- Serve as a trusted point of contact for clients, responding to inquiries with professionalism and urgency
- Support client onboarding, account opening, and ongoing account maintenance
- Prepare client meeting materials, reports, and performance summaries
- Coordinate and schedule client meetings, reviews, and follow-ups
- Process transactions, transfers, and service requests accurately and timely
- Maintain detailed client records and ensure compliance with firm policies
- Partner with the Wealth Management Advisor to identify client service opportunities
- Assist with portfolio reviews and ensure documentation is complete and up to date
- Proactively anticipate client needs and enhance the overall client experience
- 2+ years of experience in wealth management, financial services, or a client-facing advisory support role
- Strong understanding of financial accounts (investment, retirement, brokerage, etc.)
- Exceptional organizational skills and attention to detail
- High level of professionalism and discretion
- Excellent written and verbal communication skills
- Proficiency in CRM systems and Microsoft Office
- FINRA licenses (Series 6/63) preferred but not required
-
A reputable financial firm in Elgin, Illinois is seeking a Client Relationship Manager to join their team. The Client Relationship Manager serves as the primary support partner to the Wealth Management Advisor, helping to manage day-to-day client relationships, coordinate account ...
Elgin $60,000 - $115,000 (USD) per year2 weeks ago
-
As a Business Banking Relationship Manager at Associated Bank, you'll have the opportunity to fuel growth for businesses in your community while driving revenue and impact for the bank. · ...
Elgin $93,310 - $159,960 (USD)1 month ago
-
We Are Hiring: Department: Business Development Schedule: Full Time, Day Shifts Facility: Ascension Hoffman Estates Location: Hoffman Estates, IllinoisCreate programs designed to foster external relationships with the hospital or healthcare facility. · ...
Hoffman Estates, IL2 months ago
-
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. · ...
South Elgin $57,500 - $106,500 (USD) Full time2 weeks ago
-
+ Manage and grow an assigned portfolio of mass affluent clients + Serve as primary client contact + Proactively build relationships with customers + Provide personalized financial planning solutions + Work collaboratively within market BMO partners community deliver desired cust ...
South Elgin $57,500 - $106,500 (USD)2 weeks ago
-
+Create programs to foster external relationships with hospitals or healthcare facilities. · Paid time off (PTO) · Variety of health insurance options & wellness plans · ...
Hoffman Estates $86,966 - $121,225 (USD)2 months ago
-
· Application Deadline: · 03/30/2026Address: · 94 N Kennedy Memorial DriveJob Family Group: · Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and Health · The mission of Premier Services is to help mass affluent clientele make real ...
Carpentersville $57,500 - $106,500 (USD) Full time2 weeks ago
-
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. · Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, · backed by BMO's ex ...
Carpentersville $57,500 - $106,500 (USD) Full time1 month ago
-
· Application Deadline: · 04/29/2026Address: · 94 N Kennedy Memorial DriveJob Family Group: · Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and Health · The mission of Premier Services is to help mass affluent clientele make real ...
Carpentersville3 days ago
-
Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? · This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our in ...
Downers Grove $74,200 - $84,700 (USD)1 month ago
-
In our Customer Care area the Relationship Manager develops deep relationships with advisors plan sponsors and third-party administrators that are in our 10M - 200M market space in the Chicago IL area. · ...
Downers Grove $103,400 - $171,600 (USD) Full time1 month ago
-
In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, · and third-party administrators in our 10M - 200M market space in Chicago. · Collaborate with clients on plan design and investments. · Plan level health reviews. · Prob ...
Downers Grove $103,400 - $171,600 (USD) Full time1 month ago
-
What You'll Do · In our Customer Care area, the · Relationship Manager · develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the Chicago, IL area. This role is the strategic partner to our clients and ...
Downers Grove, IL17 hours ago
-
Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; this role will facilitate strong partnerships with dealers and sales managers while providing high level customer se ...
Downers Grove, IL1 month ago
-
In our Customer Care area, the Relationship Manager develops deep relationships with advisors... · ...
Downers Grove, IL1 month ago
-
As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. · ...
Northbrook $75,000 - $90,000 (USD)2 weeks ago
-
We pride ourselves on the variety of incentive programs, services, and technology we offer. · ...
Northbrook, IL2 weeks ago
-
About The Company: · Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals acro ...
Schaumburg3 days ago
-
We are seeking a Flex Relationship Manager Associate to cultivate strong relationships with dealers and sales managers while providing high-level customer service to our internal Auto Finance business. This role will facilitate partnerships and support the outside sales managers. ...
Downers Grove $66,700 - $76,100 (USD) Full time2 months ago
-
Our US & Canadian Markets team is seeking a Principal Relationship Management and Business Development Associate to join our Strategic Client Management team. This role will focus on working with companies of key importance to Discover Global Network to overcome long-standing acc ...
Deerfield $138,100 - $157,700 (USD)2 weeks ago
Client Relationship Manager - Elgin - Mack & Associates, Ltd.
Description
A reputable financial firm in Elgin, Illinois is seeking a Client Relationship Manager to join their team. The Client Relationship Manager serves as the primary support partner to the Wealth Management Advisor, helping to manage day-to-day client relationships, coordinate account activity, and ensure operational excellence. You will be instrumental in maintaining strong client connections while helping drive efficient and organized practice management. with a salary of $60-100k plus bonus, this position also offers a comprehensive benefits package including but not limited to medical and dental insurance as well as generous PTO.
Key Responsibilities of the Client Relationship Manager:
Qualifications of the Client Relationship Manager:
P-1
-
Client Relationship Manager
Only for registered members Elgin
-
Business Banking Relationship Manager VP
Only for registered members Elgin
-
Relationship Manager
Only for registered members Hoffman Estates, IL
-
Senior Premier Relationship Manager
Full time Only for registered members South Elgin
-
Senior Premier Relationship Manager
Only for registered members South Elgin
-
Relationship Manager
Only for registered members Hoffman Estates
-
Senior Premier Relationship Manager
Full time Only for registered members Carpentersville
-
Senior Premier Relationship Manager
Full time Only for registered members Carpentersville
-
Senior Premier Relationship Manager
BMO Financial- Carpentersville
-
Relationship Manager
Only for registered members Downers Grove
-
Relationship Manager
Full time Only for registered members Downers Grove
-
Relationship Manager
Full time Only for registered members Downers Grove
-
Relationship Manager
Only for registered members Downers Grove, IL
-
Relationship Manager
Only for registered members Downers Grove, IL
-
Relationship Manager
Only for registered members Downers Grove, IL
-
Relationship Manager
Only for registered members Northbrook
-
Relationship Manager
Only for registered members Northbrook, IL
-
Strategic Relationship Manager
Private Client Select- Schaumburg
-
Flex Relationship Manager
Full time Only for registered members Downers Grove
-
Principal Relationship Management
Only for registered members Deerfield