Client Service Associate Jobs in Chicago, IL

Client Service Assoc needs 4 years experience Client Service Assoc requires: Customer serviceClient service repCRM Client Service Assoc duties: Assist in the coordination of client transitions activity (i.e. onboarding off boarding) in close partnership with relevant business partnersSupport the c...

Are you bilingual and looking for an opportunity to grow your career at your own pace We are looking for goal-oriented individuals with leadership potential to join a rapidly growing company.Preferred Qualifications: Bilingual (Spanish and English) Excellent communication skills Leadership capabilit...

DescriptionCome join a fulfilling team! We have an exciting opportunity to help expand your knowledge skills and abilities in the cleared Futures and Options space.As a Futures and Options Analyst within JPMorgan Chase you will partner with our execution desks clearing teams and other internal suppo...

DescriptionCome join a fulfilling team! We have an exciting opportunity to help expand your knowledge skills and abilities in the cleared Futures and Options space.As a Futures and Options Analyst within JPMorgan Chase you will partner with our execution desks clearing teams and other internal suppo...

Primary ResponsibilitiesFrequent custodian interaction & paperwork processing.Process account openings funding deposit electronic checks money movements process tasks with Custodians.Schedule client meetings.Basic preparation and follow-up for client meetings.Prepare client forms and financial repor...

Provide post sales customer contact for inbound order fulfillment of print and print related services and/or kitting. Execute print/kitting/distribution orders from customers received through the online systems or through direct contact with the customer.Responsibilities:May serve as lead service pr...

DescriptionMedVetis a fast-growing Emergency and Specialty provider with practices nationwide. We help our patientsreceive advanced medical treatments and innovations. Things like chemotherapy and radiation cardiac ablations treatments for glaucoma physical rehabilitation dermatology and so much mor...

DescriptionMedVetis a fast-growing Emergency and Specialty provider with practices nationwide. We help our patientsreceive advanced medical treatments and innovations. Things like chemotherapy and radiation cardiac ablations treatments for glaucoma physical rehabilitation dermatology and so much mor...

Client Service Support needs 5 years experience Client Service Support requires: Client supportAdminAccount managementStaffingHR Client Service Support duties: Assist in the coordination of client transitions activity (i.e. onboarding off boarding) in close partnership with relevant business partne...

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 m...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor Client Services Manager or equivalent leadership.Typical Work Schedule: Mondays to Fridays; 8:00AM - 5:00PMWhere Great Service Meets Seamless OperationsThe Client Services Asso...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

About this roleJob DescriptionSeeking talented Client Onboarding and Investment Professional who willbe responsible formanaging the onboarding process for new/existing clients looking toutilizeour suite of investment overlay strategies. This candidate will communicate with Sales Portfolio Management...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talente...

About the RoleResponsible for prompt delivery of various on-site work assignments providing customer service and ultimately customer satisfaction.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- Promptly reviews and responds to management an...

Location: New York Boston HobokenAt EY were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.Will you shape the future or will the fu...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...