1mo
Save
Mark Applied
Hide
Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1mo
Save
Mark Applied
Hide
Client Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance preferred; bachelor\u0002s degree preferred (accounting/finance); excellent communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
1mo
Save
Mark Applied
Hide
Client Associate
Chicago, Illinois, United States
$60k-$70k/yr OnsiteFull Time
Requires SIE, Series 7 and 66 licenses; bachelor's degree preferred; strong communication, attention to detail, and proficiency in Microsoft Office; client service and record maintenance experience.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
Save
Mark Applied
Hide
Client Associate Oakbrook
Oak Brook, Illinois, United States
OnsitePart Time
1+ YOE1+ year client-service experience; proficient with Microsoft applications, POS and CRM; strong written/verbal communication; able to work weekends, evenings, and holidays; decision-making skills.
Microsoft Applications, POS, CRM
1mo
Save
Mark Applied
Hide
Client Service Associate I
Elk Grove Village, Illinois, United States
$44k-$67k/yr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client relationship and multitasking skills; associate degree or professional certification preferred.
Microsoft Office
1w
Save
Mark Applied
Hide
Registered Client Associate
Naperville, Illinois, United States
$31-$46/hr OnsiteFull Time
1+ YOE1+ year brokerage/client service experience, FINRA Series 7 and 63 (or equivalents), intermediate Microsoft Office skills, client service and prioritization abilities, ability to meet FINRA/background standards.
Microsoft Word, Microsoft Excel, Outlook, Microsoft PowerPoint
4d
Save
Mark Applied
Hide
Client Development Associate
Chicago, Illinois, United States
HybridFull Time
2+ YOE2+ years programmatic campaign experience, proficiency with DSPs, strong data literacy, client-facing communication, consultative account management, and strategic thinking.
DSPs, Salesforce
1mo
Save
Mark Applied
Hide
Client Service Associate
Chicago, Illinois, United States
$65k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience; relationship management, process improvement, data/tech literacy, project management, and strong communication and presentation skills.
1mo
Save
Mark Applied
Hide
Client Service Associate
Chicago, Illinois, United States
$60k-$90k/yr HybridFull Time
1+ YOE1+ year RIA experience, familiarity with major custodians (Fidelity, Charles Schwab), Salesforce and Microsoft Office/G-Suite proficiency, strong communication and attention to detail; bachelor or associate degree preferred.
Salesforce, Microsoft Office Suite, G-Suite, NetDocs, Docusign
3w
Save
Mark Applied
Hide
Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
2mo
Save
Mark Applied
Hide
Client Solutions Associate
New York or Chicago
RemoteFull Time
1+ YOE1–4 years in client-facing analytics/support in finance/fintech; strong problem-solving, communication, and multi-tasking; comfort with financial concepts and data workflows; collaborative; interest in financial markets.
Excel, Bloomberg, FactSet, Aladdin, SQL, Python, Analytical tools
1mo
Save
Mark Applied
Hide
Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, minimum 2+ years client service experience in an RIA or family office, proficiency in Microsoft Suite, Salesforce preferred, strong communication, accuracy, discretion, and knowledge of investment/account administration.
Microsoft Suite, Salesforce
2d
Save
Mark Applied
Hide
Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Service Associate
Chicago, Illinois, United States
$43k-$69k/yr HybridFull Time
1+ YOEProvide superior client service, schedule and coordinate activities, process insurance underwriting and policy service requests, maintain MOSAIC records, and use Microsoft Office; 1-3 years customer service experience; high school required.
MOSAIC, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Associate, Client Success
Chicago or New York
$56k-$84k/yr OnsiteFull Time
0+ YOESupports client projects and campaigns, coordinates workflows, maintains project status, analyzes large data sets, prepares reporting, and communicates across teams; bachelor's preferred; 0–1 years experience preferred; strong communication and Excel/PowerPoint skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, self-starter able to learn new technology platforms; High School Diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
Save
Mark Applied
Hide
Private Client Service Associate
Chicago or New York City
$77k-$124k/yr OnsiteFull Time
Bachelor's degree required; strong communication, analytical, client-service and organizational skills; ability to manage inboxes, coordinate meetings, handle client inquiries, and support sales and retention goals.
1mo
Save
Mark Applied
Hide
Associate I, Client Relations
Chicago, Illinois, United States
$63k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent, 1 year experience (financial services preferred); must obtain SIE, Series 7 and Series 63/65 (or 66) within 150 days; client service orientation, MS Office and CRM experience, strong communication and organizational skills.
Microsoft Office, Client Relationship Management (CRM)
1w
Save
Mark Applied
Hide
Associate Client Executive
Chicago, Illinois, United States
$72k-$75k/yr RemoteFull Time
1+ YOEManage client relationships, renewals, RFPs, open enrollment support; requires college degree or equivalent, 1+ year account management experience, knowledge of group health plans, and strong communication.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint