Hybrid Client Service Associate – Wealth Management

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

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.