Financial Client Services Associate: Onboarding & Ops

CPS, Inc.; Chicago (IL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer match

Growth opportunities for career advancement

Work life balance, paid time off and holidays

Job summary

A financial services firm in Chicago is seeking a Financial Client Service Associate to work closely with financial advisors, ensuring efficient client onboarding and transaction processing. The ideal candidate will hold a Bachelor’s degree in Finance or Business and have experience in client service roles within the financial industry. This position offers a competitive salary and benefits, including health insurance and a 401(k) plan.

Qualifications

• Experience in a client service role within financial services or a related industry required.
• Series 6, 7, 65 or 66 licenses are necessary.

Responsibilities

• Assist financial advisors in client onboarding and account setup.
• Manage and process client transactions while ensuring compliance.
• Serve as a point of contact for client inquiries and requests.
• Maintain accurate client records and documentation.

Skills

Client service experience

Excellent communication skills

Familiarity with financial products

Education

Bachelor’s degree in Finance, Business, or related field

Job description

A financial services firm in Chicago is seeking a Financial Client Service Associate to work closely with financial advisors, ensuring efficient client onboarding and transaction processing. The ideal candidate will hold a Bachelor’s degree in Finance or Business and have experience in client service roles within the financial industry. This position offers a competitive salary and benefits, including health insurance and a 401(k) plan.