Part-Time Client Services Associate - Wealth Management
Wealth Enhancement Group
Wealth Enhancement Group is seeking a part‑time Client Service Associate in Northbrook, IL. You will greet clients, manage onboarding and CRM data, process transactions, and support advisors while maintaining strong client relations and accurate records.
The role emphasizes team collaboration, attention to detail, and the ability to learn financial products and AI-driven processes. Prior experience in client services is preferred.
#J-18808-Ljbffr$24 - $28 per hour
...About Wealth Enhancement Wealth Enhancement is... ...an independent wealth management firm with an endless... ...enriching the lives of our clients. We continually seek... ...management services to over 90,000 households... ...Title Client Service Associate (Part‑time, Northbrook, IL)...Part timeHourly payTemporary workWork at officeFlexible hoursNight shift- Bank of America’s Merrill Wealth Management team is seeking an Executive Assistant-level professional to provide top-tier client service and support for Financial Advisors. You will manage complex calendars, prepare briefing materials, and coordinate travel and events...Suggested
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$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the... ...including covering roles in times of absence or seasonal need...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$27.4 - $33.65 per hour
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Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...including covering roles in times of absence or seasonal need...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...including covering roles in times of absence or seasonal need...Seasonal workWork at officeWork from homeShift workDay shift
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