Client Service Associate
2 weeks ago
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 administrative experience in financial services 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 (Hybrid)
- 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
-
Client Service Associate
4 weeks ago
Chicago, United States JPMorgan Chase & Co. Full time? As a Client Service Associate, you are a trusted member of the clients team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to Client Service, Associate, Officer, Service, Client Relations, Retail, Relationship
-
Client Service Associate
1 week 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 Services Associate
1 month ago
Chicago, United States BGSF Full timeOur client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...
-
Client Services Associate
2 months ago
Chicago, United States BGSF Full timeOur client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...
-
Client Services Associate
1 day ago
Chicago, United States BGSF Full timeOur client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...
-
Client Service Associate
4 weeks ago
Chicago, United States JPMorgan Chase & Co. Full timeLead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Associate, Service, Project Management, Client Relations, Retail, Banking
-
Client Service Associate
1 week 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
4 weeks ago
Chicago, United States BCI - Brokerage Consultants Inc. Full timeClient Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonusChicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expenses management.Responsibilities:Provide operational/organizational support; enter...
-
Client Service Associate
1 day ago
Chicago, United States Bank of America 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 every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Client Service Associate
1 week 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
1 week ago
Chicago, United States Kovitz Full timePOSITION 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 Service Associate
1 month ago
Chicago, United States Kovitz Full timePOSITION 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 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
1 month ago
Chicago, United States Kovitz Full timePOSITION 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 Service Associate
4 days ago
Chicago, United States Ascendo Full timeSeeking a Client Service Associate with experience working with high net worth clients and custodians. Responsibilities Oanize and prepare materials for regular client meetings that occur 2-4 times per yearAttend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with...
-
Client Service Associate
4 weeks ago
Chicago, United States JPMorgan Chase Full timeBe 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 partnership with...
-
Client Service Associate
4 weeks ago
Chicago, United States JPMorgan Chase Full timeBe 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 partnership with...
-
Associate Client Service Manager
2 days ago
Chicago, United States LeadingRE Full time** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...
-
Associate Client Service Manager
1 month ago
Chicago, United States LeadingRE Full time** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...
-
Client Services Associate
2 weeks ago
Chicago, United States BGSF Full timeResponsibilities· Take ownership of administrative processes, including the client on-boarding process· Handle all requests from clients and custodian partners pertaining to account administration· Organize, scan, and maintain all paper/electronic client files· Maintain CRM system to ensure all client data is current and accurate· Monitoring and...