Wealth Client Relations Specialist
$34.32k - $90kMorgan Stanley
A leading financial services firm is seeking a Registered Client Relationship Analyst in Chicago, IL. This role involves providing exceptional client service and supporting Financial Advisors and Wealth Advisors in managing relationships and transactions. Candidates should have strong interpersonal skills and previous experience in the financial industry. The salary range for this position is $34,320 - $90,000 per year, with comprehensive benefits and opportunities for growth. #J-18808-Ljbffr
- ...Morgan Stanley is seeking a Client Relationship Analyst in the United States. The role focuses on delivering outstanding client service, supporting Financial Advisors, and handling administrative tasks to maintain client relationships and efficient operations. Candidates...Suggested
- Seeking a dedicated Customer Relations Specialist to manage client accounts in a dynamic manufacturing setting. This role will involve fostering strong customer connections, facilitating commercial activities, and collaborating closely with internal teams to ensure successful...SuggestedContract work
- ...entities throughout Illinois. We are committed to building strong client relationships, delivering exceptional service, and providing... ..., creative, and relationship-focused Marketing & Client Relations Specialist to join our team. This role is ideal for a marketing...SuggestedFull timeWork at office
$85.9k - $145.9k
...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset... ...we call partners, and to provide to our clients and the communities we serve worldwide. With... ..., client servicing, account opening, or related financial services operations.Working knowledge...SuggestedFull timeH1bWork at officeWorldwideFlexible hours- ...Cater Minnis - State Farm Agent in Chicago seeks an Account Representative to grow the agency through proactive customer relations and cross-selling insurance products. You will serve as a liaison between customers and departments, delivering friendly service and timely...SuggestedFlexible hours
$90k - $120k
...The Company YCharts empowers wealth managers to make smarter... ...research, proposal generation, and client communication tools that... ...seeking a Product Marketing Specialist, Wealth Management who knows... ...product marketing or closely related go- to- market experience, including...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- ...Andrea Aslanides - State Farm Agent is seeking a Customer Relations Representative to enhance client relations and contribute to the agency's success in Chicago, Illinois. The role involves establishing important customer connections and ensuring prompt service related...Flexible hours
$21 - $24.5 per hour
...processing, vendor management, check requests, purchase order compliance and expense reimbursement. Job Summary The Client Relations Specialist (CRS) is responsible for resolving inbound calls, chats, emails, and ServiceNow requests from customers, including third...Hourly payFor contractorsWork experience placementWork at officeRemote workHome office- ...Squarely LLC seeks a polished Client Relations Associate in Chicago to handle inbound calls and front-desk coverage. You will be the first point of contact for clients, prospects, and callers, delivering warm, professional service in a fully in-office role. The position...Work at officeRemote work
- ...and you want your work to directly improve client and advisor experiences. In this role,... ...Associate, Service Desktop in the JPMorganChase Wealth Management Service Desktop team, you will... ...management, business analysis, or related product delivery experienceExperience translating...
- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets...
$100k - $125k
...About Cresset Cresset is a firm built by clients, for clients. As an independent, award-... ...investment firm, we are reimagining the way wealth is experienced. Our purpose is to help... ...client subscription and redemption documents related to alternative investments Manage...Full timeTemporary workWork at officeLocal area$80k - $125k
...Family Office is an independent fiduciary wealth management firm with offices in Chicago... ...to the fiduciary standard and prioritizes client interests. The team has over four decades... ...Finance, Accounting, Economics, Business, or a related field; progress toward or interest in CFP...Full timeWork at office$80k - $100k
...About Cresset Cresset is a firm built by clients, for clients. As an independent, award-... ...investment firm, we are reimagining the way wealth is experienced. Our purpose is to help... ...beneficiary updates, trust accounts, and related requests) Coordinate cash movements, distributions...Full timeTemporary workWork at officeLocal area$215k
...Private Wealth Associate (2 - 5 Yrs Exp) $215000 - $440000 per year | Chicago, IL | On-... ...Permanent Sophisticated Estate Work. Direct Client Exposure. A bit about us: We are a... ...and revise estate planning documents and related materials Support client engagements...Permanent employmentPrivate practiceLocal area$100k - $125k
...Cresset \n Cresset is a firm built by clients, for clients. As an independent, award-winning... ...firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure... ...subscription and redemption documents related to alternative investments \n Manage client...Full timeTemporary workWork at officeLocal area$137.4k - $240.4k
...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset... ...we call partners, and to provide to our clients and the communities we serve worldwide. With... ..., consulting, analytics, FP&A, or related fields- Strong financial modeling and analytical...Full timeH1bWork at officeWork from homeWorldwideFlexible hours$31 - $38 per hour
...and service. With a growing footprint in Wealth Management, we’re seeking to hire a Wealth... ...administrative, operational, and client service support to Wealth Advisors and the... ...Bachelor’s degree in finance, economics or a related field ~ Excellent analytical skills and...Hourly payTemporary workWork at office- ...HYBRID opportunity in Chicago market (open to relocation in surrounding markets)- Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-...Immediate startRelocation
$100k - $120k
...solutions for institutional and intermediary clients, including domestic, international, and... ...is seeking an Associate, Institutional Relations. The position’s objectives are to work... ...Corient is one of the fastest-growing wealth management platforms in the United States...Permanent employmentTemporary workWork at officeFlexible hours- About the job Customer Relations Specialist Overview We are looking for a Customer Service Representative to assist clients with planning and booking travel while providing excellent support throughout the process. This role focuses on helping clients explore options,...Remote workFlexible hours
$110k - $160k
...Cresset is a firm built by clients, for clients. As an independent... ..., we are reimagining the way wealth is experienced. Our purpose is... ...\n The Client Transition Specialist is a highly visible role within... ...degree in Business, Finance, or a related field or equivalent industry...Shorter hoursFull timeTemporary workWork at officeLocal area$44k - $52k
...Scene Events in Chicago is seeking a Client Relationship Representative to provide exceptional customer service. You will be responsible for maintaining relationships with clients while educating them about our products and services and helping them achieve efficiency...$55k - $60k
...Job Description Position: Client Solutions Specialist (Participant Advancement Specialist) - WIOA Department... ...to upskilling opportunities related to available jobs in the marketplace.... ...finances. We must address the racial wealth gap and social inequality. The United...Full timeTemporary workSelf employmentMonday to FridayWeekend workAfternoon shift- ...Armando Guzman is seeking a Customer Relations Representative - State Farm Agent Team Member in Cicero, Illinois. This role is crucial in fostering client relationships and serving as a link between customer needs and the agency. The ideal candidate should possess strong...Flexible hours
$135k - $150k
...managing and growing the firm’s private wealth distribution relationships. The Strategic... ...building partnerships across Tier 1 and Tier 2 client firms, with additional responsibilities... ...required, preferably in a business-related field and advanced business degree is valued...Full timeTemporary workWork at officeLocal areaFlexible hours- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
$8,750 per month
...disabilities. Please tell us if you require a reasonable accommodation to apply for a job, interview for a job, or for any other activity related to the hiring process. Examples of reasonable accommodation include, but are not limited to, making a change to the application...Permanent employmentFull timeTemporary workPart timeApprenticeshipH1bWork at officeMonday to FridayFlexible hoursNight shift1 day per week$90k - $100k
...Client Services Specialist Office - Chicago DriveWealth is on a mission to make investing easier... ...markets should not be limited by geography, wealth, or legacy systems. We are a global B2... ...point for complex inquiries related to the API-based investing platform. Success...Work at officeRemote workWorldwideWeekend work
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