Wealth Management Client Advocate
$25 - $44 per hourNational Black MBA Association
The National Black MBA Association in Oak Brook, IL, is looking for a dedicated Client Service Support individual. You will serve as the primary contact for clients, providing top-notch service aligned with operational excellence goals. The ideal candidate should demonstrate enthusiasm, possess strong client management skills, and be comfortable in a fast-paced environment. The role includes a pay range of $25.00 - $44.00 per hour based on experience and skill set, along with industry-leading benefits. #J-18808-Ljbffr National Black MBA Association
$25 - $44 per hour
...Job Overview Provide client service support to multiple Financial Advisors (FAs) within Merrill Wealth Management, serving as the primary point of contact for client and FA service needs, promoting banking solutions, and upholding operational excellence. Responsibilities...SuggestedHourly paySeasonal workWork from homeShift workDay shift$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact... ...to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships by...SuggestedHourly paySeasonal workWork from homeShift workDay shift- UBS is seeking a Client Associate in Chicago, IL, to support wealth management services for high net worth clients. You'll be vital in maintaining client information, preparing reports, and organizing marketing events. The ideal candidate should have client service experience...SuggestedWork at office
$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
Job Overview Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring...SuggestedHourly payWork experience placementSeasonal workWork at officeShift workDay shift- BBG Ventures, LLC is seeking a Client Operations & Financial Planning Associate in Elmhurst, Illinois. This role focuses on providing... ...documentation. Ideal candidates will have experience in wealth management and possess strong organizational skills. The position involves...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Advocate Sepire is a marketing services and communications distribution company specializing in complex, compliance-driven solutions... ...ensures day-to-day success and long-term satisfaction by managing projects, anticipating client needs, resolving issues, and coordinating...Work at officeRemote work
$195k - $235k
Description The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you are client-centric...Temporary workLocal areaFlexible hours$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,...- Overview 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...Work at office
- U.S. Bank is seeking a Private Wealth Management Client Service Team Associate in Chicago, Illinois. This role serves as the primary contact for Wealth Management clients, handling day-to-day client interactions and transactions confidently. The ideal candidate will possess...
- Ritholtz Wealth Management is looking for a Client Service Associate in Chicago to enhance client relationships through excellent service and support. The role requires a minimum of 1 year of experience in a wealth management firm and strong communication skills. This hybrid...
$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...Work at office- ...Overview At J.P. Morgan Chase, we are committed to helping clients, caring for employees, building relationships, and... ...up‑to‑date information, and assisting ongoing wealth planning, referral source management, and new lead generation. Assist in managing relationship...
$26.93 - $37.02 per hour
Job Description As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors. Location: 1212 Hobson Rd, Naperville, IL, 60540. Base Pay: $26.93-...Hourly pay- The Mom Project is looking for a Client Operations & Financial Planning Associate to enhance client service and operational support in wealth management. The successful candidate will coordinate communications, maintain accurate records, and assist with workflow and document...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional... ..., conducting account reviews, and advocating firm services to enhance client...
$24.95 - $39.87 per hour
...Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as a liaison... ...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see...Flexible hours- ...Job Title Internal Client Advisor Job Description As a member of the J.P. Morgan... ...record of success in selling Investment Management and/or Retirement plans and maintaining... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...
$25 - $44 per hour
Dormont Manufacturing Co in Chicago is seeking a dedicated client service professional to ensure timely and accurate responses to client needs. Candidates must possess the necessary FINRA licenses, demonstrate industry knowledge, and have a strong focus on client satisfaction...Hourly pay$46.68k - $77.02k
First National Bank of Omaha is seeking a Client Relations Associate I in Sugar Grove, IL. This role involves supporting Financial Advisor teams with customer needs, assisting in onboarding, and managing account transactions. Ideal candidates will have a Bachelor's degree...- ...VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their... ...partnerships. Job Summary: We are currently seeking a Client Service Associate to support our financial advisors...Work at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- Morgan & Morgan, P.A. is looking for a Case Manager in Chicago to assist in developing settlements and managing case files. The ideal... ...dental insurance, 401(k), and paid time off. Interaction with clients and insurance providers is essential, ensuring support throughout...Full time
$150k - $200k
Willis Towers Watson is seeking a Client Advocate to manage construction commercial property and casualty insurance relationships. This role involves leading strategy meetings, coordinating service activities, and providing expert coverage consultation to clients. The ideal...- DEMAND.com is seeking a Customer Success Specialist in Chicago, IL, to develop and manage relationships with clients, ensuring they benefit from our services. Responsibilities include collaborating with the sales team, managing documentation, and providing excellent post...
$150k - $200k
...broking and solutions company that helps clients around the world turn risk into a path for... .... We design and deliver solutions that manage risk, optimize benefits, cultivate talent... ...more at wtwco.com. Description The Client Advocate (Large and Complex Segment) role is a...Contract workTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...At our firm, we believe in supporting each other, treating our clients with compassion, and creating a respectful, collaborative environment... ..., and a good sense of humor, especially on busy days. The Case Manager serves as the primary contact for clients after they retain the...
- DuPagePads Inc. is seeking a dedicated individual to support clients through their Rapid Re-housing programs in Downers Grove, Illinois... ..., and strong interpersonal skills. Responsibilities include managing client documentation, providing support services, and collaborating...
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