- Bank of America (Chicago, IL)
- Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Chicago, IL)
- Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Chicago, IL)
- …its workforce. M/F/D/V#LI-TS2 **Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Oak Brook, IL)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Morgan Stanley (Lisle, IL)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Wheaton, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker… more
- Robert Half Finance & Accounting (Chicago, IL)
- …POSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client ... variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications,… more
- Kestra Financial (Deerfield, IL)
- …Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition ... service" firm allows for us to better service our client needs from personal investing and retirement planning to...to compliance standards + Build relationships with the personal wealth and retirement plan clients by acting as the… more
- Robert Half (Chicago, IL)
- …domains of Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management . + Strong background in Integration ... the latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll… more