Wealth Client Services Associate (Hybrid)

CrossMMG, LLC; Mokena (IL); Hybrid; USD 48,000 - 70,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Dental insurance

Employee discounts

Health insurance

Paid time off

Vision insurance

Job summary

CrossMMG, LLC is seeking a personable Client Service Associate to support wealth management advisors at Rising Light Financial Advisors in a hybrid work environment. You will be a primary contact for clients, handling account-related requests, forms, and day-to-day service tasks with accuracy and courtesy.

The ideal candidate combines excellent interpersonal skills with strong organization, thrives in a client-facing role, and can coordinate with advisors and custodians to ensure a smooth client

Qualifications

• Excellent interpersonal and communication skills.
• Strong client-service mindset and a genuine interest in building long-term relationships.
• Professional, personable, and confident phone presence.
• Strong organizational skills and attention to detail.
• Ability to follow requests through to completion and manage multiple priorities.
• Comfortable learning financial services systems and terminology.

Responsibilities

• Serve as a primary point of contact for day-to-day client service needs.
• Answer incoming client calls and respond to questions professionally and promptly.
• Build and maintain strong client relationships through high-touch communication.
• Assist clients with completing forms, paperwork, and account-related requests.
• Follow up with clients regarding outstanding paperwork and service requests.
• Support advisors and team with administrative tasks and process improvements.

Skills

Interpersonal skills

Client-service mindset

Phone presence

Organization & detail orientation

Multitasking / time management

Hybrid work adaptability

Tools

CRM software

Job description

CrossMMG, LLC is seeking a personable Client Service Associate to support wealth management advisors at Rising Light Financial Advisors in a hybrid work environment. You will be a primary contact for clients, handling account-related requests, forms, and day-to-day service tasks with accuracy and courtesy.

The ideal candidate combines excellent interpersonal skills with strong organization, thrives in a client-facing role, and can coordinate with advisors and custodians to ensure a smooth client