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

Wealth Client Support & Investments Specialist

Fairygodboss

J.P. Morgan Chase in Chicago is looking for a dedicated professional to support Advisors’ clients by facilitating operational requests and building strong relationships. This role requires valid licenses and offers a comprehensive benefits package, including health care and financial coaching. If you’re skilled in client management and operational support, this position is for you. Join a team that values diversity and commitment to excellence. #J-18808-Ljbffr Fairygodboss

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Support & Investments Specialist in Chicago, IL vacancy
  • $60k - $96k

     ...Merrill Wealth Management is a leading provider of...  ...wealth management and investment products and services...  ...and Wealth Management Client Associates help clients...  ...Investment Management Specialist is responsible for defining...  ...Advisor Team(s) they support Maintain at least one... 
    Suggested
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    2 days ago
  • At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining...  ...commitment to diversity and inclusion. As an Investment Professional (Licensed, Partially Licensed, or... 
    Suggested
    Work at office
    Local area
    Remote work
    Monday to Friday
    3 days per week

    JPMorgan Chase & Co.

    Chicago, IL
    4 days ago
  • $60k - $96k

    Bank of America is looking for an Investment Management Specialist in Chicago, Illinois, to define investment management philosophies and align client portfolios with their goals. You will partner with advisors and specialists to provide holistic investment solutions.... 
    Suggested

    Bank of America

    Chicago, IL
    14 hours ago
  • JPMorgan Chase & Co. in Chicago is seeking an Investment Professional to assist clients with their brokerage accounts and deliver exceptional client service. The ideal candidate will possess either valid Series 7 and Series 63 licenses or be willing to obtain these within... 
    Suggested
    Remote job
    3 days per week

    JPMorgan Chase & Co.

    Chicago, IL
    14 hours ago
  • $72k - $145k

     ...opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax...  ...in financial planning and investments, with general insight to tax,...  .... Wellness at CLA To support our CLA family members, we focus... 
    Suggested
    Interim role
    Work at office
    Flexible hours

    CliftonLarsonAllen

    Oak Brook, IL
    14 hours ago
  • U.S. Bank in Chicago is seeking a Private Wealth Management Associate to serve as the primary contact for Wealth Management clients. The role involves managing client calls, resolving problems, and identifying compliance issues. The ideal candidate will have an Associate... 

    U.S. Bank

    Chicago, IL
    2 days ago
  • $60k - $115k

    AWM-Personal Wealth Financial Analyst-Chicago Job Description Wealth...  ...Goldman Sachs helps empower clients and customers around the...  ...provide financial planning, investment management, banking and comprehensive...  ...relationship management and support to PWM by monitoring... 
    Full time
    Temporary work
    Part time

    Goldman Sachs Group, Inc.

    Chicago, IL
    14 hours ago
  • $102k - $190k

     ...A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding... 

    Hispanic Alliance for Career Enhancement

    Chicago, IL
    3 hours ago
  • $102k - $208k

    A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within... 
    Work at office
    Flexible hours

    Huntington Bancshares, Inc.

    Chicago, IL
    1 day ago
  • A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing... 

    Goldman Sachs Bank AG

    Chicago, IL
    4 days ago
  • Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in Chicago. In this role, you will provide...  ...and advice to a diverse range of clients, supporting them from initial savings to significant investments. Your responsibilities will include... 

    Fairygodboss

    Chicago, IL
    2 days ago
  • Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree... 

    Judson Group

    Chicago, IL
    4 days ago
  • A financial services firm is seeking a Wealth Advisor to establish a wealth management...  ...Chicago. This role focuses on building client relationships and developing a book of business...  ...client relationships, developing investment strategies, and ensuring compliance. This... 

    Calculated Hire

    Chicago, IL
    14 hours ago
  • $70k - $100k

     ...GSAM) is an opportunity to help clients across the globe realize...  ...expect to participate in exciting investment opportunities while...  ...for pension plans, sovereign wealth funds, insurance companies, endowments...  ...AWM, the Finance group supports each asset management business... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    Chicago, IL
    14 hours ago
  • $78.08k - $117.12k

    A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should... 

