Client Services Associate
Platinum Coastal Group
This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating directly with others.
ON-SITE EXPECTATION
On-site role. Regular face-to-face interaction is a core part of the position. Responsibilities Assist clients with questions, requests, and solutions Conduct face-to-face client interactions and meetings Coordinate service needs with internal teams Document feedback and support client retention Skills & approach: Strong communication and interpersonal skills; professional and dependable; comfortable initiating conversations; organized and adaptable; able to work effectively as part of an on-site team. Prior related experience is helpful but not required where training is provided. Skills: client services,teams,communication #J-18808-Ljbffr Platinum Coastal GroupVacancy posted 4 days ago
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Asset Management - Internal Client Advisor - Associate Chicago, IL, United States Job Information Job Identification 210645158 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 07/21/2025, 08:46 AM Locations 10 S Dearborn St, Chicago, IL,...Full time
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