Wealth Management Client Services Specialist II
$60k - $85kCorient Services LLC
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective communication skills, attention to detail, and a background in customer service. Qualified candidates should have a Bachelor’s degree and experience in Salesforce and relevant software. This position offers a salary range of $60,000 to $85,000 per year, based on qualifications and experience. #J-18808-Ljbffr
$60k - $85k
...full life while preserving their wealth for future generations. We value ambition... ...growth. This role supports client interactions within our wealth management platform. Responsibilities Serve as... ...ability to learn quickly) Customer service background preferred Excellent...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$75k - $80k
Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance...Suggested- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth... ...has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each...Suggested
- Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring...Suggested
$61.2k - $125.5k
...Bank. GENERAL FUNCTION: The Treasury Management (TM) Client Care Advisor role operates as a portfolio... ...primary point of contact for all TM services. This client service professional possesses... ...required TM Client Care Advisor II Total Base Pay Range 61,200.00 - 125,5...SuggestedWork experience placementWork at office- ...seeking a candidate to provide support and product expertise for the BMO Family Office, focusing on wealth advisors and relationship managers. The role involves client relationship management, supporting business development efforts, and ensuring exceptional client experiences...Work at office
- A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at...
- ...Overview Join to apply for the Customer Service Associate II role at Dollar Tree Stores Your... ...with customers, associates, and leaders Managing sales transactions while working the assigned... ...of rewards to support your health, wealth, and mental well-being. In addition to...Contract workLocal area
$57k - $76.6k
...Savant Wealth Management is seeking a detail-oriented Client Services Associate in Chicago, IL to enhance client experience and support Advisors. This full-time hybrid role includes managing client requests, coordinating meetings, and utilizing Salesforce for client management...Full time$19.23 - $28.85 per hour
...across scientific, clinical, technological, and program management areas. Summary: The General Services Administration (GSA) is seeking call center... ...STR) Program. The Customer Service Representative II provides intermediate-level support and independently...Hourly payContract workTemporary workWork at officeRemote work- ...Client Service Specialist As a Client Service Specialist, you will be responsible for receiving and responding to inbound customer inquiries... ...emphasis on Diversity, Equity, and Inclusion (DEI). We have managed and Implemented Talent Acquisition and Talent Management processes...Contract workWork at office
$47.52k
...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...$24.95 - $33.87 per hour
Plante Moran is seeking a dedicated professional for their Client Services Administration team in Chicago, Illinois. The role requires a minimum... ...and strong client service focus. Responsibilities include managing client service tasks, preparing account paperwork, and...Flexible hours- An established industry player is seeking a Client Service Associate to enhance client experiences in a hybrid role. This position is crucial... ...ideal candidate will thrive in a collaborative environment, managing client needs with empathy and efficiency. If you have a...Work experience placement
- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...
$55k - $110k
...Asset & Wealth Management, Client Solutions Group - Administrative Assistant, Chicago location_on Chicago, IL, United States This administrative... ...experience and preferably from a banking, financial services background. Candidate must be located onsite in either the...Full timeTemporary workPart timeWork at office- J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park) At J.P. Morgan Chase, we are committed to helping our clients,... ...communities we serve. We deliver extraordinary customer service and maintain a strong commitment to diversity and inclusion...
$25 - $44 per hour
Bank of America seeks a Client Service Support role in Chicago, IL to assist Financial Advisors by providing excellent client service and... ...enthusiastic mindset, and strong skills in client and account management. This position offers a pay range of $25.00 to $44.00 per...Hourly pay$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time$90k
J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, IL Join to apply for the J.P. Morgan Wealth Management - Private Client... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full time- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available multiple Chicago area locations. J.P. Morgan Chase... ...range of investment solutions and exceptional customer service. As a Private Client Advisor in Wealth Management, you...
- ...Mercer is seeking a talented individual for a fully remote sales and support position. You will deliver high-quality client support and manage service requests across phone, email, and chat. This role involves converting leads into sales, conducting outreach, and leveraging...Remote work
- ...Planned Property Management Inc in Chicago is seeking a motivated Client Services Team Member to support customer service and marketing efforts. This full-time role involves engaging with prospects via phone, email, and text, scheduling tours, and documenting interactions...Full timeWork at officeRemote workShift workWeekend workWeekday work
- ...Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and lets create an inviting shopping experience for our customers. Your Role at Dolla Customer Service, Associate...
- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
$20.36 - $24.97 per hour
...Spanish Bi-lingual Member Services Representative II UNITE HERE HEALTH serves 200,000+ workers and their families in the hospitality and gaming... ...and benefits designed to engage our participants in managing their own health and healthcare. Our vision is exciting and...Hourly payTemporary workWork experience placementWork from homeMonday to FridayFlexible hours$30 - $33.65 per hour
...Client Service Specialist Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day,... ...Summary: The Client Service Specialist supports the client management staff by assisting with group enrollment, renewal...Hourly payTemporary workWork at officeLocal areaFlexible hours$50k - $60k
...Description The Company YCharts empowers wealth managers to make smarter investment decisions... ...powerful research, proposal generation, and client communication tools that transform... ...the fintech, wealthtech, or financial services industry. Bachelor's degree in Finance,...Full timeSummer workWork at officeLocal areaRemote workFlexible hours$24.36 - $36.67 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...delivering outstanding client service and operational support to one... ...coordinating onboarding, managing communications, supporting account... ...success of Baird's Private Wealth Management business, where...Hourly payWork experience placementWork at office$18.25 - $29.75 per hour
...Client Service Specialist Old National Bank has been serving clients and communities since 1834. With... ...and operational support to Wealth Advisors and Trust Officers. This role... ...a high standard of client service by managing daily tasks including account maintenance...
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