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444 client associate jobs at 219 companies in Kenosha, WI

1mo
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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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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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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 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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2w
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Client Associate Old Orchard
Skokie, Illinois, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client-services experience, proficiency with Microsoft applications and POS, strong communication, able to work weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
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4d
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Client Development Associate
Chicago, Illinois, United States
HybridFull Time
Adlook
Adlook: AI-powered demand-side platform for cookieless digital advertising.
2+ YOE2+ years programmatic campaign experience, proficiency with DSPs, strong data literacy, client-facing communication, consultative account management, and strategic thinking.
DSPs, Salesforce
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Client Service Associate
Chicago, Illinois, United States
$65k-$88k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing financial services experience; relationship management, process improvement, data/tech literacy, project management, and strong communication and presentation skills.
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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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3w
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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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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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2d
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
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3w
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Client Service Associate
Milwaukee, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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
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1w
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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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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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2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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4d
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Private Client Service Associate
Chicago or New York City
$77k-$124k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
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.
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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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1w
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Wealth Management Client Associate
Deer Park, Illinois, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1w
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Associate Client Executive
Chicago, Illinois, United States
$72k-$75k/yr RemoteFull Time
Allied Benefit Systems
Allied Benefit Systems: Administers self-insured health benefit plans for employer organizations.
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
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