Client Services Specialist II - Wealth Management
$60k - $85kCorient Private Wealth LLC.
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, and proficiency in Salesforce. This full-time position offers a salary range of $60,000 to $85,000 annually, along with competitive benefits. #J-18808-Ljbffr Corient Private Wealth LLC.
$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$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...Suggested$60k - $85k
...full life while preserving their wealth for future generations. We value ambition... ...growth. This role supports client interactions within our wealth management platform. Responsibilities Serve as... ...ability to learn quickly) Customer service background preferred Excellent...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$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- 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...Suggested
- ...Internal Wholesaler) A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance...
$19.23 - $28.85 per hour
...Customer Service Representative II Job Locations US-IL-Chicago Requisition ID 2026-19439 # of Openings 5 Category (Portal Searching) Customer... ...customers across scientific, clinical, technological, and program management areas. Summary: The General Services Administration (GSA)...Hourly payContract workTemporary workWork at officeRemote work- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth... ...has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each...
- ...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...Work 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...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...we are enthusiastic about helping our clients, caring for our employees, building relationships... ...and delivering extraordinary customer service while maintaining a strong commitment... .... As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive...
$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- 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 location_on Chicago, IL, United States This administrative... ...experience and preferably from a banking, financial services background. Candidate must be located onsite in either the...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...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...you the right person for our Customer Service Associate II position. Join our team today and let'... ...with customers, associates, and leaders* Managing sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workLocal area
$30 - $33.65 per hour
...Client Service Specialist Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day,... ...Summary: The Client Service Specialist supports the client management staff by assisting with group enrollment, renewal...Hourly payTemporary workWork at officeLocal areaFlexible hours- ...Client Service Specialist As a Client Service Specialist, you will be responsible for receiving and responding to inbound customer inquiries... ...emphasis on Diversity, Equity, and Inclusion (DEI). We have managed and Implemented Talent Acquisition and Talent Management processes...Contract workWork at office
- ...Client Service Specialist III Bring your customer-first mindset to a fast-paced team where your work directly improves how clients manage their commercial card programs. Job summary (up to 5 sentences) As a Client Service Specialist III in the Commercial Card Call...
- A logistics company in Melrose Park, IL is seeking an Air Export Customer Service Representative II to manage freight tracking and provide exceptional customer service. The role involves overseeing customer freight, handling service requests, and performing data management...Flexible hours
$30 - $33.65 per hour
Client Service Specialist - Hybrid (Rosemont, IL) page is loaded## Client Service Specialist - Hybrid (Rosemont, IL)locations: Chicago, IL (Rosemont... ...:**The Client Service Specialist supports the client management staff by assisting with group enrollment, renewal...Hourly payTemporary workWork at officeLocal areaFlexible hours$50k - $60k
Description The Company YCharts empowers wealth managers to make smarter investment decisions... ...research, proposal generation, and client communication tools that transform complex... ...the fintech, wealthtech, or financial services industry. Bachelor’s degree in Finance...Summer workWork at officeLocal areaRemote workFlexible hours- 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... ...and strong client service focus. Responsibilities include managing client service tasks, preparing account paperwork, and...Flexible hours- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management. Demonstrate... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client...
$28.85 - $40.08 per hour
TIAA in Chicago seeks a Client Service Associate to support client onboarding and account management. The role involves a blend of coordination and communication with clients, ensuring a seamless experience throughout their lifecycle. Preferred candidates will have a university...Full time- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
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