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Search Results for Client Associate
- Private Client Associate
- Robert Half Finance & Accounting U.S. - Chicago, Illinois
- Banking / Mortgage
- Classification: Branch/Retail Banking Compensation: DOE Prestigious Global Wealth Management firm is hiring a Private Client Associate to join their team. (see more)
- Private Client Associate
- Robert Half Finance & Accounting U.S. - Chicago, Illinois
- Accounting / Finance
- Classification: Branch/Retail Banking Compensation: DOE Prestigious Global Wealth Management firm is hiring a Private Client Associate to join their team. (see more)
- Client Associate- Hedge Fund
- Robert Half Finance & Accounting U.S. - Chicago, Illinois
- Accounting / Finance
- Classification: Hedge Fund Administrator Compensation: DOE Leading Hedge Fund Investor is growing their Chicago office and hiring a Client Associate. This firm is known as one of the best firms to work for in Chicago because of their outstanding culture and benefits.The Client Associate role is responsible for providing a superior level of service to firm clients through various forms of communication. This role requires project management, strong communication skills, the ability to work in a dynamic group environment, and strong organizational skills. This includes: (see more)
- Client Associate- Hedge Fund
- Robert Half Finance & Accounting U.S. - Chicago, Illinois
- Banking / Mortgage
- Classification: Hedge Fund Administrator Compensation: DOE Leading Hedge Fund Investor is growing their Chicago office and hiring a Client Associate. This firm is known as one of the best firms to work for in Chicago because of their outstanding culture and benefits.The Client Associate role is responsible for providing a superior level of service to firm clients through various forms of communication. This role requires project management, strong communication skills, the ability to work in a dynamic group environment, and strong organizational skills. This includes: (see more)
- Wfa Client Associate
- Wells Fargo - Chicago, Illinois
- Other / Miscellaneous
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- Registered Client Associate - Chicago, IL
- Bank of America Corp. - Chicago, Illinois
- Banking / Mortgage
- Title: Registered Client Associate - Chicago, ILLocation: US-IL-CHICAGOOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Wfa Client Associate
- Wells Fargo - Chicago, Illinois
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- CTL Sales/ Client Associate (Multi-Family and Commercial Rea
- JPMorgan Chase - Chicago, Illinois
- Banking / Mortgage
- Title: CTL Sales/ Client Associate (Multi-Family and Commercial Real Estate) - Chicago, ILLocation: US-IL-ChicagoCTL Sales/ Client Associate -Chicago, ILThis is a commercial real estate lending team position. The Client Associate is responsible for assisting the Client Manager with originating loans on stabilized apartment, office, retail and industrial properties. Responsibilities:* Analysis of commercial real estate cash flow and valuation* Preparation of loan proposal packages* Managing of the loan package through closing* Assists with related marketing activities* Explains (see more)
- Reg Client Associate (Part Time) - Chicago Metro
- Bank of America Corp. - Chicago, Illinois
- Banking / Mortgage
- Title: Reg Client Associate (Part Time) - Chicago MetroLocation: US-IL-CHICAGOOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Sr Client Service Associate
- William Blair & Company, L.L.C. - Chicago, Illinois
- Accounting / Finance
- Organization Overview William Blair & Company, L.L.C. is a global investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and (see more)
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