SS-Client Service Associate eTeam Inc.SS-Client Service AssociateChicago, ILUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.
J.P. Morgan Advisors - Client Service Associate - Chicago, IL JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Associate - Chicago, ILChicago, ILCoordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.
Client Services Associate Selby Jennings LtdClient Services AssociateChicago, ILThe firm offers access to a broad range of investment solutions, including public markets, private investments, and alternative strategies, while providing highly customized client service and family office support. This is an ideal opportunity for someone who enjoys a highly visible, client-facing position within a fast-paced wealth management environment and takes pride in delivering exceptional service while managing complex operational processes.
Client Service Associate Ameriprise Financial IncClient Service AssociateNaperville, IL$60,000–$80,000 / yearThis individual will serve as a key leader within the office, helping drive operational excellence, deliver exceptional client service, and support advisors in providing comprehensive financial planning and wealth management solutions. The ideal candidate combines strong leadership capabilities with a passion for client service, attention to detail, and experience within the financial services or wealth management industry.
Client Service Associate NFP CorpClient Service AssociateChicago, Illinois$42,945–$68,670 / yearFull timeTakes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
Client Service Associate Aon PlcClient Service AssociateChicago, IL$42,945–$68,670 / yearParticipates in Relationship Manager/New Business case management calls Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates tasks and responsibilities for all joint work Client Service Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters. What You'll Be Doing Pre-Sale and New Business Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC Partners with the New Business Team to manage all new business reasons.
Client Services Associate Investortools IncClient Services AssociateNaperville, IL$70,000–$90,000 / yearAlong the way, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasionally travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support. As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently.
Client Service Associate AxelonClient Service AssociateChicago, IL$26.59–$27.58 / hourParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Client Service Associate Kestra Financial Independent AdvisorClient Service AssociateChicago, ILThe ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
Client Service Associate - Retirement Plans Alera GroupClient Service Associate - Retirement PlansChicago, IllinoisAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportSupport plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations.
Client Service Associate II Aon PlcClient Service Associate IIChicago, IL$60,000–$81,000 / yearResponsibilities: Own and lead the end-to-end onboarding process for new clients, ensuring accuracy, efficiency, and seamless client experience from initial documentation to account activation Open new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts-without requiring supervision. Maintain organization of client records and documents in the firm's CRM and document management system Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests Demonstrate advanced problem-solving and critical thinking skills, proactively navigating operational tasks and client service projects with confidence and minimal guidance.
Client Service Associate II NFP CorpClient Service Associate IIChicago, Illinois$60,000–$81,000 / yearFull timeOpen new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts—without requiring supervision. Support senior leadership and client-facing teams (Director of Client Services, Investment Consultants, and Private Clients) with ad-hoc projects, contributing value with minimal direction.
Sr Client Service Associate GlobalchannelmanagementSr Client Service AssociateChicago, IllinoisSr Client Service Associate duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners. Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.
NewClient Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Lisle, IL$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateCicero, IllinoisAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite) Burke+CoExecutive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)Chicago, IllinoisOur client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives.
NewClient Service Associate - Oak Brook,IL LPL FinancialClient Service Associate - Oak Brook,ILOak BrookThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate Axelon Services CorporationClient Service AssociateChicago, IL$26.59–$27.58 / hourParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Client Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Lisle, Illinois$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Associate - Pharmacy Services Ryan Specialty GroupClient Associate - Pharmacy ServicesChicago, IllinoisThe Client Associate - Pharmacy Services serves as a strategic support to internal and external clients with a focus on stop-loss risk mitigation and pharmacy cost containment. The position works closely with clients, PBMs, stop-loss carriers, and vendor partners to support pharmacy risk management initiatives and optimize pharmacy benefit programs.
NewClient Service Associate - Business Management & Family Office (52211) Citrin Cooperman & Company LLPClient Service Associate - Business Management & Family Office (52211)Chicago, ILWealth Management & Reporting: Support the wealth management platforms, like Black Diamond, Arch/Canoe, and assist in preparing reports, pulling down private equity and other statements, and organizing data to facilitate the onboarding and integration of new clients. The role involves working with a diverse array of BMFO-specific systems, including but not limited to CNB Business Suite, Easilink, Agilink, and handling permissions, admin support, and verbal confirmations across multiple banking profiles.
NewClient Service Associate Bank of AmericaClient Service AssociateChicago, IllinoisOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill 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.
Senior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociateChicago, ILAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS) Northern Trust CorpAssociate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)Chicago, IL$95,600–$162,400 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved.
Associate Specialist, Client Service Solutions (Css) Integrated Portfolio Services (Ips) Northern TrustAssociate Specialist, Client Service Solutions (Css) Integrated Portfolio Services (Ips)Chicago, IL$95,600–$162,400 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved.
Client Services Associate I Interactive Brokers Group IncClient Services Associate IChicago, ILThrough its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios.
