275 client services associate jobs at 133 companies in Roselle, IL
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
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
2w
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Senior Associate Client Services Coordinator
Chicago, Illinois, United States
$52k-$81k/yr HybridFull Time
2+ YOEHigh school diploma or equivalent and at least 2 years of customer service, sales, or related experience; knowledge of credit union products and compliance procedures.
Client database
1mo
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Assoc II, Client Services
Vernon Hills, Illinois, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (bachelor's preferred),5+ years related experience,knowledge of investment products,Series 65 preferred,strong Microsoft Office skills and communication.
LPL Clientworks, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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
2mo
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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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Rep., Client Services (CPD)
Itasca, Illinois, United States
$15-$26/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent experience, 1+ years experience, strong communication, organization, attention to detail, and ability to multi-task in a fast-paced environment.
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)
2mo
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Part-Time Client Service Associate - Financial Services
Lisle, Illinois, United States
$25/hr HybridPart Time
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.
1w
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Client Service Associate
Deerfield, Illinois, United States
$27-$34/hr OnsiteFull Time
Strong client service, communication, problem-solving, organization, computer literacy, Microsoft Office proficiency, prioritization, discretion, analytical ability, and attention to detail; prior client service or office management experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook, CRM, DMS
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)
2mo
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Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to financial advisors; strong client focus, attention to detail, ability to learn technology platforms; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
2mo
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Client Associate, Registered
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOESeries 7 and 66 required, ideally 5+ years client service experience in finance, bachelor's degree preferred, strong communication, analytical and interpersonal skills.
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
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
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