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

Wealth Management Client Associate: Elite Client Service & Ops

Bank of America Financial Center

Bank of America’s Merrill Wealth Management team is seeking an Executive Assistant-level professional to provide top-tier client service and support for Financial Advisors. You will manage complex calendars, prepare briefing materials, and coordinate travel and events while maintaining Salesforce updates. The role emphasizes client-centric service, strong communication, and the ability to handle sensitive information in a fast-paced environment with on-site expectations in Northbrook, IL. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Elite Client Service & Ops in Northbrook, IL vacancy
  •  ...Wealth Management Client Associate Northbrook, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Northbrook, IL
    1 day ago
  • $25 - $44 per hour

     ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Northbrook, IL
    1 day ago
  • $25 - $44 per hour

     ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    ghr

    Northbrook, IL
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Northbrook, IL
    22 days ago
  • $25 - $44 per hour

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Northbrook, IL
    3 days ago
  • $24 - $28 per hour

     ...About Wealth Enhancement Wealth Enhancement is...  ...an independent wealth management firm with an endless passion...  ...the lives of our clients. We continually seek...  ...investment management services to over 90,000 households...  ...for a Client Service Associate ! As the primary point... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Wealth Enhancement Group

    Northbrook, IL
    1 day ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering... 

    Next Frontier Capital

    Arlington Heights, IL
    5 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Northbrook, IL
    5 days ago
  •  ...Tax Senior Associate Mowery & Schoenfeld is seeking...  ...an interest in private client taxation, ongoing...  ...and exemplary client service. Do you consider yourself...  ...team members, company management and regulatory bodies....  ...outsourced accounting, wealth management, international... 
    Immediate start
    Remote work

    Mowery & Schoenfeld LLC

    Lincolnshire, IL
    6 days ago
  • $65k - $85k

     ...responsibilities We’re looking for a Registered Client Associate to: assist financial advisors in...  ...educate clients on account services and capabilities help with the preparation...  ...us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland... 
    Full time
    Work at office
    Flexible hours

    Talentify.io

    Northbrook, IL
    3 days ago
  •  ...Arlington Heights, IL seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings...  ...client relationships, assist with wealth planning, and support risk management... 

    JPMorgan Chase & Co.

    Arlington Heights, IL
    6 days ago
  • $27.4 - $33.65 per hour

     ...applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and...  ...nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. This role... 
    Hourly pay
    Work at office

    Blue Trust

    Deerfield, IL
    4 days ago
  • $44k - $66k

     ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture...  ...serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills Attention to detail coupled... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Buffalo Grove, IL
    more than 2 months ago
  • An established industry player is seeking passionate individuals for an entry-level Client Services Account Manager role. This position offers a fantastic opportunity to develop exceptional customer service skills while working in a casual environment. You'll be trained... 
    Casual work

    The Garner Group

    Arlington Heights, IL
    3 days ago
  • Accept watches and jewelry for repair and services Evaluate items’ condition and clearly identify necessary repairs Communicate instructions...  ...of all duties, responsibilities, or qualifications required. Management reserves the right to modify, add, or remove duties and to... 
    Local area

    Razny Jewelers

    Highland Park, IL
    4 days ago
  • JPMorgan Chase in Northbrook, IL seeks an Associate Banker to deliver welcoming, service‑oriented banking experiences. You will greet clients, open accounts, and help clients leverage digital tools like the Chase Mobile App to meet their financial goals. You will build... 

    JPMorganChase

    Northbrook, IL
    3 days ago
  • $120k - $150k

     ...About the job Personal Injury Associate Attorney Pay: $120,000.00...  ...that make a real difference in clients' lives. Work alongside...  ...collaboration, exceptional client service, and delivering outstanding...  .... Job Description Manage personal injury cases from intake... 
    Work from home

    Orion Placement

    Rolling Meadows, IL
    2 days ago
  • Restore Hyper Wellness is seeking a friendly Wellness Representative at our Northbrook location to greet clients, explain services, and help with bookings. You will onboard new clients, conduct store tours, and promote memberships while maintaining a welcoming, clean environment... 

