Client Relationship Support Specialist - Financial Services

PowerToFly; Oak Brook (IL); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k) Plan

Paid Time Off

Short/Long Term Disability

Employee Benefits and Perks

Job summary

A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills and knowledge of financial products. Responsibilities include onboarding clients, executing transactions, and providing administrative support. This position offers a comprehensive benefits package and opportunities for growth.

Qualifications

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred

Responsibilities

• Provide service coverage for Financial Advisors/teams.
• Execute money movement transactions at client request.
• Assist with onboarding and maintain client accounts.
• Educate clients in digital tools.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Advanced Microsoft Office skills

Client service skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Job description

A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills and knowledge of financial products. Responsibilities include onboarding clients, executing transactions, and providing administrative support. This position offers a comprehensive benefits package and opportunities for growth.