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
- ...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
- ...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
- ...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
$21 - $25 per hour
...Wealth Management Client Services Associate The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team. Duties & Responsibilities This position holds responsibilities...SuggestedTemporary workWork at officeLocal areaFlexible hours- ...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...SuggestedWork experience placement
$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...Work 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...Work 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
$25.77 - $34.33 per hour
...learn new skills and discover what you excel at—all from Day One. Job Description 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...Temporary workWork experience placementWork at officeLocal area- ...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...
- ...About the job Sr Client Service Associate Sr Client Service Associate needs 5+ years experience Sr Client Service Associate requires: Client service Customer service Sr Client Service Associate duties: Assist in the coordination of client transitions...
- ...Senior Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting...Work experience placementWork at officeLocal areaFlexible hoursShift work
$64.6k - $87.5k
...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$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$46.9k - $70.2k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...success meets success. What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial...Work at officeFlexible hours- ...Client Service Associate - Bilingual Spanish, Portuguese or Mandarin preferred Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$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$26.27 - $28.27 per hour
...Client Service Associate – Fixed Income Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM –...Contract workRemote work- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As...Work experience placementWork at office
- ...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
$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- ...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
- 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...
$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- Ritholtz Wealth Management is looking for a Client Service Associate in Chicago to enhance client relationships through excellent service and support. The role requires a minimum of 1 year of experience in a wealth management firm and strong communication skills. This...
$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- The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage... ...of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO) Know...
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