Elite Wealth Client Services Associate
Tiger Recruitment
Tiger Recruitment is hiring a Client Services Associate for their Park Ridge, IL office. This full-time role targets experienced professionals to support ultra-high-net-worth clients with exceptional service and operational expertise. The position requires strong organizational skills, client account operation knowledge, and excellent communication abilities. Responsibilities include managing client relationships, administrative support for executives, and ensuring compliance during account handling. #J-18808-Ljbffr Tiger Recruitment
$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of...Suggested$120k - $150k
Client Services Associate, Multi‑Family Office Location: Park Ridge, IL | Boston, MA | Salt Lake City, UT Full‑Time | On‑Site Salary: $120‑$150,... ...oriented Client Services Associate to join a highly regarded wealth management organization serving ultra‑high‑net‑worth...SuggestedFull timeWork at office- ...Our client is a growing independent wealth management and family office platform that serves ultra-high-net-worth families... ...while providing highly customized client service and family office support. The Client Services Associate will play a critical role in supporting...SuggestedWork at office
- ...Client Service Associate Primary Location :Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for our premier client in Chicago, Illinois. Education and Experience University (Degree) Preferred WHAT YOULL DO: Job Responsibilities: Assist...SuggestedCurrently hiringLocal area
$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...SuggestedWork at officeRemote workWork from homeRelocationFlexible hours- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits... ...Bachelor's degree required 3+ years of experience in wealth management, asset management, custody services, investor services...Work at office3 days per week
$25 - $44 per hour
Job Overview Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring...Hourly payWork experience placementSeasonal workWork at officeShift workDay shift- Merrill Wealth Management in Northbrook is seeking a dedicated individual to provide client service support across multiple Financial Advisors. The role involves educating clients about banking offerings, ensuring timely client materials, and maintaining client relationships...Work at officeFlexible hours
- ...Strategic Client Associate Our client, Infinity Strategic Partners, a growing financial services firm located in Northbrook, is seeking a strategic Client Associate team member... ...a collaborative, relationship-driven wealth management practice. The ideal candidate is...InternshipWork at officeRemote workFlexible hours
$46.9k - $70.2k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...What You'll Be Doing The Client Services Associate (Registered) assists one or... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at officeFlexible hours$28.75 - $40 per hour
...Job Title Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$43.2k - $64.8k
...is proud to provide innovative financial services and guidance to the world's most successful... ...we serve the world's most sophisticated clients using leading technology and exceptional... ...foundational and functional training in core wealth management concepts and tasks, which will...H1bFlexible hours- ...Job Title Internal Client Advisor Job Description As a member of the J.P. Morgan... ...territory of financial advisors. You will service existing clients while also identifying... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...Gallagher. Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...Overview At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...Summary Provides luxury client service in the Chicago gallery, greeting and assisting clients across in‑person, phone and email interactions... ...staff to assess client needs, connect clients to the right associates, and resolve concerns while maintaining high standards of...Work at office
- ...As an Associate, Client Services in the Client Relationship Group, the employee will support the following functions: Review investor transactions (subscriptions, redemptions, transfers) booked by the administrator and reconcile against anticipated transactions. Address...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’... ...we serve. Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help clients...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift work
$25 - $45 per hour
...Bank Of America Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Hourly paySeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work$28 - $32 per hour
...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payWork at officeLocal area- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
- ...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
$55k - $85k
100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors. Key responsibilities include client onboarding, account maintenance, transaction processing, and creating financial...- Kantar Group is looking for a Junior Level candidate to support Creative projects in Chicago. The role includes managing project timelines, developing questionnaires, and supporting data analysis. Ideal candidates have experience or strong internships in market research...Internship
- Arthur J. Gallagher & Co. (AJG) seeks a dedicated individual to support day-to-day operations in client service. The role involves creating documents and ensuring process standards while enhancing workflow efficiencies. A competitive salary and comprehensive benefits,...
- ...Morgan Chase, we are committed to helping clients, caring for employees, building... ...relationships, and delivering exceptional customer service while maintaining a strong focus on... ...‑date information, and assisting ongoing wealth planning, referral source management, and...
- ...Registered Wealth Management Client Associate - Chicago Market Northbrook, Illinois To proceed with your application, you must be at least 1... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
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