88 Client Relationship Associate Jobs in Chicago, IL
First Recruiting LLC is Hiring a Client Relationship Associate Near Chicago, IL
Provide high quality, high touch service to Private Wealth clients
Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Prepare material for client and prospect presentations, meetings, and reviews.
Participate in other duties as requested by Relationship Managers
5 – 7 years of financial industry experience.
Job Summary
Full Time
$59k-76k (estimate)
06/06/2024
07/03/2024
1-ea.ru
<25
The job skills required for Client Relationship Associate include Presentation, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Associate positions, which can be used as a reference in future career path planning. As a Client Relationship Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Associate. You can explore the career advancement for a Client Relationship Associate below and select your interested title to get hiring information.
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