    PowerToFly

    Chicago, IL
    3 days ago
  • $164.6k - $288k

    Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration... 

    Northern Trust

    Chicago, IL
    4 days ago
  •  ...we are committed to helping clients, caring for employees, building...  ...clients to offer the best investment solutions while leveraging digital...  ...technology. Responsibilities Support Advisors’ book of business,...  ..., and assisting ongoing wealth planning, referral source management... 

    Fairygodboss

    Chicago, IL
    4 hours ago
  •  ...Investment Platform Specialist (Morgan Money) Executive Director Morgan Institutional...  ...Management Institutional clients released in 2019. The...  ...introduced product features, to support local and regional sales and...  ...J.P. Morgan Asset & Wealth Management delivers industry... 
    Local area
    Shift work

    Chase

    Chicago, IL
    1 day ago
  • $80.8k - $133.4k

     ...Associate Client Investment Officer Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...  ...management of client investment programs. Provide client servicing support as necessary. Review client portfolios daily and identify... 
    Work experience placement
    Work at office
    Flexible hours

    Northern Trust

    Chicago, IL
    3 days ago
  • $52k - $55k

     ...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so...  ...financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.Relationship... 
    Full time
    Monday to Friday
    Flexible hours

    Canadian Imperial Bank of Commerce

    Lincolnwood, IL
    3 hours ago
  •  ...A remote travel support organization seeks a Virtual Travel Support professional to assist clients with their travel needs in a fully remote environment. You will provide guidance and manage travel-related requests, ensuring clients are informed and supported throughout... 
    Remote work

    Remotetravelcareers

    Chicago, IL
    4 days ago
  • $70k - $100k

    Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL...  ...GSAM) is an opportunity to help clients across the globe realize...  ...expect to participate in exciting investment opportunities while...  ...Within AWM, the Finance group supports each asset management business... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    Chicago, IL
    2 days ago
  • A trading and clearing firm seeks a Futures Client Services Specialist in Chicago, IL. This role involves assisting clients with futures and options trading and executing orders. The ideal candidate will have at least 1 year of commodities industry experience, strong analytical... 
    Work at office

    Ironbeam, Inc.

    Chicago, IL
    3 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees...  ...and inclusion. Using a broad investment product and thought...  ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked...  ...marketing, and administrative support to our Private Client Advisors... 

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees...  ...and inclusion. Using a broad investment product and thought...  ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked...  ...marketing, and administrative support to our Private Client Advisors... 

    JPMorganChase

    Chicago, IL
    14 hours ago
  • $44k - $80k

     ..., Geneva Park, Orland Park, Oak Brook, Schaumburg As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented...  ...250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer... 
    Remote work
    Work from home

    Fidelity Investments

    Chicago, IL
    14 hours ago
  •  ...About the division Asset & Wealth Management (AWM) offers students...  ...to helping a diverse global client base—including mutual funds,...  ...financial goals through strategic investment and advisory services. With...  ...retirement, offer financial support for higher education, and... 
    Full time
    Apprenticeship
    Summer work
    Summer internship
    Work at office

    Goldman Sachs Group, Inc.

    Chicago, IL
    14 hours ago
  • Job Description We are seeking an Investment Operations Specialist to support Domestic Trust Operations. This role...  ...processing and asset movement across wealth operations - executing operational...  ...prioritize urgency, accuracy, and client impact. We are a company committed... 

    Insight Global

    Chicago, IL
    2 days ago
  •  ...full cycle of transactional execution, preparing marketing pitches, and working closely with both clients and team members. Candidates should have a background in investment banking or top-tier consulting with strong financial modelling and communication skills. The role... 

    Aumni

    Chicago, IL
    4 days ago
  • $76k - $125.3k

     ...contact for a wide range of clients and colleagues. This is an opportunity...  ..., you can expect plenty of support designed with your own...  ...to client. You will work with specialists in our other areas including...  ...understanding of estate and wealth planning Experience with federal... 
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Chicago, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Support & Investments Specialist. Be the first to apply!