Client Services & Relationship Associate
Fwainvest
Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms. The role requires effective communication, organization, and the ability to manage multiple tasks with shifting priorities in a fast-paced environment, with hybrid in-person and virtual work options. #J-18808-Ljbffr Fwainvest
- Connect Search, LLC is seeking a Client Services Associate for its Investment Services team in Chicago. The role involves managing investor... ...onboarding, and enhancing the client experience through strong relationship management. This is an ideal position for candidates with...Suggested
- A leading financial institution is seeking a Client Service Associate to manage client relationships and deliver tailored solutions. The role involves collaboration with internal teams and continuous improvement of services. Candidates should have at least 3 years of client...SuggestedFull time
- Client Relationship Specialist (Chicago, IL/Naperville, IL - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot... ...clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we...SuggestedFull timeContract workWork experience placementWork at officeLocal areaFlexible hours
$100k - $120k
...professionals in the financial services industry. Located in Chicago... ...Senior Enterprise Services Associate will develop an in-depth... ...operations to best serve our clients. You will be responsible for... ...Associate will support large client relationships, serving as the primary...SuggestedTemporary workCasual workWork at officeWork from homeFlexible hours- A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills...Suggested
$124.36k - $146.3k
...aligns with their experience.We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on... ...regulations. Acting as a trusted financial services partner and primary point of contact, the RM proactively...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$164.4k - $285.6k
...ServiceThis role is responsible for driving growth and deepening client relationships within the retail fuel and convenience industry targeting... ..., written and fully executed agency agreement contract for service to submit resumes.SummaryLocation: Chicago, IL, USA; Atlanta...Full timeContract workPart timeLocal area$122.4k - $228k
...business development and management of key client relationships. Maintains an outstanding and... ...financial solutions and ensuring exceptional service and partnership.Structures deals,... ...Qualifiable role, Credit Qualifications and associated credit knowledge and skills according...Full timeContract workPart timeWork experience placementLocal areaShift work- ...in innovative wealth management, asset servicing, asset management and banking services,... ...we call partners, and to provide to our clients and the communities we serve worldwide.... ...and exceptional service. Client Relationship Manager, Hedge Fund ServicesNorthern Trust...Full timeH1bWork at officeWorldwideFlexible hours
$87.36k - $131.04k
...acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an... ...for all current and prospective clients. Individuals in this role are Subject Matter... ...to the appropriate products and services that fit their needs and grow both the...Full time$24 - $28 per hour
...legally bound to act in our clients' best interests — always.*... ...metrics – including size, growth, service quality, technology,... ...: The Service Operations Associate I is a critical operational... ...designed to complement the Relationship Manager (RM) function by handling...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Our client, an investment management firm in the western suburbs, is searching for a Client Services Associate. This person will work closely with the marketing and investment teams... ...client reporting systems and ongoing relationship management processes of a well-established...Work at office
- Join to apply for the Client Service Associate role at JPMorganChase 19 hours ago Be among the first 25 applicants Join to apply for the Client... .... As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions...Full timeContract workWork experience placementWork at officeRemote work
$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net... ...approach. Position Summary & Overall Purpose: Supports the Relationship Manager by scheduling and coordinating activities and...Full timeWork at office- A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal...
- We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point... ...service requests and inquiries. Maintain strong client relationships through timely, professional communication. Assist with...Work at office
- JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial...
- ...Advisors’ primary goal is to serve our clients, one another, and our communities. We... ...well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta... ...player who values building positive relationships with clients and colleagues. Detail-...Work at officeLocal area
- Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions...
- Fairygodboss is hiring a Financial Advisor in Oak Brook, Illinois. This role focuses on building client relationships and delivering personalized investment solutions. Candidates must have at least 2 years of experience, a valid Series 7 and Series 66 license, and demonstrate...
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional... ...teams, and senior business leaders. This role combines relationship management, onboarding coordination, operational support,...Work at office3 days per week
- Company: tastyfx Role: Client Relationship Representative Location: Chicago, IL As a Client Relationship Representative, you will work closely... ...interest in economic and market events Strong customer service and client engagement skills Strong communication skills, both...Work at office
- Chase is seeking a Branch Banking Banker to actively manage client relationships using an advice-based approach, ensuring clients receive the best products for their needs. The role requires compliance with regulatory standards and potential licensing requirements (SIE...
- Client Services Associate Client Services This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities Own relationships with 15+ client accounts Collaborate with client to understand pain points, determine AI use cases, define requirements...Full timeRemote work
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement... ...and effective in building rapport and fostering relationships Delivers outstanding customer service with a client-focused...Work at officeRemote workShift work$80k - $130k
...of the nation’s top professional services firms, CohnReznick creates rewarding... ...with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks,... ...exciting career opportunity for a Senior Associate to join our Transaction Advisory...Work at officeLocal areaRemote workFlexible hours$44k - $52k
At Scene we focus on making sure our clients get the best results as the given experience they acquire,... ...important for our company. Job Description The Client Relationship Representative will deliver outstanding customer service to both our internal and external customer base....$29.9k - $41.15k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading... ...and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not...Full timePart timeWork at officeHome office- ...Client Service Associate Join JPMorganChase's Trade & Working Capital Client Service organization and help deliver an exceptional client... ...client needs. This role offers the opportunity to build client relationship skills, develop product knowledge over time, and learn the...Work experience placement
$64.1k - $88.1k
...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading... ...manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Relationship Associate. Be the first to apply!
- registered client associate Chicago, IL
- client account associate Chicago, IL
- client relationship associate Chicago, IL
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client services associate Chicago, IL
- client success associate Chicago, IL
- environmental services attendant Chicago, IL
- public service officer Chicago, IL
- environmental service worker Chicago, IL


