Wealth Management Client Service Associate

Raymond James; Wheaton (IL); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Medical benefits

Long-term disability insurance

Life insurance

Retirement plan

Paid time off

Job summary

Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors, clients, and branch staff with high-touch administrative tasks. You will handle inquiries, schedule meetings, process basic transactions, and maintain CRM and files with accuracy.

The ideal candidate has 1+ year of customer service experience in financial services, strong communication skills, and meticulous attention to detail in a fast-paced environment.

Qualifications

• 1+ years of customer service experience in a financial services environment.

Responsibilities

• Respond to client inquiries via phone, in-person, and email.
• Schedule meetings and coordinate communications for Financial Advisors.
• Process basic client financial transactions and expense reports.
• Maintain accurate client records in CRM and databases.

Skills

CRM software

Effective communication

Client service

Tools

Excel

Job description

Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors, clients, and branch staff with high-touch administrative tasks. You will handle inquiries, schedule meetings, process basic transactions, and maintain CRM and files with accuracy.

The ideal candidate has 1+ year of customer service experience in financial services, strong communication skills, and meticulous attention to detail in a fast-paced environment.