Client Services Associate — Investment & Client Relations
$54k - $70kClearwater Analytics
Clearwater Analytics is looking for Client Servicing Associates to provide exceptional support and maintain strong client relationships. You will manage inquiries related to investment accounting and deliver accurate financial information promptly. The ideal candidate will have a Bachelor's degree in Accounting or Finance, with at least 1 year of relevant experience. This role offers a salary range of $54,000 to $70,000 depending on experience and location. Benefits include health insurance, 401(k), PTO, and more. #J-18808-Ljbffr Clearwater Analytics
- ...orientated and delivers premier client service, J.P. Morgan is the place... ...you! As a Client Service Associate within the U.S. Private Bank... ...contact for all service-related needs of a Private Banking client... ...today we are a leader in investment banking, consumer and small...SuggestedWork at office
- A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving client accounts and investments, requiring a bachelor’s degree and 2-3 years of relevant experience. Strong communication...Suggested
$48k - $65.3k
Teachers Insurance and Annuity Association of America is seeking a Client Service Associate to support the onboarding of new client accounts and deliver reports to institutional clients. You will collaborate closely with business partners, ensuring an exceptional client...Suggested$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking... ...Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors... ...Handle cash flow requests and related processing Maintain accurate client...SuggestedContract workRemote work$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... .... Bachelor's Degree in a related field Knowledge of investment and...SuggestedHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$55k - $85k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service... ...Monitors available cash awaiting investment, including running weekly cash and cash... ...or more years securities industry or related work experience preferred, or an equivalent...Work experience placementWork at office$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment... ...on skills, experience, and other job-related factors. Use of Artificial... ...region and globally. SPS is committed to investing in the professional development of our...Full timeTemporary workWork at officeImmediate start$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations... ...servicing, internal projects, and client-related projects. Responsibilities include:...Work at officeRemote workShift work- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by... ...asset transfers, wires, gifting, and investment trading activities Coordinate account... ...2 days in office Requires 2+ years' related experience. Income tax experience a plus...Work at office
$54k - $70k
Client Servicing Associates are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between...Work at office- ...is a global financial services company headquartered... ...cutting‑edge technology and client commitment. IBKR... ...make the most of their investments. Barron’s has recognized... ...business, STEM, or a related field preferred.... ...stipend to offset costs associated with traditional gym and...Temporary workWork at officeRemote workFlexible hours
- ...primary goal is to serve our clients, one another, and our... ...just managing our clients’ investments, offering truly in-depth financial... ...are looking to add a Client Service Associate for Private Funds to our team... ...for client service matters related to private funds (subscriptions...Work at officeLocal area
$46.9k - $70.2k
...for a culture that puts its clients and associates first: a culture where... ...'ll Be Doing The Client Services Associate (Registered) assists... ...Perform clerical functions related to opening client accounts... ...may not discuss products or investments beyond a point that the discussion...Work at officeFlexible hours- A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family... ...for career growth in a non-sales environment. Requires 2+ years of related experience. #J-18808-Ljbffr ECG ResourcesWork at office
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits... ..., compliance, legal, technology, and investor relations. Key Responsibilities Client & Relationship Management...Work at office3 days per week
$65k - $85k
...business management, empowering clients to navigate complexity with... ..., visit and The Client Service Associate is responsible for high-... ...communication to private clients, Investment Consultants, custodians, and... ...projects, and client-related projects. The Client Service...Work at officeLocal areaRemote workShift work$95k - $100k
...compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full... ...), preparation of alternative investment paperwork including processing fundings... ...0.00-$90,000.00 2 weeks ago Resident Relations Specialist- Chicago IL Office...Permanent employmentFull timeWork experience placementWork at office$75k - $85k
Senior Client Services Associate - Chicago, IL About the Job The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client... ...departments, and firm leaders. Performing other job-related duties as assigned by your manager and working closely with...Full timeWork at office$60k - $85k
## Lead Client Servicing AssociateApplylocations: Office - Chicagotime type: Full timeposted on: Posted Yesterdayjob requisition id: R11877... ...Do:*** Proactive break resolution - 3rd party communication related to break resolution.* Review of Daily and Monthly activities*...Work at office- William Blair is seeking an Associate I - Client Relations to provide professional client service. This role involves learning from team members to complete tasks effectively, respond to client inquiries, and ensure compliance with company policies. The ideal candidate...
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the... .... You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate...Work at office
- ...this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...Work experience placement
- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of... ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
$70k - $85k
Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment... ..., such as fund transfers and investment purchases, ensuring accuracy and compliance... ...’s degree in Finance, Business, or a related field Experience in a client service...Full time$95k - $110k
Director, Family Office Client Service Position Summary The Director,... ...Advisors and other Client Service Associates. Prepare meeting materials... ...update Salesforce records related to PPLI accounts; coordinate... ...commitments to private investment opportunities within the PPLI...Work at office- ...Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Your Responsibilities...
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...
- ...The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word Client Service, Registered...
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...Work experience placementWork at office
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