Client Service Associate - Chicago

Only for registered members Chicago, United States

2 weeks ago

Default job background
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 ...
Job description

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 service
  • Manage the administration of custody accounts for ultra-high net worth clients
  • Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
  • Coordinate account openings/closings/transitions
  • Ensure proper set-up of client accounting statements and access to online systems
  • Position offers excellent work/life balance, and comprehensive benefits,
  • Hybrid model: 2 days in office
  • Requires 2+ years' related experience. Income tax experience a plus
  • Very open to train public accounting professionals from audit or tax
  • Great potential for growth in a team oriented, non sales environment
  • Provides training and career path to senior advisor level


Similar jobs

  • Work in company

    IT Services Associate

    Only for registered members

    MALCOLM X COLLEGE is seeking a part-time IT Services Associate to support computer hardware and software used by students, administrators, faculty and staff. · <ul style= ...

    Chicago, IL Part time

    3 weeks ago

  • Work in company

    Service Associate

    Only for registered members

    The Direct Business Associate plays a key role in supporting the daily operations of Allworth's Direct Business department. · ...

    Chicago, IL

    1 month ago

  • Work in company

    IT Services Associate

    Only for registered members

    The basic function of this position is to support the computer hardware and software used by students.The mission of Malcolm X College is to provide accessible liberal arts and health-focused education that fosters personal and professional achievement. · ...

    Chicago $17.48 - $24.59 (USD) Part time

    3 weeks ago

  • Work in company Remote job

    Associate, Membership Services

    Only for registered members

    The College of Healthcare Information Management Executives (CHIME) is the professional organization for Chief Information Officers and other senior healthcare IT leaders. · Provide thorough, timely, and professional verbal and written communications to members · Build and manage ...

    Chicago, IL

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. · ...

    Chicago, IL, United States

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

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

    Chicago, IL

    5 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    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. · ...

    Chicago, IL

    3 weeks ago

  • Work in company

    Customer Service Associate

    Only for registered members

    +The Part Time Customer Service Associate provides customer service that is above and beyond for customer satisfaction. Immediately handles and resolves customer issues at the counter with hospitality and professionalism. · +3+ years of demonstrated experience in customer service ...

    Chicago, IL, United States

    1 week ago

  • Work in company

    Underwriting Services Associate

    Only for registered members

    · Underwriting Services Associate · HDI Global Insurance Company is a commercial property and casualty insurer headquartered in Chicago, IL. As a wholly owned subsidiary of HDI Global SE, we manage the industrial lines division of the Talanx Group. Our comprehensive portfolio of ...

    Chicago, IL, $45,000 - $75,000 (USD) per year

    11 hours ago

  • Work in company

    Loan Servicing Associate

    Only for registered members

    +The Servicing Department's primary responsibility is to manage all transactions throughout the life of a loan post-closing. · +Intake collateral from newly closed loans · On-board newly closed loans · ...

    Chicago, IL

    1 week ago

  • Work in company

    Customer Service Associate

    Only for registered members

    · Description · Job Title: Customer Service Associate · Pay Rate:  Our starting pay ranges from $16.75 to $17.65 depending on job duty/position. · $16.75 = Sales Clerk, Designated Sales Clerk, Custodian, Tagger/Roller Hard, Tagger/Roller Soft · $17.00= Clothing Sorter/Hanger, Ha ...

    Chicago, IL $38,000 - $62,000 (USD) per year

    11 hours ago

  • Work in company

    Client Service Associate

    Only for registered members

    The Client Services Associate provides exceptional office and mail services. · Provide 5-star customer service to all employees. · Receive inbound mail & packages. · Send outgoing mail & packages. · ...

    Chicago, IL

    1 month ago

  • Work in company

    Client Services Associate

    Only for registered members

    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 ...

    Chicago, IL

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    As a Client Service Associate you will build strong relationships with high-level executives delivering tailored solutions and upholding the esteemed standards of JPMorganChase. · ...

    Chicago, IL

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    +We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional service to our clients. · +Conduct outreach to maintain strong relationships with the client base and identify services and solutions. · Onboard ...

    W Adams St, Chicago, IL , USA

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    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 and ...

    Chicago

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    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 ...

    Chicago, IL

    1 month ago

  • Work in company

    Visitor Services Associate

    Only for registered members

    The Visitor Services Associate serves as a front-line ambassador for the Museum creating a welcoming safe and engaging experience for all visitors This role is primarily public-facing and guest-services focused emphasizing visitor engagement gallery presence and daily visitor sup ...

    Chicago

    4 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    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. · ...

    Chicago, IL

    6 days ago

  • Work in company

    Field Service Associate

    Only for registered members

    We are the makers of possible BD is one of the largest global medical technology companies in the world Advancing the world of health is our Purpose and it's no small feat It takes the imagination and passion of all of us from design and engineering to the manufacturing and marke ...

    Chicago, IL

    2 weeks ago