HiringCafe
Join our community

514 client associate jobs at 224 companies in Evanston, IL

3w
Save
Mark Applied
Hide
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
Job PostingView all
4w
Save
Mark Applied
Hide
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
Job PostingView all
1d
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
4w
Save
Mark Applied
Hide
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
Job PostingView all
1d
Save
Mark Applied
Hide
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
Job PostingView all
3mo
Save
Mark Applied
Hide
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.
Job PostingView all
2w
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
2w
Save
Mark Applied
Hide
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
Job PostingView all
2w
Save
Mark Applied
Hide
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
Job PostingView all
2mo
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
3d
Save
Mark Applied
Hide
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
Job PostingView all
3mo
Save
Mark Applied
Hide
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.
Job PostingView all
3w
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
3w
Save
Mark Applied
Hide
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)
Job PostingView all

Explore Jobs

Expand Your Job Search