Client Service Associate
Pyramid Consulting
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. Job ID:26-18176 Pay Range: $25 - $28/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) Assist team members to ensure ongoing client contractual obligations are being met Support the fulfillment of ad-hoc client inquiries and requests Facilitate and oversee client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates are provided Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs Update and maintain client and authorized third party contact information via CRM application Support client meeting preparation by facilitating creation of materials Help identify, escalate and resolve problems for any issues affecting the client experience Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients Key Requirements and Technology Experience: Must have skills: Client Relationship Management Client Account Maintenance Client Reporting & CRM Management Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...SuggestedWork at office
$65k - $75k
...’re not just in the business of helping clients with their financial goals – we also help... ...owner. Job Description Company Services: Tourmaline Wealth Advisors is a private... ...wealth. Position Summary: The Client Service Associate position helps to conduct the smooth operation...SuggestedFull timePart timePrivate practiceWork at officeHome office$65k - $85k
...Join William Blair, the Premier Global Partnership. As a Client Relationship Associate, you will play a key role in supporting and strengthening... ...a trusted point of contact, delivering exceptional client service while helping to coordinate relationship management activities...SuggestedTemporary work- ...We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering an outstanding client experience...Work at office
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$70k - $80k
...We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic...Full timeWork at office- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES Organize and prepare materials for regular client meetings Attend and participate in...Work at office
$60k - $85k
...Hedge Fund Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link...Full timeWork at office- ...Client Services Associate This is a full-time hybrid or remote role for a Client Services Associate. Requirements include a Bachelor's degree in business, public health, information systems or liberal arts, demonstrated interest in B2B products, client services, compliance...Full timeRemote work
$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Full timePart timeLocal area$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office$69.13k - $96.47k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full time$25.85 - $43.08 per hour
...you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Are you passionate... ...to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options,...Work at officeWork from home- Interested In Building Your Career At William Blair? Get future opportunities sent straight to your email. William Blair
$13k - $15k
...operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white-glove support... ...visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company...Full timeContract work- ...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
$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group. The Role Advise individuals...Work at office- 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
- ...Client Service Account Manager 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....Flexible hours
$22 - $26 per hour
...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
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- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB)... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable... ...Assist in improving client support processes and service standards Additional Information Competitive salary based on...Full time
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