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Client Service Associate

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction.

Key Responsibilities:

• Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses.
• Assist clients with account-related questions, transactions, and investment products.
• Support financial advisors by preparing client reports, presentations, and documentation.
• Maintain accurate and up-to-date client records in our CRM system.
• Facilitate the onboarding process for new clients, ensuring a smooth transition and adherence to compliance standards.
• Monitor and follow up on client requests and account activity, escalating issues as necessary.
• Collaborate with internal teams to resolve client concerns and improve service delivery.
• Stay informed about industry trends, regulations, and product offerings to provide knowledgeable support.

Qualifications:

• Must possess a valid Series 65/66 license (or in process of obtaining).
• Bachelor’s degree in finance, business, or a related field preferred.
• 1-3 years of experience in client service or financial services.
• Strong interpersonal and communication skills, both verbal and written.
• Excellent organizational skills and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficient in Microsoft Office Suite and CRM software.

Benefits:

• Competitive salary and bonus. 65k-90k
• Full benefits.
• Opportunities for professional development and continuing education.
• A collaborative and supportive work environment.
• In office in downtown Chicago.

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