Client Services Associate

Connect Search, LLC; Chicago (IL); Hybrid; USD 95,000 - 100,000; Full time

Benefits offered by this job

Health Benefits

Dental Insurance

Vision Insurance

PTO

401K Match

Job summary

A leading company in wealth management is seeking a Client Service Associate in Chicago. This role is pivotal in providing technical and client management support to Senior Advisors and clients, ensuring smooth communication and operations. Ideal candidates will have a Bachelor's degree and substantial experience in financial services. The position offers a competitive salary, bonuses, and comprehensive benefits, including health insurance and a 401K match.

Qualifications

• Minimum 5+ years in financial services or 8+ years relevant experience.
• Familiarity with brokerage or RIA operations preferred.

Responsibilities

• Provide various services and proactive follow-through to clients.
• Monitor new accounts set-up and troubleshoot issues.
• Maintain accurate client information in CRM.

Skills

Client Management

Communication

Problem Solving

Education

Bachelor’s Degree

Tools

Microsoft Office

CRM

Job description

This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$95,000.00/yr - $100,000.00/yr

Additional compensation types

Annual Bonus

Job Title: Client Service Associate

Location: Chicago - Hybrid

Type: Full-Time, Permanent/Direct Hire

Pay Range: $95,000 - $100,000 base salary plus bonus

Benefits: Stellar health benefits, dental, and vision, plus PTO and 401K match.

Position Overview: Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team.

Key Responsibilities:

• Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
• Timely respond and resolve client requests/inquires
• Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates
• Add and maintain accurate client information in our CRM
• Maintain electronic records and files and update client information

Key Qualifications:

• Bachelor’s Degree with a minimum of 5+ years of administrative experience in financial services or 8+ years of relevant work experience
• Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure
• Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Connect Search, LLC by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

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