Client Services Associate
6 days ago
Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus opportunities.
Responsibilities
Take ownership of administrative processes, including the client on-boarding process
Handle all requests from clients and custodian partners pertaining to account administration
Organize, scan, and maintain all paper/electronic client files
Maintain CRM system to ensure all client data is current and accurate
Monitoring and resolving daily time sensitive activities
Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.
Provide support to the rest of the team in preparing client materials
Manage ad-hoc requests, including resolving complex client issues, researching unique client needs, and coordinating operational and custodial support
Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail
Requirements
Experience in financial services 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
Bachelors or Associates degree preferred
Excellent written and verbal communication and customer service skills
Strong organizational skills, attention to detail, ability to multi-task, ability to manage time efficiently, and prioritize projects
-
Client Service Associate
6 days ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeWe are looking for a Client Service Associate in Chicago, ILA reputable RIA firm in Chicago is in search of a detail-oriented Client Service Associate to assist with various administrative tasks, document preparation, new account setups, transaction processing, and more. This role will require familiarity with internal operational systems and institutional...
-
Client Service Associate
6 days ago
Chicago, Illinois, United States JPMorgan Chase Bank, N.A. Full timeBe 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 a Client Service Associate in the Commercial Bank, you will resolve client requests while working in partnership with...
-
Client Services Associate
6 days ago
Chicago, Illinois, United States Savills North America Full timeABOUT SAVILLS At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management,...
-
Chicago, Illinois, United States Principal Financial Services, Inc. Full timeWhat You'll Do We're looking for an Associate Director, Client Service to join our Client Relationship Team. In this pivotal role, you will be instrumental in delivering unparalleled client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients.Lead and support end-to-end service delivery for our...
-
Client Services Associate
6 days ago
Chicago, Illinois, United States BGSF Full timeResponsibilities Take ownership of administrative processes, including the client on-boarding process Handle all requests from clients and custodian partners pertaining to account administration Organize, scan, and maintain all paper/electronic client files Maintain CRM system to ensure all client data is current and accurate Monitoring and resolving...
-
Client Associate
6 days ago
Chicago, Illinois, United States UBS Full timeYour role as a Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs. enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors keep contact management systems up-to-date with client information educate clients on account...
-
Client Associate
3 weeks ago
Chicago, Illinois, United States Epsilon Full timePosition: Client Associate 2Job DescriptionThe Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities.Responsibilities:An individual contributor role that is responsible for significant revenue growth by using general...
-
Client Associate
4 weeks ago
Chicago, Illinois, United States Epsilon Full timePosition: Client Associate 2Job DescriptionThe Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities.Responsibilities:An individual contributor role that is responsible for significant revenue growth by using general...
-
Client Associate
4 weeks ago
Chicago, Illinois, United States Epsilon Full timePosition: Client Associate 2Job DescriptionThe Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities.Responsibilities:An individual contributor role that is responsible for significant revenue growth by using general...
-
Client Success Associate
7 days ago
Chicago, Illinois, United States Mintel Full timeClient Success is vital to our long-term profitability. Retention is paramount to our success. We will not be successful unless our clients perceive the value from our services and continue to purchase on a recurring basis. Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. With...
-
Client Servicing Development Associate
6 days ago
Chicago, Illinois, United States Northern Trust Corporation Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
account manager, client services
6 days ago
Chicago, Illinois, United States BrightSpring Health Services Full timeACCOUNT MANAGER, CLIENT SERVICES Job Locations US-IL-CHICAGO IDLine of Business PharMerica Position Type Full-Time Pay Min USD $75,000.00/Yr. Pay Max USD $75,000.00/Yr. Our Company PharMerica Overview Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute...
-
Client Service Coordinator
6 days ago
Chicago, Illinois, United States Banfield Full timeJob Description Passionate Customer Service Professional Needed. Must Love Pets.Banfield Pet Hospital BRICKYARD, CHICAGO, IL Job Description Client Service Coordinator needed for Banfield Pet Hospital in Brickyard, Chicago SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital,...
-
Registered Client Associate
6 days ago
Chicago, Illinois, United States UBS Full timeUnited States - Illinois Business management, administration and support Global Wealth Management Job Reference # 294775BR City Chicago Job Type Full Time Your role We're looking for a Registered Client Service Associate to: as a Registered Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs....
-
Associate Client Advisor
6 days ago
Chicago, Illinois, United States Bessemer Trust Full timeJob Summary:This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...
-
Registered Client Associate
6 days ago
Chicago, Illinois, United States UBS Full timeUnited States - Illinois Business management, administration and support Global Wealth ManagementJob Reference #BRCity ChicagoJob Type Full TimeYour role We're looking for a Registered Client Service Associate to:as a Registered Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs- enhance the...
-
Client Relationship Associate
6 days ago
Chicago, Illinois, United States William Blair Full timeWilliam Blair Private Wealth Management Join a premier global boutique with nearly nine decades of trusted advice Committed to providing expert advisory services across regions, asset classes, and markets Seeking passionate candidates specializing in investment banking, management, and wealth management Empowering employees for professional and personal...
-
Associate Client Advisor
6 days ago
Chicago, Illinois, United States Bessemer Trust Company Full timeJob Summary:This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Service Coordinator
3 weeks ago
Chicago, Illinois, United States teamworkonline Full timeCLIENT SERVICE COORDINATOR Chicago, ILHybrid THE RUNDOWN Playfly Sports is looking for a Client Service Coordinator to join our team in Chicago, IL. The Client Service Coordinator (CSC) will be responsible for supporting revenue growth for all linear offerings within a set of accounts by assisting with the sales process to agencies. The CSC will develop an...