Client Service Associate

Job Title: Senior Client Service Associate - Wealth Management Firm Location: Chicago, IL Job Type: Full-time with a hybrid schedule Experience Required: Minimum of 2 years in the financial service industry Job Summary: We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum...

Job Title: Senior Client Service Associate - Wealth Management FirmLocation: Chicago, ILJob Type: Full-time with a hybrid scheduleExperience Required: Minimum of 2 years in the financial service industryJob Summary:We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 2...

About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

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...

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 within the Commercial Bank, you will resolve client requests while working in...

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 within the Commercial Bank, you will resolve client requests while working in...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

Job OverviewFirm Background: PlanPILOT is a retirement plan consulting firm offering services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly become an industry leader within our niche. Our expanding team consists of individuals with an entrepreneurial mindset, many...

Job Description Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the...

  Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services  to join their Wealth Services  team.     Alera Group was founded in 2017 and has grown to become the 15 th largest broker of US business . We are passionate about our clients’ success in the...

 Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee...

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 than 50% of the...

Are you passionate about delivering exceptional client service and being a key player in a dynamic team? As a Client Service Associate, you will play a crucial role in supporting firm's clients and Wealth Advisors with essential administrative and operational assistance. In this role, you'll prepare for client meetings, maintain regular client contact, and...

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the...

Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Every day, our 600+ employees bring the power of their creativity and diversity to radically raise the bar on what mobile, CTV, AI, social, and eCommerce can do to wow consumers and build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago,...

Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Everyday, our 600+ employees bring the power of their creativity and diversity to radically raising the bar on what mobile, CTV, AI, social, and eCommerce can do to wow consumers and build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago,...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...