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

Senior Margin Compliance & Client Services Specialist

Charles Schwab

Charles Schwab is looking for a candidate to resolve margin-related matters for internal and external clients. Responsibilities include monitoring margin calls, managing debit balances, and applying industry rules. Required qualifications are Series 7 and 63 licenses, along with 3-5 years of margin experience. Excellent customer service and organizational skills are crucial for success in this role. #J-18808-Ljbffr Charles Schwab

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Margin Compliance & Client Services Specialist in Chicago, IL vacancy
  • Dormont Manufacturing Co is looking for a dedicated HR Client Services professional in Chicago, Illinois. This role involves providing expert...  ...on HR matters, managing client relationships, and ensuring compliance with state and federal laws. The successful candidate will... 
    Senior

    Dormont Manufacturing Co

    Chicago, IL
    21 hours ago
  •  ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account...  ...issues with confidence Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal... 
    Senior
    Flexible hours

    Chase

    Chicago, IL
    21 hours ago
  • Charles Schwab Corporation is seeking a Margin Specialist in Chicago, Illinois, to address margin-related inquiries and monitor compliance with regulations. The role involves...  ...reports, and providing excellent customer service to clients. Qualified candidates should hold... 
    Senior

    Charles Schwab

    Chicago, IL
    3 days ago
  • $75k - $85k

     ...The Mather Group is seeking a Senior Client Services Associate in Chicago, IL. The role requires 3-5 years of experience in a Client Service Associate role at an RIA firm. Responsibilities include managing client interactions, ensuring timely responses to inquiries, and... 
    Senior
    Full time
    Work at office

    The Mather Group

    Chicago, IL
    4 days ago
  • $125k - $170k

    Clear Street, LLC seeks an experienced Associate Director for the Risk/Margin team in Chicago. This role oversees margin activities, ensuring compliance with regulations, and developing strategic initiatives for team performance and business growth. The ideal candidate... 
    Senior
    Work at office

    Dormont Manufacturing Co

    Chicago, IL
    21 hours ago
  • $64.2k - $116.4k

     ...Business Advisor (EBA) – Senior Associate role, you...  ...early to support quality, compliance, and achievement of...  ...support revenue recognition, margin performance, billing...  ...risk. Lead and coordinate client and engagement...  ...providing exceptional client service to your stakeholders while... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Chicago, IL
    1 day ago
  • Responsibilities The candidate will join the Client Facing Middle Office (CFM) Team. The CFM team handles middle and back‑office functions for the PSC business lines, which include prime services, commodity clearing and global execution services. Reference 260007WT. Execution... 
    Senior
    Work at office

    Societe Generale

    Chicago, IL
    21 hours ago
  • Senior Marketing & Client Development Specialist Overview As a Senior Practice Development Specialist , you will play a key role in shaping and executing...  ...professional who thrives in a fast-paced professional services environment, brings strong writing and project management... 
    Senior
    Permanent employment
    Work at office

    Adecco Permanent Recruitment

    Chicago, IL
    2 days ago
  • $75k - $85k

    Vedder's Chicago office is seeking a Senior Marketing and Client Development Specialist. The Senior Marketing and Client Development Specialist will work closely...  ...skills, project management expertise and a client-service orientation to every engagement. As the Senior... 
    Senior
    Work at office
    Local area
    Flexible hours

    Vedder Price

    Chicago, IL
    4 days ago
  • A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate... 
    Senior

    ACM

    Chicago, IL
    2 days ago
  • Heitman LLC is seeking a Product Manager in Chicago to drive product strategy and development for Investor Relations and Client Services. This role will navigate the digital transformation and work closely with various teams to implement initiatives effectively. The ideal... 
    Senior
    Work at office
    Remote work

    Heitman LLC

    Chicago, IL
    1 day ago
  • Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director...  ...to lead and scale the firm’s client service and operational infrastructure. The...  ...reporting, billing validation, and compliance requirements. Monitor operational... 
    Senior

    Advyzon

    Chicago, IL
    2 days ago
  • $75k - $85k

    Senior Client Services Associate - Chicago, IL About the Job The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior...  ...projects to improve firm operational efficiency and fulfill compliance requirements. Delivering effective written and verbal... 
    Senior
    Full time
    Work at office

    The Mather Group

    Chicago, IL
    21 hours ago
  • 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... 
    Senior

    JPMorganChase

    Chicago, IL
    3 days ago
  •  ...Sr. Client Service Specialist - Weekend Night Shift Job Category: Client Services Location: McCook, IL 60525, USA Job Details Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client complaints... 
    Senior
    Work at office
    Night shift
    Weekend work

    Crane WW

    La Grange, IL
    2 days ago
  • $66k - $75k

     ...Freight Forwarding Operations And Customer Service Agent We are the leading provider of...  ...provided Monitor/audit files weekly for compliance of estimate input, profit margin setting and timely invoicing Assist clients in their day-by-day requests related to export... 
    Senior
    Local area
    Worldwide

