Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Client Services Associate — Impact & Support

$75k - $90k

Cresset

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Services Associate — Impact & Support in Chicago, IL vacancy
  • $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

    CCM ADMINISTRATIVE SERVICES LLC

    Chicago, IL
    4 days ago
  •  ...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.... 
    Suggested
    Work experience placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    3 days ago
  •  ...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... 
    Suggested
    Work at office

    Connect Search, LLC

    Chicago, IL
    1 day ago
  • 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

    Windward Recruiting

    Chicago, IL
    4 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    3 days ago
  • $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.... 

    Corient

    Chicago, IL
    23 hours ago
  • $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... 

    Focus Partners Wealth

    Chicago, IL
    4 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Chicago, IL
    23 hours ago
  •  ...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.... 

    Chase

    Chicago, IL
    1 day ago
  •  ...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

    The Goldman Sachs Group

    Chicago, IL
    1 day ago
  • $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    23 hours ago
  • 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 America
    Hourly pay
    Work at office

    Bank of America

    Chicago, IL
    23 hours ago
  •  ...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 placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Chicago, IL
    3 days ago
  • 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

    Windward Recruiting

    Chicago, IL
    23 hours ago
  • $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 office
    Local area

    Dickerson Group

    Chicago, IL
    2 days ago
  • $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 time
    Work at office

    Citigroup

    Chicago, IL
    3 days ago
  • $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 time
    Work at office
    Flexible hours
    Shift work

    Harrison Gray Search and Consulting LLC

    Chicago, IL
    23 hours ago
  •  ...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

    Chicago, IL
    2 days ago
  • 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... 

    JPMorgan Chase & Co.

    Chicago, IL
    23 hours ago
  •  ...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... 

    JPMorgan Chase & Co.

    Chicago, IL
    7 days ago
  •  ...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 placement
    Work at office
    Flexible hours

    Corps Team

    Chicago, IL
    2 days ago
  •  ...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

    Chase

    Chicago, IL
    3 days ago
  • $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 time
    Work at office

    NFP

    Chicago, IL
    2 days ago
  • $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... 
    Internship
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Chicago, IL
    9 days ago
  • 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

    Bank of America

    Oak Brook, IL
    23 hours ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Chicago, IL
    3 days ago
  • $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 time
    Temporary work
    Work experience placement
    Summer work
    Work at office
    Immediate start
    Remote work
    Work visa
    Monday to Friday
    Flexible hours

    Savant-Wealth-Management-

    Chicago, IL
    1 day ago
  • $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 pay
    Work at office
    Local area
    Immediate start

    HUB International

    Chicago, IL
    4 days ago
  •  ...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

    Chase

    Chicago, IL
    2 days ago
  • $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 pay
    Temporary work
    Seasonal work
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    14 hours ago

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!