High-Touch Wealth Client Services Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Client Service Associate in Chicago, IL. In this role, you will provide high-quality service to ultra-high net worth clients and manage daily client transactions. You will work closely with Financial Advisors and operations teams to ensure a seamless client experience. The ideal candidate will have excellent communication skills, the ability to multi-task, and proficiency with Microsoft Office Suite. Previous experience in financial services is preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...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
$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,...Suggested- ...Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...As a Client Service Associate with J.P. Morgan... ...high quality, high touch service to J.P. Morgan...SuggestedWork at office
$46.9k - $70.2k
...for a culture that puts its clients and associates first: a culture where everyone... ...'ll Be Doing The Client Services Associate (Registered)... ...Experience Minimum Required: High School Diploma or equivalent... ...a start-up. We are a global wealth management and investment...SuggestedWork at officeFlexible hours$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees... ...Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive...Work at officeRemote workWork from homeRelocationFlexible hours$69k - $77k
...Role With ImpactAt PlanPILOT, client service is a key part of shaping... ...clients and colleagues. You are highly organized and detail-... ...supporting retirement plans, wealth management, institutional consulting... ...Lead Client Services Associate will be expected to work from...Work at officeLocal area- We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES Organize... ..., tax, family office, or investment with high net-worth families CFP, CPA or MBA a plus Strong...Work at office
$54.1k - $75.5k
...Client Services Associate The Client Services Associate is a developing professional role. This role... ...to own team. Responsibilities: High proficiency of Capital Markets, Bloomberg... ..., Securities Specialists and/or Wealth Team including Advisors, Relationship...Full timeWork at office- JOB DESCRIPTION As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account... ...and Series 63 licenses. Job Responsibilities Provide high quality, high touch service to J.P. Morgan Advisors clients across the...Work at office
- ...Job Title Client Service Associate Job Description If you are a collaborative team member,... ...equal opportunity employer and place a high value on diversity and inclusion at our... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Work at office
$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients...Temporary workWork experience placementWork at office- ...& Responsibilities: • As our national Client Service (CS) team expands, we invite recent graduates... ...a fast-paced environment. • As a CS Associate, you will contribute to a team dedicated... ...industries and forming connections with high-end consulting talent • Career Growth:...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
- ...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 role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and...Work experience placementWork at officeFlexible hours
$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 role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We...Temporary workWork experience placementWork at office$13k - $15k
...CoinFlip Preferred, a personalized over‑the‑counter service that provides investors with custom, white‑glove support... ...Service. Role Overview We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly...Full time- ...Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...of its kind in the world Client Service, Financial Advisor, Client Associate, Solutions Advisor, Associate, Service...
$25 - $44 per hour
Job Description This position provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives... ...client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense...Hourly paySeasonal workRemote workWork from homeShift workDay shift$26.5 - $42 per hour
Job Description This position provides client service support to one or more Financial Advisors (FAs). It supports enterprise strategic objectives... ...an understanding of investment products. Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense...Hourly paySeasonal workWork from homeShift workDay shift$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 wealth through comprehensive financial planning and investment strategies. We’re...Work at officeLocal area- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations... ...and Rates or FX. As a Client Service Associate within F&O, you will be responsible for... ...through honesty, accountability and a high standard of execution Naturally empathetic...
$48k - $65.3k
The 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...Work experience placement- The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization... ...Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-... ...of the KYC/AML process, and promote high-quality portfolio management. Job...
$28.75 - $40 per hour
Job Description: This job is responsible for providing shared client service support to potentially multiple Financial Advisors who have both... ...Oriented Multi-tasking Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:...Hourly payTemporary workSeasonal workFlexible hoursShift workDay shift$39 - $42 per hour
...\* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management... ...time management, organization, customer service, high initiative, team-oriented and high attention to...Hourly payWork at officeLocal areaImmediate start$31.2k - $90k
Morgan-Stanley is seeking a Client Service Associate to deliver exceptional service, supporting Financial Advisors in client interactions. Candidates... ...executing transactions and answering client inquiries. A high school diploma is mandatory, with a college degree preferred...Work at office- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization... ...success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not...
$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id... ...will undergo foundational and functional training in core wealth management concepts and tasks, which will prepare them for placement...H1bFlexible hours$60k - $75k
...currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Skokie, IL office. The CSA will join a highly talented team of wealth management and client service professionals that service the investment...Full timeWork at office
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