Client Associate
About this role
Client Associate
United States - Illinois
Business management, administration and support
Global Wealth Management
Key responsibilities
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Are you truly service oriented? Do you know how to take care of people?
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We’re looking for a Client Associate to:
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keep management systems up-to-date with client information
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educate clients on account services and capabilities
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help with the preparation of reports and other materials for client meetings
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collect the right documentation for opening new accounts and service requests
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plan team marketing events and maintain marketing materials
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provide the team with a detailed calendar of activities
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Job Reference
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340723BR
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City
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Chicago
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Job Type
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Full Time
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The team
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