Associate Client Advisor

3 weeks ago


Chicago, United States Marsh & McLennan Companies, Inc. Full time

As a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marshs services are targeted to custo Client Advisor, Associate, Advisor, Project Management, Banking, Client, Solutions


  • Client Advisor

    3 weeks ago


    Chicago, United States LVMH Full time

    PosteOur Louis Vuitton Nordstrom Chicago location is seeking a highly motivated Full-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are seeking candidates in the Chicago market with flexible availability.ProfilThis is an opportunity for those who thrive in a fast-paced environment, see themselves as more...


  • 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


  • Chicago, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonusChicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expenses management.Responsibilities:Provide operational/organizational support; enter...

  • Lead Client Advisor

    1 month ago


    Chicago, United States The Judson Group Full time

    Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm by generating and maintaining client relationships through client communications and...

  • Client Associate

    4 days ago


    Chicago, United States UBS Full time

    United States - Illinois - Business management, administration and support - Global Wealth Management **Job Reference #** - 296535BR **City** - Chicago **Job Type** - Full Time **Your 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Chicago, United States Armani Group Full time

    JOB DESCRIPTION Client Advisor | Giorgio Armani Chicago | Full-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify...


  • Chicago, United States AMIRI Full time

    Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expertproduct knowledge and selling techniques, as well as understanding luxury boutique...


  • Chicago, United States AMIRI Full time

    Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting  dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury...


  • Chicago, Illinois, United States AMIRI Full time

    Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...

  • Client Advisor

    4 weeks ago


    Chicago, Illinois, United States Moncler Spa Full time

    POSITION OVERVIEW: Delivers on stage the Stone Island Customer Experience. With passion and authenticity, welcomes and guides each Client across our values and heritage, gets to know the Client and advises honestly and genuinely. As the direct and trusted point of reference in store, the Client Advisor builds the Stone Island community establishing and...


  • Chicago, United States BGSF Full time

    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...


  • Chicago, United States BGSF Full time

    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...


  • 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...


  • Chicago, United States 5 Legal Full time

    Job DescriptionJob DescriptionAn international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth trusts and estates practice. This background should...