Wealth Client Services Specialist

Fiducient Advisors; Chicago (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Wellness Benefit Programs

Paid Time Off

Family & Fertility Assistance

Job summary

Fiducient Advisors in Chicago seeks a Client Service Associate responsible for high-quality service to private clients and Investment Consultants. This role involves client onboarding, managing account setups, and facilitating money movements.

The ideal candidate has a Bachelor’s Degree, 2-4 years of experience in the financial industry, and skills in Microsoft Suite and CRM systems. This position supports clients in achieving their investment goals and includes a hybrid work model with three office days and two remote.

Qualifications

• Two to four years of Financial Industry Experience.
• Proficiency in Microsoft Suite and Adobe required.
• Previous custodial portal experience is a plus.

Responsibilities

• Onboard new clients accurately and timely.
• Process money movements including wires, ACHs, and transfers.
• Maintain organization of client records in the CRM.

Skills

Problem-solving

Client communication

Detail-oriented

Team-oriented

Adaptability

Education

Bachelor’s Degree in Business

Tools

Microsoft Suite

Adobe

CRM systems

Job description

Fiducient Advisors in Chicago seeks a Client Service Associate responsible for high-quality service to private clients and Investment Consultants. This role involves client onboarding, managing account setups, and facilitating money movements.

The ideal candidate has a Bachelor’s Degree, 2-4 years of experience in the financial industry, and skills in Microsoft Suite and CRM systems. This position supports clients in achieving their investment goals and includes a hybrid work model with three office days and two remote.