Registered Client Associate Jobs in Illinois

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302 Illinois Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 302
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Bank of America Oak Brook, IL
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
Stifel Nicolaus Chicago, IL, 60602
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...
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...
UBS Financial Services Oakbrook Terrace, IL
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
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...
Bank of America Corporation Oak Brook, IL, 60523
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
U.S. Bancorp Rosemont, IL
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color,...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
UBS AG Chicago, IL
Corporate Cash Management division seeking person to assist with Financial Reporting/Accounting and Fixed Income Portfolio Analysis. Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with client...
UBS AG Chicago, IL
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional serv...
UBS Financial Services Northbrook, IL
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You p...
UBS Financial Services Chicago, IL, 60602
Corporate Cash Management division seeking person to assist with Financial Reporting/Accounting and Fixed Income Portfolio Analysis. Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with client...
UBS AG Chicago, IL
The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative supp...
UBS Financial Services Chicago, IL, 60602
The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative supp...
Description Assesses clients Phase II of the Rehabilitation Program. Adapts exercise programs for individuals as appropriate, develops and conducts exercise sessions and evaluates patient response to the programs. Assists with patient and staff education. Collaborates with supervisor and staff exercise program and research, Functions as resource person within the hospital and community. Qualific...
Advocate Health Care Chicago, IL, 60602
Location: Rosemont, Illinois Job ID: 8500 Facility: ACL LABORATORIES Status-FTE: Full Time - 1 Shift: Day/PM ACL Laboratories is jointly operated by Wisconsin-based Aurora Health Care and Advocate Health Care. Created via a merger of several established laboratories, ACL continues a 40-year tradition of providing a full range of lab services. We able to draw on the resources two major health ...
Advocate Healthcare & Hospitals Corp. Park Ridge, IL
ACL Laboratories is jointly operated by Wisconsin-based Aurora Health Care and Advocate Health Care. Created via a merger of several established laboratories, ACL continues a 40-year tradition of providing a full range of lab services. We able to draw on the resources two major health care systems which uniquely positions us to provide superior service on a wide range of clinical and analytical te...
TIAA-CREF Chicago, IL
Job Description For more information about TIAA-CREF, visit our website. The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of the Wealth Management client relation...

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Sales 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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