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

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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Client Services Associate: Onboarding & Ops in Chicago, IL vacancy
  • $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... 
    Suggested
    Full time

    CPS, Inc.

    Chicago, IL
    3 days ago
  • $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

    Teachers Insurance and Annuity Association of America

    Chicago, IL
    4 days ago
  • 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... 
    Suggested
    Base plus commission

    Coinflip-

    Chicago, IL
    2 days ago
  • $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... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial

    Chicago, IL
    4 days ago
  •  ...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... 
    Suggested
    Work at office

    Bartlett Wealth Management

    Chicago, IL
    4 days ago
  • $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 placement
    Work at office

    Fwainvest

    Chicago, IL
    4 days ago
  • $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 office
    Remote work

    100 Raymond James & Associates, Inc.

    Chicago, IL
    5 days ago
  • $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 placement
    Work at office

    Fairygodboss

    Chicago, IL
    1 day ago
  •  ...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... 

    Axelon

    Chicago, IL
    4 days ago
  • $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 work
    Remote work

    Corps Team

    Chicago, IL
    4 days ago
  • $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

    JPMorgan Chase

    Chicago, IL
    2 days ago
  • 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

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • $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 office
    Remote work
    Shift work

    AON

    Chicago, IL
    5 days ago
  •  ...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... 

    Real Soft, Inc.

    Chicago, IL
    2 days ago
  • 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 office
    3 days per week

    Connect Search, LLC

    Chicago, IL
    1 day ago
  • $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 office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Chicago, IL
    2 days ago
  • 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... 

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • $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 office
    Remote work
    Work from home
    Relocation
    Flexible hours

    Ritholtz Wealth Management

    Chicago, IL
    2 days ago
  • 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

    Fwainvest

    Chicago, IL
    2 days ago
  •  ...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 work
    Local area
    Immediate start

    Pyramid Consulting

    Chicago, IL
    5 days ago
  •  ...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 office
    Local area

    Waverly Advisors, LLC

    Chicago, IL
    2 days ago
  • $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

    Clearwater Analytics, Ltd

    Chicago, IL
    2 days ago
  •  ...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 placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    6 days ago
  •  ...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

    Nexum, Inc.

    Chicago, IL
    22 days ago
  •  ...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... 

    JPMorganChase

    Chicago, IL
    2 days ago
  • $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 time
    Work at office

    Gilder Search Group

    Chicago, IL
    18 hours ago
  •  ...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

    J.P. Morgan

    Chicago, IL
    17 days ago
  • $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... 

    Burke + Co.

    Chicago, IL
    1 day ago
  • 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... 

    Gilder Search Group

    Chicago, IL
    18 hours ago
  • $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 pay
    Seasonal work
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Client Services Associate: Onboarding & Ops. Be the first to apply!