Current jobs related to Client Service Associate - chicago - Kovitz

  • Client Services Associate

    2 weeks ago

    Chicago, United States LHH Full time

    Job Title: Senior Client Service Associate - Wealth Management Firm Location: Chicago, IL Job Type: Full-time with a hybrid schedule Experience Required: Minimum of 2 years in the financial service industry Job Summary: We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum...

  • Client Services Associate

    2 weeks ago

    Chicago, United States LHH Full time

    Job Title: Senior Client Service Associate - Wealth Management FirmLocation: Chicago, ILJob Type: Full-time with a hybrid scheduleExperience Required: Minimum of 2 years in the financial service industryJob Summary:We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 2...

  • Client Services Associate

    4 days ago

    Chicago, Illinois, United States Planpilot LLC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

  • Client Service Associate

    2 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, Support, Client, Retail, Banking

  • Client Services Associate

    2 days ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...

  • Client Services Associate

    3 days ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...

  • Client Service Associate

    3 weeks ago

    Chicago, 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 within the Commercial Bank, you will resolve client requests while working in...

  • Client Service Associate

    3 weeks ago

    Chicago, 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 within the Commercial Bank, you will resolve client requests while working in...

  • Client Service Associate

    3 weeks ago

    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Client Service Associate

    4 weeks ago

    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Client Services Associate

    4 days ago

    Chicago, Illinois, United States Setup Winks Full time

    Job SummaryWe are seeking a highly organized and communicative Client Services Associate to manage our front desk operations efficiently and professionally.Key ResponsibilitiesGreet and welcome clients and visitors, providing a positive first impression of our company.Answer and direct phone calls in a prompt and professional manner.Schedule and manage...

  • Client Service Associate

    2 months ago

    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Client Service Associate

    4 days ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

  • Client Service Associate

    3 months ago

    Chicago, United States WestPoint Financial Group Full time

    This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

  • Senior Client Services Associate

    6 days ago

    Chicago, Illinois, United States Planpilot LLC Full time

    Job OverviewFirm Background: PlanPILOT is a retirement plan consulting firm offering services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly become an industry leader within our niche. Our expanding team consists of individuals with an entrepreneurial mindset, many...

  • Client Services Team Associate

    3 days ago

    Chicago, Illinois, United States U.S. Bank Full time

    Job OverviewWe are seeking a highly skilled and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a fast-paced environment where...

  • Associate, Wealth Client Services

    2 weeks ago

    Chicago, United States Alera Group Full time

    Job Description Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the...

  • Associate, Wealth Client Services

    4 weeks ago

    Chicago, United States Alera Group Full time

      Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services  to join their Wealth Services  team.     Alera Group was founded in 2017 and has grown to become the 15 th largest broker of US business . We are passionate about our clients’ success in the...

  • Associate, Wealth Client Services

    4 weeks ago

    Chicago, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee...

  • Senior Client Service Associate

    2 months ago

    Chicago, United States RK Partners Full time

    Are you passionate about delivering exceptional client service and being a key player in a dynamic team? As a Client Service Associate, you will play a crucial role in supporting firm's clients and Wealth Advisors with essential administrative and operational assistance. In this role, you'll prepare for client meetings, maintain regular client contact, and...

Client Service Associate

2 months ago

chicago, United States Kovitz Full time

POSITION OVERVIEW

Our 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 relationship, is dedicated to client service, and has the highest ethical and professional standards of excellence.

A successful Client Service Associate at Kovitz is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy in all client deliverables.

Specific job responsibilities

  • Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
  • Timely respond and resolve client requests/inquires.
  • Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service.
  • Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.
  • Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.
  • Add and maintain accurate client information in our CRM (Salentica).
  • Maintain electronic records and files and update client information.
  • Work with the CSA team to update and evolve training materials, which includes executing updates to OneNote Training Guide on an ongoing basis.
  • Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

Preferred Skills & Experience

  • Bachelor’s Degree with a minimum of 5+ years of client service experience within an RIA firm or 8+ years of relevant work experience.
  • Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.
  • Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
  • Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred.
  • Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
  • Ability to prioritize multiple competing tasks and demands.
  • Superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

ADDITIONAL ROLE INFORMATION

  • Job Type: Full Time (In office 3 days a week)
  • Compensation Structure: Base Salary + Bonus
  • Reports to: Client Service Manager
  • Number of Direct Reports: n/a
  • Location: Chicago

BENEFITS HIGHLIGHTS

  • Medical, Dental & Vision w/Health Savings Incentive
  • Employer-paid Disability & Life Insurance Programs
  • 401(k) w/Profit-Sharing
  • Employee Wellness Reimbursement
  • Paid Time Off (PTO) & Sick Days
  • Family & Sabbatical Leave Programs
  • Personal & Professional Development Reimbursement