Private Wealth Client Services Associate — Impact & Support
$75k - $90kCresset
Cresset is seeking an Associate for their Private Wealth Client Services in Chicago, Illinois. This role focuses on delivering exceptional experiences for high-net-worth clients through direct communication, relationship management, and operational support. Successful candidates will possess strong client service skills, be proactive in problem-solving, and have experience in finance. The position offers a competitive salary range of $75,000 to $90,000, along with comprehensive benefits including a 401(k) plan and disability insurance. #J-18808-Ljbffr Cresset
$75k - $90k
CCM ADMINISTRATIVE SERVICES LLC is looking for an Associate in Private Wealth Client Services in Chicago, IL. This role involves delivering exceptional experiences... ...communication, account administration, and operational support. Responsibilities include managing client...Suggested- ...Registered Private Wealth Client Associate Chicago, Illinois To proceed with... ...and investment products and services for individuals, companies... ...an in-office culture that supports collaboration, engagement,... ...workforce and positively impact the communities we serve....SuggestedWork experience placementSeasonal workWork at officeWork from homeShift workDay shift
- ...A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative...SuggestedWork at office
- Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating...Suggested
$25 - $44 per hour
...Description: Merrill Wealth Management is a leading... ...investment products and services for individuals,... ...and Wealth Management Client Associates help clients pursue the... ...in-office culture that supports collaboration, engagement... ...and positively impact the communities we serve...SuggestedHourly payFull timeWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce....$60k - $80k
Focus Partners Wealth seeks a Client Service Specialist in Chicago to deliver exceptional service to advisory teams and clients. The role involves managing operational requests and requires 3+ years in the RIA industry, familiarity with custodians like Charles Schwab, and...- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be... ..., and administrative support to our Private Client...
- ...Private Client Investment Associate If you are passionate about client experience... ...will provide client service operational... ...and administrative support to the primary Private... ...s), within JPMorgan Wealth Management. As a... ...reviews, and positively impact our team culture....
- ...Asset & Wealth Management A career with Goldman Sachs Asset... ...Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign... ...advisors and individuals. Our Impact Goldman Sachs Asset Management...Work experience placement
$25 - $44 per hour
Job Description Merrill Wealth Management is a... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...providing client service support to potentially... ...they can make a genuine impact and contribute to the...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Bank of America is seeking a Client Service support member in Chicago. This role involves assisting Financial Advisors and focusing on client... ...along with industry-leading benefits, contributing to both personal impacts and community growth. #J-18808-Ljbffr Bank of AmericaHourly payWork at office
- ...Merrill Wealth Management is a leading provider... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...in-office culture that supports collaboration, engagement... ...and positively impact the communities we serve...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES... ...the candidate’s prior experience, demonstrated impact, and future growth potential. #J-18808-Ljbffr...Work at office
$60k - $80k
OVERVIEW Client Service Associate - Retirement Plans Location: Hybrid At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring... .... Why Alera Group Meaningful Impact: Help clients and employees navigate...Work at officeLocal area$54.1k - $75.5k
...Client Services Associate The Client Services Associate is a developing... .... Limited but direct impact on the business... ...Provide high level of support to Securities... ...business model, liaise with Private Banking Universe including... ...Specialists and/or Wealth Team including...Full timeWork at office$85k - $95k
...Lead Wealth Service Associate Presented by Harrison Gray Search... ...a highly respected, privately-held wealth management... ...-worth families, our client is renowned for their... ...and make a tangible impact. Flexible Work Model... ...role, leadership will support your growth....Full timeWork at officeFlexible hoursShift work- ...Client Service Associate If you are a collaborative team member, solutions... ...Associate within the U.S. Private Bank at JP Morgan, you will... ...reimbursement, mental health support, financial coaching and more... ...Veterans J.P. Morgan Asset & Wealth Management delivers...Work at office
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests like account openings and investment trades. This role prioritizes client relationships and compliance with...
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be... ...marketing, and administrative support to our Private Client...
- ...Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid... ...Providing billing and client administrative support Executing client workflows using designated CRM and...Work experience placementWork at officeFlexible hours
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral... ...global organization to make a meaningful impact in the ever-evolving world of... ...relationships with our clients, providing support for any issues that may arise with our...Work experience placement
$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new... ...policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management...Full timeWork at office$60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...partner closely with Wealth Advisors to support and strengthen client relationships, serving...InternshipWork at officeRemote work2 days per week- Bank of America in Oak Brook seeks a dedicated professional to provide client service support to Financial Advisors. This role focuses on delivering excellent client service by educating clients on various banking offerings, ensuring the accuracy of client materials, and...Work at office
- ...Merrill Wealth Management is a leading provider... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...in-office culture that supports collaboration, engagement... ...and positively impact the communities we serve...Seasonal workWork at officeWork from homeShift workDay shift
$57k - $76.6k
...’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering... .... In this position, you won’t just support Advisors; you’ll act as a trusted,... ..., is an Equal Opportunity Employer. #J-18808-Ljbffr Savant-Wealth-Management-Full timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hours$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the... ...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
$28.75 - $38.46 per hour
...Job Title This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both... ...resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and...Hourly payTemporary workSeasonal workWork from homeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Services Associate — Impact & Support. Be the first to apply!
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client success associate Chicago, IL
- client services associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- patient service associate Chicago, IL
- patient service specialist Chicago, IL
- health services administrator Chicago, IL


