Client Services Associate

? 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

Lead 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 | 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...

Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity. Responsibilities· Take ownership of administrative processes, including the client...

Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity. Responsibilities· Take ownership of administrative processes, including the client...

Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity. Responsibilities· Take ownership of administrative processes, including the client...

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...

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...

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...

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...

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 partnership with...

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 partnership with...

** 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,...

Summary Under immediate supervision, Client Services Associate, Registered, 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...

JobID: 210477917Category: Client ServiceJobSchedule: Full timePosted Date: 2024-04-18T20:15:33+00:00JobShift:Base Pay/Salary: IBe 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...

The qualified candidate will provide support to the Financial Institutions and National Accounts team’s client relationship management and business development activities. Responsibilities include interacting with clients and prospects to address inquiries, customizing and producing reports, and tailoring responses to specific audiences to best highlight...

The qualified candidate will provide support to the Financial Institutions and National Accounts team's client relationship management and business development activities. Responsibilities include interacting with clients and prospects to address inquiries, customizing and producing reports, and tailoring responses to specific audiences to best highlight the...

Your role We're looking for a Registered Client Service Associate to: * as a Registered Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs .• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors * keep contact...

As a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marshs services are targeted to custo Client Advisor, Associate, Advisor, Project Management, Banking, Client, Solutions

United States - Illinois - Business management, administration and support - Global Wealth Management **Job Reference #** - 294775BR **City** - Chicago **Job Type** - Full Time **Your role** - We’re looking for a Registered Client Service Associate to: - as a Registered Client Service Associate, you’ll play an important role in listening,...