Senior Client Service Associate jobs in Illinois

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AVP, SENIOR ASSOCIATE, MARKETING & CLIENT SERVICE

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

CompanyZiegler Capital Management, Llc
AddressChicago, IL
CategorySales/marketing
Salary$100,000 - $115,000 a year
Job typeFull-time
Date Posted a month ago See detail

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

Senior Client Associate - Now Hiring

Epsilon

Chicago, IL

An individual contributor role that is responsible for significant revenue growth by using general business acumen to uncover business needs and identify how Epsilon solutions can help clients achieve their business goals. Coordin...

Senior Associate - Tax Services

Founder's Cpa

Chicago, IL

#FIOTA (Figure it out then ask) - By embracing an entrepreneurial mindset, you can exhibit a natural curiosity to develop answers to questions and understand why one way could be better than another. Authentic Relationships - Care...

Senior Customer Service Associate, Bloomingdale Court - Full Time

Macys

Dale, IL

$16 - $22.50 per hour

Ensure the customer is the top priority. Engage, service and provide a personalized experience to our customers in store or virtually by leveraging technology enabled selling tools, regardless of whether the interaction culminates...

senior service associate 6am-2:30pm M-F

United Parcel Service

Carol Stream, IL

The ability to lift up to 70 lbs. Utilize various pieces of Material Handling Equipment (MHE) including pallet movers, stand up forklifts, high lift reach trucks, and order pickers up to heights of 28 feet. Utilize radio frequency...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Service Associate

Ameriprise Financial

Glenview, IL

Schedule client appointments and prepare agendas/ forms for appointments. Maintain client contact management system & generate reports. Conduct client appointment reminder calls and check-in calls on follow up items. Greet and ext...

Client Service Associate - Private Vista

Hightower

Oak Brook, IL

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Service Associate- Champaign, IL

Cantella & Co.

Champaign, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

Senior Consultant, Client Service Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through the execution of daily functions and tasks. Drive the development, maintenance, and adoption of standard desktop procedures. Perform root cause analysis and escalate repetitive oper...

Senior Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Operations Management. Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporti...

Senior Vice President, Client Service Manager

Bny Mellon

Chicago, IL

Client Service Manages multiple Client Service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and...