Hybrid Client Service Associate II (Private Clients)
NFP Corp
NFP Corp is seeking a Client Service Associate II in Chicago to deliver high-quality customer service to private clients and Investment Consultants. You'll manage client onboarding, execute complex transactions, and act as a liaison between custodians and clients. The ideal candidate has a Bachelor’s degree, 1-3 years of experience in the financial industry, and proficiency in Microsoft Suite and CRM tools. The role offers a hybrid work model and growth opportunities. #J-18808-Ljbffr NFP Corp
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting... ..., endowments and foundations, private clients, and financial institutions.... ...business/events This role offers a hybrid work model with three days in one of...Private clientWork at officeRemote workShift work- A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family... ...advisors with client service. The position offers a hybrid work model, excellent work/life balance, and opportunities...SuggestedWork at office
$65k - $85k
...business management, empowering clients to navigate complexity with... ..., visit and The Client Service Associate is responsible for high-... ...service and communication to private clients, Investment Consultants... ...events. This role offers a hybrid work model with three days...Private clientWork at officeLocal areaRemote workShift work$55k - $85k
100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors.... ...experience in the securities industry. The role offers a hybrid workstyle and a competitive salary range of $55,00...Suggested- ...If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing...Private clientWork at office
- 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 Recruiting
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of... ...administration to join our national Private Client Services Group. The...Private client- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the... ...for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving...Private clientWork at office
- Marsh McLennan Agency is seeking a Senior Client Advisor to join its Private Client Services team in Chicago, Illinois. The role involves diving deep into client... ...offers a generous benefits program, including hybrid work options, tuition reimbursement, and stock purchase...Private client
- Huntington National Bank is seeking a Private Bank Service Specialist II responsible for daily client interactions and relationship management. This role involves working closely with Wealth Advisors to support high-net-worth clients while adhering to financial regulations...
- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services... ...excellent work/life balance, and comprehensive benefits, Hybrid model: 2 days in office Requires 2+ years' related experience...Work at office
- 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
$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM...Contract workRemote work- ...Title Location: Chicago, IL Work Mode: Hybrid Responsibilities Assist in the... ...efficiency, and deliver exceptional company service. Assist in the preparation of weekly,... ...and presentations to be delivered to clients. Support the completion of due diligence...
$85k - $100k
Wealth Management Client Service Associate This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience... ...k) plan Paid time off, sick time, and a floating holiday Hybrid role based in downtown Chicago Occasional travel to client...Full timeTemporary workWork at officeLocal areaVisa sponsorship$365k - $420k
Perkins Coie LLP is looking for an experienced associate to join their national Private Client Services Group in Chicago. The ideal candidate will have at least... ...skills are essential. The position offers a hybrid work model and various employee benefits. Compensation...Private client- ...IBKR) is a global financial services company headquartered in Greenwich... ...cutting‑edge technology and client commitment. IBKR affiliates... ...‑art technology. This is a hybrid role (4 days in the office/1... ...fitness stipend to offset costs associated with traditional gym and...Temporary workWork at officeRemote workFlexible hours
- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors... ...with shifting priorities in a fast-paced environment, with hybrid in-person and virtual work options. #J-18808-Ljbffr FwainvestShift work
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and... ...conferences like the Future Proof Festival. This position is Hybrid with regular travel to our office for in-person...Work 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, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
$95k - $100k
...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 Benefits: Stellar...Permanent employmentFull timeWork experience placementWork at office- Huntington Bank is looking for a Wealth & Investment Service Specialist II in Chicago, IL. This role involves managing day-to-day client interactions and providing exceptional service, primarily to high-net-worth clients. Qualified candidates will have a high school diploma...
$85k - $115k
...prepare and review diverse tax returns for privately held clients. In this role, you will engage... ...with clients, offering strategic tax services from planning through delivery in a supportive... ...15,000, comprehensive benefits, and a hybrid work model. #J-18808-Ljbffr Bronswick...Private client- ...Private Client Advisor II Chicago, Illinois To proceed with your application, you must be at... ...Bank and the bank's capabilities and services to meet specific client needs. Job expectations... ...on the in-office expectations associated with your role. These expectations...Private clientWork at officeShift workDay shift
- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...
- ....P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION 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...Work experience placement
$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...Private clientHourly paySeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Your Responsibilities...
$25 - $44 per hour
...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...Private clientHourly payWork experience placementSeasonal workWork at officeShift workDay shift- JPMorganChase in Chicago is looking for a Private Client Investment Associate to deliver exceptional client service and operational support. Your role will involve managing account operations, facilitating trades, and enhancing client relationships while ensuring compliance...Private client
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