234 client services associate jobs at 123 companies in Porter, IN
3d
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Client Services Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
HubSpot, Salesforce
4w
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Client Services Associate I
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
1+ YOE1–3 years customer-facing or finance/technology experience preferred; bachelor’s degree preferred; strong communication, problem-solving, and analytical skills; knowledge of equities, options, futures, FX, crypto, and fixed income.
1w
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Associate, Client Services (Energy & Infrastructure)
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
Bachelor's degree in finance, accounting, or business; financial theory and accounting knowledge; analytical and communication skills; and proficiency in Microsoft Word and Microsoft Excel. U.S. work authorization required.
Microsoft Word, Microsoft Excel
1w
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Work From Home - Client Services Associate
Berwyn, Illinois, United States
RemoteFull Time
Strong communication and interpersonal skills, independent and collaborative work ability, genuine desire to help others, and integrity in professional dealings.
Zoom
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
3w
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Client Associate
Chicago, Illinois, United States
$55k-$75k/yr OnsiteFull Time
5+ YOESeries 7 and 66 licenses or willingness to obtain, ideally five years of client service experience in finance, a bachelor's degree or equivalent, communication skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, Artificial intelligence (AI)
2w
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor's degree in information systems, business analytics, finance, economics, or related quantitative field, plus 2 years of experience in operations, data analysis, risk management, client services, and regulatory compliance.
Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, RPA, Know Your Customer (KYC), Employee Assistance Program (EAP)
1mo
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Client Service Associate
Chicago, Illinois, United States
$43k-$69k/yr HybridFull Time
1+ YOESupports relationship managers with client service and new business processes; proficiency with MOSAIC and Microsoft Office; high school diploma required; 1+ years customer service experience; strong communication and prioritization skills.
MOSAIC, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor’s degree in a quantitative or analytical field and 2 years’ experience analyzing large datasets, operational metrics, risk controls, KYC, client operations, and system improvements.
Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, RPA
2mo
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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
2mo
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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
3w
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Registered Client Associate
Chicago, Illinois, United States
$55k-$75k/yr OnsiteFull Time
5+ YOEProvide high-quality client service, onboard and maintain client accounts, process deposits/distributions, perform administrative support; Series 7 and 66 licenses (or willing to obtain), bachelor's preferred, ~5 years client service experience, Microsoft Office proficiency.
Microsoft Office
1mo
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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
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
3d
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Registered Client Associate
Chicago, Illinois, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year of brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents for immediate registration; customer service and Microsoft Office skills preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
Client-focused support for Financial Advisors, strong attention to detail, ability to learn technology platforms, and professional communication skills; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Senior Associate
Chicago, Illinois, United States
$75k-$107k/yr OnsiteFull Time
3+ YOEOver 3 years of financial services experience managing treasury and cash management client relationships, plus process improvement, project management, technology implementation, and organizational change experience.
2mo
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Client Services Associate I (Personal Banker I), Kouts Banking Center, Kouts, IN
Kouts, Indiana, United States
OnsiteFull Time
3+ YOE3+ years retail banking experience with cash handling and vault/ATM balancing; strong customer service, sales and PC skills; ability to cross-sell and follow bank policies. College (1-3 years) preferred.
Microsoft Office
3mo
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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 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
1mo
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Client Service Associate
Chicago, Illinois, United States
$43k-$69k/yr HybridFull Time
1+ YOEHigh school diploma required; 1+ years customer service experience; proficiency with MOSAIC and Microsoft Outlook/Excel/Word/PowerPoint; strong communication, organizational and multitasking skills.
MOSAIC, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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