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- ...Monroe Street, Chicago, Illinois. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable....SuggestedFull timePart timeWork at office
Truist Inc
Chicago, IL3 days ago $85k - $95k
...investment, financial and retirement planning services to individuals, foundations and family... ...to grow their businesses and help their clients achieve their financial vision. Based in... ...hands-on experience as a Client Service Associate or similar advisor-support role within a...SuggestedPermanent employmentWork at officeLocal areaFlexible hoursHighTower Advisors
Chicago, IL10 days ago- ...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 with clients and focuses...Suggested
Open Systems Technologies
Chicago, IL23 hours ago $64.5k
...Client Service Associate Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on...SuggestedFull timePart timeWork experience placementInterim roleSummer workInternshipWork at officeImmediate startRemote workWork from homeHome officeFlexible hoursBusiness Talent Group
Chicago, IL2 days ago$75k - $85k
...Senior Client Associate The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating...SuggestedFull timeWork at officeThe Mather Group
Chicago, IL3 days ago- ...A well-established, Chicago-based investment and wealth management firm is seeking a Client Services Associate to support senior advisors serving sophisticated, ultra-high-net-worth families. This role is ideal for a detail-oriented professional who enjoys client interaction...SuggestedTemporary workWork at officeLocal areaVisa sponsorshipFlexible hours
Connect Search
Chicago, IL3 days ago - ...Client Service Senior Associate Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with...SuggestedTemporary work
Chase
Chicago, IL4 days ago - ...Responsibilities and Duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership... ...improve operational efficiency, and deliver exceptional client service. Assist to ensures preparation of weekly, monthly and...Suggested
Net2Source Inc.
Chicago, IL15 hours ago $62k - $85k
...Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters,...SuggestedWork at officeClearwater Analytics
Chicago, IL15 hours ago- ...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...Suggested
- ...Client Service Associate (Hybrid) Location: Chicago, IL 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...Suggested
$25 - $29 per hour
...CW-Client Service Associate Immediate need for a talented CW-Client Service Associate. This is a 12+ months contract opportunity with long-term potential and is located in Chicago, IL, Charlotte, NC (Hybrid). Pay range: $25 - $29/hour. Employee benefits include, but...SuggestedContract workImmediate start$55k - $65k
...building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the... ...Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We are looking...SuggestedTemporary workWork experience placementWork at officeFlexible hours$60k - $72k
A leading financial advisory firm based in Chicago is seeking a Client Service Associate who will support advisor teams and clients through account operations, onboarding, and ongoing maintenance. The ideal candidate needs to have a Bachelor's degree in Finance, Economics...Suggested$75k - $85k
...checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...SuggestedLocal areaFlexible hours$55k - $65k
A financial advisory firm located in Chicago is looking for a Client Service Administrator. This role involves supporting the Wealth Management team and assisting high-net-worth individuals with administrative tasks. Candidates should have strong organizational skills...$17.2 - $23.37 per hour
A leading provider of imaging solutions is seeking a customer service professional in Chicago. The role involves prompt delivery of various on-site assignments, customer interaction, and managing mail and courier services. Applicants should have a high school diploma or...Hourly payFull time- ...Client Service Associate 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...Work at office
$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing and executing tasks involving... ...work closely with Senior Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors ·...Work at officeRemote work- A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving client accounts and investments, requiring a bachelor’s degree and 2-3 years of relevant experience. Strong communication...
- ...Digital Client Service Associate As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners...Bank staffWork at office
- Step into the role of a Client Service Account Manager, managing a portfolio of large corporate or financial institution clients and helping them effectively utilize our Global Trade Products and Services. Join our diverse and innovative organization to make a meaningful...
- ...Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects...Work at office
- ...Job Description Job Description Client Service Specialist Location: Las Vegas, NV Hours: 8:30 AM – 5:00 PM, Monday-Friday Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm...Full timeWork at officeMonday to Friday
$50k - $80k
...ensemble wealth management firm that champions service excellence, teamwork, and continuous... ...to a singular purpose: Helping our clients make and execute great financial decisions... ...Position Overview: As a Client Service Associate, you will play an integral role in the...Permanent employmentFull timeInterim roleWork at officeRemote workFlexible hours$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- ...Job Description Job Description Client Service Associate We are seeking a detail-oriented, execution-driven Senior Client Service Associate with prior experience in an RIA. This role is ideal for someone early in their financial services career who has foundational...
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
Chase
Chicago, IL1 day ago $25 - $30 per hour
...Client Service Support Representative Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$80.75k - $130k
...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
