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518 client associate jobs at 225 companies in Berwyn, IL

1d
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Client Associate
Chicago, Illinois, United States
HybridFull Time
Kforce
KforceNASDAQ: KFRC: Matches skilled professionals with jobs in technology and finance.
1+ YOE1+ years sales-related experience preferred, client-facing in-person sales, networking and presentation skills, bachelor's degree preferred, strong work ethic and drive.
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4w
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Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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
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3w
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Client Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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
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1mo
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Client Associate
Chicago, Illinois, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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Client Associate Oakbrook
Oak Brook, Illinois, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
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4w
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Client Service Associate I
Elk Grove Village, Illinois, United States
$44k-$67k/yr OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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
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1d
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Registered Client Associate
Naperville, Illinois, United States
$31-$46/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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2w
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Associate Client Representative
Lake Bluff, Illinois, United States
$55k-$65k/yr HybridFull Time
Mariani Premier Group
Mariani Premier Group: Provides luxury residential and commercial landscape design and maintenance.
2+ YOE2+ years sales experience (preferably landscaping), knowledge of landscape terminology and materials, client relationship and sales experience, ability to work independently and in teams.
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3mo
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Client Service Associate
Chicago or Charlotte
$65k-$88k/yr HybridFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMinimum of 3 years of client-facing experience in financial services; strong relationship management; data and tech literacy; excellent communication; strategic thinking.
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1mo
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Client Service Associate
Chicago, Illinois, United States
$60k-$90k/yr HybridFull Time
Ritholtz Wealth Management
Ritholtz Wealth Management: Provides personalized financial planning and investment management services.
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
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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
Bartlett Wealth Management
Bartlett Wealth Management: Provides comprehensive wealth management and investment advisory services.
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
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2w
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Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED, client-service orientation, ability to learn new technology platforms; desired FINRA SIE/Series 7/Series 66 (63/65 accepted), strong verbal/written communication, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
Arcana Analytics
Arcana Analytics: Platform for institutional portfolio risk and investment performance analytics.
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
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Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
Aaron Wealth Advisors
Aaron Wealth Advisors: Independent wealth management firm for high-net-worth families.
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
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1mo
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Associate, Client Service
New York City or Chicago
$64k-$85k/yr HybridFull Time
Kantar
Kantar: Provides global market research, consumer insights, and consulting services.
1+ YOEBachelor's in market research/marketing or related field; 1+ years market research and client-facing experience preferred; understanding of digital advertising; strong communication, organization, and analytical skills; proficient in Microsoft Office and Google Suite.
Microsoft Office, Google Suite
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3d
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Client Service Associate
Chicago, Illinois, United States
$43k-$69k/yr HybridFull Time
NFP
NFP: Provider of insurance brokerage, benefits, and wealth management services.
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
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3mo
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Client Services Associate
Naperville, Illinois, United States
$70k-$90k/yr OnsiteFull Time
Investortools
Investortools: Software for fixed-income portfolio management and credit analysis.
4+ YOEBachelor’s degree in technology, science, business, finance, economics, math, engineering or similar; 4-7 years of analytical, client-facing, and technical problem-solving experience; eager to learn software; able to travel occasionally; eligible to work in the United States.
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3w
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Associate, Client Success
Chicago or New York
$56k-$84k/yr OnsiteFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global advertising and digital transformation agency holding.
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
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1mo
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
Benjamin F. Edwards
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
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
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3w
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Associate I, Client Relations
Chicago, Illinois, United States
$63k-$85k/yr OnsiteFull Time
William Blair
William Blair: Provides investment banking, investment management, and private wealth services.
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)
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