Client Happiness Service Associate

[Customer Support / Remote] - Anywhere in U.S. / Up to $60K per year / Health-Dental-Vision / 401k match / PTO / Mac computers + WFH stipend / Monthly internet & phone reimbursement - As a Client Happiness Service Associate, you will: Act as a professional brand ambassador by promptly responding to client inquiries via chat, email, SMS, or phone; Provide...

[Customer Support / Remote] - Anywhere in U.S. / Up to $60K per year / Health-Dental-Vision / 401k match / PTO / Mac computers + WFH stipend / Monthly internet & phone reimbursement - As a Client Happiness Service Associate, you will: Act as a professional brand ambassador by promptly responding to client inquiries via chat, email, SMS, or phone; Provide...

[Customer Support / Remote] - Anywhere in U.S. / Up to $60K per year / Health-Dental-Vision / 401k match / PTO / Mac computers + WFH stipend / Monthly internet & phone reimbursement - As a Client Happiness Service Associate, you will: Act as a professional brand ambassador by promptly responding to client inquiries via chat, email, SMS, or phone; Provide...

Merrill Wealth Management Job Opportunity 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...

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...

Position Summary: Founded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. We are committed to providing superior investment performance...

Client Services Associate We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic, nationwide Client Services team. This role requires excellent...

We are seeking a detail-oriented, client-focused professional to join our wealth management team as a Client Service Associate. This role is instrumental in delivering an exceptional client experience while providing operational and administrative support to Financial Advisors.The ideal candidate is proactive, highly organized, technologically proficient,...

A growing, collaborative RIA is seeking a Client Service Associate to join its team in Chicago. This is an excellent opportunity for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering exceptional client service while supporting the operational side of the business. In this role, you'll:...