Find Chicago Client Associate jobs - Chicago Area Job Search for Client Associate jobs (page 1)

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Registered Client Associate: Tennison Group - Chicago, Illinois; Accounting / Finance; Position Description: A global investment firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicingwhich includes heavy interaction with, and problem solving and strategizing forhigh net worth prospects, clients and intermediaries. Position provides analytical and support functions related to managing the investment process such as portfolio analysis, account creation, maintenance and reconciliation, trading, financial reporting, and special projects. The Registered Client Associate plays a key role in identifying (see more)

Client Associate: Accounting Principals - Chicago, Illinois; Management; To apply to this position you must email your resume directly to Andria.goff@parkerlynch.com In the subject line type "client associate" Our client a prestigious investment management firm in Chicago, is seeking an Associate, Client Services. This is an exciting opportunity to work for a firm that is doing well financially and that offers an exciting career path and incredible benefits. The Associate will be responsible for working closely with Investor Relations Partners and Product Management to assist in preparing investor presentations, performing fund performance updates, responding to (see more)

Client Services Associate: Culver Careers - Chicago, Illinois; Sales / Sales Management; Our client is a professional services firm that helps companies transform ideas into action, one project at a time. Recognized by Inc magazine and the Los Angeles Business Journal as one of the nations fastest growing companies, our client has established itself as a leading provider of business services to companies seeking expertise in financial planning and analysis, accounting and financial reporting, M&A transaction support, financial systems implementation, process redesign, project management, and post merger integration. DUTIES AND RESPONSIBILITIES: CLIENT SERVICE ASSOCIATE Client (see more)

Client Services Associate: Thomson Reuters - Chicago, Illinois; Executive Management; Work with members of the cross-functional team, as well as directly with clients, to ensure that processes and projects are managed effectively and within budget, to best enable the team to meet deliverables on time and achieve financialtargets. SPECIFIC RESPONSIBILITIES: Generatefinancialforms forrevenuerecognition and invoicing on a timely basis for both baserevenueand value added services, including all necessary supporting documentation. Perform claim count reconciliations and adjust quarterly billings as needed. In conjunction with Collections, follow up on unpaid invoices, (see more)

Client Service Associate Skokie IL: Citi - Chicago North, Illinois; Customer Service; Reference Code: 12013358 Location: Skokie, IL, USA Education Level: High School Diploma/GED Description Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities Answer phones, take messages, and respond to calls when appropriate. Give clients market quotes. Utilize support information available through Firm training. Type correspondence for Financial Advisor, following Firm guidelines. Maintain files for Financial Advisors on clients and products. Provide follow-up with clients and operations staff. Obtain investment and product (see more)

CLIENT SERVICE ASSOCIATE LOOKING FOR GROWTH: Parker and Lynch - Chicago, Illinois; Management; FOR IMMEDIATE CONSIDERATION PLEASE SEND RESUME IN WORD DOC TO ALICIA LU AT ALICIA.LU@PARKERLYNCH.COM WITH "CLIENT SERVICE" ON THE SUBJECT LINE. INTERNATIONAL ASSET MANAGEMENT FIRM SEEKING CLIENT SERVICE ASSOCIATE TO SUPPORT THE PRESTIGIOUS INVESTMENT GROUP! COMPANY OFFERS TUITION REIMBURSEMENT, GENEROUS VACATION TIME, GREAT WORK/LIFE BALANCE AND ADVANCEMENT FOR GROWTH! POSITION IS OPEN DUE TO GROWTH. YOU WILL WORK WITH INVESTMENT MANAGERS ADVISING ON ANALYTICAL RESEARCH, COMPANY VALUATIONS, CASH FLOW ANALYSIS, MARKET CONDITIONS AND CONDUCTING POWER POINT PRESENTATION. THIS IS A SIGNIFICANT (see more)

Registered Client Service Associate: UBS Financial Services Inc. - Chicago, Illinois; Administrative / Clerical; Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)

Registered Client Associate - Northbrook, IL: Bank of America Corp. - Chicago, Illinois; Banking / Mortgage; Title: Registered Client Associate - Northbrook, ILLocation: US-IL-NorthbrookOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. 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)

Mid Institutional Sales, Client Associate - Chicago: JPMorgan Chase - Chicago, Illinois; Banking / Mortgage; Title: Mid Institutional Sales, Client Associate - ChicagoLocation: US-IL-Chicago-Chase Tower Chicago / 10468The Client Associate is an integral position within the Americas Mid Institutional Sales business. Client Associates work closely with client advisors to help facilitate the sales and relationship management process for Institutional clients. Responsibilities:* Partner with client advisors to support all facets of the sales and business development process:* Identify new business opportunities and upcoming product searches* Help to identify client solutions and create (see more)

Client Associate - Chicago, IL: Bank of America Corp. - Chicago, Illinois; Banking / Mortgage; Title: 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 (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. 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 in-person and by (see more)

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