Client Service Associate
Chicago, IL ยท Hybrid
$15 - $20.50/hr
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by ... Provides training and career path to senior advisor level
Chicago, IL ยท Hybrid
$15 - $20.50/hr
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by ... Provides training and career path to senior advisor level
Chicago, IL ยท Hybrid
$15 - $20.50/hr
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by ... Provides training and career path to senior advisor level
Chicago, IL ยท On-site
$15 - $20.50/hr
... from senior leaders. As a Client Service Associate within the Trade & Working Capital Client ... Service organization, you will support both implementations (onboarding, documentation, and ...
Chicago, IL ยท On-site
$15 - $20.50/hr
... from senior leaders. As a Client Service Associate within the Trade & Working Capital Client ... Service organization, you will support both implementations (onboarding, documentation, and ...
Chicago, IL ยท On-site
$98K - $199K/yr
Client PM Portfolio Mgr, Sr Job Locations US-IL-Chicago Category/Function Trust/Wealth Management ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$98K - $199K/yr
Client PM Portfolio Mgr, Sr Job Locations US-IL-Chicago Category/Function Trust/Wealth Management ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Chicago, IL ยท On-site
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Chicago, IL ยท On-site +1
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Quick apply
Chicago, IL ยท On-site +1
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Chicago, IL ยท On-site
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Quick apply
Chicago, IL ยท On-site
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Chicago, IL ยท On-site +1
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Chicago, IL ยท On-site +1
$83K - $102K/yr
As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the ...
Chicago, IL ยท On-site
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Chicago, IL ยท On-site
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Chicago, IL ยท Hybrid
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Chicago, IL ยท Hybrid
$15.50 - $18.50/hr
About the Role As an Associate or Senior Associate at Basis Health, you will play a hands-on role ... Client & Team Collaboration * Partner closely with internal team members to manage workflow, flag ...
Overview The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client. This position has tremendous learning potential and provides the opportunity ...
Overview The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client. This position has tremendous learning potential and provides the opportunity ...
Overview The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client. This position has tremendous learning potential and provides the opportunity ...
Overview The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client. This position has tremendous learning potential and provides the opportunity ...
An integral part of a Senior Associate's role is assisting with client relationship management ... sustaining relationships with senior executives and guiding candidates through their recruitment ...
An integral part of a Senior Associate's role is assisting with client relationship management ... sustaining relationships with senior executives and guiding candidates through their recruitment ...
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Serve as a senior client contact and help develop durable, trusted relationships internally and ... Mentor managers and Associate Directors and help build the long-term leadership bench of the ...
Serve as a senior client contact and help develop durable, trusted relationships internally and ... Mentor managers and Associate Directors and help build the long-term leadership bench of the ...
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Chicago, IL ยท On-site
$98K - $199K/yr
... client experience. The Senior Portfolio Manager manages investment activities for fee revenue ... Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
$162K - $270K/yr
As an Associate Director, you will ownsolution architecture, platformselection, andend-to ... Manage senior-level relationships and align Digital Assets solutions to client needs, driving ...
$162K - $270K/yr
As an Associate Director, you will ownsolution architecture, platformselection, andend-to ... Manage senior-level relationships and align Digital Assets solutions to client needs, driving ...
Chicago, IL ยท On-site
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
Chicago, IL ยท On-site
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
Chicago, IL ยท Hybrid
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
Quick apply
Chicago, IL ยท Hybrid
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
Chicago, IL ยท Hybrid
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
Chicago, IL ยท Hybrid
$84K - $104K/yr
You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...
$29.9K - $39.6K
17% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$39.6K - $49.4K
14% of jobs
$49.4K - $59.1K
4% of jobs
$59.1K - $68.9K
14% of jobs
The median wage is $70.2K / yr.
$68.9K - $78.6K
12% of jobs
$78.6K - $88.4K
9% of jobs
$93.5K is the 75th percentile. Wages above this are outliers.
$88.4K - $98.1K
11% of jobs
$98.1K - $107.9K
9% of jobs
$107.9K - $117.6K
6% of jobs
$117.6K - $127.4K
3% of jobs
$127.4K - $137.1K
1% of jobs
$29.9K
$76.5K
$137.1K
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

$15 - $20.50/hr
Full-time
Re-posted 27 days ago
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.
Sourced by ZipRecruiter
Non-profits
11 - 50 Employees
Inwood, NY, US
1981