Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Care Specialist

United States Digital Space LLC

Merrill Wealth Management in Chicago, IL seeks a client service professional to support Financial Advisors and their clients, addressing service needs and ensuring accuracy in client materials. This role focuses on delivering a premium client experience and aligning with enterprise objectives. You will help maintain client relationships, promote banking offerings, and support team operations with a client-first approach in a fast-paced environment. #J-18808-Ljbffr United States Digital Space LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Care Specialist in Chicago, IL vacancy
  • Northern Trust is seeking a Client Service Rep in Wealth Management to handle client servicing tasks such as wires, transfers, bill payments, and account maintenance from Chicago, IL. The role requires strong analytical and organizational skills and adherence to risk and... 
    Suggested

    Northern Trust Corp

    Chicago, IL
    2 days ago
  • The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of...  ...has extensive experience in wealth management and effectively introduces appropriate...  ...include comprehensive health care coverage, on-site health and wellness... 
    Suggested

    JP Morgan Chase

    Chicago, IL
    1 day ago
  • $45k - $75k

     ...success. As a Sales Assistant within PNC Wealth Management, you will be based in Chicago, IL at the...  ...execution support for new and ongoing client relationships. Gathers required documentation...  ...and stock purchase plans; dependent care reimbursement account; back-up child/... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Chicago, IL
    3 days ago
  • Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets... 
    Suggested

    Goldman Sachs

    Chicago, IL
    4 days ago
  • $87k - $145k

     ...activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving...  ...take a moment to read this privacy notice carefully, as it describes what personal information... 
    Suggested
    Full time
    Part time
    Internship

    London Stock Exchange Group

    Chicago, IL
    2 days ago
  •  ...BMO Financial Group is seeking a Wealth Planning Support role in Chicago to assist wealth advisors in client proposals, market research, and identifying prospective clients...  .... You will act as a primary service contact, manage client issues, and coordinate strategic... 

    BMO U.S.

    Chicago, IL
    4 days ago
  • The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of...  ...has extensive experience in wealth management and effectively introduces appropriate...  ...include comprehensive health care coverage, on-site health and wellness... 

    Next Frontier Capital

    Chicago, IL
    5 days ago
  •  ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... 

    Aumni

    Oak Brook, IL
    1 day ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 

    Chase

    Oak Brook, IL
    3 days ago
  • $50k - $65k

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have helped clients meet increasingly complex financial goals with the highest standards of... 
    Temporary work
    Work at office
    Flexible hours

    Wintrust Financial Corporation

    Chicago, IL
    1 day ago
  •  ...At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for our employees, building relationships, and delivering...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice... 

    JPMorganChase

    Evanston, IL
    3 days ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...  ...A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within... 

    Fairygodboss

    Chicago, IL
    4 days ago
  • $87k - $145k

     ...activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving...  ...disability benefits, emergency backup dependent care, adoption assistance commuter assistance... 
    Part time
    Internship

    LSEG

    Chicago, IL
    6 days ago
  •  ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... 

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • $87k - $145k

     ...activities, the Associate Proposition Sales Specialist focuses on all sales (new, cross‑sell, up‑sell) for our Wealth Management business in a given territory, driving opportunities...  ...benefits, emergency backup dependent care, adoption assistance, commuter assistance, and... 

    LSEG (London Stock Exchange Group)

    Chicago, IL
    3 days ago
  • Wintrust Wealth Management is seeking a Sales Enablement Assistant to support the department with templates, collateral design, and event/program...  ...ensure accurate, timely materials for front-line staff and clients. The role includes printing, binding, inventory, and... 

    Wintrust Financial Corporation

    Chicago, IL
    2 days ago
  • $58k - $62k

     ...Role: Senior Social Care Specialist  Type: Full-Time, Permanent Work Location: Hybrid  Reports To : Sr Social Care Manager Salary: $58,000 - $62,000 About Us Essence Community...  ...care plans in collaboration with clients, caregivers, providers, and community... 
    Permanent employment
    Full time
    Work at office
    Local area

    Essence Community Care

    Chicago, IL
    a month ago
  •  ...while upholding diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and...  ...of start. Valid and active Life, Health and Long Term Care Insurance license obtained within 60 days of start. Preferred... 

