Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Client Relationship Specialist

Raymond James Financial, Inc.

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle onboarding, account openings, client communications, and documentation in a fast-paced environment. The role emphasizes accuracy, cross-platform communication, and proactive follow-up while delivering excellent customer service and facilitating client meetings and reporting. #J-18808-Ljbffr Raymond James Financial, Inc.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Client Relationship Specialist in Chicago, IL vacancy
  • A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills... 
    Suggested

    PowerToFly

    Oak Brook, IL
    4 days ago
  •  ...Join JPMorgan Chase & Co., a leading global financial services firm with operations worldwide, offering...  ...care insurance. We're seeking a KYC Relationship Officer to partner with Bankers and AML/KYC Operations, ensuring client KYC records comply with regulatory standards... 
    Suggested
    Worldwide
    Flexible hours

    慨正橡扯

    Chicago, IL
    4 days ago
  • $19 per hour

     ...stands for People ‑ Location ‑ Service ‑ is a leading retail provider of financial services. The “P” comes first, because...  ...of our customers have banking relationships, we believe that our customers...  ...for agencies, maintaining client service email inbox and coordinating... 
    Suggested
    Work at office
    Flexible hours

    PLS

    Oak Brook, IL
    2 days ago
  • A financial services agency in Cicero, Illinois is seeking a motivated individual to conduct virtual consultations with clients to enhance their financial well-being. This role offers flexibility...  ...’ needs and fostering strong relationships while completing necessary... 
    Suggested
    Remote work
    Work from home

    AO Garcia Agency

    Cicero, IL
    3 days ago
  • $23.19 - $28.35 per hour

     ...Job Title Client Relationship Consultant Job Description Client Relationship Consultants...  ...deposit and loan products and services, and recommending solutions based on each...  ...asking questions and learning about their financial needs, and banking channel preferences... 
    Suggested
    Temporary work

    U.S. Bancorp

    Chicago, IL
    3 days ago
  •  ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the...  ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...deposit and loan products and services, and recommending solutions based on each... 

    US Bank

    Chicago, IL
    3 days ago
  • $23.19 - $28.35 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...at—all from Day One. Job Description Client Relationship Consultants build relationships with...  ...deposit and loan products and services, and recommending solutions based on each... 
    Temporary work
    Local area

    Us Bank

    Oak Park, IL
    2 days ago
  • $22.5 - $30.29 per hour

    JPMorgan Chase is seeking a Relationship Banker in Chicago, IL to enhance client experiences through attentive service and financial solutions. In this role, you will manage client relationships, understanding their financial needs and introducing technology solutions.... 
    Hourly pay
    Afternoon shift

    JPMorgan Chase

    Chicago, IL
    4 days ago
  • A leading financial institution is seeking a Client Service Associate to manage client relationships and deliver tailored solutions. The role involves collaboration with internal teams and continuous improvement of services. Candidates should have at least 3 years of client... 
    Full time

    JPMorganChase

    Chicago, IL
    2 days ago
  • A leading financial services firm located in Oak Lawn, Illinois is seeking a Private Client Advisor. In this role, you will provide tailored investment solutions and financial planning to individuals and families. Required qualifications include at least 2 years of experience... 

    JPMorgan Chase & Co.

    Oak Lawn, IL
    4 days ago
  • $55k - $70k

     ...Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full...  ...best-in-class support for our financial technology products and...  ...clearly, and manage client relationships will directly impact customer... 
    Full time

    Advyzon

    Chicago, IL
    2 days ago
  •  ...Professional to guide and inspire customers in their fashion choices. This role emphasizes building client relationships both in-store and online while delivering excellent service. Candidates are expected to have a High School Diploma, be proficient with technology, and... 
    Flexible hours
    Night shift

    Bloomingdale's

    Chicago, IL
    2 days ago
  • $114k - $169k

    # Field Sales Representative, Financial Services, Google CloudGoogle • onsite • 320 N Morgan St...  ...and your customers. You build trusted relationships with customers, uncovering their business...  .... With a more focused portfolio of clients, you will gain a deep understanding of... 
    Temporary work

    Epic Games

    Chicago, IL
    4 days ago
  •  ...Product Specialist The Client Specialist is a sophisticated wealth expert...  ...appropriate JPMorgan Chase wealth services to best meet the...  ...deepening existing wealth relationships with high net worth and ultra...  ...investing, trust and estates, financial planning, insurance,... 

    Chase

    Chicago, IL
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment solutions to individuals and...  ..., and possess a strong commitment to client relationships. This role emphasizes relationship management,... 

