Client Onboarding & Service Associate (Hybrid)
$55k - $85k100 Raymond James & Associates, Inc.
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 reports while ensuring all compliance with regulations. Applicants should have a High School Diploma and preferred experience in the securities industry. The role offers a hybrid workstyle and a competitive salary range of $55,000 to $85,000. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
- Connect Search, LLC is seeking a Client Services Associate for its Investment Services team in Chicago... ...investor relations, facilitating onboarding, and enhancing the client experience... ...communication skills. The company emphasizes a hybrid work schedule and offers ample...Suggested
- ...achieving their goals. As a COS Business Analytics & Insights Associate in Commercial Banking Finance & Business Management (F&BM), you play a pivotal role in supporting the Client Onboarding & Servicing (COS) organization. You will partner with senior leaders and cross...SuggestedVisa sponsorship
- A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving... ...excellent perks including substantial bonuses, PTO, and a hybrid work model. #J-18808-Ljbffr Fricke RecruitingSuggested
- ...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... ...focuses on supporting the onboarding of new client accounts,...SuggestedContract work
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered... ...Proof Festival. This position is Hybrid with regular travel to our office for... ...guidance Coordinating the client onboarding process, including opening brokerage...SuggestedWork at officeRemote workWork from homeRelocationFlexible hours- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical... ...combines relationship management, onboarding coordination, operational support,...Work at office3 days per week
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting... ...: Own and lead the end-to-end onboarding process for new clients, ensuring... ...business/events. This role offers a hybrid work model with three days in one of...Work at officeRemote workShift work- ...Location: Chicago, IL Work Mode: Hybrid Responsibilities Assist... ...transitions activity (i.e., onboarding, offboarding) in close... ...deliver exceptional company service. Assist in the preparation... ...presentations to be delivered to clients. Support the completion of...
$65k - $75k
Interactive Brokers is seeking a motivated Client Services Representative in Chicago, IL. In this hybrid role, you will support the New Accounts team by ensuring exceptional client experiences. Responsibilities include responding to client inquiries about account applications...- ...Surveillance SA in Chicago is looking for a candidate to join the Client Facing Middle Office (CFM) Team. The selected professional will... ...of listed derivatives. The position offers flexible hybrid work arrangements and an attractive compensation package. #J-18...Work at officeFlexible hours
- Interactive Brokers Group, Inc. in Chicago is seeking a Client Services Associate to support clients with their online account applications. The... ...and Spanish, and be highly organized. The position offers hybrid working conditions with a mix of in-office and remote work....Work at officeRemote work
$127.7k - $269.3k
...Senior Tax Manager to join the Lead Tax Services team in Chicago. This position requires a seasoned professional adept at leading client service teams and managing complex tax projects... ...skills. The role operates in a hybrid environment and offers a competitive wage...- ...Group is seeking a team member for their Client Implementation Team in Chicago. This... ...focuses on supporting client transitions and onboarding new mandates within a dynamic... ...and experience in asset management client service. The position offers comprehensive health...
$70k - $90k
...Broker Master Account Specialist to handle the KYC process for Clients. This hybrid role demands 1-3 years of financial experience and a... ...managing communication across departments to ensure smooth onboarding. The company offers a competitive salary between $70,000 and...- ...dedicated Implementation Specialist to ensure successful customer onboarding. In this role, you will guide customers through the onboarding... ...outstanding customer experiences. The role entails a hybrid work schedule, focusing on team collaboration and ensuring customer...
$20 - $34 per hour
...support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of... .... ~ Coordinate with building security for onboarding, offboarding, and access audits. Office...Hourly payFull timeWork at officeLocal area- ...worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension... ...team of approximately 9 FTE delivering onboarding activities for Asset Management clients.... ...Distribution, Legal, Compliance, and Client Service Operations (CSO) teams to support...Full timeTemporary workLocal areaWorldwideFlexible hours
$146.7k - $335.1k
..., Seattle Role Overview The Transition/Onboarding Lead will play a critical role in ensuring... ..., transition, and stabilization of clients onto EY’s IFMS operating model. This role... ...governance to ensure smooth onboarding of client services into steady‑state operations....$100k - $120k
...professionals in the financial services industry. Located in Chicago... ...Senior Enterprise Services Associate will develop an in-depth knowledge... ...operations to best serve our clients. You will be responsible for... ...team balances work and life Hybrid work schedule, with three...Temporary workCasual workWork at officeWork from homeFlexible hours- A leading academic institution in Chicago is seeking a People Services Generalist to support HR operations. This role involves managing recruitment, onboarding, and employee engagement for the Biological Sciences Division. The ideal candidate will have a degree in a related...Work at office
- ...Rival is seeking a Client Relations Specialist in Chicago, Illinois to manage client inquiries and facilitate their onboarding process. The ideal candidate will have at least 2 years of experience in customer service, preferably in the healthcare field, and must possess...Remote work
- ...Client Service Associate Primary Location :Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for our premier... ...in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen...Currently hiringLocal area
- ...in Employee Benefits based in Chicago, IL. This hybrid position requires a strong background in managing client relationships and employee benefits. The ideal candidate... ...include managing day-to-day client service and ensuring client retention through strategic planning...
- Senior Director, Head of Client Operations We are seeking a highly motivated and experienced... ...) to lead and scale the firm’s client service and operational infrastructure. The... ...ensuring operational excellence across advisor onboarding, billing operations, custodial workflows...
$145k - $160k
...Meagher & Flom LLP in Chicago is seeking a Client Accounting Supervisor to oversee daily... ...supervisory support, and improving client services. Successful candidates will have a Bachelor... ...ranging from $145,000 to $160,000 and hybrid work options. #J-18808-Ljbffr Skadden, Arps...- Publicis Groupe is hiring a Marketing Services Representative in Chicago for a hybrid role focused on customer service for automotive dealer clients. You will be responsible for selling Epsilon products to ensure customer retention and satisfaction. The ideal candidate...
- Publicisgroupe is looking for a Marketing Services Representative (MSR) to provide exceptional customer service to automotive dealer clients. This hybrid position requires attendance at the West Chicago office 4 days per week. The MSR will handle client relations, sell...Work at office
- Publicis Groupe ANZ is hiring a Marketing Services Representative located in Chicago. This hybrid role involves providing exceptional customer service to automotive... ...loyalty. Daily activities include consulting with clients and selling Epsilon products. The ideal candidate...Flexible hours
$18 - $22 per hour
...related to appointment scheduling, provider availability, clinic services, and general patient information. Schedule appointments in... ...Annual merit increases and opportunities for career advancement. Hybrid work‑from‑home opportunity with flexible hours that may include...Hourly payFull timeWork at officeLocal areaWork from homeFlexible hoursAfternoon shift- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long... ...in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business...Contract workLocal areaImmediate start
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