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
$25.85 - $43.08 per hour
...success while helping clients pursue their financial... ...financial wellbeing and build wealth for their future while... ...build on your wealth management experience and... ...clients and advisors on services and technology,... ...industry licenses (i.e. SIE, Series 7 and 66) Strong attention...SuggestedWork at officeWork from home- 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
- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must... ...management and investment products and services for individuals, companies, and... ...Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 6...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of... ...investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in...SuggestedHourly paySeasonal workWork at officeWork from homeDay 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... ...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 seeking a client-service professional to support Financial Advisors and their clients in Oak Brook, IL. You will educate... ...solutions. Qualified candidates hold FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu) with a client-centric mindset...
- Merrill Wealth Management in Chicago is seeking a client service associate to support Financial Advisors by delivering exceptional client service, education on offerings, and timely processing of requests. The role emphasizes risk-aware, policy-aligned operations within...
$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in...Hourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced... ...in where needed. ~ Bachelor’s degree preferred; Series 65 or interest in pursuing industry licensing is a plus...
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate... ...and post-meeting documentation Manage client needs regarding processing,... ...Certificates, Licenses, Registration • Series 7 and 65/66 preferred (or ability to obtain)...
$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 underwriting... ...Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel...Hourly payWork at officeLocal areaImmediate start- ...Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.... ...knowledgeable support. Qualifications: ~ Ideally have a Series 65/66 license, if not, Series 6/7 or 63 ~ Bachelor's degree in finance, business,...Work at office
- ...Description J.P. Morgan Asset & Wealth Management, is a global leader in... ...wealth management. Its clients include institutions, high... ...retirement products and services, brokerage and banking services... ...within the first 90 days Series 7; Series 63 (or 66) Preferred...
- ...Member J.P. Morgan Asset & Wealth Management, is a global leader in... ...and wealth management. Its clients include institutions, high... ...retirement products and services, brokerage and banking services... ...within the first 90 days Series 7; Series 63 (or 66) Preferred...
$90k - $100k
...Company Overview ~ Our client is an established investment and wealth management firm. The organization provides investment... ..., and other family-office-style services. Location, Compensation &... ...Overview The Client Service Associate will work closely with Financial...Full timeWork at office$110k - $140k
...description. The Position The Private Wealth Management (PWM) team works with high-net-worth... ...account portfolios around each clients objectives risk tolerance income needs... ...-term growth. The Senior Client Service Associate is responsible for the full life cycle...Full timeWork at office- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential... ...and advisory services for pension plans, sovereign... ...MarketsBachelor's degreeSeries 7 and Series 63 licensed or obtained...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients.... ...'s degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully...Local area
$87.36k - $131.04k
...,00Category: Private Client Coverage, WealthCompany... ...level of customer service and teamwork.Ensure all... ..., and escalating, managing, and transparently reporting... ...prior experience in wealth management or other... ...Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65),...Full time- ...Description JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe... ...superior client service by being responsive, thoughtful... ...years’ experience ~ Series 7, Series 63 ~ Self-... ...J.P. Morgan Asset & Wealth Management delivers...
- Bank of America’s Merrill Wealth Management team is seeking a diligent Client Service Associate to support Financial Advisors by delivering exceptional client service and tailoring solutions to client needs. The role emphasizes accuracy, policy alignment, and proactive...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$95k - $100k
...yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/... ...Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client...Permanent employmentFull timeWork experience placementWork at office- 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
- 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
- The Wealth Client Specialist is a sophisticated wealth expert that focuses... ...experience in wealth management and effectively introduces appropriate... ...JPMorgan Chase wealth services to best meet the objectives... ...qualifications, capabilities, and skills Series 7, 63, and 65 and insurance...
- ...marketplace that connects independent management consultants, subject matter experts, project... ...Responsibilities: • As our national Client Service (CS) team expands, we invite recent... ...a fast-paced environment. • As a CS Associate, you will contribute to a team dedicated...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
$85k - $100k
...billion Chicago-based investment and wealth management firm serving a select group of... ...make these managers available to our clients through pooled investment limited... ...personalized wealth management services. The Client Service Associate position is located in Chicago....Full timeTemporary workWork experience placementWork at officeVisa sponsorship$50k - $60k
...investment bank and full service broker-dealer. With roots... ...investment advisory and asset management services. Job... ...The firm is seeking a Client Service Associate to join our Private Client... ...FINRA Registrations: SIE, Series 7 and 63/65 (or 66) ~ Bachelor’s preferred...Full timePart timeLocal area
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