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- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory...Suggested
Chase
Chicago, IL2 days ago - ...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
SunTrust Investment Services, Inc.
Chicago, IL3 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
Harwood Heights, IL2 days ago$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$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...Suggested$54.1k - $75.5k
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding...SuggestedFull timeWork at office$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- A leading financial advisory firm is seeking a Client Service Associate in Chicago, IL. The ideal candidate will have a Bachelor's degree and 0-2 years of experience. Responsibilities include account processing, scheduling client meetings, and maintaining client communications...SuggestedRemote job
$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...SuggestedHourly payFull time$54.1k - $75.5k
A leading financial institution seeks a Client Services Associate in Chicago to monitor client performance and support Securities Specialists. The ideal candidate will have a Bachelor's degree and 0-2 years of relevant experience. Responsibilities include managing client...SuggestedFull time$60k - $80k
...Client Service Associate Retirement Plans At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Client Service...SuggestedWork 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...SuggestedWork experience placementWork at office
$54.1k - $75.5k
A global financial services company is seeking a Client Services Associate in Chicago, Illinois. This role entails monitoring client performance, managing inquiries, and supporting Securities Specialists. Ideal candidates should have strong organizational and communication...SuggestedFull time- ...Senior Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Senior Client Service Associate within the U.S. Private Bank at JPMorgan you will...SuggestedWork at office
- 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...Suggested
$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- ...Client Service Account Manager 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...
Chase
Chicago, IL2 days ago $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...Full timeLocal areaFlexible hours- ...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
- ...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
- ...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...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$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- ...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
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...
$16 per hour
A premium apparel brand is seeking a Part Time Client Associate for their Skokie retail location. This role emphasizes maintaining an exceptional in-store service experience and achieving sales goals. Candidates need a minimum of one year in client services, with strong...Hourly payPart timeWeekend work- ...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
$85k - $90k
...firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(... ...minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$56k - $70k
**Position Summary**The Client Support Associate is responsible for clients who are using our digital platform by addressing inquiries and guiding... ...Associate is responsible for providing excellent customer service to external clients. They maintain organized client records...Full timeWork experience placement- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
