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

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 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Elite Client Service & Ops in Northbrook, IL vacancy
  •  ...Purpose. Partner with Impact. Client Relations Associatewill be responsible...  ...delivering exceptional client service, supporting advisors, and...  ...providers, and internal teams Manage task workflows and deadlines...  ...in financial services, wealth management, or client service... 
    Suggested
    Work at office

    Bluespring Wealth Partners, LLC

    Lincolnshire, IL
    4 days ago
  •  ...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
    16 hours ago
  • $25 - $45 per hour

     ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...  ...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

    Bank of America

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

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

    Bank of America

    Northbrook, IL
    5 days 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 Management...  ...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
  • $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
    16 hours ago
  • Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate role at JPMorgan Chase Get AI-powered advice on this job and more exclusive...  ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity... 

    JPMorganChase

    Skokie, IL
    3 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
    1 day ago
  •  ...an interest in private client taxation, ongoing...  ...and exemplary client service. Do you consider yourself...  ...client?As the Tax Senior Associate within our private...  ...team members, company management and regulatory bodies....  ...outsourced accounting, wealth management, international... 
    Immediate start
    Remote work

    Mowery & Schoenfeld

    Lincolnshire, IL
    3 days ago
  • Kestra Holdings in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and manage day-to-day operations. You will be a primary contact for clients, ensuring accuracy, responsiveness, and compliance in all interactions... 

    Kestra Holdings

    Lincolnshire, IL
    5 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
    5 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
    3 days ago
  •  ...in the business of helping clients with their financial goals...  ...Description Company Services: Tourmaline Wealth Advisors is a private wealth...  ...: The Client Service Associate position helps to conduct...  ...daily business operations by managing client contact and services... 
    Full time
    Part time
    Private practice
    Work at office
    Home office

    Ameriprise Financial

    Evanston, IL
    3 days ago
  • $60k - $90k

     ...BCU Financial Services Role As an employer, BCU models...  ...time in the role. This client-facing role provides general...  ...the department. The Associate will interact with...  ...to them. Maintain BCU Wealth Advisors content library...  ...responding to member requests. Manage and maintain the... 
    Casual work
    Work at office
    Flexible hours

    BCU

    Vernon Hills, IL
    16 hours ago
  •  ...currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Skokie, IL office. The CSA will join a highly talented team of wealth management and client service professionals that service the investment management and... 
    Full time
    Work at office

    Beacon Pointe Advisors LLC

    Skokie, IL
    13 days ago
  •  ...an interest in private client taxation, ongoing...  ...and exemplary client service. Do you consider yourself...  ...YOU: As the Tax Senior Associate within our private client...  ...team members, company management and regulatory bodies....  ...accounting, wealth management, international... 
    Immediate start
    Remote work

    Mowery & Schoenfeld

    Lincolnshire, IL
    3 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
  •  ...Client Services Associate The Client Services Associate is the primary customer-facing liaison and serves as a bridge between Sales and Project Management. This role focuses on understanding customer needs, gathering technical and application details, and translating... 
    Internship

    Aegis Worldwide

    Niles, IL
    3 days ago
  • Mowery & Schoenfeld, LLC seeks a CAS Associate to join its CAS Advisory team in Lincolnshire, IL. The role focuses on client accounting advisory projects, including remediations...  ..., with collaboration directly with senior management. The ideal candidate is CPA eligible with... 
    Internship

    moweryschoenfeldllc

    Lincolnshire, IL
    5 days 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
    2 days ago
  • Mowery & Schoenfeld, LLC is seeking a Client Advisory Services (CAS) Senior Associate to join our CAS Advisory team in Lincolnshire, IL. The role targets candidates with 3+ years of accounting experience, CPA eligibility, and strong client service skills. Responsibilities... 

    Mowery & Schoenfeld LLC

    Lincolnshire, IL
    5 days ago
  •  ...legal guidance on data-driven products and services, including the commercialization of...  ..., measurement, and insights, as well as associated contracting, privacy, and data governance...  ...to enable responsible innovation while managing legal and regulatory risk.This position... 
    Contract work
    Work experience placement
    For subcontractor

    Walgreens Boots Alliance

    Deerfield, IL
    a month ago
  •  ...more legal specialtiesTypically receives specific direction from management or more senior law professionals as to the outcomes, process...  ...220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy... 
    Work experience placement

    Walgreens Boots Alliance

    Deerfield, IL
    a month ago
  • $120k - $150k

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

    Orion Placement

    Rolling Meadows, IL
    1 day ago
  • $21 - $24 per hour

     ...Professional Development Assistance Under close supervision, the Client Relations Associate is responsible for responding to customer inquiries and...  ...the Supervisor. Process claims as required. Review Claims Management System errors to ensure Standard of Performance... 
    Shift work

    Klein Tools

    Lincolnshire, IL
    1 day 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
  •  ...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
  •  ...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
    3 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
  • $90k - $120k

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

    Orion Placement

    Skokie, IL
    4 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!