Investment Operations & Client Experience Associate
RK Partners
RK Partners is seeking an Investment Service & Operations professional for a hybrid position based in Downers Grove, IL. The ideal candidate will maintain client records, manage investment processes, and ensure compliance. Applicants should have 2-5+ years of experience, investment licensing, and strong communication skills. Benefits include medical coverage, a 401K plan, and support for additional certifications. #J-18808-Ljbffr RK Partners
$90k
...Position Overview: The Financial Client Service Associate role involves working... ...processing, and operational support. Key Responsibilities... ...such as fund transfers and investment purchases, ensuring accuracy... ...Business, or a related field Experience in a client service role...OperationsFull timeWork at officeNight shift$70k - $85k
Job Title: Financial Client Service Associate Location: Chicago Salary: $70... ...transaction processing, and operational support. Key... ...such as fund transfers and investment purchases, ensuring accuracy... ...Business, or a related field Experience in a client service role within...OperationsFull time- ...financial services firm in Chicago is seeking a Client Services Operations professional. The role involves... ...executing tasks involving client accounts and investments, requiring a bachelor’s degree and 2-3 years of relevant experience. Strong communication skills and a...Operations
- ...Client Service Associate If you are a collaborative team member, solutions... ...advisors, product partners, and operations teams to guarantee a... ...equivalent client service experience preferred Experience with... ...today we are a leader in investment banking, consumer and...OperationsWork at office
$71.3k - $107k
...managing a large portfolio of clients? If so, come join our team... ...support the client's business operations, identifies product/service... ...industry and/or functional experience Understanding of core Treasury... ...today we are a leader in investment banking, consumer and small...OperationsFlexible hours$57 - $67 per hour
...you will apply your skills and experience to help drive business... ...innovative solutions for Accenture's clients, you will work with a highly... ...(F&O) Client Enablement Associate plays a critical role in supporting... ...mindset and the ability to operate in a fast paced trading...OperationsHourly payLive inWork at officeLocal areaRemote workFlexible hours3 days per week- ...Client Onboarding Implementation Associate Embark on a rewarding journey as a Client Onboarding... ...seamless onboarding experiences, build strong client... ...challenge and improve our operating platform, demonstrating... ...mortgages, auto financing, investment advice, small business...OperationsTemporary work
$21.75 - $44.5 per hour
Job Description The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...billing and reporting, leveraging business operations, technology platforms, and process optimization to improve client experience and operational integrity. Own End-to-End...OperationsHourly payContract workWork at officeLocal areaShift work$70k - $80k
...select funds, to help scale their fund operations rapidly and efficiently. Reporting to... ...families, which includes updating portfolio investment schedules, partner equity allocations... ...or Finance related field 1-2 years of experience in a full-time role Strong academic...OperationsFull timeWork at office- ...complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you will support... ...an enhanced client experience to the firm’s valued relationships... ...with the Banker and operational partners, such as Client...OperationsWork experience placementWork at office
$50k - $55k
Client Success Associate (Chicago-Based) Chicago, United States | Posted on 05/13/2026 Salary $50,... ...$55,000 annual salary (depending on experience) Work Experience 1-3 years City Chicago... ...a fast‑moving environment. Comfort operating within collaborative, client‑facing,...OperationsWork experience placementWork at officeLocal areaRemote workWork from homeMonday to Friday$60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners... ...primary point of contact for operational and service needs. You'll... ...with 1+ years relevant experience (including internships).... ...in financial planning and investments, with a desire to grow and...OperationsInternshipWork at officeRemote work2 days per week$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities... ...the Lenox Style Guide Business Operations Responsible for greeting... ...and external clients Education & Experience: ~ High School Diploma Required...OperationsFull timeWork at office$25 per hour
...Client Success Associate Arrive Logistics is a leading transportation and... ...employees with a meaningful work experience and have established an... ...what it takes to deliver operational excellence. As a client... ...supplemental coverage. Invest in your future with our matching...OperationsHourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients... ...partnership with Service Operations, Sales partners, and... ...Analytics & Change Management experience ~ Ability to influence others... ...today we are a leader in investment banking, consumer and...OperationsWork experience placementWork at office
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers... ...advisors, product partners, and operations teams to guarantee a comprehensive and... ...degree or equivalent client service experience preferred Experience with a wide array...OperationsWork at office
$44.17k - $57.63k
...service activities. The role focuses on building customer loyalty and increasing sales to individual clients. Candidates should possess 1-3 years of relevant experience and have strong communication skills. The position offers an annual salary range of $44,170 - $57,630...- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which provides clearing services... ...Rates or FX. As a Client Service Associate within F&O, you will be... ...understanding of operational client experience and issues to provide...Operations
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building... ...assistance, and ensuring a seamless client experience. The Client Support Associate plays a... ...satisfaction and supporting internal operations through effective communication and...OperationsFull time
$60k - $72k
...services - empowering clients to navigate complexity... ...separately registered investment advisers. Summary The Client Service Associate supports advisor teams... ...clients through account operations, onboarding, and... ...field preferred Relevant experience in financial services...OperationsWork at office- ...IT Portfolio Manager Our client, with dual locations in Chicago Illinois and Savannah... ...~ Degree ~ Manufacturing industry experience required ~ PMP certified or other equivalent... ...0+ years work experience in consulting, operations and/or IT with an emphasis on Project...OperationsFor contractorsWork experience placement
- RK Partners is seeking an Investment Operations specialist in Chicago, IL. The role involves supporting the firm's Investment Specialist with operational duties, managing client experience, and collaboration with Registered Representatives. Key competencies include strong...OperationsWork at officeMonday to Friday
- ...makes sure that high-impact client stories show up in the right... ...has an appetite for learning. Experience in a large corporate... ...opportunities to improve program operations. Key outcomes are delivering... ...today we are a leader in investment banking, consumer and small...OperationsFull timeWork at office
- Northern Trust Corp is hiring a GFO Associate Client Investment Officer in Chicago, IL. This role involves providing support in investment management... ...a college degree and preferably 3 to 5 years of related experience. A comprehensive benefits package and a commitment to a...Flexible hours
$95k - $110k
A leading global real estate investment manager is seeking a Community Manager to oversee daily operations at their property in Chicago, IL. This role requires a minimum of two years of relevant experience and skills in financial management, customer service, and team...Operations$500 per month
...Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (... ...involving firm accounts and investments, Client Service,... ...2-3 years of relevant experience in a service role Positive... ...Accountants, Trading Associates, Client Service Specialists...OperationsWork at officeRemote work- ...Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and... ...an optimal client implementation and/or transition experience. Manages multiple facets of the sales process including...
$70k
Asset Management - Internal Client Advisor - Associate Chicago, IL, United States Job Information Job... ...implementation and/or transition experience. Manages multiple facets of the sales... ...track record of success in selling Investment Management and/or Retirement plans and...Full time$80k - $130k
...career opportunity for a Senior Associate to join the Hospitality team in our Client Accounting Advisory practice.... ...client work and/or practice operations. Build and maintain positive... ...+ year of Hospitality industry experience. ~ Proven ability to drive and...OperationsFor contractorsWork at officeRemote workFlexible hours- ...a specialized advisor to support the management team and enhance the customer experience. The role involves assisting floor staff, driving sales performance, and maintaining store operations. Candidates should have at least one year of retail experience, strong communication...OperationsPart timeAfternoon shift
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