Client Service Associate

Chicago, IL

Posted: 02/04/2025 Industry: Employee Benefits & Retirement Services Job Number: KO25.1.9.1 Remote Friendly: On-Site Experience:

Job Description

Job Title: Client Service Associate (In-Office, FINRA Licensed)

Location: Chicago, IL

Job Type: Full-time, In-Office

Overview

We are seeking a motivated Client Service Associate to join our team. This in-office role requires a FINRA license (Series 6 or Series 7) and offers an opportunity to provide exceptional service to clients while ensuring regulatory compliance.

Key Responsibilities

  • Serve as the main point of contact for client inquiries and account issues.
  • Assist with account openings, transactions, and maintenance.
  • Process transactions and maintain client records in line with compliance standards.
  • Educate clients on financial products and services.
  • Collaborate with internal teams to deliver excellent service.
  • Stay updated on industry regulations and maintain FINRA licensure.

Required:

  • FINRA Series 6 or Series 7 license (or ability to obtain).
  • Experience in a client service role, preferably in financial services.
  • Strong communication and organizational skills.
  • Ability to work in a fast-paced office environment.

Preferred:

  • Familiarity with investment products and financial regulations.
  • Compensation & Benefits
  • Competitive salary and benefits package.
  • Professional development opportunities.

#LI-KO2

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