Client Service Associate

Professional Wealth Advisors, LLC; Crystal Lake (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking a Client Service Associate in Crystal Lake, IL. This full-time position requires excellent organizational skills and a genuine interest in client servicing. The role involves daily client interactions, administrative tasks, and supporting Wealth Advisors. An ideal candidate will have prior experience in financial services and proficiency in Microsoft Office.

Benefits

Safe Harbor 401(k) Plan with matching

Group Health Insurance Plan

Voluntary Dental and Vision Insurance

Company Provided Life and Short-Term Disability Insurance

Flexible spending account

Paid time off

Referral program

Qualifications

• Prior experience in Financial Services is preferred.
• Genuine interest in serving and caring for other people.
• Self-directed and resourceful.

Responsibilities

• Communicate with clients in person, in writing, and over the telephone.
• Assist with daily client service needs such as account openings and transfers.
• Draft emails, client letters, and other communications.

Skills

Organizational skills

Multitasking

Attention to detail

Education

Bachelor's Degree

Tools

Microsoft Office

Wealthbox (CRM)

eMoney

Job description

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Client Service Associate

Professional Wealth Advisors, LLC| Crystal Lake, Illinois, United States(On-site)

Company Description

Professional Wealth Advisors, LLC is a client-focused wealth management firm located in Downers Grove, IL and the surrounding area, Milwaukee, WI, and Paducah, KY. We provide goals-based guidance in areas including Retirement Planning, Income Planning, Investments, Risk Management, Estate Planning, and more. Our firm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, and a member of FINRA/SIPC. We are committed to helping our clients achieve their financial goals and provide personalized solutions for their wealth management needs.

Role Description

This is a full-time, on-site role for a Client Service Associate (“CSA”) in the Crystal Lake, IL office. The CSA plays a crucial role in the smooth functioning of our office. With overall responsibility for day-to-day client servicing, the Client Service Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.

Responsibilities

Client Service

• Communicate with clients in person, in writing, and over the telephone.
• Follow up with clients as needed to make sure all paperwork is processed.
• Prepare advisor team for review meetings and financial plan updates.
• Complete post-meeting follow up tasks.
• Assist with daily client service needs such as new account openings, account transfers, contributions and distributions, and address updates.
• Assist with tracking of annual client reviews, RMD reporting, and marketing initiatives.
• Maintain and organize CRM data.
• Implement and follow current processes.

Administrative Assistance

• Draft emails, client letters, and other communications.
• Calendar management.
• Prepare reports as needed.
• Handle mail and file documents.
• Screen and direct phone calls, as necessary.
• Other duties as assigned.

Qualifications

• Prior experience in Financial Services is preferred.
• A genuine interest in serving and caring for other people.
• Self-directed and resourceful.
• Strong organizational and multitasking abilities.
• Excellent attention to detail and time management skills.
• Required Software: Proficiency in Microsoft Office suite.
• Preferred Software Knowledge: Wealthbox (CRM), eMoney.
• FINRA registration is preferred but not required.
• Safe Harbor 401(k) Plan with matching
• Group Health Insurance Plan
• Voluntary Dental and Vision Insurance
• Company Provided Life and Short-Term Disability Insurance
• Voluntary Long Term Disability Plan
• Flexible spending account
• Paid time off
• Referral program

Education

• Bachelor's Degree (Preferred)

Experience

• Financial services: 3+ years (Preferred)
• Financial planning and concepts: 3+ years (Preferred)

Job Type: Full-time

Pay: $45,000 - $60,000 per year

Work Location: In person (Crystal Lake, IL)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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