1mo
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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
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Client Associate, Registered
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOESeries 7 and 66 required, ideally 5+ years client service experience in finance, bachelor's degree preferred, strong communication, analytical and interpersonal skills.
3w
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Client Service Associate
Milwaukee, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEPreferred bachelor's in business/finance/economics; 3+ years client-service or administrative experience in financial/investment firm; familiarity with brokerage paperwork; strong attention to detail and interpersonal skills; Microsoft Office proficiency; Salesforce/Adobe a plus.
Microsoft Office, Salesforce, Adobe
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Wealth Management Client Associate
Deer Park, Illinois, United States
$25-$44/hr OnsiteFull Time
Client-service support for financial advisors, high school diploma required, client-centric, able to learn new platforms, strong communication and detail orientation; FINRA SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate Client Service Manager
Brookfield, Wisconsin, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency with Microsoft Office, relationship-building, adaptability, collaboration; preferred: associate degree, professional certification, client relationship experience.
Microsoft Office
1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2w
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Client Development Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOEBachelor's degree in business-related field, 1+ year real estate/business development/sales or marketing experience, strong communication, CRM experience, Microsoft Office proficiency, ability to generate leads and manage priorities.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Salesforce.com
1mo
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Client Relations Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bachelor's degree required; strong relationship management and communication skills; experience with Salesforce/CRM, PowerSchool, Microsoft Excel, Google suite; valid driver's license; ability to lift 25 lbs; Spanish proficiency desired.
Salesforce, CRM, PowerSchool, Microsoft Excel, Google suite
2w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
1w
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Work From Home - Client Services Associate
Waukesha, Wisconsin, United States
RemoteFull Time
Remote client services role in financial services requiring strong communication, integrity, ability to work independently and as part of a team, and a desire to help families.
Zoom
2d
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
2w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's in business/finance or recent graduate; strong organization, communication, and attention to detail; proficiency with Microsoft Excel/Word/Outlook and CRM; knowledge of SEC/FINRA compliance a plus.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
1w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI
Delafield, Wisconsin, United States
OnsiteFull Time
Series 7 required (or to be obtained within 120 days); SIE required if registered after Oct 1, 2018; Series 66 (63/65) and life & health insurance license to be obtained within 120 days; client service, KYC, and operational experience.
5d
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Client Service Specialist
Deerfield, Illinois, United States
$53k-$71k/yr HybridFull Time
1+ YOEAssociate degree or equivalent,1-3 years relevant experience,confidentiality,strong written and oral communication,ability to multitask in fast-paced environment,and understanding of a financial advisor practice.
3d
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Assoc II, Client Services
Vernon Hills, Illinois, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (bachelor's preferred),5+ years related experience,knowledge of investment products,Series 65 preferred,strong Microsoft Office skills and communication.
LPL Clientworks, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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LifeDirect - Client Engagement Specialist
Lake Forest, Illinois, United States
$57k-$80k/yr OnsiteFull Time
Associate's degree or equivalent, proficiency with Microsoft Office, strong communication and math skills, ability to travel occasionally overnight, experience in commercial insurance/financial services preferred.
Microsoft Office
5d
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
3d
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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.