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
- ...Fiducient Advisors in Chicago seeks a Client Service Associate responsible for high-quality service to private clients and Investment Consultants. This role involves client onboarding, managing account setups, and facilitating money movements. The ideal candidate has...SuggestedWork at officeRemote work
- ...The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...Suggested
$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 at... ...contribute to the success of Baird's Private Wealth Management business, where true...SuggestedHourly payWork experience placementWork at office$90k - $100k
...Client Services Specialist Chicago, Illinois DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability... ...to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology...SuggestedFull timeWork at officeRemote workWorldwideWeekend work- ...Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle... ...with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity...SuggestedRemote workMonday to FridayShift 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...
$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- ...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...
- ...Service Advisor Role Profile Summary The Service Advisor role is responsible for the retention of existing client relationships, and development of business opportunities obtained through... ...regarding complex financial planning and wealth strategies to clients and ensuring...Work at office
$24 - $29 per hour
...are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach... ...support. Position Overview The Client Relations Specialist will play a vital role in the initial engagement and...Work from home- ...Sr. Client Service Specialist - Weekend Night Shift Job Category: Client Services Full-Time Location: McCook, IL 60525, USA Job Details Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client...Full timeWork at officeNight shiftWeekend work
$19 per hour
...You Deserve Better!® PLS — which stands for People ‑ Location ‑ Service ‑ is a leading retail provider of financial services. The “P”... ...Responsibilities The main point of contact for agencies, maintaining client service email inbox and coordinating with other colleagues to...Work at officeFlexible hours- A financial services agency in Cicero, Illinois is seeking a motivated individual to conduct virtual consultations with clients to enhance their financial well-being. This role offers flexibility with a work-from-home option while providing comprehensive training and mentorship...Remote workWork from home
$75k - $85k
...The Mather Group is seeking a Senior Client Services Associate in Chicago, IL. The role requires 3-5 years of experience in a Client Service Associate role at an RIA firm. Responsibilities include managing client interactions, ensuring timely responses to inquiries, and...Full timeWork at office$50k - $65k
...Republic Business Credit, a subsidiary of Renasant Bank. The Client Onboarding Specialist will support activities to assess and bring new clients to... ...role primarily supports the Client Acquisition, Client Services, Legal, and Underwriting teams across its suite of products...Hourly payWork experience placementSecond jobWork at officeFlexible hoursNight shift- ...Job Description Job Description Job Title: Futures Client Services Specialist-evenings and nights Reports to: Client Services Team Lead Position type: ☒ Full-time ☐ Part-time Hours/week: 40, 4 pm to midnight, Sunday through Thursday (must be willing to...Full timeContract workTemporary workPart timeAll shiftsNight shiftAfternoon shift
- ...Legal And General Group is seeking a team member for their Client Implementation Team in Chicago. This role focuses on supporting client... ...skills, and experience in asset management client service. The position offers comprehensive health benefits and opportunities...
$55k - $110k
...Wheaton, IL office to support the integration of 2 Partners into the Client Solutions Group. Job Summary & Responsibilities Maintain... ...assistant experience and preferably from a banking, financial services background. Candidate must be located onsite in either the Chicago...Full timeTemporary workPart timeWork at office$55k - $70k
...Client Support Specialist - Financial Services, Chicago Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented Client Support...Full time$84.7k - $141.3k
...As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging North American based clients across our existing segment and for actively hunting and growing new business to achieve revenue targets. You will work in collaboration with Account...Contract workPart timeInternship- ...Camirand Travel is seeking a Travel & Client Experience Specialist to support clients in vacation planning, research, and bookings. This flexible remote role emphasizes excellent client service, strong communication, and ongoing learning while you help clients create unforgettable...Remote workFlexible hours
$75k - $100k
...characteristic under applicable law, whether actual or perceived. Client Operations Specialist The Client Operations Specialist is responsible for... ...satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and...Work at office- ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
$17.25 per hour
...Customer Service Representative Voted one of Chicago's Best Places to Work by the Chicago Tribune for the ninth year in a row, Clarity... ...have a great sense of time management. Ability to retain a wealth of information to provide to customers. Ability to diagnose...Hourly payWork at officeLocal area- ...Genesis Marketing has openings for full time Customer Service Representative working with our Team. This representative will be responsible for meeting directly with external customers and clients regarding services. Representatives provide professional presentations,...Full time
$90k - $120k
...Overview Advanced Rx is a Pharmaceutical Services Company headquartered in Sunrise,... ...Advanced Rx is seeking a Customer Sales Specialist based in Illinois and Wisconsin. The... ...~ Ability to build and maintain strong client relationships. ~ Proficient in CRM systems...Work at office$54k - $99.6k
...Job Title Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client...Part timeWork experience placementWork at office- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...
- ...Barry's Iberia in Chicago is looking for Client Specialists who are the first line of contact at all studios. Ideal candidates should possess... ..., maintaining studio cleanliness, and delivering quality service at the Fuel Bar. Available shifts are flexible, and the role...Flexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- airport customer experience specialist Chicago, IL
- customer relations associate Chicago, IL
- client service specialist Chicago, IL
- bilingual customer service representative spanish english Chicago, IL
- inside customer service representative Chicago, IL
- work from home customer service associate Chicago, IL
- customer sales representative Chicago, IL
- customer service officer Chicago, IL
- client solutions specialist Chicago, IL
- overnight customer service representative Chicago, IL