    Restore Hyper Wellness

    Northbrook, IL
    3 days ago
  •  ...Job Description Associate Attorney – Business Law & Commercial Litigation \n Albee...  ...to a broad range of businesses, advising clients on real-world legal and business challenges...  ...and a commitment to outstanding client service. An Illinois law license is required.... 
    Work at office

    Albee Law PC

    Northbrook, IL
    7 days ago
  •  ...Position Summary The Attorney, Sr. Manager provides legal support across Everlake's...  ...key legal advisor to Operations, Customer Service Center, Agent Licensing, Claims, Compliance...  ...in good standing with a state bar association. · Active license to practice law in at... 
    Full time
    Flexible hours

    Everlake Life Company

    Northbrook, IL
    3 days ago
  • Klein Tools is looking for a Client Relations Associate in Lincolnshire, IL. Under close supervision, you...  ...will issue return authorizations and manage charge backs and coop payments with...  ...train teammates while providing excellent service in a fast-paced environment. #J-18808... 

    Klein Tools

    Lincolnshire, IL
    3 days ago
  •  ...Lincolnshire We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established...  ...; Acquisition and disposal of farms and rural property; Client and Agent liaison; Utility company easements and transfers... 
    Work at office
    Monday to Friday
    Flexible hours

    Chattertons Solicitors & Wealth Management

    Lincolnshire, IL
    4 days ago
  • Chattertons Solicitors & Wealth Management in Lincolnshire is seeking an Agricultural Property Lawyer to handle a broad range of rural matters...  ...or disposals of farms and rural property. You will work with clients and agents, support the Renewables team, and contribute to... 

    Chattertons Solicitors & Wealth Management

    Lincolnshire, IL
    3 days ago
  •  ...Gift Tax, Fiduciary, 1031 Exchange, and Wealth Management. The successful candidate will be...  ...managing and overseeing all aspects of our clients' estate planning and trust administration...  ...to provide comprehensive legal services to our clients. Qualifications: 1.... 
    Permanent employment
    Local area

    Jobot

    Northbrook, IL
    3 days ago
  • $100k - $120k

     ...values autonomy, flexibility in where you work, and exceptional client service. Greenberg & Sinkovits, LLC is seeking an experienced Family...  ...you’re looking for a firm where you’ll have the autonomy to manage your own cases while being supported by experienced attorneys,... 
    Remote work

    Greenberg & Sinkovits LLC

    Park Ridge, IL
    1 day ago
  • $90k - $120k

     ...litigation with direct exposure to real client matters Work closely with experienced attorneys...  ..., responsiveness, and strong client service, and we take pride in helping clients navigate...  ...counsel, and internal team members Manage deadlines and work efficiently in a fast‑... 
    Work at office

    Orionplacement

    Skokie, IL
    1 day ago
  • $111.3k - $178k

     ...DescriptionUS Commercial Finance Partner, Revenue (Manager/Sr. Manager)About Astellas Astellas is a...  ...and Systems, Global Financial Services, Internal/External Auditors and FP&A COE...  ...collaboration with numerous internal clients and departments.Partners with Contracts... 
    Work at office
    Remote work
    Work from home
    Worldwide

    Astellas Pharma

    Northbrook, IL
    3 days ago
  • PGA TOUR Superstore in Northbrook, IL is seeking a Part-time Customer Service Associate who enjoys helping customers at the checkout and Club Desk. You will process returns, exchanges, gift cards, and promotions while keeping the front-end clean and welcoming. You will... 
    Part time

    PGA TOUR Superstore, co

    Northbrook, IL
    3 days ago
  • A staffing and consulting firm is seeking a bilingual (English/Spanish) Customer Service Representative for a client in Wheeling, IL. The role includes managing customer calls, processing orders, and providing product information. Candidates should possess strong interpersonal... 

    TA Resources LLC

    Wheeling, IL
    3 days ago
  • Family Law Solutions, P.C. seeks a Senior-Level Attorney or established Partner to lead their own team and cases. The role offers autonomy to shape strategy, build a practice, and influence the firm’s future while receiving strong administrative backing and resources. ...

    Jobleads-US

    Arlington Heights, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate: Elite Client Service & Ops. Be the first to apply!