Financial Client Services Associate: Onboarding & Ops
CPS, Inc.
A financial services firm in Chicago is seeking a Financial Client Service Associate to work closely with financial advisors, ensuring efficient client onboarding and transaction processing. The ideal candidate will hold a Bachelor’s degree in Finance or Business and have experience in client service roles within the financial industry. This position offers a competitive salary and benefits, including health insurance and a 401(k) plan. #J-18808-Ljbffr CPS, Inc.
$70k - $85k
Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview The Financial... ...advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support. Key Responsibilities...SuggestedFull time$48k - $65.3k
Teachers Insurance and Annuity Association of America is seeking a Client Service Associate to support the onboarding of new client accounts and deliver reports to institutional clients. You will collaborate closely with business partners, ensuring an exceptional client...Suggested- CoinFlip is seeking a highly driven Client Services Associate in Chicago. This role involves building and maintaining strong client relationships while ensuring their satisfaction. The candidate should possess strong communication skills and a bachelor's degree in Business...SuggestedBase plus commission
$55k - $85k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service... ...touch critical administrative support to Financial Advisors, their prospective and... ...financial advisors and branch office. Onboards new clients, opens new client...SuggestedWork experience placementWork at office- ...Client Relationship Associate The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within... ...facets of new client onboarding process including opening...SuggestedWork at office
$55k - $85k
## Registered Client Relationship AssociateApplylocations... ...history and recognition for service and excellence in the Financial Services industry,... ...Registered Client Service Associate who is a motivated, detail... ...advisors and branch office.* Onboards new clients, opens new...Work experience placementWork at office$55k - $85k
Job Summary Raymond James is seeking a dynamic Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors and their clients. The role includes client onboarding, account maintenance, transaction processing, financial reporting...Work at officeRemote work$80.75k - $130k
...complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial... ...Officers, Client Service, Implementations, and... ...KYC, to assist with the onboarding of new to bank clients... ...JPMorganChase, one of the oldest financial institutions, offers...Work experience placementWork at office- ...of company transitions activity (i.e., onboarding, offboarding) in close partnership with... ...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...
$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... ...delivering a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing...Contract workRemote work$75.05k - $107k
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury... ...immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...Temporary work- Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build...Temporary work
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting... ...foundations, private clients, and financial institutions. The Client Service... ...Owning and leading the end-to-end onboarding process for new clients Opening new...Work at officeRemote workShift work- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional... ...communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and...
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago... ...as a key liaison between investors, financial intermediaries, operations teams, and... ...combines relationship management, onboarding coordination, operational support, reporting...Work at office3 days per week
$65k - $85k
...business management, empowering clients to navigate complexity with... ...wherever they are in their financial journey. Wealthspire is... ...information, visit and The Client Service Associate is responsible for high-... ...responsibility to fully onboard new clients accurately and in...Work at officeLocal areaRemote workShift work- Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations... ...Credit and Rates or FX. As a Client Service Associate within F&O, you will be responsible for... ...and sub-functions to resolve client and ops issues covering setups, regulatory...
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered... ...guidance Coordinating the client onboarding process, including opening brokerage... ...enjoy helping clients achieve their financial goals You write well, speak...Work at officeRemote workWork from homeRelocationFlexible hours- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
- ...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
- ...primary goal is to serve our clients, one another, and our... ...investments, offering truly in-depth financial planning. We set ourselves... ...looking to add a Client Service Associate for Private Funds to our... ...all aspects of private fund onboarding, including paperwork, compliance...Work at officeLocal area
$60k - $85k
## Lead Client Servicing AssociateApplylocations: Office - Chicagotime type: Full timeposted... ...stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and... ...working at a fund administrator, financial company, PB, custodians or asset manager...Work at office- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you... ...management and investment products and services for individuals, companies, and... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- ...customers in network surveillance and technical issues. Candidates should have an associate degree and relevant certifications such as CCNA or CompTIA, with a strong emphasis on customer service skills. The role requires a willingness to learn and offers great...Night shift
- ...Chase & Co. in Chicago seeks a Senior Associate, Business Manager - Shared Services to provide strategic financial insights and executive visibility into onboarding and servicing initiatives across... ...Bank. You will partner with Client Onboarding & Service and Finance teams...
$85k - $135k
Our client, a national RIA firm Overview Our client... ...of their client service team. This role blends... ...responsibility for supporting the onboarding, implementation, and... ...Partners with Associate Advisors to execute time... ...Experience 4+ years within financial planning, wealth...Full timeWork at office- ...this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success... ...Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing...Work experience placement
$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management firm managing over $1 billion in... ...follow-up communications Coordinate account paperwork, onboarding activities, and administrative requests while maintaining...- Gilder Search Group seeks an Advisor to lead client service delivery, combining planning, portfolio oversight, and team leadership. You will own day-to-day execution, onboarding, and retention of client relationships, coordinating with specialists to deliver comprehensive...
$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...Hourly paySeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
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