Client Services Associate
Go Abacus
Client Services Associate Client Services This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities Own relationships with 15+ client accounts Collaborate with client to understand pain points, determine AI use cases, define requirements and identify data sources for integration Lead the client onboarding process by delivering software trainings and facilitating regular checkpoints Manage deployment timelines and production readiness activities Lead customer training sessions for the company’s AI tools Administer regular customer experience surveys, relaying technical feedback to product teams and working with clients to improve user adoption Triage customer requests and escalate issues to technical support team Requirements Bachelor’s degree in business, public health, information systems or liberal arts Demonstrated interest in B2B products, client services, compliance, or AI innovation 3+ years of experience in client services, consulting, account management, or customer support Action-oriented with strong judgement and follow-through Clear and professional written and verbal communication Ability to work cross-functionally with multiple client and internal teams Detail-oriented and quick learner Strong emotional intelligence and coachable Ability to explain technical concepts to non-technical users #J-18808-Ljbffr Go Abacus
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards...SuggestedWork experience placement
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedTemporary workLocal areaFlexible hours- ...Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...SuggestedWork at office
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...SuggestedWork at office3 days per week
- ...Our client, an investment management firm in the western suburbs, is searching for a Client Services Associate. This person will work closely with the marketing and investment teams to provide quality, accurate materials to clients. This is a great opportunity for an...Work at office
- ...Job Title Client Service Associate Job Description Join JPMorganChase's Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience. You will work in a collaborative, team-based model and partner...Work experience placement
$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Chicago, Illinois, United States Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is...Full timeTemporary workPart timeWork at officeImmediate start- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office- Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business... ...improve operational efficiency, and deliver exceptional client service. Assist to ensures preparation of weekly, monthly and quarterly...
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...Work at officeRemote workWork from homeRelocationFlexible 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 Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- ...DESCRIPTION If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and...Work at office
$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets...Full timeTemporary workJanuary startLocal areaWork visa- ...Job Description Job Description Client Services Associate Location: Chicago, Illinois, United States Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly...Full timeWork at office
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
- ...with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
$100k - $110k
...Description Job Description BURKE+CO. THE GIST: Our client, a rapidly growing independent wealth management firm... ...assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This...$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact for clients while supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The role customizes...Hourly paySeasonal workWork from homeShift workDay shift- ...Client Relationship Associate The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work at office
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...Job Summary As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible...
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering... ...accurately Assist in improving client support processes and service standards Additional Information Competitive salary...Full time
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...Client Onboarding Associate Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge... ...sponsorship. About Us Chase is a leading financial services firm, helping nearly half of America's households and small...Temporary work
$100k - $120k
...platform to professionals in the financial services industry. Located in Chicago or Oak Brook, IL, the Senior Enterprise Services Associate will develop an in-depth knowledge of our... ...and daily operations to best serve our clients. You will be responsible for ensuring a positive...Temporary workCasual workWork at officeWork from homeFlexible hours$48k
...Guest Service Associate Renovo Financial is a rapidly growing Chicago-based private lender and mortgage servicer working with real estate investors... ...residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application...Work at office
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