Top 6463 Client Services Manager Jobs in Chicago, IL

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Manager of Outpatient Programs
HAYMARKET CENTER —Chicago, IL
- $60,320 - $78,820 a year
- Full-time
- Management
- Addiction Medicine
- Licensed Clinical Social Worker
Quick Apply
Senior Business Development Manager - Intellectual Property
Honigman LLP —Chicago, IL
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Marketing
- 5 years
- Profit sharing
- Paid parental leave
Quick Apply
1d
Manager, Industry Relations
LUGPA —Chicago, IL
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
1d
Finance Manager
Aviation Management Company —Chicago, IL
- $85,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Business Optimization Manager
Phillip Capital Inc. —Chicago, IL
- $110,000 - $135,000 a year
- Email
- Hybrid work
- Background check
- Marketing
- 5 years
- Free parking
- Health savings account
Quick Apply
Security Manager
Pinkerton —Chicago, IL
- $70,200 a year
- Full-time
- CPR Certification
- Customer service
- Military
- Health savings account
- AD&D insurance
1d
Multi-Family Property Manager
Confidential —Chicago, IL
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Residential
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Account Manager - Client Relations
Yellowstone Landscape —Chicago, IL
- Full-time
- Mid-level
- 3 years
- Driving
- Paid holidays
- Disability insurance
Quick Apply
Manager, Client Services
Valley National Bank —Chicago, IL
- $73,700 - $125,800 a year
- 5 years
- Office
- High school diploma or GED
Quick Apply
Client Success Manager
Trivium —Chicago, IL
- $70,000 - $120,000 a year
- Full-time
- Remote
- Mentoring
- Senior level
- Paid time off
Quick Apply
Client Success Manager
Green Irony —Chicago, IL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Client Onboarding Manager
SpotOn —Chicago, IL
- $77,900 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- 3 years
- Commuter assistance
- Paid parental leave
Quick Apply
Office Manager - Chicago
Pattern Energy Group LP —Chicago, IL
- $80,000 - $108,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
14d
Manager - Client Accounts
RR Donnelley —Chicago, IL
- $85,000 - $136,000 a year
- Full-time
- Pass drug screening
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
8d
Associate Client Manager
Premium Retail Services —Chicago, IL
- $58,900 - $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Office Services Associate
Opensity Solutions —Chicago, IL
- $20 - $34 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
8d
Futures Client Relationship Manager
Morgan Stanley —Chicago, IL
- $58,000 - $115,000 a year
- Research
- Mid-level
- Office
- Health savings account
- Paid holidays
Client Portfolio Manager
Allied Universal —Chicago, IL
- $104,312 a year
- Overtime
- Military
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
2d
Customer Success Onboarding Manager - Spend Management
U.S. Bank National Association —Chicago, IL
- $98,345 - $115,700 a year
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
2d

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Client Services Manager jobs near Chicago, IL

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Strong communication skills
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

Client Services Manager jobs in Chicago, IL

Registered Client Administrative Manager

Manager of Outpatient Programs

Senior Business Development Manager - Intellectual Property

Manager, Industry Relations

Finance Manager

Business Optimization Manager

Security Manager

Multi-Family Property Manager

Account Manager - Client Relations

Manager, Client Services

Client Success Manager

Client Success Manager

Client Onboarding Manager

Office Manager - Chicago

Manager - Client Accounts

Associate Client Manager

Office Services Associate

Futures Client Relationship Manager

Client Portfolio Manager

Customer Success Onboarding Manager - Spend Management

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