Top 1517 Financial client service associate Jobs in Chicago, Il

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
U.S. Private Bank - Client Service Associate
JPMorganChase —Chicago, IL
- $65,000 - $83,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
11d
Coordinator: Billing (2nd Shift)
Mayer Brown LLP —Chicago, IL
- $61,000 - $81,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Microsoft Office
- AD&D insurance
- Health insurance
Associate Customer Success Manager
Applied Systems, Inc. —Chicago, IL
- $60,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 1 year
- Health insurance
- Dental insurance
Support Specialist (Chat, Emails, Calls) Remote
Inspira Financial Trust, LLC —Oak Brook, IL
- $18.50 an hour
- Monday to Friday
- Remote
- Bachelor's degree
- No degree
- Typing
- Paid training
- Commuter assistance
8d
Membership & Operations Associate
Smithbucklin —Chicago, IL
- $50,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Work from home
Associate Project Manager
Applied Systems, Inc. —Chicago, IL
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Budgeting
- Health insurance
- Dental insurance
Underwriting Assistant
Valley National Bank —Chicago, IL
- $16.50 - $25.58 an hour
- Microsoft Excel
- Computer literacy
- Basic math
Quick Apply
Financial Representative - Evanston, IL
Fidelity Investments —Evanston, IL
- $45,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Loan repayment program
- Tuition reimbursement
Client Servicing Development Associate
Northern Trust Corp. —Chicago, IL
- $43,200 - $64,800 a year
- Full-time
- Analysis skills
- US work authorization
- Entry level
- Health insurance
- Dental insurance
Associate, Loan Operations
Monroe Capital LLC —Chicago, IL
- $65,000 - $85,000 a year
- Hybrid work
- Office
- Finance
- Bachelor's degree
- 401(k)
- Paid time off
Program Management Analyst- Commercial Banking- Analyst
JPMorganChase —Chicago, IL
- $57,950 - $81,000 a year
- Full-time
- Microsoft Excel
- Bachelor of Science
- Mid-level
- Health insurance
- Tuition reimbursement
Client Onboarding & Servicing Business Manager - Associate
JPMorganChase —Chicago, IL
- $76,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- SQL
- Health insurance
- Tuition reimbursement
Junior Analyst, Investor Communications
Golub Capital —Chicago, IL
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Underwriting Assistant
Old Republic Professional —Chicago, IL
- $50,000 - $70,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Wealth Management Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Property Associate
US AMR-Jones Lang LaSalle Americas, Inc. —Rosemont, IL
- $27.00 - $32.21 an hour
- Online Application
- Background check
- Office
- Administrative experience
- Paid parental leave
- Paid holidays
Quick Apply
Research Associate
Competiscan —Chicago, IL
- Hybrid work
- Marketing
- Office
- Finance
Executive Assistant - Investment Banking
Robert W. Baird —Chicago, IL
- $60,000 - $90,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Opportunities for advancement
Accounting Associate
RF RENOVO MANAGEMENT COMPANY LLC —Chicago, IL
- Full-time
- Office
- Residential
- Finance
- Paid holidays
- Health insurance
Quick Apply

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Registered Client Service Associate

Stifel -
Chicago, IL

Apply Now

Job Details

Full-time
$46,900 - $70,200 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

High school diploma or GED
Series 7
Experience practicing in the securities industry

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

The Client Services Associate (Registered) 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 support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience

Licenses & Credentials:

Minimum Required: Series 7 and 63 or 66

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Compensation Range: Salary: USD $46,900.00/Yr. - USD $70,200.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

financial client service associate jobs in chicago, il

Registered Client Service Associate

U.S. Private Bank - Client Service Associate

Coordinator: Billing (2nd Shift)

Associate Customer Success Manager

Support Specialist (Chat, Emails, Calls) Remote

Membership & Operations Associate

Associate Project Manager

Underwriting Assistant

Financial Representative - Evanston, IL

Client Servicing Development Associate

Associate, Loan Operations

Program Management Analyst- Commercial Banking- Analyst

Client Onboarding & Servicing Business Manager - Associate

Junior Analyst, Investor Communications

Underwriting Assistant

Wealth Management Client Associate

Property Associate

Research Associate

Executive Assistant - Investment Banking

Accounting Associate

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