Client Associate - Chicago

Position Overview: · NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platfor ...

+ Job summary Job Summary · Are you truly service oriented? Do you know how to take care of people? · + Responsibilities keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation of reports and ot ...

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. · The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention ...

Your role will involve providing superior client service to the team's client base at UBS in Chicago. · You'll keep management systems up-to-date with client information, educate clients on account services and capabilities, and help with report preparation for client meetings. · ...

We are seeking a Registered Client Service Associate (CSA) to provide exceptional client service and operational support to Financial Advisors and Private Wealth Advisors. · Work onsite in the Chicago office five days per week · Provide high-level client service and daily support ...

· Company Description · Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable growth for our partners. We believe in strategic engagement, strong market presence, and long-term value creation. Our team thri ...

A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. · ...

We are seeking a Client Support Associate to serve as a key point of contact for our clients. · Act as the primary contact for client inquiries and support requestsProvide accurate information and timely solutions to client needsMaintain clear and professional communication with ...

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. · Act as the daily point of contact for receiving/responding to client communications · Support advisors in all aspects of client serv ...

We are seeking a registered Client Service Associate (CSA) to provide exceptional client service and operational support to financial advisors, planners, and work directly under the VP of Client Strategy. · ...

· Momento, a Chicago based sports fan experience and data company, is currently accepting applications for the role of Associate, Client Services. This position will support all of services we provide for our various clients. Momento is a sports fan experience service that provi ...

· Company Description · Your business is our business. We provide clients with quality long-term customers. At Maze, we don't do things by half. Determined, focused and hungry for success we guarantee results for our clients. We service and support our clients by exhibiting prof ...

Dinamic As Group is seeking a Client Support Associate to serve as the primary contact for clients and provide accurate information and timely solutions to client needs. · Act as the primary contact for client inquiries and support requests · Provide accurate information and time ...

· About AlphaSense:  · The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and ...

The Client Service Associate plays a crucial role in providing exceptional support to our high net worth clients. · ...

Position Highlights: · Full-time, remote position (must reside in Chicagoland area) · Location: Chicago, IL  · Compensation: $50K-$80K annually · Outstanding team and work culture · Generous benefits package · Company Overview: · The Next Level Planning Group (TNLPG) is an establ ...

We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. · The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service an ...

We are looking for a highly collaborative and communicative Client Success Associate to join our team in downtown Chicago. · Partner with Microsoft sales and success teams to understand client goals and business pain points and drive more net new engagements to Imperium · ...

We are seeking a driven, early-career Associate Client Partner to support our healthcare clients using VirtuSense's fall prevention and virtual nursing platforms. This role is ideal for high-potential analysts or consultants with 1–3 years of experience who want to move beyond Po ...

The Client Services Associate plays a vital role in supporting and enhancing Freeman's reputation as a full-service auction house dedicated to exceptional client satisfaction. · Ensure the front office opens on time and is fully prepared for daily operations. · Answer incoming ca ...