Wealth Management Client Services Lead
Selby Jennings
Selby Jennings is seeking a Client Services Associate in Chicago to support client relationships and investment operations. This role serves as a key coordination point across clients, advisors, and senior management. The ideal candidate will have over 3 years of experience in wealth management and possess exceptional client service skills. You will be responsible for managing client inquiries, coordinating meetings, and maintaining investment accounts while ensuring adherence to regulatory requirements. #J-18808-Ljbffr Selby Jennings
- ...Service Work Group Lead The Service Work Group Lead guides the work group and squad to operate as... ...quality, procedural compliance, resource management and technical service. This... ...delivering exceptional service aligned with Client's "Solution Provider" initiatives and...SuggestedTemporary workWork at officeNight shift
$80.75k - $117k
As a Loan Servicing Associate II at JPMorgan Chase in Chicago, you will manage a portfolio of loans and ensure compliance with standards. Your salary ranges from $80... ...interpreting complex loan documents and liaising with clients and legal teams, leveraging your loan servicing...Suggested- Dormont Manufacturing Co is seeking a Client Servicing Division Lead, responsible for overseeing teams and enhancing client servicing. The ideal candidate will have deep asset management expertise and leadership skills to manage projects and client relationships effectively...Suggested
$100k - $140k
Clearwater Analytics seeks a leader in the Client Servicing Division to manage teams and oversee strategic market initiatives. This role emphasizes deep asset management knowledge and expertise in investment accounting, aiming to build a top-tier client servicing organization...Suggested- ...Client Services Lead New York, NY Built for consumers and companies, alike. In a world driven by data, we believe consumers and businesses... ...presentation and organizational skills, with experience managing multiple high-value priorities in a fast-paced environment....Suggested
- ...data—in exchange for modern financial services. Built with this vision in mind, our platform... ...understanding! About the role As our Client Services Lead - Enterprise Partnerships, you will... .... You will play a pivotal role in managing high-touch relationships, proactively...
$100k - $140k
Job Summary Client Servicing Division Leads take on leadership roles, overseeing teams with a regional or strategic market focus. Their contributions... ...achievements. We are seeking a leader with deep asset management expertise who understands the operational and accounting...Contract workWork at office- Client Services - Insights & Analytics Lead Employment type: Full-time Who is Fetch Founded in 2013, Fetch provides a mobile platform that transforms... ...Client Services Insights & Analytics Lead (CSIA) will manage and support multiple client relationships and lead insight...Full time
- Job Category : Client Services Requisition Number : CLIEN008771 Apply now Posted : March 31, 2026 Full-Time On-site Locations Showing 1 location Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas...Full timeWork at officeWorldwideNight shiftWeekend work
$69k - $77k
PlanPILOT, LLC is seeking a Lead Client Services Associate in Chicago, IL, to enhance retirement outcomes for clients. Your role involves working closely with senior consultants, managing client portfolios, and ensuring high-quality service delivery. Key qualifications...- Insight Global in Chicago is seeking a Client Services Manager to lead the Event Assistant and Coordinator team. This role will ensure seamless operational support for Sales Producers and Production teams while driving service excellence and operational efficiency in a...Work at office
- Dormont Manufacturing Co is seeking a Client Services Lead to manage key advertiser and agency relationships in Chicago, IL. This role involves strategic planning, data activation, and ensuring client success in campaigns. Ideal candidates will have over 5 years of experience...
- Global Experience Specialists, Inc in Chicago is seeking a Client Services Manager to oversee tradeshow production and on-site supervision. This role involves managing shows, collaborating with clients, and ensuring events are budget-compliant. The perfect candidate will...Full time
- A logistics company in La Grange seeks a Client Services specialist to handle client inquiries, resolve issues, and provide team leadership. Candidates should possess a High School Diploma and 3-5 years of client service experience, demonstrating strong problem-solving...Worldwide
$75k - $98k
Vrakas CPAs + Advisors in Chicago is looking for a Client Advisory Services Supervisor to manage client accounting and supervise associates. Candidates should have 3+ years of accounting experience, particularly in public accounting, with strong GAAP knowledge and advanced...$80k - $100k
Opensity Solutions in Chicago is seeking a Senior Site Manager to oversee daily operations and ensure exceptional client service. In this role, you will manage administrative support including copy, print, and receptionist services while supervising all employees at the...- Digital Factory, Inc. is seeking a Vice President of Client Service in Chicago, Illinois. The VP will oversee client relationships... ...include developing client service strategies and managing budget while leading a high-performing team. Preferred qualifications include...
- A leading financial services firm in Chicago is seeking a client-focused professional to serve as a subject matter expert for client queries involving trades and lifecycle events. The ideal candidate will have at least 2 years of experience in financial services, exhibit...Work at office
$146.7k - $335.1k
...Overview The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....- O'Reilly Auto Parts in Oak Park, Illinois, is seeking a Retail Service Specialist to support store management in customer service, sales, and operations. Responsibilities include leading the store team, overseeing customer service levels, and executing store opening and...
$50k - $65k
Quad/Graphics is seeking a Project Manager Client Services to oversee client relationships and manage projects efficiently. The ideal candidate will have at least 2 years of experience in retail marketing or project management. Responsibilities include developing project...$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to help...Work at office$154k - $219k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Senior Managers in our Private Client... ...changes, and lead change effectively; Conduct... ...about legislative changes, wealth transfer techniques, charitable...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$134k - $202k
...impact. As part of our Adoption Services team, you'll play a key role in helping... ...future. As an Adoption Services Lead, you are a senior practitioner and... ...~ Excellent organizational and time-management skills, with proven ability to own multiple...Remote workFlexible hours- ...Client Service Leader – USACE Military Programs Seeking a highly qualified business development professional to lead and expand our Architect‑Engineer (AE) and Construction portfolios with... ...analytics, digital delivery, asset management, automation) as part of client...Work experience placementFor subcontractor
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on... ...extensive experience in wealth management and effectively... ...appropriate JPMorgan Chase wealth services to best meet the... ...About Us Chase is a leading financial services firm,...
- Levy Restaurants seeks a Premium Supervisor Club 3 to monitor food service operations at Ryan Field in Evanston, Illinois. You will ensure production of top-quality products and service, manage inventory, and uphold quality assurance standards. The ideal candidate will...
$25.09 - $27.41 per hour
...do what's right for our clients, people and communities... ...can provide you with a wealth of opportunities to... ...you: As a Tenant Services Coordinator you will provide... ...for support of the management of the building. In... ...one and join us as we lead the industry into the future...Full timeContract workTemporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- S4 Market Data is seeking a Market Data Analyst to oversee client projects and service delivery. The role involves managing inquiries and projects while ensuring timely administrative tasks. The ideal candidate will possess market data management experience, sourcing contracts...Remote job
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States... ...facility capital projects, meet water management objectives, comply with environmental... ...Leader contributes by: Responsibilities Leading business development, client engagement...Temporary workVisa sponsorship
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