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228 client services associate jobs at 119 companies in Mount Prospect, IL

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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2mo
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Client Services-MM - Client Services Associate I
Chicago, Illinois, United States
HybridFull Time
Interactive Brokers
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
1+ YOEBachelor's preferred; 1-3 years in customer-facing finance or tech; strong communication; problem-solving; calm under pressure.
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3w
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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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2w
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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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1mo
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Part-Time Client Service Associate - Financial Services
Lisle, Illinois, United States
$25/hr HybridPart Time
WestPoint Financial Group
WestPoint Financial Group: Financial services firm providing wealth management and insurance planning.
Client-service experience in health insurance or benefits required; active Illinois Life & Health insurance license preferred; strong communication, organization, and problem-solving skills; ability to manage multiple client relationships in a hybrid environment.
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13h
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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 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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3w
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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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1mo
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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
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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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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1d
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
Kobie
Kobie: Designs and manages customer loyalty programs for global brands.
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
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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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2w
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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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2w
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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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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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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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