Top 3861 Client Service Associate Jobs in Chicago, IL

Client Portal Service Associate (Contract)
HighTower Advisors —Chicago, IL
- Up to $50 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
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Senior Client Service Associate
Gallagher —Rolling Meadows, IL
- $48,000 - $72,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Chicago, IL
- $21 - $23 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
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Client Service Associate
1840 & Company —Chicago, IL
- Full-time
- Hybrid work
- Writing skills
- English
- Office
Client Service Associate-Plano, Texas
RK Partners —Chicago, IL
- $52,500 a year
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
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Registered Client Service Associate
Stifel —Chicago, IL
- $46,900 - $70,200 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
J.P. Morgan Advisors - Client Service Associate - Chicago, IL
JPMorganChase —Chicago, IL
- $27.40 - $37.50 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
3d
Client Service Associate
Gallagher —Elk Grove Village, IL
- $44,000 - $66,500 a year
- Full-time
- High school diploma or GED
- 1 year
- Associate's degree
- Paid parental leave
- Health savings account
Client Service Associate
CIBC —Chicago, IL
- $60,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Health insurance
1d
Client Associate
Gallagher Benefit Services —Chicago, IL
- $39,500 - $77,000 a year
- Overtime
- Basic math
- High school diploma or GED
- Organizational skills
- Paid parental leave
- Health savings account
11d
Client Service Associate
SPS-North America —Chicago, IL
- $18 - $20 an hour
- Full-time
- Office
- High school diploma or GED
- Warehouse
- Health savings account
- Disability insurance
2d
Client Retention Specialist
Beyond Finance —Chicago, IL
- $19 - $20 an hour
- Call employer
- Remote
- High school diploma or GED
- Associate's degree
- Communication skills
- Paid parental leave
- Paid holidays
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3d
Intake Coordinator
TMH Behavioral Services —Chicago, IL
- $25 - $30 an hour
- Full-time
- Hybrid work
- Spanish
- HIPAA
- English
- Health insurance
- Dental insurance
Quick Apply
12d
Remote Tax Associate (Training Provided)
Majestic Empire Financial Services LLC —Chicago, IL
- $30,000 - $60,000 a year
- Temporary
- Remote
- 18 years or older
- Customer service
- Communication skills
- Paid training
- Professional development assistance
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Office Services Associate
Opensity Solutions —Chicago, IL
- $20 - $34 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
11d
Claims Adjuster - Associate
Independence Pet Group —Chicago, IL
- Full-time
- Remote
- Clinic experience
- Mid-level
- Experience equivalent to degree accepted
- Commuter assistance
- Paid parental leave
Inside Sales Representative- Countertops and Flooring Bllingual (English/ Polish)
STONEX USA —Elk Grove Village, IL
- $40,000 - $50,000 a year
- Full-time
- Bilingual
- English
- Mid-level
Quick Apply
Bilingual Patient Care Coordinator
Alpha Solutions Health Services —Chicago, IL
- $22 - $25 an hour
- Full-time
- Hybrid work
- Spanish
- Nursing
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Classroom Support Specialist - Bilingual Cantonese
Easterseals Serving Chicagoland and Greater Rockford —Chicago, IL
- $19.12 - $27.42 an hour
- Full-time
- School experience
- Classroom
- Experience working with individuals with disabilities
- Flexible schedule
Quick Apply
Associate Veterinarian | Up To $75,000 in Sign-On Bonuses | Northwest Animal Hospital
Northwest Animal Hospital —Des Plaines, IL
- $120,000 - $150,000 a year
- Full-time
- Surgery
- Communication skills
- Ability to lift 25 pounds
- Continuing education credits
- Relocation assistance

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Client Service Associate jobs near Chicago, IL

Client Portal Service Associate (Contract)

HighTower Advisors -
Chicago, IL

Quick Apply

Job Details

Full-time
Up to $50 an hour

Qualifications

Customer communication

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team
Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower’s Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization

What You’ll Do

Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower’s client portal by reviewing and cleaning data
Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries
Validate results for accuracy and completeness
Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney)
Collect and implement data into the client portal. This involves uploading photos and logos, configuring the portal settings, and ensuring everything is properly integrated
Assist in testing the client portals to ensure that the data is displayed correctly and that the portal functions as expected. This includes validating the advisor and client experiences
Update the hiring manager and business stakeholders on project progress
Exhibit high level customer service with customers and clients.

What You’ll Bring

A Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.
3+ years of experience in the Financial Services industry (Wealth Management preferred).
A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
Excellent communication and interpersonal skills, with a desire to learn.
Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.

What We Offer

We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals.
This is a 6 month contract opportunity based in Chicago, IL, offering a pay rate of up to $50/hour. The role follows a hybrid schedule, with team members working onsite Monday through Thursday and remotely on Fridays.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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Refine Your Search

Client Service Associate jobs in Chicago, IL

Client Portal Service Associate (Contract)

Senior Client Service Associate

Client Advisor (Full Time Sales Associate)

Client Service Associate

Client Service Associate-Plano, Texas

Registered Client Service Associate

J.P. Morgan Advisors - Client Service Associate - Chicago, IL

Client Service Associate

Client Service Associate

Client Associate

Client Service Associate

Client Retention Specialist

Intake Coordinator

Remote Tax Associate (Training Provided)

Office Services Associate

Claims Adjuster - Associate

Inside Sales Representative- Countertops and Flooring Bllingual (English/ Polish)

Bilingual Patient Care Coordinator

Classroom Support Specialist - Bilingual Cantonese

Associate Veterinarian | Up To $75,000 in Sign-On Bonuses | Northwest Animal Hospital

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