Current jobs related to Client Service Associate - Chicago - Kovitz

  • Client Service Associate

    4 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

    3 weeks 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

    2 weeks ago

    Chicago, United States Bank of America Full time

    Job 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

    5 days ago

    Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

  • Client Services Associate

    4 days ago

    Chicago, Illinois, United States North Bridge Staffing Group Full time

    North Bridge Staffing Group is seeking a highly skilled Client Services Associate to support their team of Advisors. The ideal candidate will have 3 years of experience working in a similar position out of a wealth management firm, with a strong commitment to providing exceptional client service in a fast-paced environment.The Client Services Associate will...

  • Client Service Associate

    3 days ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative Registered Investment Advisory (RIA) firm headquartered in New York City. We are a fast-growing wealth management firm with clients and employees across the country.Job SummaryWe are seeking a highly motivated and career-oriented Client Service Associate to join our team....

  • Client Service Associate

    7 days ago

    Chicago, Illinois, United States Core Ventures LLC Full time

    About the RoleAt Core Ventures LLC, we are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in delivering exceptional client service to our high-net-worth families, ensuring their investment needs are met with precision and care.Key ResponsibilitiesClient...

  • Client Services Associate

    6 days ago

    Chicago, Illinois, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our media buying platform helps brands deliver a more insightful and relevant ad experience for consumers, setting a new standard for global reach, accuracy, and...

  • Client Service Associate

    4 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 Services Associate

    2 days ago

    Chicago, Illinois, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency.Job SummaryWe are seeking a talented Client Services Associate to join our team. As a Client...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Citigroup Inc Full time

    The Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. This position plays a vital part in delivering high-quality wealth management services to clients, working closely with Banker teams to provide tailored solutions.Key...

  • Client Service Associate

    1 week ago

    Chicago, Illinois, United States Citigroup Inc Full time

    About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively with clients and internal stakeholders.Key...

  • Client Services Associate

    21 hours ago

    Chicago, United States North Bridge Staffing Group Full time

    My client is an independent investment and wealth management firm hiring a Client Services Associate to join their team.A CFP is a bonus, but not required.Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the clientWork with the client’s outsourced tax, legal and other experts to help facilitate...

  • Client Service Associate

    1 week ago

    Chicago, Illinois, United States Citigroup Inc Full time

    Job SummaryThe Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management services to...

  • Client Service Associate

    7 days ago

    Chicago, Illinois, United States SPS North America Inc Full time

    Job Title: Client Service Associate**Job Summary:**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at SPS North America Inc. As a Client Service Associate, you will be responsible for providing exceptional office and mail services, delivering operational functions in various areas, including mail processing,...

  • Client Services Associate

    2 days ago

    Chicago, Illinois, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency in digital media.Client Services TeamThe Client Services team at The Trade Desk focuses on growing...

  • Client Service Associate

    1 month 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

    6 days ago

    Chicago, Illinois, United States Citigroup Inc Full time

    About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires strong analytical thinking and communication skills to deliver high-quality services to clients.Key Responsibilities:Deliver financial services to...

  • 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 Service Associate

    3 weeks 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 Service Associate

4 months ago

Chicago, United States Kovitz Full time

POSITION OVERVIEW

Our 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 relationship, is dedicated to client service, and has the highest ethical and professional standards of excellence.

A successful Client Service Associate at Kovitz is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy in all client deliverables.

Specific job responsibilities

  • Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
  • Timely respond and resolve client requests/inquires.
  • Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service.
  • Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.
  • Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.
  • Add and maintain accurate client information in our CRM (Salentica).
  • Maintain electronic records and files and update client information.
  • Work with the CSA team to update and evolve training materials, which includes executing updates to OneNote Training Guide on an ongoing basis.
  • Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

Preferred Skills & Experience

  • Bachelor’s Degree with a minimum of 5+ years of client service experience within an RIA firm or 8+ years of relevant work experience.
  • Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.
  • Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
  • Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred.
  • Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
  • Ability to prioritize multiple competing tasks and demands.
  • Superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

ADDITIONAL ROLE INFORMATION

  • Job Type: Full Time (In office 3 days a week)
  • Compensation Structure: Base Salary + Bonus
  • Reports to: Client Service Manager
  • Number of Direct Reports: n/a
  • Location: Chicago

BENEFITS HIGHLIGHTS

  • Medical, Dental & Vision w/Health Savings Incentive
  • Employer-paid Disability & Life Insurance Programs
  • 401(k) w/Profit-Sharing
  • Employee Wellness Reimbursement
  • Paid Time Off (PTO) & Sick Days
  • Family & Sabbatical Leave Programs
  • Personal & Professional Development Reimbursement