Top 1690 Client associate Jobs in Lombard, Il

Wealth Management Client Associate
Bank of America —Oak Brook, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Brook, IL
JPMorganChase —Oak Brook, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
6d
Client Service Associate
Gallagher —Elk Grove Village, IL
- $44,000 - $66,500 a year
- High school diploma or GED
- 1 year
- Associate's degree
Client Associate Oakbrook
Travis Mathew —Oak Brook, IL
- Part-time
- Cash register
- Computer skills
- Communication skills
Client Services Associate
Investortools —Naperville, IL
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Paid holidays
Quick Apply
Mid-Level Associate / Of Counsel Attorney
Simpson Dattilo LLC —Oakbrook Terrace, IL
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Contracts
- Paid time off
- Gym membership
Quick Apply
Litigation Associate Attorney
TORKLAW —Chicago, IL
- $115,000 - $185,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Hairstylist/Cosmetologist- Come Join Our Amazing Team!
Riverside PLLC - doing business as Great Clips —Homer Glen, IL
- $26 - $34 an hour
- Part-time
- Barbering License
- Cosmetology License
- Front desk
- Paid training
- Health insurance
Quick Apply
1d
Tax Support Associate – Retail
Intuit —Chicago, IL
- $24.50 - $27.00 an hour
- Part-time
- Spanish
- CPA
- Writing skills
1d
Business Development Executive- Logistics
M & L Worldwide Logistics —Joliet, IL
- $52,326.50 - $59,447.05 a year
- Full-time
- Background check
- Microsoft Outlook
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
14d
Hairstylist/Cosmetologist- Come Join Our Amazing Team!
Riverside PLLC - doing business as Great Clips —Lemont, IL
- $26 - $34 an hour
- Part-time
- Barbering License
- Cosmetology License
- In-person
- Paid training
- Health insurance
Quick Apply
Elder Law Associate Attorney
Orion Placement —Saint Charles, IL
- $80,000 - $120,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Elder Law Associate Attorney
Orion Placement —Aurora, IL
- $80,000 - $120,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Development Associate - Grants and Annual Fund
Aging Care Connections —La Grange, IL
- From $45,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
10d
Client Resource Coordinator
Sarahs Circle —Chicago, IL
- $21.85 - $25.00 an hour
- Weekends as needed
- Inventory management
- Cooking
- Research
2d
Hairstylist/Cosmetologist- Come Join Our Amazing Team!
Riverside PLLC - doing business as Great Clips —Bolingbrook, IL
- $26 - $34 an hour
- Part-time
- Barbering License
- Cosmetology License
- In-person
- Paid training
- Health insurance
Quick Apply
Entry-Level Marketing & Sales Associate
The Catalyst Corporation —Oak Brook, IL
- $700 - $900 a week
- Weekends as needed
- Hospitality
- 18 years or older
- Public speaking
- Paid training
- Health insurance
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
Petco —Chicago, IL
- $87,700 - $186,100 a year
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Associate Veterinarian
Petco —Norridge, IL
- $83,700 - $177,700 a year
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)

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Wealth Management Client Associate

Bank of America -
Oak Brook, IL

Apply Now

Job Details

Full-time
$25 - $44 an hour

Qualifications

High school diploma or GED

Full Job Description

Job Description:

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 lombard, il

Wealth Management Client Associate

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

Client Service Associate

Client Associate Oakbrook

Client Services Associate

Mid-Level Associate / Of Counsel Attorney

Litigation Associate Attorney

Hairstylist/Cosmetologist- Come Join Our Amazing Team!

Tax Support Associate – Retail

Business Development Executive- Logistics

Hairstylist/Cosmetologist- Come Join Our Amazing Team!

Elder Law Associate Attorney

Elder Law Associate Attorney

Development Associate - Grants and Annual Fund

Client Resource Coordinator

Hairstylist/Cosmetologist- Come Join Our Amazing Team!

Entry-Level Marketing & Sales Associate

Associate Therapist (Unlicensed/Provisionally Licensed)

Associate Veterinarian

Associate Veterinarian

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

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