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Client Service Associate Jobs in Illinois

38 jobs

Our client, a top investment management firm in the Loop, is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity to growth within the firm in...
The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting Private Bank clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and integrated approach to the ...
SUMMARY OF RESPONSIBILITIES 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 processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities ยท Excellent written and verbal communication skills. ...
Company Description Ric Edelman, three times named Barron's* #1 independent financial advisor in the nation, is Chairman and CEO of Edelman Financial Services LLC and CEO, President and a Director of The Edelman Financial Group Inc. Ric has been providing financial advice to consumers for 25 years. He is a best-selling author who has published seven books on personal finance including his classic...
Mariner Wealth Advisors, one of the top investment advisors in the country, is seeking new grads for a full-time Client Service Associate position in the Chicago, IL corporate office. The Client Service Associate is responsible for the administration of client services as it pertains to client interaction and management of accounts. The position is also responsible for the administrative duties fo...
The Client Service Associate is the primary point of contact for all online related needs of a Global Wealth Management (GWM) client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and...
Client Service Associate * Job Number: 3068030 Posting Date : Apr 7, 2016 Primary Location : Americas-United States of America-Illinois-Chicago Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account inf...
Client Service Associate - 28133 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk c...
The Associate, Client Service is accountable to assist in the management and execution of projects in support of BMO Asset Management US meeting investment growth and retention objectives. This role is also accountable to manage the execution and production of client material including presentations, articles, newsletters and reporting publications. In addition, this role is accountable to p...
Client Service Associate The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a s...
Payer Market Client Services Associate The Client Services team is responsible for working with client staff to ensure that Emmi products are effectively deployed and utilized. By doing so successfully, we hope to provide all patients and their families the opportunity to interact with Emmi programs , and help them become more active participants in their care , and help our clients recognize val...
Payer Market Client Services Associate The Client Services team is responsible for working with client staff to ensure that Emmi products are effectively deployed and utilized. By doing so successfully, we hope to provide all patients and their families the opportunity to interact with Emmi programs, and help them become more active participants in their care, and help our clients recognize value...
Client Service Associate - 26630 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk c...
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our Chicago office for a Part-Time Client Service Associate to work about 20-25 hours per week. The Client Service Associate supports the Relationship Manager by scheduling and coordinating activities ...
SUMMARY OF RESPONSIBILITIES 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 processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
The Client Service Associate is the primary point of contact for all online related needs of a Global Wealth Management (GWM) client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and...
Overview: American Chartered Bank has been locally owned and operated since 1987. We are a full-service commercial and retail bank, serving privately owned small and medium-sized businesses and individual customers throughout the Chicagoland area. American Chartered Bank is distinguished by its focus on business owners, providing appropriate products and services with exceptional customer servic...
Asset Management, J.P. Morgan Securities, Client Service Associate, Chicago, IL-160010825 Job Description The Client Service Associate is the primary point of contact for all deposit account opening and service related needs of a J.P. Morgan Securities client. He/she is responsible for establishing, maintaining and building client relationships. The Client Service Associate works in a team-orien...
Asset Management, Private Bank, Client Service Associate, Chicago-160020905 Job Description The Client Service Associate is the primary point of contact for all service related needs of a Private Banking client. He/she is responsible for establishing, maintaining, and building client relationships. The Client Service Associate is responsible for analyzing information regarding client income, as...