Top 508 Client associate Jobs in Lake Forest, Il

Wealth Management Client Associate
Bank of America —Northbrook, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Technical Associate - Seasonal
Second Life Mac —Skokie, IL
- $18.50 an hour
- Full-time
- Mid-level
Quick Apply
Administrative Associate - HOA
ROC Property Management Inc —Crystal Lake, IL
- $15 - $25 an hour
- Full-time
- Google Workspace
- Customer service
- Computer literacy
- Paid time off
- Retirement plan
Quick Apply
13d
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
Payroll Associate
Experis —Green Oaks, IL
- $30 - $33 an hour
- Contract
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
1d
Associate Veterinarian
Petco —Norridge, IL
- $83,700 - $177,700 a year
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Associate Veterinarian | Up To $40k in Sign on Bonuses | Countryside Animal Clinic | Northbrook, IL
Countryside Animal Clinic —Northbrook, IL
- $115,000 - $130,000 a year
- Full-time
- Private practice
- Surgery
- Communication skills
- Continuing education credits
- Relocation assistance
4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour
Club Z! Tutoring —Northbrook, IL
- $21 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
Associate Therapist (Unlicensed/Provisionally Licensed)
Light on Anxiety Treatment Centers —Arlington Heights, IL
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- LPC
- Mid-level
- Psychology
- Health savings account
- AD&D insurance
Associate Veterinarian $30k Sign-On Bonus | GreenTree Animal Hospital | Libertyville, IL
GreenTree Animal Hospital —Libertyville, IL
- $125,000 - $150,000 a year
- Full-time
- Surgery
- Communication skills
- Ability to lift 25 pounds
- Continuing education credits
- Relocation assistance
Outside Sales Associate
PASONA N A, INC. —Elk Grove Village, IL
- $50,000 - $65,000 a year
- Full-time
- Mid-level
Associate Veterinarian | Up To $30k in Sign on Bonuses | Oakton Animal Hospital
Oakton Animal Hospital —Elk Grove Village, IL
- $100,000 - $120,000 a year
- Full-time
- Medical-surgical
- Patient care
- Communication skills
- Continuing education credits
- Relocation assistance
Sales Associate- Aftermarket
Vegazva Group —Rolling Meadows, IL
- $15 an hour
- Contract
- Background check
- Mid-level
- Driver's License
- Referral program
Quick Apply
Client Services Representative
RTC —Rolling Meadows, IL
- Full-time
- Hybrid work
- Microsoft Word
- 18 years or older
- Microsoft Excel
- Commuter assistance
- Paid parental leave
Associate Demand Planner
CREATIVE WERKS LLC —Elk Grove Village, IL
- $55,000 - $65,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Mid-level
Quick Apply
Senior Associate/Manager FDD
Robert Half —Chicago, IL
- $150,000 - $160,000 a year
- Hybrid work
- Oracle
- CPA
- Customer service
- Disability insurance
- Health insurance
Quick Apply
5d
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Registered Wealth Management Client Associate
Bank of America —Northbrook, IL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
JPMorganChase —Glenview, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
5d
Client Services Associate
Pivotal Financial —Northbrook, IL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply

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client associate jobs near lake forest, il

Wealth Management Client Associate

Bank of America -
Northbrook, IL

Apply Now

Job Details

Full-time
$25 - $44 an hour

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

client associate jobs in lake forest, il

Wealth Management Client Associate

Technical Associate - Seasonal

Administrative Associate - HOA

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

Payroll Associate

Associate Veterinarian

Associate Veterinarian | Up To $40k in Sign on Bonuses | Countryside Animal Clinic | Northbrook, IL

4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour

Associate Therapist (Unlicensed/Provisionally Licensed)

Associate Veterinarian $30k Sign-On Bonus | GreenTree Animal Hospital | Libertyville, IL

Outside Sales Associate

Associate Veterinarian | Up To $30k in Sign on Bonuses | Oakton Animal Hospital

Sales Associate- Aftermarket

Client Services Representative

Associate Demand Planner

Senior Associate/Manager FDD

Tier 3 Engineer

Registered Wealth Management Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL

Client Services Associate

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