Client Service Associate Jobs in Illinois

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44 Illinois Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 44
Company Confidential Itasca, IL, 60143
CLIENT SERVICE ASSOCIATE Job Description: This is a full-time, salaried position providing dedicated administrative support to a financial advisor. The position requires frequent client contact typically by telephone, in-person, through written correspondence and by email. This individual will often be a frequent point of contact with the firm, making him/her a key contributor to client satisfac...
Bright Horizons L.P Barrington, IL
Client Service Associate * Job Number: : 3034881 Posting Date : Oct 2, 2014 Primary Location : Americas-United States of America-Illinois-Barrington Job : Wealth Management Employment Type : Part Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. L...
Bright Horizons L.P Peoria, IL
Client Service Associate * Job Number: : 3036820 Posting Date : Oct 23, 2014 Primary Location : Americas-United States of America-Illinois-Peoria Education Level : High School Diploma/GED Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account informat...
Bright Horizons L.P Chicago, IL
Client Service Associate * Job Number: : 3036370 Posting Date : Oct 15, 2014 Primary Location : Americas-United States of America-Illinois-Chicago Education Level : High School Diploma/GED Job : Wealth Management Employment Type : Part Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account informa...
Bright Horizons L.P Chicago, IL
Client Service Associate * Job Number: : 3035889 Posting Date : Oct 6, 2014 Primary Location : Americas-United States of America-Illinois-Chicago Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Lear...
Canadian Imperial Bank of Commerce Chicago, IL, 60602
Wealth Management No. Positions: Multi-incumbent Work Location: Multiple U.S. Locations Date: June 2014 BUSINESS UNIT DESCRIPTION CIBC Wealth Management is focused on providing excellence in relationship-based advice, service and product solutions that meet our clients' needs. We have a comprehensive offer that addresses the full spectrum of wealth building clients, from self-directed inve...
Morgan Stanley Barrington, IL
Job Number:: 3028111 Posting Date: Jun 13, 2014 Primary Location: Americas-United States of America-Illinois-Barrington...
Morgan Stanley Peoria, IL, 61601
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
William Blair Chicago, IL, 60602
ResponsibilitiesPerform administrative duties associated with the maintenance of client portfolios, such as working with administrative group on general accounting issues, working with Product Specialists and Client Service on opening accounts, addressing inquiries from custodians, consultants and clients, tracking cash flows and performing required client reporting, including client meeting books...
Bright Horizons L.P Oak Brook, IL
Client Service Associate * Job Number: : 3025506 Posting Date : May 14, 2014 Primary Location : Americas-United States of America-Illinois-Oak Brook Job : Wealth Management Employment Type : Part Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. L...
ASSET MANAGEMENT Chicago, IL
Job Description JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital r...
\u003cp\u003e\u003cstrong\u003eWho is bswift?\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eLocated in downtown Chicago, bswift offers software and services that streamline benefits, HR and payroll administration for employers and public and private exchanges nationwide. bswift\u0026rsquo;s state-of-the-art cloud-based technology and outsourcing solutions significantly reduce administrative costs...
ASSET MANAGEMENT Chicago, IL
Job Description Client Service Associate Job Description The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, an...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
William Blair Chicago, IL, 60602
Responsibilities Provide a high level of customer service to clients by building and maintaining client relationships. This individual will be a key contributor to client satisfaction and will help grow the business by integrating as a team member and being a bridge between the financial advisor and the client. Provide sales support to financial advisors with regard to the purchase and sale of inv...
JPMorgan Chase & Co. Chicago, IL, 60602
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and speci...
Morgan Stanley Chicago, IL, 60602
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
JPMorgan Chase & Co. Chicago, IL, 60602
Client Service Associate Job Description The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations team...
American Chartered Bank Schaumburg, IL, 60196
American Chartered Bank has been locally owned and operated since 1987. We are a full-service commercial and retail bank, serving privately owned small- and medium-sized businesses and individual customers throughout the Chicagoland area. American Chartered Bank is distinguished by its focus on business owners, providing innovative products and services with exceptional customer service. Our succ...
Stifel Nicolaus Lake Forest, IL, 60045
SUMMARY OF RESPONSIBILITIES 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, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Illinois
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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