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
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
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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
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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
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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
4d
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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
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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
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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
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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
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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
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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
1w
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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
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
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
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
1mo
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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
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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
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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
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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
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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
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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