    JPMorgan Chase & Co.

    Chicago, IL
    22 hours ago
  •  ...Responsibilities include establishing customer relationships and following up with customers, as...  ..., accurate, and friendly customer service. Service can include responding to inquiries...  ...customers with their insurance and financial services needs, including auto insurance... 
    Hourly pay
    Part time
    For contractors
    Work at office

    Bill Hepburn - State Farm Agent

    Oak Brook, IL
    4 days ago
  • $40k - $55k

     ...contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to... 
    Hourly pay
    For contractors
    Work at office
    Flexible hours

    Beth Black - State Farm Agent

    Melrose Park, IL
    3 days ago
  • $91.44k - $111.76k

     ...to make better and smarter financial decisions and enabling the communities...  ...Day One. The Assistant Relationship Manager (ARM) works with the...  ...in training process of new clients / products. Higher levels...  ...and treasury management services Strong attention to detail... 
    Full time
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank National Association

    Chicago, IL
    18 days ago
  •  ...Private Client Advisor II Chicago, Illinois...  ...purpose to help make financial lives better through...  ...clients, deepening client relationships, and building upon an...  ...'s capabilities and services to meet specific client...  ...the need for team specialists; collaborate closely... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    3 days ago
  • $17.05 - $18.6 per hour

     ...Customer Service Representative Bilingual Preferred This job is located at 2507 W....  ...Service — is a leading retail provider of financial services. The "P" comes first, because...  ...many of our customers have banking relationships, we believe that our customers use our... 
    Local area
    Flexible hours
    Afternoon shift
    Early shift

    PLS

    Evergreen Park, IL
    7 days ago
  • $44k - $52k

     ...At Scene we focus on making sure our clients get the best results as the given experience they acquire,...  ...important for our company. Job Description The Client Relationship Representative will deliver outstanding customer service to both our internal and external customer base.... 

    Scene Events

    Chicago, IL
    1 day ago
  • $60k - $200k

     ...Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make...  ...responsible for building relationships, generating new business,...  ...platform, you'll help clients manage risk through customized... 
    Immediate start

    World Insurance Company Defunct

    Chicago, IL
    1 day ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...  ...investment solutions to meet their financial needs. As a Private Client Advisor in... 

    Aumni

    Oak Brook, IL
    4 days ago
  • $60k - $200k

     ...Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping...  ...strategies that evolve with clients’ lifestyles and financial...  ...personal lines and private client relationships, with an emphasis on high-... 
    Base plus commission
    Immediate start

    World Insurance Associates LLC

    Chicago, IL
    3 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm...  ...care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...  ...solutions to meet their financial needs. As a Private Client Advisor... 

    Chase

    Oak Brook, IL
    1 day ago
  •  ...Chase is seeking a Private Client Banker in Chicago, IL, who will...  ...and enhancing the banking relationships of affluent clients. This role...  ..., providing tailored financial education, and ensuring compliance...  ...have a passion for customer service, a strong commitment to... 
    Flexible hours

    JPMorgan Chase

    Chicago, IL
    2 days ago
  • $50k - $65k

     ...Client Onboarding Specialist Job ID 2026-15524 Job Locations US-LA-New Orleans | US...  ...support the Client Acquisition, Client Services, Legal, and Underwriting teams...  ...maintain a professional and efficient relationship with allocated customers and internal... 
    Hourly pay
    Contract work
    Work experience placement
    Second job
    Work at office
    Flexible hours
    Night shift

    Renasant

    Chicago, IL
    15 hours ago
  •  ...Agent, you will build and develop customer relationships within the community to promote State...  ..., and market appropriate products and services. As an Agent Team Member, you will...  ...Enthusiastic about the role insurance and financial products play in helping people manage... 
    For contractors

    John-Kim---State-Farm-Agent

    Chicago, IL
    3 days ago
  • $35k - $65k

     ...insurance company dedicated to providing exceptional coverage and service to our clients in the Chicago area. With a focus on personalized...  ...growth by identifying prospective clients, building strong relationships, and providing tailored insurance solutions to meet their... 
    Base plus commission
    For contractors

    Tenyiah Simmons Patterson - State Farm Agent

    Westchester, IL
    1 day ago
  •  ...commitment to exceptional customer service and comprehensive insurance...  ...range of insurance and financial products, enabling us to...  ...personalized solutions to our valued clients. Role and Responsibilities:...  ...manner. Customer Relationship Management: Building strong... 
    Work at office

    William Klinowski - State Farm Agent

    Chicago, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Client Relationship Specialist. Be the first to apply!