Client Service Associate

CPS, Inc.; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Full benefits

Professional development

Office in downtown Chicago

Job summary

CPS, Inc. in Chicago, IL is seeking a client services associate to be the primary contact for client inquiries, assisting with account questions, transactions, and investment products.

You will prepare client reports and presentations for financial advisors, maintain accurate CRM records, and help onboard new clients while ensuring compliance. This role offers a competitive salary, full benefits, professional development, and a collaborative, fast-paced team environment at our downtown Chicago

Qualifications

• Ideal: Series 65/66 license; if not, Series 6/7 or 63
• Bachelor's degree in finance, business, or 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

Responsibilities

• Serve as the primary 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.

Skills

Client service

Financial services

CRM software

MS Office

Communication skills

Education

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Office

Job description

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:

• Ideally have a Series 65/66 license, if not, Series 6/7 or 63
• 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-85k
• Full benefits.
• Opportunities for professional development and continuing education.
• A collaborative and supportive work environment.
• In office in downtown Chicago.