Client Services Associate - Revenue Growth & Onboarding
Coinflip-
CoinFlip is seeking a highly driven Client Services Associate in Chicago. This role involves building and maintaining strong client relationships while ensuring their satisfaction. The candidate should possess strong communication skills and a bachelor's degree in Business Administration or Finance. Responsibilities include identifying growth opportunities and providing personalized support. The compensation package includes a base salary plus commissions. #J-18808-Ljbffr Coinflip-
- A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family... ...excellent work/life balance, and opportunities for career growth in a non-sales environment. Requires 2+ years of related experience...SuggestedWork at office
$55k - $85k
100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors. Key responsibilities include client onboarding, account maintenance, transaction processing, and creating financial...Suggested$48k - $65.3k
Teachers Insurance and Annuity Association of America is seeking a Client Service Associate to support the onboarding of new client accounts and deliver reports to institutional clients. You will collaborate closely with business partners, ensuring an exceptional client...Suggested- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago... ...that has experienced substantial growth across its investor base, product offerings... ...combines relationship management, onboarding coordination, operational support,...SuggestedWork at office3 days per week
- NFP Corp is seeking a Client Service Associate II in Chicago to deliver high-quality customer service... ...Consultants. You'll manage client onboarding, execute complex transactions, and act... ...role offers a hybrid work model and growth opportunities. #J-18808-Ljbffr NFP CorpSuggested
- ...this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories... ...standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative...Work experience placement
$28.75 - $40 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...impact and contribute to the sustainable growth of our business and the communities we...Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...of company transitions activity (i.e., onboarding, offboarding) in close partnership with... ...efficiency, and deliver exceptional company service. Assist in the preparation of weekly,... ...and presentations to be delivered to clients. Support the completion of due diligence...
$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... ...key role in delivering a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing. It...Contract workRemote work- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you...Work experience placementWork at office
$80.75k - $130k
...complex Commercial Bank clients across the country... ...Success Sr. Associate within the Commercial... ...Officers, Client Service, Implementations,... ...firm’s retention, growth, and client... ...organizational service and revenue expansion. The... ...to assist with the onboarding of new to bank clients...Work experience placementWork at office$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring... .... Pay Range $18 - $20 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new...Full timeTemporary workWork at officeImmediate start- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional... ...communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and...
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement... ...include: Owning and leading the end-to-end onboarding process for new clients Opening new brokerage accounts...Work at officeRemote workShift work- ...IBKR) is a global financial services company headquartered in Greenwich... ...cutting‑edge technology and client commitment. IBKR affiliates... ...is ready to support your growth. What You Will Do - Job Summary... ...fitness stipend to offset costs associated with traditional gym and...Temporary workWork at officeRemote workFlexible hours
- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients... ...inquiries, and providing guidance Coordinating the client onboarding process, including opening brokerage accounts,...Work at officeRemote workWork from homeRelocationFlexible hours- Join to apply for the Client Service Associate role at JPMorganChase 19 hours ago Be among the first 25 applicants Join to apply for the Client... ...standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative...Full timeContract workWork experience placementWork at officeRemote work
- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services... ...professionals from audit or tax Great potential for growth in a team oriented, non sales environment Provides training...Work at office
$65k - $85k
...consulting and business management, empowering clients to navigate complexity with clarity and... ...information, visit and The Client Service Associate is responsible for high-quality... ...Responsibilities Direct responsibility to fully onboard new clients accurately and in a timely...Work at officeLocal areaRemote workShift work$39 - $42 per hour
...\* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management... ...and providing continuous opportunities for growth and development*.* Join us in taking the first step...Hourly payWork at officeLocal areaImmediate start- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long... ...in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business...Contract workLocal areaImmediate start
- ...Advisors’ primary goal is to serve our clients, one another, and our communities. We... ...well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta... ...all aspects of private fund onboarding, including paperwork, compliance requirements...Work at officeLocal area
- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate... ...act as a primary point of contact for clients, and support advisors in providing... ...mentorship and opportunities for career growth while contributing to clients' financial...
$60k - $70k
...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths... ...com. What You’ll Be Doing As a Client Service Associate, you’ll play a key role in supporting our... ...dedicated for you to use to invest in your growth and development. Subject to plan and...Full timeInternship$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...handling tax controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...$60k - $85k
## Lead Client Servicing AssociateApplylocations: Office - Chicagotime type: Full timeposted on: Posted Yesterdayjob requisition id: R118... ...and external stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and appropriately and...Work at office$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management firm managing over $1 billion in... ...follow-up communications Coordinate account paperwork, onboarding activities, and administrative requests while maintaining...$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing... ...Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors · Career growth available as firm surpasses 2 billion...Work at officeRemote work
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