Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
Tap our resources.
They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
Client Services Associate (1019-313)
Dynamic and growing wealth management firm looking to add a client services
specialist who will assist their financial advisor team with client
needs/requests. The position includes account administration work and direct
contact with clients. Excellent organizational and client service skills are a
Respond to client needs/requests in a timely/professional manner
Prepare client statements/tax reports/invoices
Process account paperwork for new/existing clients
Work with custodial services team to service account issues
Prepare client meeting materials
Keep client operation processes up to date with features/services offered by
Act as key liaison with firm’s portfolio administration software team
Assist advisor team with in-person marketing efforts/event planning
Answer phones periodically
2+ years’ experience in the financial services industry
Excellent communication/customer service skills
Highly organized/detail oriented
Experience in Salesforce or Advent Black Diamond software a plus
Self-motivated and desire to perform as essential part of a team
Alternative Investments // Asset Management // Banking // Broker Dealer