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The Bank of America Corporation
Chicago, IL, United States
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Associate, Service, Solutions Advisor, Client, Management, Retail, Banking
Job Source: The Bank of America CorporationSPS North America Inc
Chicago, IL, United States
Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate/Mailroom Associate provides exceptional office and mail services, delivering operational functions in the following are
Job Source: SPS North America IncArk Wealth Partners
Lombard, IL, United States
Company Overview Operating without a plan is like sailing without a compass. At Ark Wealth Partners, we believe success always starts with a plan. Recognized by Forbes as a best-in-state financial securities practice, our mission is to bring clarity to what’s possible for our clients financial future. We develop a comprehensive plan designed to hel
Job Source: Ark Wealth PartnersCore Ventures LLC
Chicago, IL, United States
The Company: Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior i
Job Source: Core Ventures LLCBusiness Talent Group
Chicago, IL, United States
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-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 5
Job Source: Business Talent GroupTranscend Practice Management
Chicago
Job Description Job Description Client Service Administrator – Financial Services Must have experience in the wealth management industry Location: Downtown Chicago (hybrid; three days in office, two days remote) Compensation: $60,000 - $70,000 (base + bonuses) The best and brightest always have choices in the wealth management arena. Working wit
Job Source: Transcend Practice ManagementWillis Limited
Chicago, IL, United States
**** Client Manager Associate Client Service & Delivery **** Client Manager Associate Client Service & Delivery Location: Chicago, IL, US Intern (former Health & Benefits Apprentice) So Paulo, Brazil Apprentices Client Service and Analytics Manager Ipswich, UK (with one day per week in London office) Client Management Head of Clients (dual hatted w
Job Source: Willis LimitedLeadingRE
Chicago, IL, United States
** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the
Job Source: LeadingREChicago, IL, United States
About the job:
The Associate will provide administrative and operational support to clients, custodian partners, and team members in a new office, with a competitive salary and annual bonus opportunities based on performance and company success.
Responsibilities:
-Own administrative processes, including client onboarding.
- Handle client and custodian partner requests for account administration.
- Organize and maintain client files, and ensure CRM data is up-to-date.
- Monitor and resolve daily time-sensitive activities.
- Maintain compliance-approved materials and provide support to the team.
- Manage ad-hoc requests and perform general office duties. About you:
- Positive attitude and exceptional client service skills.
- Comfortable in a fast-paced, detail-oriented environment.
- Computer savvy and quick to learn new software.
- Clear communicator with great listening skills.
- Team-oriented and discreet with confidential information.
Qualifications:
· Experience at RIA or Broker/Dealer is a plus
· Experience with Charles Schwab Advisor Center or another custodian is a plus
· Strong computer skills, including Salesforce, MS Office Suite, and DocuSign
· Bachelor’s or Associate’s degree preferred
· Excellent written and verbal communication skills are very important as this role determines a significant part of the client experience
· Strong organizational skills, ability to multi-task, ability to manage time efficiently, and prioritize projects
Email Alert for Client Services Associate jobs in Chicago, IL, United States
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