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 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Elite Client Service & Ops in Northbrook, IL vacancy
  • Merrill Wealth Management is seeking a client service-focused professional to support multiple Financial Advisors in Northbrook, IL. The role emphasizes a client-first mindset, accuracy in materials, and strong collaboration with the FA team. The position requires FINRA... 
    Suggested

    NBMBAA

    Northbrook, IL
    4 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will engage in account openings, money movements, and trades while assisting with wealth planning... 
    Suggested

    Testing Site - JPMC

    Arlington Heights, IL
    17 hours 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
    3 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

    NBMBAA

    Northbrook, IL
    10 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... 
    Suggested

    JP Morgan Chase

    Skokie, 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... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Northbrook, IL
    a month 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
    3 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

    UBS

    Northbrook, IL
    1 day ago
  • $60k - $65k

     ...Client Service Associate Focus Partners is seeking a Client Service Associate. The Client Service...  ...Associate provides active assistance to Wealth Advisors and Client Service...  ...reports for performance review process. Manage RMD project for clients. Prepares custodian... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    SCS Financial

    Deerfield, IL
    35 minutes 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 20 offices, we offer comprehensive wealth management and trust services to more than 11,500 clients in all 50 states. (as of 6/3... 
    Hourly pay
    Full time
    Work at office

    Blue Trust

    Deerfield, IL
    4 days ago
  •  ...Choreo is a wealth management firm built on an interconnected network of...  ...advisors with a shared vision servicing entrepreneurs, CPAs, and individuals...  ..., we are here to serve our clients beyond what is expected....  .... As a Client Service Associate, you will be responsible for... 
    Work experience placement
    Work at office

    Choreo

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

    Mowery & Schoenfeld

    Lincolnshire, IL
    1 day ago
  • $50k - $65k

     ...a bright, dependable, and personable individual to join our client service team. Our clients are individuals, families, and institutions...  ...needed. You will be trained one-on-one by our Senior Service Manager, and as you master the work, your responsibilities and compensation... 
    Internship
    Work at office

    Bernardi Securities, Inc.

    Northfield, 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
  • H&R Block is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression in our Park Ridge office. You will greet clients, manage check-in, answer calls, and coordinate scheduling with tax professionals. This in-person role offers... 
    Seasonal work
    Work at office
    Shift work
    Weekend work
    Afternoon shift

    H&R Block

    Park Ridge, IL
    1 day ago
  • $250k

     ...Partner-level estate planners: what if the clients came to you and your job was to advise and close, not hunt? Job Title: Estate...  ...Position Overview Estate Planning Attorney - Chicago: A growing wealth management firm is adding a senior estate planning voice to work... 
    Work at office
    Relocation package

    SNFout

    Evanston, IL
    4 days ago
  • IntroductionAt Gallagher Benefit Services, you’re a trusted partner to...  ...people decisions. We help clients build better workplaces, where...  ....As a Client Consultant Associate on Gallagher’s Digital Offerings...  ...you will also:Be responsive to Manager work requests.Organize work... 
    Work at office
    Local area

    Arthur J. Gallagher & Co.

    Palatine, IL
    2 days ago
  • $120k - $150k

     ...meaningful cases that make a real difference in clients' lives. Work alongside experienced...  ...values collaboration, exceptional client service, and delivering outstanding results. We are...  .... Confidential Employer. Job Description Manage personal injury cases from intake through... 
    Work from home

    Orion Placement

    Rolling Meadows, IL
    2 days ago
  • Gallagher Benefit Services is seeking a Client Consultant Associate to join Gallagher Guide's Total Rewards platform. You will collaborate with colleagues, technical teams, and clients to implement solutions and deliver a strong user experience. Under supervision, you will... 

    Arthur J. Gallagher & Co. (AJG)

    Rolling Meadows, IL
    1 day ago
  • $37.13k - $61.88k

     ...contribute to the company’s success. As a Client Experience Associate within PNC's retail branch...  ...connect with their recruiter and hiring manager to understand workplace expectations...  ...with a defined sales process including, service to sales, teller interactions, and effective... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Bank

    Northbrook, IL
    6 hours 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

    Orion Placement

    Skokie, IL
    1 day 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
    5 days ago
  • $85k - $110k

    Education Advocacy Program - Managing Attorney Organization: James B Moran Center for Youth...  ...Public Schools, when consistent with client eligibility and program priorities. Matters...  ...the Illinois Department of Human Services. This position reports to and is supervised... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Illinois Legal Aid Online

    Evanston, IL
    5 days ago
  •  ...possess strong communication and problem-solving skills, be customer-focused, and have a desire to help people. In this role, you will manage customer inquiries, maintain records, and work closely with other team members to ensure satisfaction. Join our collaborative team... 
    Flexible hours

    Toddmarkman

    Northbrook, IL
    1 day ago
  •  ...Advocacy in Evanston, IL, seeks an Education Advocacy Program Managing Attorney to lead priorities, supervise staff, and maintain a caseload...  ...partners while ensuring trauma-informed, racially equitable service delivery and program sustainability. #J-18808-Ljbffr Illinois... 
    Remote job

    Illinois Legal Aid Online

    Evanston, IL
    5 days ago
  • $150k

     ...experience (7+ years) handling complex estate planning and wealth transfer matters for high-net worth clients and with trust and estate settlement....  ...planning Preparing estate and gift tax returns Managing complex trust administration and probate matters from... 
    Work from home
    Flexible hours

    Rhoades Levy Law

    Northbrook, IL
    19 days ago
  • $250k

     ...Description Bring your UHNW estate planning practice into a wealth firm where clients are already in the door. Job Title: Estate Planning...  ...partner-level experience at a law firm or a senior wealth management planning background, and the ability to make complex ideas... 
    Work at office
    Relocation package

    SNFOut

    Evanston, IL
    2 days ago
  • $49.7k - $88.8k

     ...labs and surgical hospitals. Our work spans a broad spectrum of services, all designed to support physicians, health systems and...  ...supplies for expired dates. Provides economic and conservative management of surgery center property. Demonstrates appropriate awareness... 
    Live out
    Work at office

    SCA Health

    Libertyville, IL
    1 day ago
  •  ...northern suburbs seeking a Trusts & Estates Associate to join its practice. This is an...  ...career in estate planning, gain meaningful client exposure, and work closely with experienced...  .... Advise clients on estate planning, wealth preservation, and succession strategies.... 

    LinkedIn

    Northbrook, IL
    16 hours ago
  •  ...will lead contract negotiations and oversee GDPR compliance, shaping business results with disciplined judgment. You will manage evolving client needs with calm decisiveness, mentor others, and deliver measurable legal outcomes while balancing multiple priorities under... 
    Contract work

    Production Partners Inc

    Evanston, 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!