Displaying 1-10 of 1000 results
Wealth Management Client Associate- Registered
US Bank - Chicago, Illinois
Accounting / Finance
Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Private Banking Relationship Manager (PBRM)/U.S. Bancorp Investments Investment Relationship Manager (IRM) team with responsibilities for meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You … (see more)
Part Time Client Associate
Bank of America - Chicago, Illinois
Customer Service
Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill Lynch s financial advisors help clie (see more)
Client Service Associate
Brookstone Capital Management - Chicago, Illinois
Accounting / Finance
Job Description Job Purpose: Brookstone Capital Management, an SEC Registered Investment Adviser providing sophisticated financial solutions to Advisers and their clients, seeks a Client Service Associate with experience in the Financial Services industry. The successful candidate will be a high-energy, relationship-oriented, collaborative individual who provides a high-touch red-carpet experience to Investment Advisers. This role will interact with multiple groups including Investment Advisers, internal functional teams, and outside strategic partners. Must be able to successfully … (see more)
Client Support Associate
Addison Group - Chicago, Illinois
Administrative / Clerical
Job Description Client Services Associate Downtown Chicago Contract - On-going Responsibilities:  Organizing and planning providing support to the learning and organizational effectiveness team A strong team player with the ability to build good relationships with key stakeholders Strong communications skills coordinating with all levels of the organization Experienced in prioritization  Collaborative and action-oriented, with ability react positively and quickly to sudden and unpredictable change Experienced with learning technologies and applications, … (see more)
Client Service Associate
IMMEDIATE HIRE - Chicago, Illinois
Engineering
Job Description Do you have at least one year of consumer relations experience and are looking for a company to grow with??? If so we have the perfect position for you!   We are seeking a Client Service Associate to immediately join our team! This is a key role in delivering the campaign results that our clients want. Youll also be responsible for managing elements of our client campaigns from start to finish! To succeed in this role, youll need to have excellent customer service, leadership ability, and thrive in a fast paced environment. Successful Client Service Associates will … (see more)

Client Service Associate
Veritext Legal Solutions - Chicago, Illinois
Legal / Law Related
Job Description Main Purpose of the Role The Client Service Associate position is an important part of the organization at Veritext, and will be responsible for speaking with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints, check to ensure that appropriate changes were made to resolve customers problems, keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Key Responsibilities:    … (see more)
Client Relationship Associate
Capital Group - Chicago, Illinois
Banking / Mortgage
Come grow with us At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another. Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing … (see more)
Client Associate
UBS Financial Services - Chicago, Illinois
Accounting / Finance
**Your role:** Are you truly service oriented? Do you know how to take care of people? Were looking for someone like that who can provide operational and administrative support to financial advisors. Youll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed … (see more)
Wealth Management Client Associate- Registered
U.S. Bank - Chicago, Illinois
Banking / Mortgage
Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Private Banking Relationship Manager (PBRM)/U.S. Bancorp Investments Investment Relationship Manager (IRM) team with responsibilities for meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. … (see more)
Wealth Management Client Associate- Registered
U.S. Bank - Chicago, Illinois
Insurance
Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Private Banking Relationship Manager (PBRM)/U.S. Bancorp Investments Investment Relationship Manager (IRM) team with responsibilities for meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. … (see more)
Displaying 1-10 of 1000 results

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