Client Service Associate

Crossmmg,-LLC; Mokena (IL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Dental insurance

Employee discounts

Health insurance

Paid time off

Vision insurance

Flexible work from home options

Job summary

CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with an independent wealth management firm affiliated with NewEdge Advisors, Rising Light Financial Advisors.

We are seeking a personable, client-focused Client Service Associate to support advisors, provide a high level of service to clients, and manage account-related paperwork in a hybrid environment.

Qualifications

• Excellent interpersonal and communication skills for client interactions.
• Strong client-service mindset with a focus on long-term relationships.
• Professional, personable phone presence and courteous communication.
• Excellent organizational skills and attention to detail to manage multiple tasks.
• Ability to follow requests to completion and handle prioritization.
• Comfortable learning financial services systems and terminology.
• Ability to work effectively in a hybrid environment and collaborate with advisors.

Responsibilities

• Serve as a primary point of contact for day-to-day client service needs.
• Answer incoming client calls and respond professionally and timely.
• Build and maintain strong client relationships through high-touch communication.
• Assist clients with completing forms and account-related requests.
• Follow up on outstanding paperwork and service requests.
• Support accounts opening and custodial paperwork with Charles Schwab.
• Coordinate paperwork and documentation for new and existing client accounts.
• Assist advisors with client follow-up and meetings.

Skills

Interpersonal skills

Communication skills

Client-service mindset

Phone presence

Organizational skills

Attention to detail

Remote/hybrid work adaptability

Professional discretion

Tools

CRM software

Schwab account processing

Job description

Benefits:

• 401(k)
• Competitive salary
• Dental insurance
• Employee discounts
• Health insurance
• Paid time off
• Vision insurance

Job Description:

Company Overview

CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform.

We are seeking a Client Service Associate to work in one of those independent advisory offices, Rising Light Financial Advisors. Here you will help Financial Advisors serve families and individuals' planning and investment needs to achieve their goals. You will be an essential resource for clients, dedicated to providing a positive experience.

Learn more at: risinglightfa.com and newedgeadvisors.com.

Position Overview

We are seeking a personable, client-focused Client Service Associate to support our advisors and provide a high level of service to our clients in a hybrid work environment. This role will serve as a key point of contact for clients, assisting with account-related needs, paperwork, and day-to-day service requests.

The ideal candidate is someone who genuinely enjoys working with people, communicating naturally and professionally, and can build strong relationships with clients over time. While attention to detail and operational follow-through are important, we are especially looking for someone with excellent interpersonal and social skills who will help create welcoming, responsive, and dependable client experience.

This position requires someone who can work effectively both independently in a remote setting and collaboratively in the office while maintaining consistent communication with clients, advisors, and team members.

Key Responsibilities

Client Service & Relationship Management

• Serve as a primary point of contact for day-to-day client service needs
• Answer incoming client calls and respond to questions in a professional, friendly, and timely manner
• Build and maintain strong client relationships through consistent, high-touch communication
• Assist clients with completing forms, paperwork, and other account-related requests
• Follow up with clients regarding outstanding paperwork, account updates, and service requests
• Help ensure clients feel informed, supported, and comfortable contacting the firm when they need assistance

Account & Custodial Support

• Opening new client accounts through Charles Schwab
• Process account maintenance requests, transfers, distributions, and other service-related paperwork
• Work directly with Charles Schwab to research and resolve account-related questions or issues
• Track outstanding custodial requests through completion and communicate updates to clients and advisors
• Ensure account documentation is completed accurately and maintained appropriately

Advisor & Administrative Support

• Assist advisors with client follow-up and communications
• Maintain accurate client information and records within firm systems
• Coordinate paperwork and documentation associated with new and existing client accounts
• Support client meeting preparation and follow-up as needed
• Help identify opportunities to improve client service processes and office workflows
• Provide general administrative and operational support as needed

Qualifications

Required

• Excellent interpersonal and communication skills with the ability to connect comfortably with a variety of clients
• Strong client-service mindset and a genuine interest in building long-term relationships
• Professional, personable, and confident phone presence
• Strong organizational skills and attention to detail
• Ability to follow requests through to completion and manage multiple priorities
• Comfortable learning financial services systems, processes, and terminology
• Ability to work effectively in a hybrid environment and remain responsive and organized when working remotely
• Comfortable collaborating with advisors and team members both in person and virtually
• High level of professionalism, discretion, and reliability

Preferred

• Previous experience in wealth management, financial services, banking, professional services, or another client-facing environment
• Familiarity with Charles Schwab or another custodial platform
• Experience opening accounts and processing client paperwork
• CRM or client database experience
• Strong problem-solving skills and ability to take ownership of client service issues through resolution

What We Offer

• Competitive compensation
• Hybrid work environment
• Collaborative, team-oriented culture
• Opportunity for professional development
• Opportunity for growth within a growing firm

Flexible work from home options available.