    JPMorganChase

    Oak Brook, IL
    1 day ago
  • Northern Trust is seeking an Analyst to manage investor data within CRM platforms and support transfer agency and capital activity processes...  ..., validate records, and collaborate with fund accounting, client servicing, and compliance teams to meet day-to-day operational needs... 

    Northern Trust

    Chicago, IL
    1 day ago
  • Ponos Management Inc. in Chicago, IL is seeking an Outreach Specialist I to educate members about healthcare services, assist with access to care, and coordinate appointments. This role focuses on telephonic and field outreach, supports members in navigating benefits, and... 

    PONOS MGMT INC

    Chicago, IL
    4 days ago
  • $66k - $78k

    B. Braun Medical Inc., a leader in infusion therapy and pain management, develops, manufactures, and markets innovative medical products...  ...nutrition, pharmacy admixture and compounding, ostomy and wound care, and dialysis. The company is committed to eliminating preventable... 
    Night shift

    B. Braun Medical Inc. (US)

    Chicago, IL
    4 days ago
  •  ...financial advisors. You will service existing clients while also identifying new business...  ...business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial...  ...benefits include comprehensive health care coverage, on-site health and wellness... 
    Worldwide

    Chase

    Chicago, IL
    5 days ago
  •  ...Description Summary Under the direction of the Project Care and Adult EducationLiaison, the Specialist is responsible for supporting Project CAREStudents...  ...Ed students. Familiarity with Customer Relations, Literacy Tutoring, and Database Management. #J-18808-Ljbffr... 
    Work at office

    The Chronicle of Higher Education

    Chicago, IL
    16 hours ago
  • BMO Harris Bank in Chicago is seeking a customer shared services professional to support Investment Operations. The role involves providing guidance, analyzing data, and delivering timely, accurate service while adhering to regulatory controls. You will collaborate with...

    BMO Harris Bank

    Chicago, IL
    2 days ago
  •  ...Financial Group in Chicago seeks an experienced Wealth Sales & Service professional to support the financial...  ...delivery for wealth advisors and relationship managers. You will assist in preparing proposals, researching clients, and coordinating service to enhance the client... 

    Hispanic Alliance for Career Enhancement

    Chicago, IL
    16 hours ago
  • $17 - $20 per hour

     ...At Senior Helpers, we don’t just provide care — we create meaningful connections, bring...  ..., focusing on: ~ What Matters to each client, Mobility, Mind and Medication Why...  ...soul of what we do. Employee-Centered Management: Your well-being matters. We offer a safe... 
    Hourly pay
    Immediate start
    Flexible hours
    Shift work
    Weekend work
    Day shift
    Afternoon shift
    Weekday work

    Senior Helpers - Bolingbrook, IL

    Oak Lawn, IL
    22 days ago
  •  ...Live-In: 24-Hour Shift Rotations Management: Proudly managed by Oakdale Seniors Alliance...  ...to providing compassionate, high-quality care to older adults for over a century. Managed...  ...will play a crucial role in helping our clients live safely, comfortably, and joyfully... 
    Hourly pay
    Daily paid
    Full time
    Part time
    Live in
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Day shift
    Afternoon shift
    2 days per week

    Norwood Crossing

    Chicago, IL
    5 days ago
  •  ...- State Farm Agent is seeking a Customer Relations Representative in Chicago, Illinois. In this role, you will deliver exceptional client experiences to strengthen our insurance agency's success. Ideal candidates will possess strong communication and problem-solving skills... 

    Adam Garcia - State Farm Agent

    Chicago, IL
    5 days ago
  •  ...’re rewriting the script for long‑term care. Born from a unique coalition of insurance...  ...Overview We are seeking a motivated Client Care Specialist to join our call center, affectionately...  ...with attention to detail, the ability to manage multiple active cases simultaneously,... 
    Work at office

    Lyric National

    Lincolnwood, IL
    4 days ago
  • Lyric National in Lincolnwood, IL, is seeking a motivated Client Care Specialist to join our call center team. You will serve as a primary point of contact for residents, families, and healthcare providers, resolving inquiries with empathy and professionalism. The ideal... 

    Lyric National

    Lincolnwood, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Care Specialist. Be the first to apply!