Wealth Management Client Service jobs in Chicago, IL

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MANAGER, CLIENT SERVICES (DIGITAL ACCOUNT MANAGEMENT)

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

CompanyBlavity Inc.
AddressRemote
CategorySales/marketing
Salary$70,000 - $80,000 a year
Job typeFull-time
Date Posted 2 days ago See detail

Manager, Client Services (Digital Account Management)

Blavity Inc.

Remote

$70,000 - $80,000 a year

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

Manager, Client Services, eCommerce

Cendyn

United States

Identify and maximize opportunities to build long term relationships, establish credibility and confidence within assigned client portfolio. Maintain a pulse on key developments within clients business and organization. Identify,...

Manager - Media Planning/Client Services

United Airlines

Chicago, IL

Collaborate with cross-functional partners to develop direct and programmatic omni-channel media campaigns. Manage all aspects of direct and programmatic campaign planning and execution, including setting up media placements withi...

Private Wealth Market Client Relationship Manager

Bank Of America

Chicago, IL

Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill. Managing the branch's Private Wealth Management Client Associates and Service Support Staff. Representing the office and...

Client Services Manager - Remote in Louisiana

Maximus Services, Llc

Virginia, United States

Tuition Reimbursement Program. 401K plan with company matching. Paid Time Off. Employee Assistance Program (EAP) for your well-being. Employee wellness programs and enticing discount programs. Serves as the day to day point of con...

Global Payment Services Client Management Manager

Hsbc

United States

Visibility of and ultimate oversight for all service case activity. Direct accountability and responsibility to field and resolve complex service inquiries Provide regular analysis of client activity and establish a regular cadenc...

Manager, Client Services

Rxbenefits, Inc.

Remote - Oregon, United States

Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...

Account Manager, Client Services, Agency

The Trade Desk

Chicago, IL

Collaborate with the Trading team to rapidly onboard new customers and provide data driven insights to clients. Collaborate with the Business Development team to identify ways to grow current accounts. Become an expert on the use...

Wealth Client Service Associate

M&T Bank

Pennsylvania, United States

Service the daily transaction needs of Wealth Clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a ti...

Project Manager, Client Services (10 AM PST- 7 PM PST)

Lighthouse Document Technologies Inc

Remote

$80,000 - $100,000 a year

Maintain a good understanding of eDiscovery, market competitors and the tools used to support the industry Develop a thorough understanding of Lighthouse workflows, critical paths needed to progress work through the system and too...

ACCOUNT MANAGER, CLIENT SERVICES

Pharmerica

Chicago, IL

$75,000 a year

Deploys advanced, consultative, and strategic approach to account management. This includes the successful implementation and promotion of various corporate initiatives. Engages with the C-Suite, Regional or Facility leadership to...

Client Service Manager

Gallagher

Naples, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Delaware, United States

$49.7K - $63K a year

Bachelors degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. Work experience in a fiduciary environment is preferred. Proficiency with Microso...

Senior Client Service Manager/Senior Environmental Professional – Utility/Power Market

Matrix New World

Remote

$114K - $145K a year

Develop new projects and clients, along with client and program management, and create new business development initiatives. Identify and pursue new project opportunities with new clients. Assist in staff recruitment, supervise, a...

Senior Manager, SPS Client Service - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Lead a team of between 3 and 6 Client Service Managers (CSMs) to support daily relationship management needs and research items for our client base. Work closely with your Operations Service Manager and their team to support the p...

Client Service Associate - Curo Wealth

Kestra Holdings

Reston, VA

Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Manage client needs regarding processing, service, and problem re...

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...

Client Accounting Services Manager - 1775678

Wecare Staffing Solutions Inc

Chicago, IL

CPA designated 6 years of full cycle accounting experience. Experience working with privately held companies....