Client Service Associate
V-Soft Consulting Group
Client Service Associate Primary Location: Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for our premier client in Chicago, Illinois . Education and Experience University (Degree) Preferred. WHAT YOULL DO: Job Responsibilities: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners. Update and maintain client and authorized third party contact information via CRM application. Support client meeting preparation by facilitating creation of materials. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.). Assist team members to ensure ongoing client contractual obligations are being met. Support the fulfillment of ad-hoc client inquiries and requests. Facilitate and oversee client cash flow requests to ensure proper handling. Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs. Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service. Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients. Help manage client communications to ensure timely and proactive updates are provided. Help identify, escalate and resolve problems for any issues affecting the clients experience. Supports the completion of due diligence and client questionnaires. Interested? Qualified candidates should send their resumes to View email address on click.appcast.io V-Soft Consulting Group is recognized among the top 100 fastest growing staffing companies in North America, V-Soft Consulting Group is headquartered in Louisville, KY with strategic locations in India, Canada and the U.S. V-Soft is known as an agile, innovative technology services company holding several awards and distinctions and has a wide variety of partnerships across diverse technology stacks. As a valued V-Soft Consultant, youre eligible for full benefits (Medical, Dental, Vision), a 401(k) plan, competitive compensation and more. V-Soft is partnered with numerous Fortune 500 companies, exceptionally positioned to advance your career growth. V-Soft Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. For more information or to view all our open jobs, please visit or call View phone number on click.appcast.io. LI-SR3bfb3568a-762b-4989-884b-a9682aa104ca
- ...established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative...SuggestedWork at office
- ...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Suggested
- ...businesstalentgroup.com. Role & Responsibilities: As our national Client Service (CS) team expands, we invite recent graduates or early... ...service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated to delivering on-...SuggestedFull timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
$60k - $90k
...firm headquartered in New York City with clients and employees across the country. We are... ...the challenges of providing exceptional service to our clients. Many RWM clients started... .... A day in the life of a Client Service Associate can look like this: Cultivating and...SuggestedWork at officeRelocationFlexible hours- ...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 meetings, prepare...SuggestedWork at office
- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a...Work 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
- ...U.S. Private Bank - Client Service Associate Chicago, IL, United States 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...Work at office
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$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...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...
$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients...Temporary workWork experience placementWork at office$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We...Temporary workWork experience placementWork at office- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workLocal areaImmediate start
- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you...Work at office
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$28.85 - $40.08 per hour
Overview We are hiring a Client Service Associate for a 11‑month contingent engagement. The role sits onsite in a hybrid capacity and involves supporting client onboarding, ongoing account maintenance, reporting, and client communications across Global Client Group. Key...Hourly payWork experience placement$28.75 - $40 per hour
Overview This role provides shared client service support to potentially multiple Financial Advisors, serving as the primary point of contact for client service needs and ensuring operational excellence and client advocacy. Responsibilities Provide excellent client service...Hourly paySeasonal workFlexible hoursShift workDay shift- Overview At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which provides clearing services to clients... ...& Options, Credit and Rates or FX. As a Client Service Associate within F&O, you will be responsible for managing the day-to-day...
- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the financial services team, act as a primary point of contact for clients, and support advisors in providing exceptional service. Ideal candidates should have...
- Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating...
$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...Work at office- 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...Work experience placement
$28.85 - $40.08 per hour
Nuveen is hiring a Client Service Associate for an 11-month contingent engagement in Chicago. This role involves supporting client onboarding, ongoing account maintenance, and communications in a hybrid capacity. The individual will coordinate transitions, handle inquiries...Hourly pay- 慨正橡扯 (J.P. Morgan Advisors) is hiring a Client Service Associate in Chicago, IL. This role serves as the main contact for clients, focusing on deposit account services and building strong client relationships. The associate will work closely with financial advisors and...Work at office
- Client Service Specialist Location: Las Vegas, NV Hours: 8:30 AM - 5:00 PM, Monday-Friday Are you looking to grow your career in financial services while working in a collaborative, family-oriented professional environment. At our firm , we blend the stability of a nationwide...Full timeWork at officeMonday to Friday
$43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...$50k
Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. This role requires excellent...Full timeWork at officeRemote workShift work$28 - $32 per hour
...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payWork at officeLocal area
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