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.).
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesChicago, IL$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Support Associate – Retail IntuitTax Support Associate – RetailHoffman Estates, IL$31–$34.50 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Associate – TurboTax Store IntuitTax Associate – TurboTax StoreOak Park, IL$31–$34.50 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Associate – In-Store IntuitTax Associate – In-StoreNorthbrook, IL$31–$34.50 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewSenior Associate, Business Tax Services - Asset Management KPMGSenior Associate, Business Tax Services - Asset ManagementChicago, ILWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Financial Due Diligence - Financial Services KPMGSenior Associate, Financial Due Diligence - Financial ServicesChicago, ILCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
Tax/Accounting Associate JobotTax/Accounting AssociateBuffalo Grove, IL$80,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is looking to deepen their expertise in tax preparation, accounting, and client advisory services.
NewSenior Associate, EVS Economic Services Data Science with Clearance KPMGSenior Associate, EVS Economic Services Data Science with ClearanceChicago, ILMaster's degree or higher from an accredited college/university preferred; minimum of a Bachelor's degree in economics, statistics, mathematics, applied mathematics or computer science from an accredited college/university is required; coursework or minor in Information Systems, Software Engineering, Data Science or Data Analytics. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewEstate Planning Associate Attorney JobotEstate Planning Associate AttorneyChicago, IL$120,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing and overseeing all aspects of estate planning, including drafting wills, trusts, powers of attorney, and healthcare directives.
Private Wealth Associate (2 - 5 Yrs Exp) JobotPrivate Wealth Associate (2 - 5 Yrs Exp)Chicago, IL$215,000–$440,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.
Senior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisoryChicago, IL$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Senior Cost Segregation Associate JobotSenior Cost Segregation AssociateSchaumburg, IL$80,000–$105,000 / yearOur client is a nationally recognized specialty tax consulting firm that partners with CPA firms, commercial real estate owners, and businesses to deliver innovative tax strategies that create meaningful financial value. With a team of experienced tax professionals and engineers, they provide technical expertise across a variety of specialized tax service lines while fostering a collaborative, client-focused culture built on integrity, innovation, and professional excellence.
Associate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseChicago, ILRemote$105,000–$220,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate Attorney - Commercial Litigation JobotAssociate Attorney - Commercial LitigationChicago, IL$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Well-established full-service firm seeking a 2–5 year Commercial Litigation Associate for hands-on case management and meaningful courtroom exposure.
Corporate Associate (M&A/PE Focus) (2+ yrs Exp) JobotCorporate Associate (M&A/PE Focus) (2+ yrs Exp)Chicago, IL$225,000–$450,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers exposure to a wide range of deal types and the opportunity to work closely with sponsors, companies, and internal deal teams across all stages of transactions.
Capital Markets Associate Attorney (3 - 6 Yrs Exp) JobotCapital Markets Associate Attorney (3 - 6 Yrs Exp)Chicago, IL$215,000–$435,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.
Senior Tax Associate Attorney (M&A/UHNW) JobotSenior Tax Associate Attorney (M&A/UHNW)Chicago, IL$150,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Boutique law firm specializing in legal services for private clients, including estate planning, business and corporate representation, taxation, litigation, sports law, entertainment, real estate, and health law.
Senior Tax Associate Attorney JobotSenior Tax Associate AttorneyChicago, IL$200,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Private client focused (generally closely held businesses and their owners, with a heavy focus on partnerships).
Senior Associate / Counsel - Corporate (M&A) Transactions JobotSenior Associate / Counsel - Corporate (M&A) TransactionsOrland Park, IL$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking an experienced corporate attorney to join a collaborative transactional practice focused on mergers and acquisitions, business transactions, and ongoing corporate advisory work.
Retail Customer Service Associate FedExRetail Customer Service AssociateBatavia, Illinois$18.35–$21.57 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewSenior Director, Client Support Discover Financial ServicesSenior Director, Client SupportRiverwoods, IL$238,700–$272,400 / yearIn this role, you will champion our Retained Merchant Vendor Outsourcing (RMVO) function, orchestrating a critical alliance with Worldpay to support the largest, most complex merchants on our network. The Senior Director of Client Support is a newly created, highly strategic leadership role designed to transition our operating model from "broad and shallow" to "narrow and deep."
