Wealth Client Services Specialist
Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Chicago to deliver outstanding client service and operational support to Financial Advisors. This role is essential for managing client onboarding and communications to enhance the client experience in wealth management. The ideal candidate has 2+ years of experience, strong communication skills, and must obtain specific industry licenses. The role offers a competitive hourly rate and bonus potential. #J-18808-Ljbffr
$25 - $44 per hour
Bank of America is looking for a Client Service Associate to join its Merrill Wealth Management team in Chicago. This role involves delivering exceptional service to clients and supporting Financial Advisors with their needs. Candidates should possess strong communication...SuggestedHourly pay$60k - $85k
Corient Private Wealth LLC. in Chicago seeks a Client Service Specialist II to serve as a central point of contact for client requests, coordinating with advisors and support teams. The ideal candidate should have a Bachelor's degree, 1-3 years of client service experience...SuggestedFull time$60k - $85k
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective communication skills, attention to detail, and a background in customer service. Qualified candidates should...Suggested- ...seeking a candidate to provide support and product expertise for the BMO Family Office, focusing on wealth advisors and relationship managers. The role involves client relationship management, supporting business development efforts, and ensuring exceptional client experiences...SuggestedWork at office
- Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring...Suggested
$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce. Ideal...- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...
$24.95 - $33.87 per hour
Plante Moran is seeking a dedicated professional for their Client Services Administration team in Chicago, Illinois. The role requires a minimum of 2 years of administrative or investment industry experience and strong client service focus. Responsibilities include managing...Flexible hours- A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at...
- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ..., we provide investment and advisory services for pension plans, sovereign wealth funds...
$85k - $95k
Focus Partners Wealth is looking for an Associate Wealth Advisor to join our dedicated planning team in Chicago. This role involves... ...participating in the financial planning process, ensuring outstanding client service and collaboration with Wealth Advisors. Ideal candidates...$18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19898 Workplace Type On Site Overview...Full time$24.36 - $36.67 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be... ...to the success of Baird's Private Wealth Management business, where true wealth...Hourly payWork experience placementWork at office$60k - $85k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...- ...Individual Investor Services Savers Department Representative The position is responsible for direct verbal and written communications... ...with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity...Remote workMonday to FridayFlexible hoursShift workWeekday work
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and advice. In... ...clients, from those starting to save to those with significant wealth, ensuring an exceptional investor experience. You will build and...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Chase, we are enthusiastic about helping our clients, caring for our employees, building... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will provide...
$25 - $44 per hour
Bank of America seeks a Client Service Support role in Chicago, IL to assist Financial Advisors by providing excellent client service and customized solutions. The ideal candidate will have a Bachelor's degree, an enthusiastic mindset, and strong skills in client and account...Hourly pay$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL Chicago, IL, United States Job Information Job Identification: 210656584 Job... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...Full time$47.52k
...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- At J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while upholding diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advisory services to a broad range...
$55k - $110k
Asset & Wealth Management, Client Solutions Group -Administrative Assistant, Chicago Chicago, IL, United States Job Description The Role Our... ...assistant experience and preferably from a banking, financial services background. Candidate must be located onsite in either...Full timeTemporary workPart timeWork at office$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available multiple Chicago area locations. J.P. Morgan Chase... ...range of investment solutions and exceptional customer service. As a Private Client Advisor in Wealth Management, you...
$24 - $29 per hour
...Client Relations Specialist At Thriving Center of Psychology, we are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach to mental health care, integrating the latest...Work from home$22 - $25 per hour
...Wealth Management Client Services Associate The Wealth Management Client Services Associate will enhance the client experience by servicing client... ...Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation...Temporary workWork at officeLocal areaFlexible hours
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