Top 1904 Client associate Jobs in Wheaton, Il

Client Service Associate - Oak Brook,IL
LPL Employee Services —Oak Brook, IL
- $25.85 - $43.08 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
12d
Client Relations Associate - Oakbrook Terrace, IL
Advisor Talent Solutions —Oakbrook Terrace, IL
- Full-time
- Office
- Organizational skills
- Communication skills
- On-the-job training
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7d
Associate Client Care Lead- Weekend + Weekday coverage
Partum Health —Chicago, IL
- $65,000 a year
- Weekends as needed
- Remote
- Spanish
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
13d
Senior Tax Associate IN OFFICE
River East Tax and Accounting Services Inc —Chicago, IL
- $23.50 - $35.00 an hour
- Full-time
- Spanish
- Research
- Office
- Paid training
- Dental insurance
Quick Apply
7d
Associate Attorney
Law Firm —Westchester, IL
- $35 - $50 an hour
- Full-time
- Bilingual
- Spanish
- Writing skills
Quick Apply
Client Experience Specialist — Marketing, Sales & Administrative Support Overview
Confidential - North Shore-Based Medical Spa —Bannockburn, IL
- $17 - $21 an hour
- Part-time
- Spanish
- Social media management
- US work authorization
Quick Apply
9d
Associate Attorney
The Law Offices of Jenet G. Pequeno, LLC —Arlington Heights, IL
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Up to 50% travel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Business Development Executive- Logistics
M & L Worldwide Logistics —Joliet, IL
- $52,326.50 - $59,447.05 a year
- Full-time
- Background check
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Illinois
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
10d
Managed Payroll Associate
Paylocity —Schaumburg, IL
- $25.00 - $29.52 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
9h
Medical Malpractice Defense Associate
Hughes Socol Piers Resnick & Dym, Ltd. —Chicago, IL
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7h
Senior Associate Attorney
Wood, Smith, Henning & Berman —Chicago, IL
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Senior level
- Disability insurance
- Health insurance
Quick Apply
12d
Entry-Level Sales Associate
Frame Development —Wheaton, IL
- $36,400 - $76,800 a year
- Full-time
- Office
- In-person
- Reliable transportation
- Paid training
- Mileage reimbursement
Quick Apply
3d
Leasing
Apartment Management Consultants, LLC —Aurora, IL
- $21 - $23 an hour
- Full-time
- Sales
- Pass drug screening
- Fair chance
- Paid holidays
- Disability insurance
Quick Apply
3d
Tax Support Associate – Retail
Intuit —Des Plaines, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Support Associate – Retail
Intuit —Skokie, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Support Associate – Retail
Intuit —Glenview, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Associate Veterinarian
Global Veterinary Careers —Palos Park, IL
- $120,000 - $160,000 a year
- Full-time
- Mid-level
- Surgery
- In-person
- Paid parental leave
- Relocation assistance
Quick Apply
Tax Associate – In-Store
Intuit —Des Plaines, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – TurboTax Store
Intuit —Oak Park, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program

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Client Service Associate - Oak Brook,IL

LPL Employee Services -
Oak Brook, IL

Quick Apply

Job Details

Full-time
$25.85 - $43.08 an hour
12 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Financial services customer support
Employee relationship building
Managing clients in a customer support role
Financial services

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!

This is an in-office Oak Brook, IL employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Responsibilities:

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

2+ years of financial industry experience, preferably in wealth management
2+ years of experience in client service industry

Preferences:

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

#LI-Onsite

Pay Range:

$25.85-$43.08/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

client associate jobs in wheaton, il

Client Service Associate - Oak Brook,IL

Client Relations Associate - Oakbrook Terrace, IL

Associate Client Care Lead- Weekend + Weekday coverage

Senior Tax Associate IN OFFICE

Associate Attorney

Client Experience Specialist — Marketing, Sales & Administrative Support Overview

Associate Attorney

Business Development Executive- Logistics

Life Insurance Associate

Managed Payroll Associate

Medical Malpractice Defense Associate

Senior Associate Attorney

Entry-Level Sales Associate

Leasing

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Support Associate – Retail

Associate Veterinarian

Tax Associate – In-Store

Tax Associate – TurboTax Store

I want to receive the latest job alert for client associate in wheaton, il

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