Wealth & Trust Client Services Specialist
Old National Bank
Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring compliance with regulatory requirements. The successful candidate will possess financial services experience, strong attention to detail, and excellent communication skills. Join a community-focused bank dedicated to client success and inclusion. #J-18808-Ljbffr Old National Bank
$60k - $85k
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective communication skills, attention to detail, and a background in customer service. Qualified candidates should...Suggested- 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
- ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a New Client...SuggestedWork at officeRemote workMonday to Friday3 days per week
- ...An established industry player is seeking a Client Service Associate to enhance client experiences in a hybrid role. This position is crucial for coordinating between advisors and clients, ensuring service excellence through strong organizational skills and attention...SuggestedWork experience placement
$18.25 - $29.75 per hour
...Client Service Specialist Old National Bank has been serving clients and communities since 1834. With... ...in the communities we serve. As a trusted partner, we thrive on helping our clients... ...and operational support to Wealth Advisors and Trust Officers. This role...Suggested- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the... ...appropriate JPMorgan Chase wealth services to best meet the objectives of each... ...Sound knowledge base of investing, trust and estates, financial planning, insurance...
- 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...
- 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...
$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$20.19 - $26.44 per hour
...Financial Corporation in Chicago, Illinois is seeking a detail-oriented professional to support Trust Officers with daily operations, including account management and client service. The ideal candidate will have strong Microsoft Office skills, 1-3 years in a supporting...Hourly payWork at office- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ..., we provide investment and advisory services for pension plans, sovereign wealth funds...
- ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.... ...years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...
$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,...$47.52k
...J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL Chicago, IL, United States Job Information Job Identification: 210656584 Job... ...years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...Full time- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every... ...Service Specialists to curate fabrics and styles, a client can trust that all the work (and stress) of off-the-rack shopping...Casual workInternshipWork at officeFlexible hours
- 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...
$57.5k - $106.5k
...licenses preferred. Acts as the primary client contact to uncover financial needs and provide... ...on products, pricing, and services; connects customer with experts based on... ...with key client stakeholders to become a trusted advisor and influence long‑term financial...Contract workTemporary workPart timeLocal area$60k - $85k
...enjoy a full life while preserving their wealth for future generations. We value ambition and empower growth. This role supports client interactions within our wealth management... ...competency or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours$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 Advisors. You... ...to the success of Baird’s Private Wealth Management business, where true wealth management...Hourly payWork experience placementWork at office$43.2k - $64.8k
Northern Trust in Chicago is seeking candidates for its Jumpstart program, offering foundational training in wealth management concepts. The successful candidates will assist the Wealth... ...Management team with various account servicing duties and develop knowledge of...- ...Client Service Representative The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services...Remote jobMonday to FridayFlexible hoursShift workWeekday work
- J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park) At J.P. Morgan Chase, we are committed to helping our clients,... ...communities we serve. We deliver extraordinary customer service and maintain a strong commitment to diversity and inclusion...
- ...J.P. Morgan Chase seeks a Private Client Advisor in Norridge, IL, to deliver personalized investment solutions and build client relationships. This role requires a minimum of 2 years in financial advisory, valid Series 7 and 66 licenses, and a strong commitment to client...
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available multiple Chicago area locations. J.P. Morgan Chase... ...range of investment solutions and exceptional customer service. As a Private Client Advisor in Wealth Management, you...
$90k
J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, IL Join to apply for the J.P. Morgan Wealth Management - Private Client... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full time$55k - $110k
Asset & Wealth Management, Client Solutions Group -Administrative Assistant, Chicago Chicago, IL, United States Job Description The Role Our... ...assistant experience and preferably from a banking, financial services background. Candidate must be located onsite in either...Full timeTemporary workPart timeWork at office- OVERVIEW OF THE COMPANY This firm is a full-service private family office. We provide alternative investment management, trust services and integrated wealth management services to four... ...responsibilities: Lead specified trust and client relationships, including oversight of...Work at officeRemote workFlexible hours
- ...Job Title Business Development Representative / Client Acquisition Specialist (Recruiting Services) Hybrid (Naperville, IL preferred) Company Overview... ...decision‐makers, and positioning Recruit22 as a trusted recruiting partner. Key Responsibilities...Base plus commissionFlexible hours
- ...while enhancing the customer service level and experience. This person... ...(s) to prepare and process client paperwork, perform client financial... ...across the country through trusted financial advisors and... ...Cetera include award-winning wealth management and advisory platforms...Hourly payFull timeWork at officeFlexible hours
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