-
Client Service Associate
1 day 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 ...
-
Client Services Associate
1 week ago
Savills North America Chicago, United StatesABOUT SAVILLS · At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. Wit ...
-
Service Associate
2 weeks ago
Cover Whale Chicago, United StatesJob Description · Job DescriptionWho is Cover Whale? · Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our driver ...
-
Client Service Associate
3 weeks ago
Stifel Chicago, United States Full timeSummary · The Client Services Associate 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, ...
-
Financial Services Associate
1 week ago
Riverpoint Wealth Management Chicago, United StatesClient Service Associate · Riverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investm ...
-
Client Service Associate
1 week ago
Business Talent Group Chicago, United StatesAbout Us: · Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remo ...
-
Business Tax Services Associate
3 weeks ago
RSM US LLP Chicago, United StatesBusiness Tax Services Associate - Winter 2025 page is loaded · Business Tax Services Associate - Winter 2025 · Apply · locations · Chicago · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · JR100578 · We are the leading provider of profess ...
-
Financial Services Associate Attorney
3 weeks ago
Gpac Chicago, United States Full timeAre you a Corporate & Securities Associate Attorney thinking of making a change? · Well-known law firm is looking to add a stellar Corporate & Securities/Financial Services associate to their growing team Incredible pay and benefits package, this is one opportunity you won't want ...
-
Accounting and Loan Servicing Associate
3 weeks ago
AIO Logic Chicago, United StatesJob Description · Job Description · We are looking for an Accounting and Loan Servicing Associate to join our accounting team in executing on reconciliations and customer data entry processes. We are looking for someone with an intermediate to advanced level of Microsoft Excel ...
-
Associate, Client Service II
1 week ago
THE BANK OF NEW YORK MELLON CORPORATION Chicago, United StatesBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Loan Servicing Associate
1 day ago
RF RENOVO MANAGEMENT COMPANY LLC Chicago, United StatesJob Description · Job DescriptionPosition: Loan Servicing AssociateWho 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 on support ...
-
Customer Service Associate
5 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 ...
-
Loan Servicing Associate
1 day 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 ...
-
Guest Service Associate
3 weeks ago
AEG Chicago, United StatesGuest Service Associates will work with the Operations Department on match days to assist with · establishing and maintaining a superior level of customer satisfaction for Red Stars fans and · attendees. This is an hourly, paid position where associates are required to work multi ...
-
Guest Services Associate
5 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 ...
-
Client Service Associate
1 day 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 ...
-
Client Service Associate
4 days ago
Bank of America Chicago, United StatesClient Service Associate · Chicago, Illinois · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, team ...
-
family service associate
3 weeks ago
Chicago Youth Centers Chicago, United StatesJob Description · Job Description Description: · Do you want a career that impacts the community? Do you have a desire to work somewhere that changes children's lives? · Join · Chicago Youth Centers · as we serve over 3,000 children and families each year · Title: · Family S ...
-
Client Service Associate, Institutional
1 day ago
Fiducient Advisors Chicago, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
-
family service associate
3 weeks ago
CHICAGO YOUTH CENTERS Chicago, United StatesJob Description · Job DescriptionDescription:Do you want a career that impacts the community? Do you have a desire to work somewhere that changes children's lives? · Join Chicago Youth Centers as we serve over 3,000 children and families each year · Title: Family Service Associat ...
Client Service Associate - Chicago, United States - BCI - Brokerage Consultants Inc.
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonus
Chicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expenses management.
Responsibilities:
Provide operational/organizational support; enter client data; create/distribute reports; prepare materials for client meetings using client management systems
Process monetary transactions; prepare client forms using custodian platforms (Schwab/TD Ameritrade/Raymond James/RBC)
Explain documentation/registration requirements to clients/advisors; prepare transaction documents; collect signatures using e-signature systems
Monitor alerts/action items from custodians; proactively reach out to advisors for time-sensitive resolution
Build relationships with advisors/staff by explaining operational processes/procedures and teaching systems requirements/techniques
Assume ownership of inquiries/transactions/client service issues on behalf of advisor; provide follow-through/updates until completion
Collaborate with internal operations teams to research complex issues/assist with projects
Provide administrative support to management team as needed
Requirements:
Bachelors' degree; FINRA 65 or 66 license must be obtained upon hire if not held
3+ years of experience working with a financial advisory firm
Highly proficient in Microsoft Suite, DocuSign, Adobe; experience with CRM / custodian systems (Redtail, HubSpot, Orion, Schwab, TDA, Raymond James, etc.)
Superior problem-solving skills; ability to learn/understand/apply new information quickly; ability to communicate complex information clearly/simply; strong prioritization/time-management skills; intuitive thinker with ability to piece together multiple concepts to resolve complex problems; highly refined organizational skills with ability to change priorities based on situation