Current jobs related to Client Service Associate - Chicago - St. Landry Bank & Trust Co.


  • 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, Illinois, United States Kovitz Full time

    Job Title: Client Service AssociateAt Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. This critical role will provide technical and client management support to our Senior Advisors, Advisors, and clients, ensuring exceptional client service and maintaining the highest ethical and...


  • 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


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...


  • Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...


  • Chicago, Illinois, United States The Larko Group Full time

    Client Services AssociateA premier investment firm, renowned for its innovative investment strategies and impressive service, is seeking a Client Services Associate to join its team. As a key liaison between the firm and its clients, you will be responsible for ensuring client satisfaction and efficient service delivery.Key ResponsibilitiesManage client...


  • Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with client account opening and maintenance, performing administrative tasks, and providing exceptional customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial...


  • Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...


  • Chicago, Illinois, United States North Bridge Staffing Full time

    Job Title: Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at North Bridge Staffing. The ideal candidate will have a strong commitment to providing exceptional client service and a proven track record of working in a similar position.Key Responsibilities:Organize and prepare materials...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...


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

    Job Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...


  • Chicago, Illinois, United States Kovitz Full time

    {"Job Title": "Client Service Associate", "Job Overview": "At Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. As a critical member of our team, you will provide exceptional client service, technical support, and operational expertise to our Senior Advisors, Advisors, and...


  • Chicago, Illinois, United States Beacon Hill Full time

    Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance customer service standards...


  • Chicago, Illinois, United States Beacon Hill Full time

    Unlock Your Potential as a Client Services AssociateWe're seeking a highly motivated and customer-centric individual to join our dynamic team as a Client Services Associate. In this role, you'll play a vital part in delivering exceptional product experiences to our US-based customers.Key Responsibilities:Enhance Customer Service Standards: Set new benchmarks...


  • Chicago, Illinois, United States Beacon Hill Full time

    Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team in River North. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance Customer...


  • Chicago, Illinois, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our media buying platform helps brands deliver a more insightful and relevant ad experience for consumers, setting a new standard for global reach, accuracy, and...


  • 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 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...

Client Service Associate

3 months ago


Chicago, United States St. Landry Bank & Trust Co. Full time

Job Highlights Title Client Service Associate (Commercial Bank) Type Full Time Experience 3+ Years Function Client Service Location Chicago, IL, United States Company JPMorgan Chase Company Profile JPMorgan Chase is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients. Job Profile The company is looking for a Client Service Associate (Commercial Bank) who will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers, and other high-level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email, and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect. Education Level Bachelor of Science or Business Administration Degree (preferred) Work Experience 3+ years of client-facing work experience Duties/Responsibilities Actively participate in deal team meetings as new products and services are added to clients Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies Develop long-term client relationships Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success Influence internal partners to recommend products and services based on knowledge of client behaviors Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Learn and understand existing and upcoming technologies to support client consultation and requests Proactively discuss client trends/issues with internal partners to further customize solutions for clients Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction Solicit feedback on product and service offerings to continuously adapt to the ever-changing commercial banking landscape Preferred Qualifications Comprehensive knowledge of Treasury Services or Custom Card products Passion for learning new operating models, technologies, and industry trends Google G suites/Microsoft Office adept Skills/Knowledge/Abilities Ability to influence others without direct supervision Ability to provide quantifiable management reporting and present findings Data Analytics and Change Management experience Demonstrated team-building skills and ability to work in a team environment Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills Project Management and Execution Strategic thinking with the ability to adapt to change Benefits/Perks The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Employer’s Statement JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicant regardless of their race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. #J-18808-Ljbffr