38 client service associate jobs found

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...

Fidelity Investments Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire 1-3 years in financial services with an emphasis in providing an excellent customer experience Planning experience and knowledge of financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Ability to find...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate , Middle Office Operations Locations : Chicago | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here!: Flexibility : Hybrid Work Model and Business Casual...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

PerkinElmer Responsibilities Location Springfield, Illinois US Job ID REQ-056916 The Field Service Engineer provides highly visible customer support through the performance of on-site installation, as well as overseeing any necessary diagnoses, troubleshooting, service, and repair of complex equipment and systems. The engineer will instruct customers in the operation and maintenance of the system and serve as company liaison with customer on administrative and technical matters for assigned projects. This role may include any aspect of field support, and is not limited to system hardware and software, PCs, and networking/wireless networking. Location: Remote field work servicing customers in the Chicago, IL area. Job Responsibilities: Install, maintain, validate and repair PerkinElmer and/or multivendor instrumentation at customer site with best-in-class service Provide troubleshooting, repair, and qualification services for customers including warranty...

McGuireWoods Job Description: The Chicago office of McGuireWoods seeks an Associate to join its Life Sciences Team in its Healthcare Department. Join one of the largest and most established national healthcare and life sciences teams in the country. This AmLaw 100 team embraces diverse perspectives, impeccable service and innovative delivery of business-minded healthcare solutions. We believe that one-on-one mentorship, training and collaboration maximize professional growth and performance. As part of a leading law firm, your healthcare expertise will contribute to a robust foundation and expanding services in life sciences regulatory work and other key clients across the health care industry. Our healthcare and life sciences group and individual lawyers from across the country have been ranked by Chambers USA , Best Lawyers in America , Legal Elite and Super Lawyers as among the top legal providers in the nation. We are regularly sought out for our opinions and...

New York Life Insurance Company Company name: Apogem Capital Location Designation: Hybrid - 4 days per week At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity. Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities. At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply...

Core Spaces Who We Are Core Spaces (Core) is more than a real estate company; it's a people company. Where building relationships is just as important as building properties. From researchers and architects to designers and operators, Core is made up of risk takers and dreamers who are on a mission to invent the future of living. Our six cultural values guide us every day and we strive to live them in everything we do: PUSH (Invent Better Places to Live), GRIT (We Got This), LIFT (Help Each Other Win), SHINE (Bring Your Full Self), UPHOLD (Never Break Trust), GROW (Always Get Better). Everything Core does stem from this culture of collaboration and innovation, and the drive to constantly improve the resident experience. This unique approach has led to creating spaces and services that are redefining the way people live. What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused on acquiring, developing and managing...

Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP, is seeking an associate with three to six years of litigation experience to join our growing team. We are looking for candidates who are excited about taking on more responsibility. Candidates must have demonstrated consumer class action experience. Experience with the Telephone Consumer Protection Act, state mini-TCPA laws, and automatic renewal laws is a plus. Experience in other complex litigation areas, including consumer protection, unfair competition, and false and deceptive advertising, is preferred. Familiarity with investigations and proceedings initiated by the Federal Trade Commission, Federal Communications Commission, Consumer Financial Protection Bureau, and other federal and state regulatory agencies is a plus. Ideally, candidates will have hands-on litigation experience and will want to gain further responsibility and experience in the following areas: handling...

Manatt, Phelps & Phillips, LLP Job Description Manatt is looking for real estate transaction associates with three to six years of experience to join our Real Estate Transactions & Finance practice to support our expanding real estate finance team. If you are looking to work alongside nationally recognized real estate leaders with diverse practices on national scale deals, have a builder, can-do work ethic, thrive on teams and want to learn from the best in their fields, this might be the right opportunity for you. Manatt's unique professional services approach provides a combination of legal services and strategic business services - with a team of lawyers, paralegals, land use planners, and consultants - to meet the needs of our clients. With significant depth and experience across most real estate asset classes and all phases of development projects, we help clients navigate complex matters involving mixed use developments, debt and equity financings, joint...

Manatt, Phelps & Phillips, LLP Job Description Manatt is seeking a leasing-focused real estate transaction associate with four to five years of experience to join our Real Estate Transactions & Finance practice. If you are looking to work alongside nationally recognized real estate leaders with diverse practices on national scale deals, have a builder, can-do work ethic, thrive on teams and want to learn from the best in their fields, this might be the right opportunity for you. Manatt's unique professional services approach provides a combination of legal services and strategic business services - with a team of lawyers, paralegals, land use planners, and consultants - to meet the needs of our clients. With significant depth and experience across most real estate asset classes and all phases of development projects, we help clients navigate complex matters involving mixed use developments, debt and equity financings, joint ventures, acquisitions, dispositions,...

Core Spaces Who We Are Core Spaces (Core) is more than a real estate company; it’s a people company. Where building relationships is just as important as building properties. From researchers and architects to designers and operators, Core is made up of risk takers and dreamers who are on a mission to invent the future of living. Our six cultural values guide us every day and we strive to live them in everything we do: PUSH (Invent Better Places to Live), GRIT (We Got This), LIFT (Help Each Other Win), SHINE (Bring Your Full Self), UPHOLD (Never Break Trust), GROW (Always Get Better). Everything Core does stem from this culture of collaboration and innovation, and the drive to constantly improve the resident experience. This unique approach has led to creating spaces and services that are redefining the way people live. What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused on acquiring, developing and managing...

American Red Cross Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us-Where your Career is a Force for Good! Job Description: WHY CHOOSE US? Joining The American Red Cross is like nothing else - it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional, yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better. When you choose to be a force for good, you'll have mentors who empower your growth along...

Capital One Senior Manager, Senior Counsel - Card Data Models Decisioning Credit (Hybrid) Joining Capital One's Card Legal Team means more than just legal review; it places you at the heart of our innovation journey. We are seeking an attorney to support the AI, data, and model development teams. In this role, you will practice law in novel territory, advising on capabilities that may not yet exist and helping to solve problems in a complex, fast-evolving legal landscape. You will serve as a strategic partner to data scientists, model developers, and other innovative thinkers, to help us work backward from a vision to transform how we serve hundreds of millions of customers. This position will have responsibility for: Strategic Counseling: Act as a thought partner to business clients, providing proactive, business-minded legal advice. Risk Management: Identify and assess legal risks associated with AI, alternative data sources, and model development, ensuring we...