Investor Services Associate - Hybrid (Onboarding & Relationships)

Connect Search, LLC; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

Generous PTO

Retirement contributions

Wellness programs

Family planning benefits

Job summary

Connect Search, LLC is seeking a Client Services Associate for its Investment Services team in Chicago. The role involves managing investor relations, facilitating onboarding, and enhancing the client experience through strong relationship management.

This is an ideal position for candidates with experience in wealth management or related fields who are detail-oriented and possess excellent communication skills. The company emphasizes a hybrid work schedule and offers ample opportunities for career growth.

Qualifications

• 3+ years of experience in wealth management or related financial services.
• Experience in client onboarding and account administration.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Serve as the primary contact for assigned intermediary and operational relationships.
• Facilitate onboarding, account setup, and related activities.
• Partner with technology teams to improve efficiency and user experience.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Problem-solving

Microsoft Excel

Microsoft Office

Education

Bachelor's degree

Job description

Connect Search, LLC is seeking a Client Services Associate for its Investment Services team in Chicago. The role involves managing investor relations, facilitating onboarding, and enhancing the client experience through strong relationship management.

This is an ideal position for candidates with experience in wealth management or related fields who are detail-oriented and possess excellent communication skills. The company emphasizes a hybrid work schedule and offers ample opportunities for career growth.