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 - $72k
Who We Are Wealthspire is a leading wealth management, retirement advisory, and... ...office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and... .... Summary The Client Service Associate supports advisor teams and clients through...SuggestedWork at office$75k - $90k
CCM ADMINISTRATIVE SERVICES LLC is looking for an Associate in Private Wealth Client Services in Chicago, IL. This role involves delivering exceptional experiences for high-net-worth clients through communication, account administration, and operational support. Responsibilities...Suggested- NFP Corp is looking for a Client Services Associate in Chicago to support the Relationship Manager. This full-time role involves coordinating client activities, preparing documentation for meetings, and providing exceptional client service. The ideal candidate will have...SuggestedFull timeWork 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
- ...Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and...SuggestedWork experience placementWork at officeFlexible hours
$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new... ...riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management...Full timeWork 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$57k - $76.6k
We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client... ...will be considered.Savant Capital LLC, is an Equal Opportunity Employer. #J-18808-Ljbffr Savant-Wealth-Management-Full timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hours$60k - $80k
OVERVIEW Client Service Associate - Retirement Plans Location: Hybrid At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re...Work at officeLocal area- ...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
$75k - $85k
...Senior Client Associate The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating...Full timeWork at office- ...As we grow our national Client Service team, we are looking for professionals with 3-5 years of experience to join our team. The ideal candidate... ...experience to the work described below. The Senior Associate will be part of a team or teams dedicated to delivering on-demand...Work experience placementWork at officeRemote workWork from homeHome officeFlexible hours
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As...Work experience placementWork at office
- Bank of America in Oak Brook seeks a dedicated professional to provide client service support to Financial Advisors. This role focuses on delivering excellent client service by educating clients on various banking offerings, ensuring the accuracy of client materials, and...Work at office
- Bank of America is seeking a Client Service support member in Chicago. This role involves assisting Financial Advisors and focusing on client needs through excellent service. The ideal candidate will possess financial licenses, a strong work ethic, and a client-first mindset...Hourly payWork at office
$26.5 - $42 per hour
Job Description This position provides client service support to one or more Financial Advisors (FAs). It supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions for each advisor’s needs. The incumbent is...Hourly paySeasonal workWork from homeShift workDay shift- 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...
$67.5k - $111.5k
Northern Trust Corp in Chicago is seeking a Registered Associate to support Financial Advisors and manage client relationships. Responsibilities include day-to-day client service, onboarding clients, and maintaining accurate client records. The ideal candidate will have...Flexible hours- ...Client Service Associate 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...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- Publicis Digital Experience is seeking an Associate Account Executive in Chicago to support marketing programs and manage client relations. Candidates should have a Bachelor's degree in Business, Marketing, or Communications, and 1-2 years of marketing or agency experience...Flexible hours
- 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
$48k - $65.3k
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Full timeWork experience placementWork 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...
$70k
Asset Management - Internal Client Advisor - Associate Chicago, IL, United States Job Information Job Identification 210645158 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 07/21/2025, 08:46 AM Locations 10 S Dearborn St, Chicago, IL,...Full time$54.1k - $75.5k
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing... ...RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment...Full timeWork at office- Join J.P. Morgan Advisors as a Client Associate in Chicago, IL, where you'll support Financial Advisors and deliver tailored wealth management services. Your role involves managing client onboarding, executing trades, and providing high-quality support to enhance client...
- Client Service Account Manager - Payments Team Do you love managing a large portfolio of clients? If so, join our team to have direct responsibility for servicing a portfolio of large corporate or financial institution clients. You will support clients to effectively...Flexible hours
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...Flexible hours
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