally. We make these managers available to our clients through pooled investment limited partnerships. We... ...planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago. Responsibilities...Temporary workWork experience placementWork at officeVisa sponsorship- ...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...Work at office
- ...Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business. With 2+ years of experience in wealth management or related...
- ...We are seeking a detail-oriented, client-focused professional to join our wealth management team as a Client Service Associate . This role is instrumental in delivering an exceptional client experience while providing operational and administrative support to Financial...Work at office
- ...A growing, collaborative RIA is seeking a Client Service Associate to join its team in Chicago. This is an excellent opportunity for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering exceptional client...Work at officeFlexible hours
$28 - $32 per hour
...Client Services AssociateRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand... ...with what's right, rather than who's right.Client Services Associates play an integral role in providing luxury service and assessing...Hourly payWork at officeLocal area- ...forefront of AI and innovation High exposure to senior leaders and clients Accelerated skills development and high talent density... ...This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities include: Own relationships with 15+ client...Full timeRemote workFlexible hours
- ...Oppenheimer & Co. Inc. in Chicago, IL, is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, handling scheduling, and supporting advisors with client interactions and data management. The ideal candidate will be...
$43.2k - $64.8k
...1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families... ...over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.Partners hired...H1bFlexible hours$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.4–6 Years Experience | Multiple...Work at office- ...Pay scale: $ - $ Job Overview A law firm seeks an experienced Private Client Services Associate Attorney to join their team in Chicago, IL. The ideal candidate will have 4-6 years of transactional experience in trust and estate planning and administration, with...Permanent employment
- ...solve critical business challenges quickly. As demand for flexible, high-impact talent continues to grow across the U.S., our Client Service team plays a central role in translating client needs into successful project outcomes. This role is ideal for recent graduates...Full timePart timeInterim roleInternshipWork at officeRemote workFlexible hours
$70k - $80k
...Job Description Client Services Associate \n 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...Full timeWork at office- .... \n \n Role & Responsibilities: \n • As our national Client Service (CS) team expands, we invite recent graduates or early professionals... ..., thriving in a fast-paced environment. \n • As a CS Associate, you will contribute to a team dedicated to delivering on-...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
$43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Chicago, IL. The...Full timePart timeLocal area$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- Larson Maddox represents an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients within a wealth management environment. The role focuses on client service, account administration, and operational...
- 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...Work at office3 days per week
$54k - $70k
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between...Work at office- blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily...
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
- ...Job Description Job Description Client Service Associate - Mission Viejo, CA This is a full-time, in-office position As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role...Full timeWork at office
$110k - $140k
...building customized separate account portfolios around each clients objectives risk tolerance income needs liquidity and time horizon... ...preservation and long-term growth. The Senior Client Service Associate is responsible for the full life cycle of a relationship and...Full timeWork at office
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