Associate Director - Sales & Client Service Artisan Partners Limited PartnershipAssociate Director - Sales & Client ServiceChicago, IL$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Client Service & Sales Associate -No Experience/Work from Home AoglobelifeClient Service & Sales Associate -No Experience/Work from HomeChicago, IllinoisRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Client Service & Sales Associate to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464 The Goldman Sachs Group IncAsset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464Chicago, IL$82,000–$112,000 / yearPrior experience must include two (2) years of experience with the following: analyzing large data sets of 10,000+ lines and synthesizing into key themes or action items; analyzing data and configuring operational metrics through one of the following self-service tools: Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and RPA robotics; working on multiple, time-sensitive projects in partnership with global teams and cross-functions and ensuring timely delivery with high quality to meet client or business expectations; identifying and mitigating operational risks, ensuring adherence to regulatory requirements (including "Know Your Customer" (KYC) regulations), defining and implementing business policies, and overseeing critical workflows such as account opening; and engaging with institutional clients, fostering relationships, coordinating trading activities, managing client data quality, and collaborating with engineering teams to understand specific trading strategies, determine individual needs, and design and implement system improvements for efficiency. Provide operational risk management and oversight for the Firm''s account opening workflow and processes, including identifying and managing potential risks in the daily business operations, implementing controls to mitigate risk and working with cross-function teams to enable accurate reporting.
Associate Director – Sales & Client Service Artisan PartnersAssociate Director – Sales & Client ServiceChicago, Illinois$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director – Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Associate Director - Sales & Client Service Artisan PartnersAssociate Director - Sales & Client ServiceChicago, IL$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESChicago, IL$100,000–$125,000 / yearCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Registered Client Relationship Associate Raymond James Financial IncRegistered Client Relationship AssociateChicago, IL$55,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateChicago, IL$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesChicago, IL$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Lead Client Servicing Associate Clearwater Analytics Holdings IncLead Client Servicing AssociateChicago, IL$60,000–$85,000 / yearThese analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
Affluent Client Experience, Senior Associate JPMorgan Chase & CoAffluent Client Experience, Senior AssociateChicago, ILAs a Client Experience Senior Associate in the Affluent Banking team, you will lead CX processes and execution for the Affluent segment and work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience. This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
NewClient Onboarding Implementation Associate JPMorgan Chase & CoClient Onboarding Implementation AssociateChicago, ILChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you''ll lead the charge in delivering exceptional treasury and banking product implementations.
NewClient Onboarding Implementation Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Senior AssociateChicago, ILChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeCrest Hill, IL$15–$17 / hourProvides excellent and expeditious client experience; greets clients, responds to questions; processes incoming and outgoing patients, and handles payments. For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Associate, Client Research AlphaSenseAssociate, Client ResearchChicago, IL$52,500–$71,500 / yearAs you advance and master the role, you have the opportunity to move into customer-facing account management where you will interact daily with global institutional investors & hedge fund managers, leading project management and primary research efforts. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets.
Client Support Associate Ryan Specialty GroupClient Support AssociateChicago, IllinoisMaintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Client Development Associate AdlookClient Development AssociateChicago, IllinoisWorking closely with the Sales Team, and Technical Account Managers (TAMs), you’ll help optimize performance, ensure smooth operations, and contribute analytical insights that drive success. Proficient client facing skills & communication: Highly developed interpersonal skills with the ability to simplify complex technical concepts for both internal and external counterparts.
Client Success Associate (Chicago-based ONLY) seoClarityClient Success Associate (Chicago-based ONLY)Chicago, IL$50,000–$55,000 / yearFitness & Commuter-Friendly Perks: tenants have access to FIT 101, a fitness center with cardio equipment, free weights, Peloton bikes, locker rooms, showers, towel service, and Cycle 101 secure bike storage. seoClarity is the technology leader in Search Engine Optimization (SEO) marketing analytics, and our technology platform and services help the world's best and biggest brands optimize their website content so they can be found online and connect to their customers.
Hedge Fund Client Support Associate Clearwater AnalyticsHedge Fund Client Support AssociateChicago, IllinoisThese analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Hedge Fund Client Support Associate are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
US Private Bank - Employee & Client Experience - Program Manager - Associate JPMorgan Chase & CoUS Private Bank - Employee & Client Experience - Program Manager - AssociateChicago, ILThe Program Manager will aggregate and analyze feedback from multiple listening posts-including Tell Us, client complaints, and survey programs-to identify trends, root causes, and emerging pain points. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Asset Management, Wealth Management, Internal Client Advisor, Associate JPMorgan Chase & CoAsset Management, Wealth Management, Internal Client Advisor, AssociateChicago, ILFamiliarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Client Operations Associate JMG Financial GroupClient Operations AssociateDowners Grove, IllinoisThe duties of this role would include, but are not limited to, the following: Process incoming and outgoing client money and asset movements, including: - Domestic and international wire transfers - ACH, EFT, and internal account transfers - Cash journals and money market transactions - Asset transfers between custodians - Capital calls and MoneyLinks - Check requests, deposits, and disbursements Verify and confirm transfer instructions supplied by advisor teams. This role plays a critical part in safeguarding client assets by ensuring all cash and asset transfers are properly authorized, documented, and executed in accordance with firm policies, custodian guidelines, and regulatory requirements.
Associate I, Client Relations William BlairAssociate I, Client RelationsChicago, IllinoisThe qualified individual will focus on learning how to perform necessary tasks from higher level team members, review client documentation for completeness and compliance with applicable policies and regulations and apply understanding of firm products, policies, systems and current market conditions to support Wealth Advisor teams through client interactions. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique.
Asset Management, Internal Client Advisor (Internal Wholesaler), Associate JPMorgan Chase & CoAsset Management, Internal Client Advisor (Internal Wholesaler), AssociateChicago, ILOur wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.