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The Client Service Associate provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations. Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

HOUR

Wealth Enhancement Group LLC

Client Service Associate (part-time)

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Client Service Associate

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. Skip this if you need constant supervision or hate talking to clients.

AO Garcia Agency

At-Home Client Enrollment Associate

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Description: Responsibilities: Prepare financial statements for a portfolio of properties, including General Ledger month-end close, actual to budget variance review, audits, and knowledge of real estate accounting software. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

Jones Lang LaSalle Inc

Senior Associate II, Client Accounting

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. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven.

Virtual Client Services Associate

The ideal candidate will have effective communication skills 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. Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

YEAR

Raymond James Financial Inc

Primary Duties Include: Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines. Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.

Kestra Financial Independent Advisor

Investment Services Client Representative

Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Premier Client Banker - PNC Wealth Management

The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.

The ODP Corp

Rep., Client Services (CPD)

The ODP Corporation

Rep., Client Services (Cpd)

PNC Bank

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Premier Client Advisor - PNC Wealth Management

Act as a liaison with show management, exhibitors, facility staff, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all. Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venues for a variety of accounts.

Global Experience Specialists LLC

Client Services Manager

Act as a liaison with show management, exhibitors, facility staff, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all. Responsible for the management of shows from planning stages through collection of invoice, including: collaborating with clients to gather information, help influence decision making and manage to customer expectations.

The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.

Formed by the merger of Office Depot and OfficeMax, Office Depot, Inc. is a leading global provider of products, services, and solutions for every workplace – whether your workplace is an office, home, school, or car.
 Office Depot, Inc. is a resource and a catalyst to help customers work better. We are a single source for everything customers need to be more productive, including the latest technology, core office supplies, print and document services, business services, facilities products, furniture, and school essentials.
 The company has combined annual sales of approximately $17 billion, employs about 66,000 associates, and serves consumers and businesses in 59 countries with more than 2,200 retail stores, award-winning e-commerce sites and a dedicated business-to-business sales organization – all delivered through a global network of wholly owned operations, joint ventures, franchisees, licensees and alliance partners. The company’s portfolio of leading brands includes Office Depot, OfficeMax, OfficeMax Grand &amp; Toy, Viking, Ativa, TUL, Foray, and DiVOGA.
 VISIT US ONLINE: <a href="http://jobs.officedepot.com/" mns_rt="Company" target="_blank" itemprop="url">jobs.officedepot.com</a>

Office Depot

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FULL_TIME

OTHER

As a key business analyst, you will elevate operational network compliance and help define the future of our global payment network-ideal for someone passionate about translating dynamic network policies into practical operational controls, designing executive dashboards, and maintaining compliance monitoring solutions. Manager, International Client Services The Diners Club Network International Client Services manager role focuses on capturing and delivering precise, continuous compliance monitoring for Diners Club Network Participants (such as Issuers and Acquirers).

Capital One

Manager, International Client Services

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Senior Manager- Client Success Lead Capital One, a Fortune 500 company, a Fortune Magazine "100 Best Companies to Work For," and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. You will work closely with segment leadership, horizontal delivery team leadership, and internal support teams to coordinate the prioritization and execution of marketing campaigns and continuous improvement projects to ensure alignment with business objectives.

Senior Manager- Client Success Lead

Principal Client Support Specialist The Principal Client Support Specialist drives operations within the Certification Operations team, overseeing end-to-end testing and certification management for payment partners, mobile application developers, and merchant payment terminals. Certification Operations & Administration: Oversee the operational and administrative certification lifecycle (typically 3-4+ week timelines) for payment partners, terminal vendors, and mobile app developers for Level 2 (functional/security) requirements.

Principal Client Support Specialist

Provides sales and onboarding support (Proposal creation, attending client meetings, tracking progress in Salesforce, set up in FIRST InSite, Seismic) as well as support and communication to other internal department colleagues as needed. As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies.

Wintrust Financial Corporation

Client Success Advisor II

Client Partners will do so by establishing and fostering partnerships with merchandizing partners, 3P vendors (Criteo, Neptune, Advantage, etc.) and by cultivating deeper relationships with key decision makers within their accounts. They are responsible for developing and growing their book of business by providing a best-in-class, data-driven partnership with an emphasis on creating an omni-experience for shoppers and brands alike.

Client Associate Jobs in Elgin, IL

Client Service Associate (part-time) Wealth Enhancement Group LLC

Client Service Associate Wealth Enhancement Group LLC

At-Home Client Enrollment Associate AO Garcia Agency

Senior Associate II, Client Accounting Jones Lang LaSalle Inc

Virtual Client Services Associate AO Garcia Agency

Client Service Associate Raymond James Financial Inc

Investment Services Client Representative Kestra Financial Independent Advisor

Premier Client Banker - PNC Wealth Management The PNC Financial Services Group Inc

Rep., Client Services (CPD) The ODP Corp

Rep., Client Services (Cpd) The ODP Corporation

Premier Client Banker - PNC Wealth Management PNC Bank

Premier Client Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Client Services Manager Global Experience Specialists LLC

Client Services Manager GES

Rep., Client Services (CPD) Office Depot

Manager, International Client Services Capital One

Senior Manager- Client Success Lead Capital One

Principal Client Support Specialist Capital One

Client Success Advisor II Wintrust Financial Corporation

Senior Client Success Partner- Retail Media Albertsons Company Inc.

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