Registered Client Service Associate
1 month ago
The Registered Client Service Associate is a critical point of contact for all service related needs of clients. He/she is responsible for building and maintaining client relationships. The Client Relationship Associate works in a team-oriented environment with Relationship Managers, other Client Relationship Associates, custodians, and the operations department to deliver a seamless and integrated client experience.
- Provide high quality, high touch service to financial services clients.
- Manage new account onboarding including but not limited to opening and facilitation of account funding (WIres, ACH, etc..).
- Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, and tax reporting inquiries.
- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
- Provide performance reporting on a standardized basis.
- Create client presentations and other ad hoc reporting duties
Critical skills and background for this role:
- 2 – 5 years of financial industry experience.
- Series 7
- Strong organizational skills necessary to manage working with multiple Advisors and clients at once.
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Registered Client Service Associate
1 month ago
Northbrook, United States First Recruiting LLC Full timeThe Registered Client Service Associate is a critical point of contact for all service related needs of clients. He/she is responsible for building and maintaining client relationships. The Client Relationship Associate works in a team-oriented environment with Relationship Managers, other Client Relationship Associates, custodians, and the operations...
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Event Service Specialist
1 week ago
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Event Service Specialist
2 weeks ago
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Event Service Specialist
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Commercial Lines Client Service Specialist
1 week ago
Northbrook, Illinois, United States Dasco Insurance Agency Full timeJob OverviewExciting opportunity with a reputable organization The position of Commercial Lines Client Service Specialist plays a vital role in the effectiveness of our agency. This role is centered around assisting our business clients with their service requirements. Specific service and marketing duties are essential in this position to ensure we expand...
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Client Services
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Client Support Representative
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Commercial Lines Client Service Specialist
2 weeks ago
Northbrook, Illinois, United States Dasco Insurance Agency Full timePosition OverviewExciting opportunity with Dasco Insurance Agency The role of the Commercial Lines Client Service Specialist is vital for the effectiveness of our organization. This position focuses on providing essential support to our business clientele with their service requirements. Specific marketing and service duties are integral to this role to...
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Commercial Lines Client Service Specialist
1 week ago
Northbrook, Illinois, United States Dasco Insurance Agency Full timePosition OverviewExciting opportunity with a reputable agency The role of a Commercial Lines Client Service Specialist is vital to the prosperity of our organization. This position is centered on assisting our business clientele with their service requirements. Specific service and marketing duties are essential in this role to ensure we expand and maintain...
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Senior Tax Consultant
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Senior Tax Consultant
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Senior Tax Manager
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Senior Tax Manager
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Store Associate Part-Time
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Client Support Representative
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Northbrook, United States Diamond Heritage Inc Full time $43,500 - $53,500Job DescriptionJob DescriptionThe Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in Chicago. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home improvement,...
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Client Access Coordinator
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Client Relationship Specialist
2 months ago
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Tax Services Associate
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Merchandise Associate
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Sales Associate
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Northbrook, United States Chico's Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...