Registered Client Service Associate
Stifel Financial
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate in Chicago, IL vacancy
$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... ...The role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional...SuggestedContract workRemote work$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... ...obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an understanding...SuggestedHourly paySeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients... ...employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and...SuggestedWork at officeRemote workWork from homeRelocationFlexible hours- ....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...SuggestedWork experience placement
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...Suggested
$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$25.77 - $34.33 per hour
...things, learn new skills and discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust,...Temporary workWork experience placementWork at officeLocal area- ...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...
- ...U.S. Bank is seeking a Private Wealth Management Client Service Team Associate in Chicago, Illinois. This role serves as the primary contact for Wealth Management clients, handling day-to-day client interactions and transactions confidently. The ideal candidate will possess...
- ...DESCRIPTION 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,...Work at office
$60k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...CIBC, please visit CIBC.com What you'll be doing As a Client Service Associate, you'll play a key role in supporting our Senior Relationship...Full timeInternship- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and...Work at officeLocal area
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As...Work experience placementWork at office
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you...Full timeTemporary workWork at officeImmediate start- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...
- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workLocal areaImmediate start
- ...Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT,... ...for our cutting-edge technology and client commitment. IBKR affiliates provide global... ...fitness stipend to offset costs associated with traditional gym and fitness memberships...Temporary workWork at officeRemote workFlexible hours
- ...Job Title Client Service Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the...Work at office
$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of...$25 - $45 per hour
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...paths - whether shaped by military service, community college education, or a wide... ...specified timeframe if being hired into a registered job code.** Possesses advanced industry...Hourly payFull timeSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets...Full timeTemporary workJanuary startLocal areaWork visa$50k
...Job Description Job Description Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication...Full timeWork at officeRemote workShift work$35.26k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management... ...) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift- ...Job Title At Gallagher Benefit Services, you're a trusted partner to organizations navigating... ...important people decisions. We help clients build better workplaces, where people... ...Office and basic math skills. Preferred: Associate's degree, professional certification, or...Live outWork at officeLocal areaFlexible hours
- ...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 the firm and plays a critical role in supporting client...Work 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
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...Summary As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible...
$100k - $120k
...professionals in the financial services industry. Located in Chicago... ...Senior Enterprise Services Associate will develop an in-depth knowledge... ...operations to best serve our clients. You will be responsible for... ...with Financial Advisors at a Registered Investment Advisory Firm (RIA...Temporary workCasual workWork at officeWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate. Be the first to apply!
Related searches
- client engagement associate Chicago, IL
- client relationship associate Chicago, IL
- client services associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- client solutions associate Chicago, IL
- client success associate Chicago, IL
- service advisor automotive Chicago, IL
- service consultant Chicago, IL
- service delivery associate Chicago, IL


