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.
- RK Partners is looking for a Client Service Associate to provide exceptional service to clients. This full-time position involves assisting with onboarding, managing client information, and processing transactions accurately. The ideal candidate will possess strong organizational...SuggestedFull timeWork at office
$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$28.85 - $40.08 per hour
Nuveen is hiring a Client Service Associate for an 11-month contingent engagement in Chicago. This role involves supporting client onboarding, ongoing account maintenance, and communications in a hybrid capacity. The individual will coordinate transitions, handle inquiries...SuggestedHourly pay- ...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors... ...communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and...Suggested
$60k - $90k
...in New York City with clients and employees across the... ...providing exceptional service to our clients. Many... ...life of a Client Service Associate can look like this:... ...Coordinating the client onboarding process, including... ...clients achieve their financial goals You write well,...SuggestedWork at officeRelocationFlexible hours- ...Commercial & Investment Bank clients across the country. As... ...Client Success Senior Associate within the Commercial... ...Officers, Client Service, Implementations, and... ...KYC, to assist with the onboarding of new to bank clients... ...health support, financial coaching and more. Additional...Work experience placementWork at office
$50k - $55k
seoClarity is hiring a Client Success Associate for its Chicago office. This role focuses on supporting enterprise-level client relationships, onboarding initiatives, and platform adoption strategies. Ideal for an individual with 1+ years in Client Success or similar fields...Work at office$21 - $25 per hour
...Wealth Management Client Services Associate The Wealth Management Client Services Associate will... ...Engagement Model by supporting client onboarding/offboarding, preparing materials for... ...more years related experience in the financial services industry with high net-worth...Temporary workWork at officeLocal areaFlexible hours- ...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...
- ...About the job Sr Client Service Associate Sr Client Service Associate needs 5+ years experience Sr Client Service Associate requires... ...in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business...
$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... ...a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing...Contract workRemote work- ...Client Service Associate Primary Location: Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service... ...in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business...Currently hiringLocal area
- ...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
$28.85 - $40.08 per hour
Overview We are hiring a Client Service Associate for a 11‑month contingent engagement. The role sits onsite in a hybrid capacity and involves supporting client onboarding, ongoing account maintenance, reporting, and client communications across Global Client Group. Key...Hourly payWork experience placement- 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...
- Ritholtz Wealth Management is looking for a Client Service Associate in Chicago to enhance client relationships through excellent service and... ...communication skills. This hybrid position includes client onboarding tasks and project participation. Benefits include a 401(k)...
$50k
Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate... ..., and exceptional service. Client Onboarding: Support onboarding and ongoing data... ...of client service experience in financial services or a similar industry preferred...Full timeWork at officeRemote workShift work$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...Work at office$85k - $135k
...Our client, a national RIA firm Overview Our... ...of their client service team. This role blends... ...responsibility for supporting the onboarding, implementation, and... ...Partners with Associate Advisors to execute time... ...~4+ years within financial planning, wealth management...Full timeWork at office$150k - $175k
...organization supports Capital Group Private Client Services (PCS), a $38billion business that... ...wholesaler, national account, and financial intermediary channels to attract and retain... ...with OAS Relationship Managers for onboarding, due diligence, and development of custom...Work at officeLocal areaFlexible hours- ...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
- ...businesstalentgroup.com. Role & Responsibilities: As our national Client Service (CS) team expands, we invite recent graduates or early... ...service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated to delivering on-...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated... ...reorganization notices, performance reporting, Executive Financial Services requests Build and maintain relationships with...Work at office
- ...family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra... ...role offers broad exposure to client service, investments, and planning execution... ...in wealth management, family office, financial planning, tax, or investment roles...Work at office
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES... ...firm initiatives QUALIFICATIONS Bachelor's degree in financial services or relevant field Minimum 3 years of...Work at office
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As... ...Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing...Work experience placement
$25 - $44 per hour
...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 operational...Hourly payWork experience placementSeasonal workWork at officeShift workDay shift$64.6k - $87.5k
...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... ...Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing...Work experience placement$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate Private Wealth Management (PWM) Client Service Team Associate is a service and... ...help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include...Temporary workWork experience placementWork at office- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering... ...accurately Assist in improving client support processes and service standards Additional Information Competitive...Full time
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