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
- We are seeking a licensed, client-focused professional to serve as the primary point... ...to detail. The Registered Client Experience Associate will manage investor and creator communications... ..., while also helping scale support operations through chatbot development, automated...OperationsTemporary workWork at office
- ...seeking a proactive and data-driven Customer Experience Specialist with problem-solving skills... ...company's frontline representative, operating with empathy and exercising a rich... ...background check, and dually register as an Associated Person of the GigaStar Market funding...OperationsRemote workVisa sponsorshipWork visaFlexible hours
$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
$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$25 per hour
...employees with a meaningful work experience and have established an award-winning... ...of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the... ...disability, and supplemental coverage. Invest in your future with our matching...OperationsHourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package$100k - $110k
...Our client, a rapidly growing independent wealth management firm... ...seeking a Client Services Associate to support their CEO/Managing... ...service requests, maintaining operational processes, and assisting... ...ensure an exceptional client experience and consistent execution Collaborate...- Weber Shandwick in Chicago is seeking a Senior Associate to support multi-channel campaigns for iconic brands in the food, CPG, and lifestyle sectors. This role requires 3-4 years of consumer PR experience, as well as excellent communication and teamwork abilities. The...
- ...Provides processing, operational, and administrative support to Investment Relationship Managers of... ...colleagues, stakeholders, and clients. Demonstrate... ...of investment industry experience preferred - FINRA SIE,... ...policies, procedures, and all associated regulatory requirements...Operations
$59k - $77k
...financial needs of private clients, including high net worth individuals... ...four companies, Wintrust Investments LLC, Wintrust Private Trust,... ...response. Work with Operations team to process client cash... ...initiatives that enhance the client experience. Coordinate new client...OperationsTemporary workFlexible hours- ...important people decisions. We help clients build better workplaces,... ...1 year directly applicable experience. Proficiency in Microsoft... ...basic math skills. Preferred: Associate's degree, professional... ...impose an undue hardship on the operation of our business. Arthur J...OperationsLive outWork at officeLocal areaFlexible hours
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL... ...investor base, product offerings, and operational platform. The firm is known for... ..., process improvement, and client experience initiatives, creating significant...OperationsWork at office3 days per week
- ...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
$70k - $80k
...select funds, to help scale their fund operations rapidly and efficiently. Essential Functions... ..., 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$80.75k - $130k
...most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment... ...deliver an enhanced client experience to the firm's valued... ...Coordinate 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$26.27 - $28.27 per hour
...Client Service Associate – Fixed Income Our client, a large financial services... ...and supports Registered Investment Advisor (RIA) firms,... ...delivering a seamless client experience across onboarding, account... ...Coordinate with Legal, Operations, and Trading teams to execute...OperationsContract workRemote work$46.9k - $70.2k
...for a culture that puts its clients and associates first: a culture where... ...branch office. Perform operational or administrative functions... ...may not discuss products or investments beyond a point that the... ...etiquette. Education & Experience Minimum Required: High...OperationsWork at officeFlexible hours- ...Client Service Associate - Bilingual Spanish, Portuguese or Mandarin preferred... ...wealth management and investment products and services for... ...perspectives, ideas, and experiences, helping to create a work... ...enterprise strategic objectives, operational excellence goals, and...OperationsTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$87.36k - $131.04k
## Client Experience Associate SAFE ACT, Assistant Vice PresidentApplyremote type: Hybridlocations: Chicago Illinois United Statestime type: Full... ...processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated...Full time- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed... ...with advisors, product partners and operations teams to deliver a seamless and... ...degree or equivalent client service experience preferred Experience with a wide array...OperationsWork at office
- Client Service Specialist Location: Las Vegas, NV Hours: 8:30 AM - 5:00 PM, Monday-Friday... ...about delivering an exceptional client experience, this role may be right for you. What... ...administrative expertise, client service, and operational support. Be the first point of contact...OperationsFull timeWork at officeMonday to Friday
- 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
$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for... ...and Wealth Management Client Associates help clients pursue the... ...unique perspectives, ideas, and experiences, helping to create a work... ...strategic objectives, operational excellence goals, and client...OperationsHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- The Commercial Banking Client On-boarding (CBCO) Know Your Customer... .... As a Client Service Associate within the Commercial Banking... ...partner with Bankers and AML/KYC Operations to ensure client records are... ...an exceptional client experience Ensure timely completion of...Operations
- ...cutting‑edge technology and client commitment. IBKR affiliates... ...clients to make the most of their investments. About Your Team We are... ...to ensure seamless client experiences. Responsibilities Investigation... ...platforms, exchange operations and regulations Excellent product...OperationsWork at officeLocal areaWorldwide
$80k - $90k
Client Service Associate, Aaron Wealth Advisors We are seeking an experienced... ...delivers a white‑glove client experience and serves as relationship... ...for complex client and operational workflows to join our... ...premier independent Registered Investment Advisor (RIA) and national...OperationsFull timeWork at officeLocal area- JOB DESCRIPTION As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact... ..., Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products. This position...OperationsWork at office
- ...that enable employees at our client companies to thrive throughout... ...Summary The Client Manager Associate (CMA) is in training to be responsible... ...Execute on all Strategies - Operating Effectiveness Partner with... ...or equivalent business experience required Experience in the employee...OperationsTemporary workWork at officeLocal areaWorldwideHome officeFlexible hours
$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type... ...institution that has been in continuous operation since 1889.Northern Trust is proud to... .... With more than 130 years of financial experience and over 22,000 partners, we serve the world...OperationsH1bFlexible hours
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