Warehouse Associate / Forklift operator Elite StaffingWarehouse Associate / Forklift operatorLake Zurich, ILBy submitting your application, you authorize Elite Staffing, Inc. to contact you using the contact information you have provided for employment-related activities via any method, including SMS, email, and phone calls, including through the use of automated technology, AI generative voice, and pre-recorded and/or artificial voice messages. For accommodations or to opt out of AI-assisted communication, you may unsubscribe from any SMS message and/or inform the AI technology of your request to opt out of AI-assisted communications.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamChicago, ILResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewSenior Associate, R&D Tax Credits (AMCS) KPMGSenior Associate, R&D Tax Credits (AMCS)Chicago, ILResponsibilities: Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and developing business and industry expertise. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSenior Associate, Fixed Assets / Cost Segregation (AMCS) KPMGSenior Associate, Fixed Assets / Cost Segregation (AMCS)Chicago, ILStrong proficiency in Excel (such as advanced formulas, pivot tables, lookups) and experience working with structured data from financial or operational systems; demonstrated experience or strong aptitude with data wrangling/automation tools (such as Power Query, Alteryx), business intelligence tools (such as Power BI, Tableau), or query/scripting languages (such as SQL, Python, R). These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowChicago, IL$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMChicago, IL$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, Sales Performance Management KPMGSenior Associate, Sales Performance ManagementChicago, ILHelp execute transformational projects with a scope of services that includes diagnostics/business cases, channel strategy and alignment, sales strategy, sales model and go-to market (GTM) design, sales through service process optimization, sales force skill building and development, sales performance measurement & rewards, sales tool and enablement that includes Customer Relationship Management (CRM)/SPM, sales culture and sales data and analytics. Experience with Customer Buying Patterns, Channel Strategy/Alignment, Sales Model Design Strategy, Sales Force Talent/Skill Building, Sales Performance Management/Incentives and Comissions, Sales Tools Enablement, Building High Performing Sales Cultures and Sales Analytics/Insights.
Associate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemoteChicago, ILRemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Chicago, IL$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
NewEntry Level Sales Associate The Radu GroupEntry Level Sales AssociateORLAND PARK, ILRole Overview: As a Benefits Sales Representative, you play a pivotal role in helping families protect their assets and secure their futures. At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
Gig/Flex Food Production Warehouse Associate Staff Management Solutions, LLCGig/Flex Food Production Warehouse AssociateGeneva, IL$16.50–$18 / hourWith Staff Management | SMX, you'll get a weekly paycheck, learn new skills, meet new people, and work with a great management team in a clean and safe environment. Job Types: Food Production, General Labor, General Production, General Warehouse, Hand Packaging, Manufacturing, Picker/Packer, Production.
Partnership Tax Manager, Advanced Computational Services bdo consultingPartnership Tax Manager, Advanced Computational ServicesChicago, IL$79,800–$168,000 / yearAs a Tax Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewAccounts Payable Associate CFSAccounts Payable AssociateAurora, ILThis role is critical in ensuring accurate and timely processing of vendor invoices and payment transactions while maintaining strong internal controls and supporting overall financial integrity. Our client, a leading industrial organization, is seeking a detail-oriented Accounts Payable Specialist to join their accounting team.
NewBilingual Store Associate (Spanish) Sherwin-WilliamsBilingual Store Associate (Spanish)Frankfort, ILPlease be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Client Service Associate Corps TeamClient Service AssociateChicago, ILThe role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.
Client Service Associate JPMorgan Chase & CoClient Service AssociateChicago, ILAs a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. 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 Service Associate - Retirement Plans Alera Group IncClient Service Associate - Retirement PlansChicago, IL$60,000–$80,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Client Service Associate - Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence.
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.
NewClient 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 NFP CorpClient Service AssociateChicago, IL$42,945–$68,670 / yearTakes 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 SPS North AmericaClient Service AssociateChicago, IL$18–$20 / 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. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
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 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 - 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.