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Client Service Associate
Found in: MyJobHelper US C2 - 12 hours ago
Stifel Financial Corporation Chicago, United StatesUnder immediate supervision, Client Services Associate, Registered, 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 Client Service, Registered, As ...
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Client Service Associate
Found in: One Red Cent US eFC C2 - 4 days ago
Morgan Stanley Chicago, IL, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care · The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
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office services associate
Found in: MyJobHelper US C2 - 4 days ago
Cushman & Wakefield Inc Chicago, IL , USA, United StatesJob Title · Office Services Associate · Job Description Summary · Provides high level customer service in a large corporate environment for a global professional services firm client. Sort by station and deliver all incoming and outgoing mail, faxes, and copy projects. Receive an ...
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Service Desk Associate
Found in: Appcast US C2 - 2 days ago
Harris & Harris Chicago, United StatesHarris & Harris has over 50 years of experience in customer care and revenue recovery, specializing in the utilities, government, and healthcare markets. We're looking for a professional, and motivated Service Desk Associate to join our team. If you're looking for a company that ...
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Client Service Associate
Found in: Appcast Linkedin GBL C2 - 2 days ago
Kovitz Chicago, United StatesPOSITION OVERVIEW · Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Adv ...
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customer service associate
Found in: Careerbuilder One Red US C2 - 4 days ago
Hertz Chicago, IL, USA, United StatesHertz - JobID: 19134 [Auto Service Technician] As a Service Associate at Hertz, you'll: Load, transport and deliver items to clients or businesses in a safe, timely manner; Ensure items are delivered in proper condition; Review orders before and after delivery to ensure orders ar ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 2 days ago
Savers | Value Village Chicago, United StatesSavers Value Village - JobID: [Retail Associate / Team Member] As a Customer Service Associate at Savers Value Village, you'll: Assist customers in finding and selecting merchandise; Provide exceptional customer service by addressing inquiries and resolving complaints; Maintain a ...
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customer service associate
Found in: Careerbuilder One Red US C2 - 4 days ago
Hertz Chicago, IL, USA, United StatesHertz - JobID: 24109 [Auto Service Technician] As a Service Associate at Hertz, you'll: Load, transport and deliver items to clients or businesses in a safe, timely manner; Ensure items are delivered in proper condition; Review orders before and after delivery to ensure orders ar ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 3 days ago
Qonten Chicago, United States**Customer Service Associate** · | Sun, 14 Nov :21:06 GMT · Registers customer purchases on assigned cash register, collects cash and distributes change as requested; Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacc ...
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Client Service Associate
Found in: Lensa US P 2 C2 - 32 minutes ago
BCI - Brokerage Consultants Inc Chicago, United StatesClient Service Associate | Chicago, IL · Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 6 days ago
Chicago Artists Coalition Chicago, United States**Customer Service Associate** · *Chicagos Old Town School of Folk Music is the largest community school of the arts in the U.S. and a non-profit organization committed to celebrating American music and global cultures. Founded in 1957, the Old Town School of Folk Music provides ...
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Guest Services Associate
Found in: Lensa US 4 C2 - 6 days ago
Advocate Aurora Health Chicago, United States> > Guest Services Associate **Guest Services Associate** · Location: · Trinity Hospital · Chicago, IL 60601 Benefits Eligible: · No **Position Requirements:** · High school diploma or equivalent. · 2 Year hospital experience in a high contact customer service area/departme ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 6 days ago
Notre Shop Chicago, United States**Customer Service Associate** · Chicago, IL · Full Time · Experienced · Notre is currently seeking a full-time Customer Service Associate. This team member will be responsible for addressing customer service requests received via our customer support channels and social medi ...
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Client Services Associate
Found in: Appcast Linkedin GBL C2 - 2 days ago
BGSF Chicago, United StatesOur client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity. · Re ...
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Loan Servicing Associate
Found in: Lensa US 4 C2 - 2 days ago
RF RENOVO MANAGEMENT COMPANY LLC Chicago, United StatesJob Description · Job Description · Position: Loan Servicing Associate · Who We Are: · Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves o ...
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Client Services Associate
Found in: Lensa US 4 C2 - 1 day ago
BGSF Chicago, United StatesOur client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity. · Re ...
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customer service associate
Found in: Careerbuilder One Red US C2 - 4 days ago
Hertz Chicago, IL, USA, United StatesHertz - JobID: 22142 [Auto Service Technician] As a Service Associate at Hertz, you'll: Load, transport and deliver items to clients or businesses in a safe, timely manner; Ensure items are delivered in proper condition; Review orders before and after delivery to ensure orders ar ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 6 days ago
Value City Furniture Chicago, United States** Customer Service Associate** · *Share by Email* Location: VCF ELSTON #160 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are committed t ...
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Service Desk Associate
Found in: Lensa US 4 C2 - 2 days ago
Harris & Harris Chicago, United StatesHarris & Harris has over 50 years of experience in customer care and revenue recovery, specializing in the utilities, government, and healthcare markets. We're looking for a professional, and motivated Service Desk Associate to join our team. If you're looking for a company that ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 1 day ago
The Hertz Corporation Chicago, United StatesWage: $17.00/hour Sign on bonus of $1000 with payouts of $500 @30 days and $500 @90 days Essential Requirements: High School Diploma or equivalent Passion for customer service with 100% customer focus 2 year of customer service experience Ability Customer Service, Associate, Serv ...
Client Services Associate - Chicago, United States - BGSF
Description
Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus opportunities.
Responsibilities
· Take ownership of administrative processes, including the client on-boarding process
· Handle all requests from clients and custodian partners pertaining to account administration
· Organize, scan, and maintain all paper/electronic client files
· Maintain CRM system to ensure all client data is current and accurate
· Monitoring and resolving daily time sensitive activities
· Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.
· Provide support to the rest of the team in preparing client materials
· Manage ad-hoc requests, including resolving complex client issues, researching unique client needs, and coordinating operational and custodial support
· Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail
Requirements
· Experience in financial services is a plus
· Experience with Charles Schwab Advisor Center or another custodian is a plus
· Strong computer skills, including Salesforce, MS Office Suite, and DocuSign
· Bachelor's or Associate's degree preferred
· Excellent written and verbal communication and customer service skills
· Strong organizational skills, attention to detail, ability to multi-task, ability to manage time efficiently, and prioritize projects