Current jobs related to Client Services Associate - Chicago - Connect Search, LLC

  • Client Service Associate

    4 months ago

    Chicago, United States Stifel Financial Full time

    The Client Services Associate 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, p Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

  • Client Service Associate

    1 week ago

    Chicago, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail

  • Client Service Associate

    4 days ago

    Chicago, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Client Service Associate

    3 months ago

    Chicago, United States The Bank of America Corporation Full time

    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

  • Client Service Associate

    1 month ago

    Chicago, United States Oxford Financial Group, Ltd. Full time

    A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude. Duties & Responsibilities: Client contact and relationship management Assists...

  • Client Service Associate

    3 months ago

    Chicago, United States Stifel Full time

    Summary The Client Services Associate 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...

  • Client Service Associate

    2 months ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    3 months ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    2 months ago

    Chicago, United States Bank of America Full time

    Job Description: 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 every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Client Service Associate

    3 weeks ago

    Chicago, Illinois, United States JPMorganChase Full time

    Job Description 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 a Client Service Associate in the Commercial Bank, you will resolve client requests while working in...

  • Client Service Associate

    1 week ago

    Chicago, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Manager

    2 months ago

    Chicago, United States Willis Limited Full time

    **** 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 with...

  • Client Services Associate

    1 month ago

    Chicago, United States The Larko Group Full time

    A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

  • Client Services Associate

    1 month ago

    Chicago, United States The Larko Group Full time

    A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

  • Client Service Associate

    2 months ago

    Chicago, United States Core Ventures LLC Full time

    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 investment...

  • Associate-Client Service

    2 weeks ago

    Chicago, United States Kantar Full time

    Associate-Client Service , Media. Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk. Work Authorization: This role does not support work visa sponsorship now or in the future, hence candidate's requiring a work visa sponsorship Client Service, Media, Associate, Service, Skills, Project Management, Technology, Business Services

  • Client Services Associate

    1 month ago

    Chicago, United States North Bridge Staffing Group Full time

    Position Overview:We’re a Chicago-based firm specializing in investment and wealth management for ultra-high-net-worth families nationwide. Our firm stands out for its independent investment approach and impressive performance. We offer access to exclusive global managers through pooled investment partnerships and combine this with personalized wealth...

  • Client Service Associate

    2 months ago

    Chicago, United States Core Ventures LLC Full time

    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 investment...

  • Client Services Associate

    1 week ago

    Chicago, Illinois, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Client Service Associate

    2 months ago

    Chicago, United States Promus Holdings, LLC Full time

    Job DescriptionJob DescriptionThe 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...

Client Services Associate

2 months ago

Chicago, United States Connect Search, LLC Full time

Scope of work includes:

  • Prepare & organize materials for regular client meetings
  • Attend & participate in all client meetings
  • Prepare follow up & action lists associated with each client meeting
  • Monitor & implement client agreed action items
  • Review quarterly client reporting package
  • Participate in quarterly calls with clients to review materials
  • Assist in development & implementation of customized asset allocation & wealth transfer strategies for client
  • Assist in preparation of new business development presentations


Requirements:

  • Bachelor's degree
  • 2+ years of experience in financial planning, family office, tax, or investment experience with high net worth families
  • Ability to be in office 2 days per week