UHNW Wealth Client Service Associate
Windward Recruiting
Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating with various financial experts. Candidates must have a Bachelor's degree in a relevant field and at least 3 years of experience in financial services, with strong analytical and communication skills. A competitive salary and bonus structure is included. #J-18808-Ljbffr
- ...A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative...SuggestedWork at office
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES Organize and prepare materials for regular client meetings Attend and participate in client meetings, prepare...SuggestedWork at office
- Bank of America is seeking a Client Service Associate in Chicago to provide top-notch client service and support to Financial Advisors. The role involves managing client requests, ensuring timely and accurate delivery of materials, and fostering deep client relationships...SuggestedHourly pay
$25 - $44 per hour
...Merrill Wealth Management – Client Service Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products. We offer a collaborative, in‑office culture that values diversity and supports career development. Job Description...SuggestedHourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift- ...Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and...SuggestedWork experience placementWork at officeFlexible hours
$60k - $80k
...OVERVIEW Client Service Associate – Retirement Plans Location: Hybrid At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking...Work at officeLocal area$54.1k - $75.5k
...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and... ...RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment...Full timeWork at office- ...Client Service Associate - Bilingual in Spanish, Portuguese or Mandarin preferred Chicago, Illinois To proceed with your application, you... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...Temporary 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 representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients...Temporary workWork experience placementWork at office$60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week$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- ...Job Title Client Service Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the...Work at office
- ...Job Title Client Service Associate Job Description If you are a collaborative team member, solutions orientated and delivers premier... ...Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...Work at office
$28.75 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly payFull timeTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...Bank of America in Oak Brook seeks a dedicated professional to provide client service support to Financial Advisors. This role focuses on delivering excellent client service by educating clients on various banking offerings, ensuring the accuracy of client materials,...Work at office
- ...Bank of America is seeking a Client Service support member in Chicago. This role involves assisting Financial Advisors and focusing on client needs through excellent service. The ideal candidate will possess financial licenses, a strong work ethic, and a client-first...Hourly payWork at office
$26.5 - $42 per hour
...Job Description This position provides client service support to one or more Financial Advisors (FAs). It supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions for each advisor’s needs. The incumbent is...Hourly paySeasonal workWork from homeShift workDay shift$28.75 - $40 per hour
...Job Description: This job is responsible for providing shared client service support to potentially multiple Financial Advisors who have both short‑term and long‑term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational...Hourly payTemporary workSeasonal workFlexible hoursShift workDay shift$64.5k
...openings available. Role & Responsibilities: As our national Client Service (CS) team expands, we invite recent graduates or early... ...client service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated to delivering on-...Full timePart timeWork experience placementInterim roleSummer workInternshipWork at officeImmediate startRemote workWork from homeHome officeFlexible hours- ...The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage... ...of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO) Know...
$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Work experience placement$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Work experience placement- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- 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...Work at office
$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which provides clearing services to clients... ...& Options, Credit and Rates or FX. As a Client Service Associate within F&O, you will be responsible for managing the day-to-day...
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you...Work at office
- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory...
$60k - $75k
...currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Skokie, IL office. The CSA will join a highly talented team of wealth management and client service professionals that service the investment...Full timeWork at office
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