- 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 (Chicago, IL)
- …or any other characteristic protected by law. **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate **Location:** ... *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 (Chicago, 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 (Hoffman Estates, 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
- Wells Fargo (Chicago, IL)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… 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 ... places to work in Chicago just created a new Client Service Associates position. Which may seem pretty standard...functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new… 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
- KPMG (Chicago, IL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...transactions + Deliver conversion services to US and foreign registered companies that need a change in their financial… more
- KPMG (Chicago, IL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...+ Provide conversion services to United States and foreign registered companies that need a change in their financial… more