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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 IncCore 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 LLCBGSF
Chicago, 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 custod
Job Source: BGSFBusiness 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: LeadingRELombard, 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 help clients achieve their most important goals - to get them from where they are, to where they want to be.
Position Overview
We are currently seeking a detail-oriented and proactive Operations Associate to join our team. The ideal candidate will provide essential support in insurance and investment operations, ensuring seamless post-yes operations and efficient management of client onboarding tasks. Additionally, maintaining consistent communication with clients and processing service requests will be key responsibilities.
Job Responsibilities
Insurance & Investment Operations: Provide comprehensive insurance and investment operations support
Service Workflow Management: Manage workflow of all client onboarding tasks, including but not limited to application completion and submission, underwriting, policy delivery as well as new account opening and funding
Client Service Request Processing: Process existing client service requests, such as policy changes, client information updates, rollover requests, distribution requests, and trade execution, as needed
Client Communication: Maintain regular communication with clients through email and phone correspondence, providing application updates and ensuring all necessary documentation and information is received
Ideal Characteristics
Excellent written and verbal communication skills
Strong attention to detail
Ability to prioritize tasks effectively
Proficient in client service principles
Demonstrated ability to work both independently and collaboratively within a team environment
Takes initiative and demonstrates proactive problem-solving skills
Works effectively both autonomously and as part of a team.
Strong prioritization abilities, able to handle multiple tasks simultaneously.
Eager to learn and grow within the role and the company.
Required Qualifications
1-3 years of prior administrative and/or client service experience, preferably within the financial services industry
Life & Health Insurance license, or ability to obtain within 90 days of employment
Series 7 and/or 63 licensed, or ability to obtain within the first year of employment
Proficiency in Microsoft Office 365 – Outlook, Word, Excel, and PowerPoint
Preferred Qualifications
Experience with Microsoft CRM and/or NetX360 preferred
Prior experience with Northwestern Mutual is a plus
Benefits
A full range of benefits including health, disability, term life, hybrid work schedule, unlimited PTO, maternity/paternity leave, and more.
Join our team at Ark Wealth Partners and be part of a dynamic environment where your contributions make a significant impact on our clients financial success. Apply now to embark on a rewarding career journey with us.
Email Alert for Client Service Associate jobs in Lombard, IL, United States
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