Finance Client Services & Reporting Associate (Onsite 3x/Week)

The Hire Company; Chicago (IL); On-site; USD 52,000 - 76,000; Full time

Job summary

The Hire Company is assisting an investment management firm in the western suburbs in seeking a Client Services Associate. You will work closely with marketing and investment teams to prepare accurate client materials and support relationship management processes, emphasizing standardized reporting and consistency across communications.

This on-site role requires 1+ years in financial services, a Bachelor's degree, proficiency with CRM and MS Office, and a keen eye for detail.

Qualifications

• Bachelor’s degree in finance, marketing, communications, or similar field.
• 1+ year of experience in financial services within client services/marketing.
• Experience generating investment reports in a CRM.
• Proficiency in Microsoft Office Suite (Word, Excel, PPT, Outlook); InDesign and AI workflow tools are a plus.
• Familiarity with client databases and investment reporting standards.
• Attention to detail with a growth mindset.

Responsibilities

• Utilize the firm’s CRM to maintain and update client data and create accurate and timely quarterly reports
• Partner with leadership to generate content for quarterly presentations, including gathering materials from different departments and creating a polished final product
• Work closely with marketing and other teams to ensure cohesive brand messaging and formatting across all materials
• Identify areas to standardize reporting processes, and enhance workflows to better support clients
• Support the onboarding and offboarding of clients, as needed

Skills

CRM proficiency

Data reporting

Brand consistency

Attention to detail

Growth mindset

Cross-functional collaboration

Education

Bachelor's degree in finance/marketing/communications or related field

Tools

CRM software

Adobe InDesign

AI-enhanced workflows

Microsoft Office

Job description

The Hire Company is assisting an investment management firm in the western suburbs in seeking a Client Services Associate. You will work closely with marketing and investment teams to prepare accurate client materials and support relationship management processes, emphasizing standardized reporting and consistency across communications.

This on-site role requires 1+ years in financial services, a Bachelor's degree, proficiency with CRM and MS Office, and a keen eye for detail.