We have other current jobs related to this field that you can find below

  • Client Service Associate

    3 months ago

    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

  • Client Service Associate

    4 days ago

    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

  • Client Service Associate

    3 months ago

    Chicago, United States The Bank of America Corporation Full time

    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 Client Service, Associate, Service, Solutions Advisor, Client, Management, Retail, Banking

  • Client Service Associate

    4 weeks ago

    Chicago, United States Oxford Financial Group, Ltd. Full time

    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...

  • Client Service Associate

    3 months ago

    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...

  • Client Service Associate

    2 months ago

    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 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

    1 month ago

    Chicago, United States Bank of America Full time

    Job 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

    2 weeks ago

    Chicago, Illinois, United States JPMorganChase Full time

    Job 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

    3 days ago

    Chicago, United States SPS North America Inc Full time

    Job 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 time

    A 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 time

    A 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

    1 month ago

    Chicago, United States Core Ventures LLC Full time

    The 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

    1 week ago

    Chicago, United States Kantar Full time

    Associate-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 time

    Position 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 time

    The 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

    3 days ago

    Chicago, Illinois, United States Rockefeller Financial Full time

    About 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 time

    Job 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

    3 months ago

    Chicago, United States Business Talent Group Full time

    About 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...

Client Services Associate

2 months ago

Chicago, United States SPS North America Inc Full time

Job 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/Mailroom Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.Duties and Responsibilities:Provides 5-star customer service to all employees (in all forms of communication).Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.Manages outgoing mail/package transactions.Performs duties associated with shipping and receiving of materials.Notifies employees upon receipt of inbound deliveries.Distributes mail/packages to company personnel.Acts as point of contact for company personnel on mail/package inquiries.Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).Submit work orders for certain requests.Service and replenish the barista, pantry, conference, kitchen, or meetings areas.Will perform meeting room and conference room set ups.May perform building occupant moves within assigned facilities.Will perform light maintenance and cleaning duties as assigned.Maintains the Business Service Center area in a neat and orderly fashion.Monitors level of office supplies on the floor, and replenishing and orders accordingly.Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.Proactively seeks out additional work during downtime.Builds professional relationships with customers and other teams.Maintains professionalism and composure when interacting with all employees.Trains back-up and providing guidance on policies and procedures.Determines what additional support is needed when handling sensitive inquiries.Provides exceptional customer service to client.Provides reception or concierge (front of office) coverage as needed.Competencies:Strong verbal and written communication skills.Excellent customer service skills.PC skills MS Office Suite experience.Ability to handle multiple tasks simultaneously.Good organizational skills.Working knowledge of MFD equipment.Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.Possesses ability to work independently and capable of completing projects.Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.Qualifications and Education Requirements:High School Diploma (or equivalent) required.1+ years prior work experience preferred.Ability to work assigned work hours determined by manager.Excellent organizational and time management skills.Analytical abilities and aptitude in problem-solving.Superb written and verbal communication skills.Current knowledge or ability to learn computer-based systems required for functions of position.Required to maintain an overall professional appearance and attitude.Adhere to all policies and procedures required.Physical Demands:Approximately 50% of the time this position requires the below physical demands.Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).Ability to lift or move 40 lbs. or greater frequently.Travel: None or NegligibleOther Duties:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.WHAT WE OFFERCareer Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunitiesLearning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you doWe Recognize Talent: We offer a variety of recognition programs for all levels of employeesFull-Time Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, 401k w/ matching, Entertainment Discounts, & Paid Time Off.Part-Time Benefit Offerings: 401k w/ matching, Entertainment Discounts, & Paid Time Off (if eligible).About SPSSPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies.SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by law.To view our privacy policy, click on the link below:SPS-North America Privacy Policy