    We One

    Chicago, IL
    3 days ago
  • $40.23k - $74.87k

     ...Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to...  ...environment. A day in the life. As a Senior Client Service Representative, your primary focus... 
    Senior
    Work at office
    Work from home

    Marsh LLC

    Chicago, IL
    4 days ago
  •  ...on a rewarding journey as a Client Onboarding Associate at JP Morgan...  ...Onboarding Implementation Senior Associate within Client Technical...  ...decisions, and ensure compliance with our policies. Your ability...  ...client consulting or financial services experience Strong business... 
    Senior
    Temporary work
    Work at office

    JPMorgan Chase & Co.

    Chicago, IL
    4 days ago
  • $84.6k - $122.7k

     ...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most...  ...as we help shape a brighter way forward. Senior Client Delivery Specialist JLL Technologies | North America | Full-... 
    Senior
    Daily paid
    Full time
    Local area
    Remote work
    Flexible hours

    JLL

    Chicago, IL
    2 days ago
  • Lyric National in Lincolnwood, IL, is seeking a motivated Client Care Specialist to join our call center team. You will serve as a primary point of contact for residents, families, and healthcare providers, resolving inquiries with empathy and professionalism. The ideal... 
    Senior

    Lyric National

    Lincolnwood, IL
    3 days ago
  • Northern Trust Corp is seeking a Consultant for Client Trade Operations in Chicago, IL. This role involves supporting Portfolio Management...  ...at Northern Trust Corp and contribute to a company dedicated to excellence and community service. #J-18808-Ljbffr Northern Trust Corp
    Senior

    Northern Trust Corp

    Chicago, IL
    3 days ago
  • $161.5k - $184.3k

    Senior Principal Relationship and Business Development Manager (Remote...  ...for our international clients, managing a robust pipeline of...  ...acceptance and volume Risk & Compliance: Actively managing and evaluating...  ...for third‑party products, services, educational tools or other... 
    Senior
    Remote job
    Full time
    Contract work
    Part time
    Local area

    Capital One

    Chicago, IL
    4 days ago
  •  ...Sr. Client Service Specialist - Weekend Night Shift Job Category: Client Services Location: McCook, IL 60525, USA Job Details Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client complaints.... 
    Senior
    Work at office
    Night shift
    Weekend work

    Crane WW

    La Grange, IL
    21 hours ago
  • $51k - $98k

     ...Client Delivery Specialist (IP Business Legal Assistant) Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations...  ...document storage in compliance with firm policies; and...  ...Navigate complexity with senior stakeholders ~ Workflow... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    2 days per week
    3 days per week

    Husch Blackwell

    Chicago, IL
    3 days ago
  • $66k - $123.1k

     ...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's...  ...Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides... 
    Senior
    Minimum wage
    Local area
    Flexible hours
    Night shift

    Marsh & McLennan

    Chicago, IL
    21 hours ago
  • $75.05k - $107k

     ...the execution of strategic initiatives in client onboarding, ensuring a smooth transition...  ...and resolve complex issues, ensuring compliance with technical standards and policies....  ...years of client consulting or financial services experience Strong business acumen combined... 
    Senior
    Work at office

    JPMorgan Chase

    Chicago, IL
    2 days ago
  • $143k - $228.8k

     ...the Middle East, is seeking to hire a Senior Client Employee Benefits Advisor. The Senior Client...  ...employee benefit plans to ensure compliance with applicable legal requirements and...  ...of a benefits consulting team, client service team, or a law firm team in the employee... 
    Senior
    Work at office
    Local area
    Remote work

    Morgan Lewis

    Chicago, IL
    4 days ago
  • $86k

     ...business strategy when it was founded in 1963. Today, we help clients with total transformation, inspiring complex change, enabling...  ...our clients to thrive. What You’ll Do As a Client Program Senior Specialist, you will support and manage the execution of BCG U client upskilling... 
    Senior
    Work at office
    Local area

    Boston Consulting Group (BCG)

    Chicago, IL
    21 hours ago
  • $80.75k - $130k

     ...complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial...  ...Management Officers, Client Service, Implementations, and Know Your...  ...merchant, card, credit, legal, compliance, etc. Working knowledge of Microsoft... 
    Senior
    Work experience placement
    Work at office

    JPMorgan Chase Bank, N.A.

    Chicago, IL
    3 days ago
  • $26 - $29 per hour

     ...products and experiences that inspire our clients and redefine modern luxury. Guided by our...  ...dynamic retail environment where style, service, and human connection come together, and...  ...and make an impact. Position Overview The Senior Client Advisor is a top-performing Brand... 
    Senior
    Hourly pay
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Moncler S.P.A.

    Oak Brook, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Margin Compliance & Client Services Specialist. Be the first to apply!