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
$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...SuggestedWork at officeWork from homeShift workDay shift- 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...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
$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- 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...SuggestedRemote job3 days per week
$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...SuggestedInterim roleWork at officeFlexible hours- 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...
$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 timeTemporary workPart time$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...$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 officeFlexible hours- 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...
- 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...
- 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...
- 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...
$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 timeTemporary workPart time$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...$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...- ...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...
- ...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 areaShift work
$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 placementWork at officeFlexible hours$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 timeMonday to FridayFlexible hours- ...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
$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 timeTemporary workPart timeWork at office- 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
- ...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...
- ...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...
$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 workWork from home- ...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 timeApprenticeshipSummer workSummer internshipWork at office
- 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...
- ...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...
$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 placementSummer holidayLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Support & Investments Specialist. Be the first to apply!
- customer service associate remote Chicago, IL
- card services representative Chicago, IL
- patient customer service representative Chicago, IL
- participant services representative Chicago, IL
- logistics customer service representative Chicago, IL
- airport customer experience specialist Chicago, IL
- customer success associate Chicago, IL
- international customer service representative Chicago, IL
- medical customer service representative Chicago, IL
- customer service rep part time Chicago, IL


