UHNW Wealth Client Service Associate
Windward Recruiting
Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating with various financial experts. Candidates must have a Bachelor's degree in a relevant field and at least 3 years of experience in financial services, with strong analytical and communication skills. A competitive salary and bonus structure is included. #J-18808-Ljbffr Windward Recruiting
$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...SuggestedWork at office$43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...Suggested- Overview A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families... .... This role offers broad exposure to client service, investments, and planning execution in a...SuggestedWork at office
- JPMorgan Chase & Co. is seeking a Client Service Associate in Chicago, IL. In this role, you will provide high-quality service to ultra-high net worth clients and manage daily client transactions. You will work closely with Financial Advisors and operations teams to ensure...SuggestedWork at office
- We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES Organize and prepare materials for regular client meetings Attend and participate in client meetings, prepare...SuggestedWork at office
$60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- ...Employment Type: Direct Hire Industry: Financial Services Job Number: 17390 Field of Expertise: Customer... ...: Hybrid Work Schedule Job Description Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is...Work experience placementWork at officeRemote workFlexible hours
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...Work at officeRemote workWork from homeRelocationFlexible hours- ...ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business... ...’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the...Work at office
$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id... ...will undergo foundational and functional training in core wealth management concepts and tasks, which will prepare them for placement...H1bFlexible hours$100k - $110k
...Description Job Description BURKE+CO. THE GIST: Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking a Client Services Associate to support their CEO/Managing Partner & team of advisors....- ...businesstalentgroup.com. Role & Responsibilities: As our national Client Service (CS) team expands, we invite recent graduates or early... ...service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated to delivering on-...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
- ...This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA... ...could be extended based on company business needs. The Client Service Associate partners with associates across Global Client Group to service...Work experience placement
- 慨正橡扯 (J.P. Morgan Advisors) is hiring a Client Service Associate in Chicago, IL. This role serves as the main contact for clients, focusing on deposit account services and building strong client relationships. The associate will work closely with financial advisors and...Work at office
- The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage... ...of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO) Know...
$50k
Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. This role requires excellent...Full timeWork at officeRemote workShift work- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which provides clearing services to clients... ...& Options, Credit and Rates or FX. As a Client Service Associate within F&O, you will be responsible for managing the day-to-day...
$31.2k - $90k
Morgan-Stanley is seeking a Client Service Associate to deliver exceptional service, supporting Financial Advisors in client interactions. Candidates should possess strong interpersonal skills, detail orientation, and advanced Microsoft Office capabilities. This role requires...Work at office$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workLocal areaImmediate start
$28.75 - $38.46 per hour
...Job Title This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short-term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational...Hourly payTemporary workSeasonal workWork from homeFlexible hoursShift workDay shift- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you...Work at office
- JOB DESCRIPTION As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining and building client relationships...Work at office
- If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client...Work at office
- U.S. Private Bank - Client Service Associate Chicago, IL, United States If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP...Work at office
$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing and executing tasks involving... ...work closely with Senior Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors ·...Work at officeRemote work- A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving client accounts and investments, requiring a bachelor’s degree and 2-3 years of relevant experience. Strong communication...
$85k - $95k
Harrison Gray Search seeks a Wealth Service Associate in the Chicago Western Suburbs, IL. This hybrid position involves supporting a Lead Advisor and ensuring high-quality client experiences. Ideal candidates will possess strong communication skills and a service mindset...- ...we have an enthusiasm for helping our clients, taking care of our employees,... ...and delivering extraordinary customer service while maintaining a strong commitment... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests like account openings and investment trades. This role prioritizes client relationships and compliance with...
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