UNKNOWN

ADAPTED_NOW

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . Manages day to day operations, scheduling meetings, screening calls, maintaining files, mail distribution, ordering office supplies and greeting walk-in clients.

HOUR

Midland States Bank

Client Services Associate - Wealth Management

JobTarget

FEED

Application Deadline: 12/27/2026 Address: 2400 N Richmond Road Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g.

YEAR

BMO Financial

Premier Client Specialist

Appcast Exclusive 1

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Royal Bank of Canada

Client Associate/Registered Client Associate

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo Bank

Client Associate

OTHER

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Part-time Client Service Associate - NR - Temp

[AW]-iCims

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Part time Client Service Associate NR Temp

linkup_via_bold

Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

Client Experience Associate

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Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. 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

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.

Merit Financial Advisors

Client Service Associate

Comeet

Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. Coordinates device installations, moves, and decommissions while maintaining service reporting, supporting client ticketing systems, and escalating major incidents as needed.

Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing services, including data processing, healthcare solutions, HR benefits management, finance support, transportation solutions, and customer relationship management services for commercial and government organizations worldwide. The company also provides extensive leading-edge document technology, services, software and genuine Xerox supplies for graphic communication and office printing environments of any size. Xerox serves clients in more than 160 countries. For more information, visit www.xerox.com, www.news.xerox.com

Xerox Corp

Client Operations Associate Floater - Chicago IL

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. We hire for • On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client .

AO Garcia Agency

Fully Remote - Client Relations Associate

The 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Raymond James Financial Inc

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com. Manages day to day operations, scheduling meetings, screening calls, maintaining files, mail distribution, ordering office supplies and greeting walk-in clients.

Midland States Bancorp, Inc.

Midland States Bancorp, Inc

Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.

BMO (Bank of Montreal)

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

Senior Investment Associate

Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

H&R Block Inc

Client Service Professional

Block Advisors Client Service Professional

Engage customers by greeting them and offering assistance with products and services, operate a cash register, scan items, bag merchandise and properly handle different methods of payment. In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency.

At Kohl's, our mission is to inspire and empower families to lead fulfilled lives. And there's no more rewarding job than that. Because it's not just about selling things. It's about letting customers know that the things that make their lives better are within their reach. We build great brands, launch new technologies to make shopping easier, contribute our time and dollars to improve the world we live in and dream up ways to empower our customers and Associates to create a life they love. Our Associates make a difference in the lives of our customers. Let us make a difference in yours. 

Welcome to Kohl's.

Kohl's

Seasonal Retail Sales Associate

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. If you have any other questions or wish to discuss any other Public Accounting positions, reach out to Whitney Coles at whitney.coles@gogpac.com.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
 
Our team, with collective experience of over 250 years, is passionate about wh

Client Associate Jobs in Rockford, IL

Client Services Associate - Wealth Management Midland States Bank

Premier Client Specialist BMO Financial

Client Associate/Registered Client Associate Royal Bank of Canada

Client Associate Wells Fargo Bank

Part-time Client Service Associate - NR - Temp Stifel

Part time Client Service Associate NR Temp Stifel Financial Corp

Client Experience Associate PNC Bank

Client Experience Associate The PNC Financial Services Group Inc

Client Service Associate Merit Financial Advisors

Client Operations Associate Floater - Chicago IL Xerox Corp

Fully Remote - Client Relations Associate AO Garcia Agency

Client Service Associate Raymond James Financial Inc

Client Services Associate - Wealth Management Midland States Bancorp, Inc.

Client Services Associate - Wealth Management Midland States Bancorp, Inc

Premier Client Specialist BMO (Bank of Montreal)

Senior Investment Associate Royal Bank of Canada

Client Service Professional H&R Block Inc

Block Advisors Client Service Professional H&R Block Inc

Seasonal Retail Sales Associate Kohl's

Tax Associate Gpac

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