Client Service Associate
1 week ago
Job Title: Client Service Associate Please make sure you read the following details carefully before making any applications. Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience. Key Responsibilities and Duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) Assist team members to ensure ongoing client contractual obligations are being met Support the fulfillment of ad-hoc client inquiries and requests Facilitate and oversee client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates are provided Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs Update and maintain client and authorized third party contact information via CRM application Support client meeting preparation by facilitating creation of materials Help identify, escalate and resolve problems xrczosw for any issues affecting the client experience Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients Supports the completion of due diligence and client questionnaires Qualifications: High School Diploma or equivalent University (Degree) Preferred
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Client Service Associate
4 weeks ago
Chicago, IL, United States M1 Finance Full timeCompany Description Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. M1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing and low cost borrowing all in one...
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CW-SS-Sr Client Service Associate
2 days ago
Chicago, IL, United States Axelon Services Corporation Full timeJob Title: Client Service Associate (Hybrid) Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors...
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Client Service Associate
2 weeks ago
Chicago, United States Axelon Full timeClient Service Associate Location: Chicago, IL The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the companys products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new...
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Client Service Associate
2 weeks ago
Chicago, United States Axelon Services Corporation Full timeJob Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the...
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Client Service Associate
2 weeks ago
Chicago, United States JPMorgan Chase & Co. Full timeStep into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding t Client Service, Associate, Client Relations, Service, Project Management, Relationship, Retail, Banking
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Client Service Associate
3 days ago
Chicago, IL, United States Axelon Full timeJob Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the...
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Client Service Associate
3 days ago
Chicago, IL, United States Axelon Full timeJob Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the...
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Client Service Associate
2 weeks ago
Chicago, IL, United States Axelon Full timeJob Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the...
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Client Service Associate
2 weeks ago
Chicago, IL, United States Axelon Full timeJob Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the...
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Client Service Associate
1 week ago
Chicago, United States Chicago Staffing Full timeClient Service Associate 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,...
