Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UHNW Client Services Associate — Hybrid Growth & Training

ECG Resources

A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family office services. Responsibilities include acting as the primary point of contact for client communications, managing custody accounts, and supporting advisors with client service. The position offers a hybrid work model, excellent work/life balance, and opportunities for career growth in a non-sales environment. Requires 2+ years of related experience. #J-18808-Ljbffr ECG Resources

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Client Services Associate — Hybrid Growth & Training in Chicago, IL vacancy
  •  ...Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full...  ...comprehensive benefits, Hybrid model: 2 days in office...  ...experience a plus Very open to train public accounting...  ...tax Great potential for growth in a team oriented, non sales... 
    Training
    Work at office

    ECG Resources

    Chicago, IL
    2 days ago
  • NFP Corp is seeking a Client Service Associate II in Chicago to deliver high-quality customer service to private clients and Investment...  ...and proficiency in Microsoft Suite and CRM tools. The role offers a hybrid work model and growth opportunities. #J-18808-Ljbffr NFP Corp
    Suggested

    NFP Corp

    Chicago, IL
    2 days ago
  • $60k - $81k

     ...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting...  ...with ad-hoc projects Assisting in training new Client Service Associates...  ...business/events This role offers a hybrid work model with three days in one of our... 
    Training
    Work at office
    Remote work
    Shift work

    AON

    Chicago, IL
    10 hours ago
  • $18 - $20 per hour

     ...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment...  ...- $20 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that...  ...comprehensive benefits and diverse development training programs that lead to building careers... 
    Training
    Full time
    Temporary work
    Work at office
    Immediate start

    SPS-North America

    Chicago, IL
    2 days ago
  • $55k - $85k

    100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors....  ...experience in the securities industry. The role offers a hybrid workstyle and a competitive salary range of $55,00... 
    Suggested

    100 Raymond James & Associates, Inc.

    Chicago, IL
    10 hours ago
  • $65k - $85k

     ...business management, empowering clients to navigate complexity with...  ...information, visit and The Client Service Associate is responsible for high-...  ...travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in... 
    Training
    Work at office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Chicago, IL
    2 days ago
  • CoinFlip is seeking a highly driven Client Services Associate in Chicago. This role involves building and maintaining strong client relationships...  ...or Finance. Responsibilities include identifying growth opportunities and providing personalized support. The compensation... 
    Base plus commission

    Coinflip-

    Chicago, IL
    2 days ago
  • A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving...  ...excellent perks including substantial bonuses, PTO, and a hybrid work model. #J-18808-Ljbffr Fricke Recruiting

    Fricke Recruiting

    Chicago, IL
    2 days ago
  •  ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize...  ...the candidate's prior experience, demonstrated impact, and future growth potential.
    Work at office

    Windward Recruiting

    Chicago, IL
    2 days ago
  • $43.2k - $64.8k

    Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,... 
    Training

    Northern Trust Corp

    Chicago, IL
    1 day ago
  • $54k - $70k

    Client Servicing Associates are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater's global...  ...collaboration with other internal teams. Assist in training and coaching more junior team members. Required Skills Good... 
    Training
    Work at office

    Clearwater Analytics

    Chicago, IL
    2 days ago
  •  ...is a global financial services company headquartered...  ...cutting‑edge technology and client commitment. IBKR...  ...technology. This is a hybrid role (4 days in the office...  ...ready to support your growth. What You Will Do -...  ...stipend to offset costs associated with traditional gym... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Interactive Brokers

    Chicago, IL
    4 days ago
  • Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical...  ...that has experienced substantial growth across its investor base, product offerings... 
    Work at office
    3 days per week

    Connect Search, LLC

    Chicago, IL
    1 day ago
  • $43.2k - $64.8k

    ## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id...  ...Jumpstart program will undergo foundational and functional training in core wealth management concepts and tasks, which will prepare... 
    Training
    H1b
    Flexible hours

    Northern Trust Corp

    Chicago, IL
    1 day ago
  •  ...this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories...  ...standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative... 
    Work experience placement

    J.P. Morgan

    Chicago, IL
    17 days ago
  • $95k - $110k

    Director, Family Office Client Service Position Summary The Director, Family Office Client Service...  ...Advisors and other Client Service Associates. Prepare meeting materials and Client...  ...for webinars, office‑hours, and advisor training sessions; identify opportunities to... 
    Training
    Work at office

    Cresset

    Chicago, IL
    2 days ago
  • $60k - $70k

     ...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and...  ....com What you'll be doing As a Client Service Associate, you'll play a key role in supporting our...  ...for you to use to invest in your growth and development. *Subject to plan and program... 
    Full time
    Internship

    CIBC

    Chicago, IL
    3 days ago
  •  ...Title Location: Chicago, IL Work Mode: Hybrid Responsibilities Assist in the...  ...efficiency, and deliver exceptional company service. Assist in the preparation of weekly,...  ...and presentations to be delivered to clients. Support the completion of due diligence... 

    Axelon

    Chicago, IL
    4 days ago
  •  ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide...  ...member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you... 
    Work experience placement
    Work at office

    Chase

    Chicago, IL
    1 day ago
  • $28.75 - $40 per hour

     ...management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...impact and contribute to the sustainable growth of our business and the communities we... 
    Hourly pay
    Temporary work
    Seasonal work
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    6 days ago
  • $26.27 - $28.27 per hour

     ...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM... 
    Contract work
    Remote work

    Corps Team

    Chicago, IL
    4 days ago
  • $64.6k - $87.5k

     ...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,...  ...standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative... 
    Work experience placement

    JPMorgan Chase Bank, N.A.

    Chicago, IL
    2 days ago
  •  ...Client Service Associate Primary Location :Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for...  ...companies, exceptionally positioned to advance your career growth. V-Soft Consulting provides equal employment opportunities... 
    Currently hiring
    Local area

    V-Soft Consulting Group

    Chicago, IL
    1 day ago
  • $55k - $85k

     ...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service...  ...events. Actively engages in available training/cross-training and educational and/or...  ...Travel Less than 25% Workstyle Hybrid The total compensation for this... 
    Training
    Work experience placement
    Work at office

    Raymond James Financial

    Chicago, IL
    4 days ago
  • Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional... 
    Contract work

    Corps Team

    Chicago, IL
    2 days ago
  • Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors...  ...with shifting priorities in a fast-paced environment, with hybrid in-person and virtual work options. #J-18808-Ljbffr Fwainvest
    Shift work

    Fwainvest

    Chicago, IL
    3 days ago
  • $39 - $42 per hour

     ...\* 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 providing continuous opportunities for growth and development*.* Join us in taking the first step... 
    Hourly pay
    Work at office
    Local area
    Immediate start

    HUB International

    Chicago, IL
    1 day ago
  • RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate...  ...act as a primary point of contact for clients, and support advisors in providing...  ...mentorship and opportunities for career growth while contributing to clients' financial... 

    RK Partners

    Chicago, IL
    1 day ago
  • $55k - $85k

     ...James is seeking a dynamic Registered Client Service Associate to provide high‑quality administrative...  ...client‑facing events. Participate in training, cross‑training, and professional development...  ...0.00 Travel: Less than 25% Workstyle: Hybrid (combination of in‑office and remote... 
    Training
    Work at office
    Remote work

    100 Raymond James & Associates, Inc.

    Chicago, IL
    10 hours ago
  • $95k - $100k

     ...learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus Benefits: Stellar... 
    Permanent employment
    Full time
    Work experience placement
    Work at office

    Connect Search, LLC

    Chicago, IL
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Client Services Associate — Hybrid Growth & Training. Be the first to apply!