Client Services Associate
Full-time
Platinum Coastal Group Inc
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 directly with others.
ON-SITE EXPECTATION
On-site role. Regular face-to-face interaction is a core part of the position.
Responsibilities
· Assist clients with questions, requests, and solutions
· Conduct face-to-face client interactions and meetings
· Coordinate service needs with internal teams
· Document feedback and support client retention
Skills & approach: Strong communication and interpersonal skills; professional and dependable; comfortable initiating conversations; organized and adaptable; able to work effectively as part of an on-site team. Prior related experience is helpful but not required where training is provided.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Chicago, IL vacancy
$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$70k - $80k
...Client Services Associate 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...SuggestedFull timeWork at officeThe Mather Group, LLC
Chicago, IL7 hours ago$85k - $100k
...located globally. We make these managers available to our clients through pooled investment limited partnerships. We... ...planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago. Responsibilities...SuggestedFull timeTemporary workWork experience placementWork at officeVisa sponsorshipGresham Partners
Chicago, IL4 days ago- ...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-...SuggestedFull timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
Business Talent Group
Chicago, IL3 days ago $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...Suggested$365k - $420k
...Pay scale: $365000- $420000 Job Overview A law firm seeks a midlevel Private Client Services Associate Attorney in Chicago, IL. The ideal candidate will have 4-6 years of experience in trust and estate planning and administration, joining a national team dedicated...Permanent employmentFull timeBCG Attorney Search
Chicago, IL7 hours ago- ...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...
Kestra Financial Independent Advisor
Chicago, ILmore than 2 months ago $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 workCoinFlip
Chicago, ILa month ago- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
RK Partners
Chicago, IL19 days ago $110k - $140k
...building customized separate account portfolios around each clients objectives risk tolerance income needs liquidity and time horizon... ...preservation and long-term growth. The Senior Client Service Associate is responsible for the full life cycle of a relationship and...Full timeWork at officeHarris Associates
Chicago, IL7 days ago- ...Job Description Job Description Client Service Associate - Mission Viejo, CA This is a full-time, in-office position As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role...Full timeWork at office
RK Partners
Chicago, IL13 days ago $50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Chicago, IL. The...Full timePart timeLocal areaOppenheimer & Co. Inc.
Chicago, ILa month ago- Join to apply for the Client Service Associate role at JPMorganChase 19 hours ago Be among the first 25 applicants Join to apply for the Client Service Associate role at JPMorganChase Job Description Step into the role of a Client Service Associate and become an integral...Full timeContract workWork experience placementWork at officeRemote work
$60k - $95k
...Wealth Management Client Service Associate Hybrid Chicago, IL 60611 Overview Salary Range $60,000.00 - $95,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office Description Job Description: Wealth Management...Full timeWork at office- ...Client Service Associate 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...
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
$60k - $85k
...ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements...Work at office$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office- ...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...Work at office
- ...forefront of AI and innovation High exposure to senior leaders and clients Accelerated skills development and high talent density... ...This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities include: Own relationships with 15+ client...Full timeRemote workFlexible hours
- Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients. This individual will provide client service, account administration, operational support, and relationship management within...Work at office
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
- ...solve critical business challenges quickly. As demand for flexible, high-impact talent continues to grow across the U.S., our Client Service team plays a central role in translating client needs into successful project outcomes. This role is ideal for recent graduates...Full timePart timeInterim roleInternshipWork at officeRemote workFlexible hours
- ...solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will help clients trade everything from stocks and options to crypto and event contracts. Kickstart...Work at officeRemote work
$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- ...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...
$42.95k - $68.67k
...Lenox Advisors 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...Full timeWork at office- ...Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial...Work at office
$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$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. 46 Years Experience | Multiple...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client success associate Chicago, IL
- client account associate Chicago, IL
- client services associate Chicago, IL
- service advisor automotive Chicago, IL
- internal service advisor Chicago, IL
- staff services manager Chicago, IL
- patient service specialist Chicago, IL