Client Service Associate (Operations) up to 85k!

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

Benefits offered by this job

Competitive salary

Full benefits

In office downtown Chicago

Professional development opportunities

Job summary

CPS4JOBS is seeking a motivated and detail-oriented Client Service Associate in downtown Chicago to support clients and financial advisors. The role emphasizes exceptional service, accuracy, and regulatory compliance while handling account-related inquiries and onboarding.

The position requires strong communication, organizational skills, and the ability to work independently in a fast-paced environment. A Series license or related credentials enhance candidacy.

Qualifications

• Series 65/66 license preferred; 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 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 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

Customer service

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Office

Job description

Client Service Associate

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction.

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.
• #LI-KO2