Client Service Associate
1 month ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude. Duties & Responsibilities: Client contact and relationship management Assists with the preparation and review of client-focused presentation materials Troubleshoots client issues and directs effort to conclusion Coordinates in obtaining all required information needed by support teams to complete projects and reviews all internal delegations and projects for accuracy, completeness, timeliness, and ease of presentation Contacts outside advisors, custodians, etc. for assistance Prepares and updates Financial Statements for clients in addition to related analysis Follows policies and procedures for Financial Statements Reviews information received and appropriately incorporates it in the Financial Statement Prepares analysis accurately, concisely, and with attention to detail Prepares paperwork for account opening, money movement, or other account administration-related items Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration) Coordinates loan or margin obtainment/renewal documents Initiates Investment Policy Statement (IPS) process Follows policies and procedures for Investment Policy Statements Identifies relevant information needed for IPS generation Prepares request for IPS review and approval Handles certain required administrative tasks Monitors and helps control client profitability through accurate TimeTracker entries Attends team and firm meetings Stays current with technical developments and resources, Oxford’s Approved Manager Report, and investment and allocation strategies Qualifications: College degree in a related field or equivalent experience in a related field 3+ years financial services operational experience required Computer proficiency in Microsoft Outlook and Word with excellent computer skills in Excel Must have strong analytical skills; accurate attention to detail and the ability to interpret/analyze data Must have a professional demeanor with the utmost respect for confidential matters Must have excellent written and verbal communication skills with strong interpersonal skills Must be able to work independently and in a team environment Must have strong work ethic with a positive attitude Must be detail-oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high-stress, fast-paced environment Must be a self-starter and results-oriented Working Conditions: Limited travel as business needs necessitate Long periods of sitting, utilizing a computer Working onsite daily #J-18808-Ljbffr
-
Client Service Associate
4 months ago
Chicago, United States Stifel Financial Full timeThe 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
-
Client Service Associate
1 week ago
Chicago, United States The Bank of America Corporation Full timeMerrill 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
-
Client Service Associate
4 days ago
Chicago, United States Bank of America Full timeJob Description: 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, education,...
-
Client Service Associate
3 months ago
Chicago, United States The Bank of America Corporation Full timeAt 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, Client, Management, Retail, Banking
-
Client Service Associate
3 months ago
Chicago, United States Stifel Full timeSummary 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...
-
Client Service Associate
2 months ago
Chicago, United States Kovitz Full timePOSITION 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 Kovitz Full timePOSITION 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
2 months ago
Chicago, United States Bank of America Full timeJob Description: 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 every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Client Service Associate
3 weeks ago
Chicago, Illinois, United States JPMorganChase Full timeJob 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 in the Commercial Bank, you will resolve client requests while working in...
-
Client Service Associate
1 week ago
Chicago, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
-
Client Manager
2 months ago
Chicago, United States Willis Limited Full time**** Client Manager Associate Client Service & Delivery **** Client Manager Associate Client Service & Delivery Location: Chicago, IL, US Intern (former Health & Benefits Apprentice) So Paulo, Brazil Apprentices Client Service and Analytics Manager Ipswich, UK (with one day per week in London office) Client Management Head of Clients (dual hatted with...
-
Client Services Associate
1 month ago
Chicago, United States The Larko Group Full timeA premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...
-
Client Services Associate
1 month ago
Chicago, United States The Larko Group Full timeA premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...
-
Client Service Associate
2 months ago
Chicago, United States Core Ventures LLC Full timeThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with access to superior investment...
-
Associate-Client Service
2 weeks ago
Chicago, United States Kantar Full timeAssociate-Client Service , Media. Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk. Work Authorization: This role does not support work visa sponsorship now or in the future, hence candidate's requiring a work visa sponsorship Client Service, Media, Associate, Service, Skills, Project Management, Technology, Business Services
-
Client Services Associate
1 month ago
Chicago, United States North Bridge Staffing Group Full timePosition Overview:We’re a Chicago-based firm specializing in investment and wealth management for ultra-high-net-worth families nationwide. Our firm stands out for its independent investment approach and impressive performance. We offer access to exclusive global managers through pooled investment partnerships and combine this with personalized wealth...
-
Client Service Associate
2 months ago
Chicago, United States Core Ventures LLC Full timeThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment...
-
Client Services Associate
1 week ago
Chicago, Illinois, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...
-
Client Service Associate
2 months ago
Chicago, United States Promus Holdings, LLC Full timeJob DescriptionJob DescriptionThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with...
-
Client Service Associate
4 days ago
Chicago, United States Business Talent Group Full timeAbout Us: Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more...