Client Service Associate - Deposit Banking & Series 7/63
慨正橡扯
慨正橡扯 (J.P. Morgan Advisors) is hiring a Client Service Associate in Chicago, IL. This role serves as the main contact for clients, focusing on deposit account services and building strong client relationships. The associate will work closely with financial advisors and internal teams to ensure excellent service delivery. Qualifications include strong communication skills, the ability to work under pressure, and proficiency in Microsoft Office. An opportunity to obtain industry licenses is available. The company offers a comprehensive benefits package. #J-18808-Ljbffr 慨正橡扯
- ...U.S. Private Bank - Client Service Associate Chicago, IL, United States If you are a collaborative team member, solutions orientated and delivers... ..., and skills FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed...SuggestedWork at office
- ...and wealth management. Its clients include institutions,... ...retirement products and services, brokerage and banking services including trusts... ...estates, loans, mortgages and deposits. Job Summary As a part... ...within the first 90 days Series 7; Series 63 (or 66) Preferred qualifications...Deposits
- ...and wealth management. Its clients include institutions,... ...retirement products and services, brokerage and banking services including trusts... ...estates, loans, mortgages and deposits. Job Summary As a... ...within the first 90 days Series 7; Series 63 (or 66) Preferred qualifications...Deposits
- ...background check, and dually register as an Associated Person of the GigaStar Market... .... The candidate must also hold a Series 7 license and a Series 63 license. These requirements are non... ...operations for all GigaStar products and services Identify technical and strategic...SuggestedRemote workVisa sponsorshipWork visaFlexible hours
- JOB DESCRIPTION As a Client Service Associate with J.P. Morgan Advisors, you... ...point of contact for all deposit account service-related... ...offers the option to obtain Series 7 and Series 63 licenses. Job... ...Financial services and/or banking industry experience 1-3...DepositsWork at office
- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed... ...Associate within the Private Bank Global Families Group at JP Morgan you... ...FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position;...Work at office
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the... ...meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you...Work experience placement
$28.75 - $40 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...investment insights of Merrill coupled with the banking convenience of Bank of America....Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$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... ...primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within...Temporary workWork experience placementWork at office- The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage with... ...Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO)...
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...and the goals of the bank, while fostering a culture... ...A valid and active Series 7 A valid and active Series 66 (63/65) license is required... ...AGENCY NOT A DEPOSIT OR OTHER OBLIGATION...Deposits
- ...Management - Private Client Advisor Location:... ...exceptional customer service. As a Private... ...confident and comfortable banking on their own terms.... ...Valid and active Series 7 license. Valid... ...active Series 66 (or 63/65) license required... ...agency, not a deposit or other obligation...Deposits
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...and the goals of the bank, while fostering a... ...A valid and active Series 7 A valid and active Series 66 (63/65) license is required... ...AGENCY NOT A DEPOSIT OR OTHER OBLIGATION...Deposits
- Bank of America is seeking a skilled client service professional in Chicago, Illinois. This role focuses on supporting multiple Financial Advisors by providing exceptional client service and ensuring operational excellence. Candidates should have at least one year in client...
- ...for helping our clients, taking care of... ...customer service while maintaining... ...Client Investment Associate in J.P. Morgan... ...valid and active Series 7 license is... ...active Series 66 (63/65), and Life... ...AGENCY NOT A DEPOSIT OR OTHER OBLIGATION... ...JPMORGAN CHASE BANK, N.A. OR ANY OF...Deposits
$47.52k
...Management - Private Client Advisor - Chicago O... ...& Community Banking Posting Date: 2025... ...extraordinary customer service while maintaining a... ...A valid and active Series 7. A valid and active Series 66 (or 63/65) license is required... ...AGENCY NOT A DEPOSIT OR OTHER OBLIGATION...DepositsFull time- ...for helping our clients, taking care of... ...customer service while maintaining... ...Client Investment Associate in J.P. Morgan... ...valid and active Series 7 license is... ...active Series 66 (63/65), and Life... ...government agency Not a deposit or other... ...JPMorgan Chase Bank, N.A. or any of...Deposits
$25 - $44 per hour
...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Merrill coupled with the banking convenience of Bank of... ...Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Hourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...management and investment products and services, seeks a Client Service Associate to support Financial Advisors... ...and educate clients on the bank’s service and banking offerings... ...Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted in lieu of 66)...Hourly payWork experience placementSeasonal workWork at officeShift workDay shift$71.3k - $107k
Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for... ...resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address...Flexible hours- ...shape the future of client service for high‑net‑worth families... ...in the U.S. Private Bank. As the Head of U.S.... ..., Client Service Associates, and support teams),... ...Industry Essentials, Series 7, Series 63 and Series 24 licenses... .... Products include: deposits, banking, brokerage,...DepositsLocal area
$25 - $44 per hour
...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...Merrill coupled with the banking convenience of Bank of America... ...Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of...Hourly payFull timeWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$90k - $150k
...serve. As a C&I B Associate Relationship... ...'s Corporate Banking organization,... ...and/or existing clients. May assist in... ...to client servicing and product‑related... ...secure SIE, 7, 79, and 63 licenses... ...Healthcare - SIE, Series 52 & 63 (79 optional... ...the Federal Deposit Insurance Act...DepositsFull timeTemporary workWork at office$80.75k - $130k
...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you... ...with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC)...Work experience placementWork at office$67.5k - $111.5k
...Sr. Account Manager, Banking page is loaded## Sr. Account... ...innovative financial services and guidance to the... ...world’s most sophisticated clients using leading... ...the Operations team on deposit related transaction processing... ...Management relationships.## ## 7. Develops clear...DepositsWork at officeFlexible hours$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$70k - $90k
...seeking an experienced FINRA Series 7 Registered Representative with... ...and transactions, supporting clients with every aspect of their retirement... ...As a key member of our client service team, you will be the front... ...Active FINRA Series 7 and 63 Licenses required. Minimum 1...Remote workFlexible hoursNight shift$28.75 - $40 per hour
Overview This role provides shared client service support to potentially multiple Financial Advisors, serving as the primary point of contact... ...Provide excellent client service by educating clients on all bank service and banking offerings. Ensure timeliness, accuracy,...Hourly paySeasonal workFlexible hoursShift workDay shift- ...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Merrill coupled with the banking convenience of Bank of... ...Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
- ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...Merrill coupled with the banking convenience of Bank of America... ...Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
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