Wealth Management Client Services Associate (Series 7/66)
Larson Maddox
Larson Maddox represents an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients within a wealth management environment. The role focuses on client service, account administration, and operational support, with a strong emphasis on compliance coordination and relationship management. This position requires FINRA Series 7 and 66, plus 2+ years of relevant experience. #J-18808-Ljbffr Larson Maddox
$85k - $123.5k
...highly motivated Senior Client Services Associate to take a lead role... ...client relationship management and business... ...degree preferred.5-7 years of experience... ...etc.) required.SIE, Series 7 and Series 66 (or Series 63 and Series... ...management, private wealth management, and other...SuggestedTemporary work$60k - $95k
...Wealth Management Client Service Associate Hybrid Chicago, IL 60611 Overview Salary Range $60,000.00 - $95,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office Description Job Description: Wealth Management...SuggestedFull timeWork at office- Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth... ...support, and relationship management within a wealth management environment. Must have FINRA Series 7 and 66 Licenses Key Responsibilities...SuggestedWork at office
- ...foundational and functional training in core wealth management concepts and tasks, preparing for... ...on a Wealth Management team. Financial services experience is not required for this role... ...and expertise, offering exposure to client account servicing, online tools, and collaboration...Suggested
- J.P. Morgan Wealth Management in Oak Park, IL seeks a Private Client Investment Associate to deliver exceptional client service and support to Private Client Advisors. The role focuses... ...active securities licenses (Series 7, SIE, Series 66 or 63/65) and Life/Health licenses...Suggested
- Beacon Hill Staffing Group in Chicago seeks a Client Service Associate to support wealth management operations and deliver exceptional client service. The role involves processing money movements, transfers, and account maintenance while assisting advisors with reporting...
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...A valid and active Series 7 license is required... ...and active Series 66 (63/65), and Life...
$23.52 - $34.37 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL Join to apply for the... ...extraordinary customer service while maintaining a strong... ...Skills A valid and active Series 7 license is required or... ...valid and active Series 66 (63/65), and Life and...Full time$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth... ...investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$50k - $60k
...investment bank and full service broker-dealer. With roots... ...investment advisory and asset management services. Who We Are... ...Description The firm is seeking a Client Service Associate to join our Private... ...Registrations: SIE, Series 7 and 63/65 (or 66) Bachelor’s preferred 1-...Full timePart timeLocal area- Client Service Associate Summary The Client Service Associate reports to the Senior Client Service... ...and post-meeting documentation Manage client needs regarding processing, service... ..., Licenses, Registration Series 7 and 65/66 preferred (or ability to obtain) #J...
$110k - $140k
...description. The Position The Private Wealth Management (PWM) team works with high-net-worth... ...account portfolios around each client’s objectives, risk tolerance, income... ...long-term growth. The Senior Client Service Associate is responsible for the full life...Work at office$23.52 - $34.37 per hour
A leading financial services firm in Chicago seeks a Private Client Investment Associate to support Advisors by managing client relationships and operational... ...licenses including Series 7 and Series 66. This full-time... ...reflecting commitment to client wealth management. #J-18808-...Hourly payFull time- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual... ...Provide superior client service by being responsive, thoughtful... ...2+ years' experience ~ Series 7, Series 63 ~ Self-... ...J.P. Morgan Asset & Wealth Management delivers industry...
- ...StatesPosted: 2026-08-21Asset & Wealth ManagementA career with... ...Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans,... ...MarketsBachelor's degreeSeries 7 and Series 63 licensed or obtained...
- ...Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in...Seasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
- Join to apply for the Client Service Associate role at JPMorganChase 19 hours ago Be among the first... ...JPMorganChase, you will play a pivotal role in managing relationships with our clients,... ...ago Client Service Associate, The Wealth Office Chicago, IL $65,000.00-$90,000....Full timeContract workWork experience placementWork at officeRemote work
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully... ...degree required 3+ years of experience in wealth management, asset management, custody...Work at office3 days per week
$57.75k - $96.25k
...success. As a Premier Client Advisor within PNC's Wealth Management organization, you will... ...efficiently handling sales and service, identifying sales and/... ...all of the risks associated with their business objectives... ...& Certifications FINRA Series 7 and 66 (or 63,65) required....Full timeTemporary workPart timeWork experience placementWork at office$87.36k - $131.04k
....00Category: Private Client CoverageCompany: CitiThis... ...level of customer service and teamwork.Ensure... ...judgment, and escalating, managing, and transparently... ...prior experience in wealth management or other financial... ...Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65),...Full time- Merrill Wealth Management in Chicago is seeking a Client Service Associate to support Financial Advisors by handling client inquiries, preparing materials, and... ...The role emphasizes licensing in FINRA SIE, Series 7, and Series 66, with 63/65 acceptable, and requires strong...Work at office
- J.P. Morgan Chase in Chicago, IL is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors within Wealth Management. The role interfaces with clients and advisors to deliver...
$70k - $90k
...seeking an experienced FINRA Series 7 Registered Representative with... ...and transactions, supporting clients with every aspect of their... ...As a key member of our client service team, you will be the front line... ...detail‑oriented, and able to manage multiple priorities in a fast...Remote workFlexible hoursNight shift$55k - $75k
...exceeded? We're looking for a Registered Client Service Associate to: provide a best-in-class client... ..., you’ll be part of a Private Wealth Management team known for building long-standing... .... Your skills and experience series 7 and 66 licenses or willingness to obtain...Full timeWork at officeFlexible hours- 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... ...requests to ensure proper handling Help manage client communications to ensure timely and...Contract work
- Client Service Associate Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. A growing, collaborative... ...for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering...Work at officeFlexible hours
- ...a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut,... ...technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual...Work at officeRemote workWorldwide
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL Chicago, IL, United... ...extraordinary customer service while maintaining a strong commitment... ...and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or...Full time- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...A valid and active Series 7 A valid and active Series 66 (63/65) license is required...
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