Wealth Management Client Services Associate

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

Benefits offered by this job

Medical

Long Term Care

Life Insurance

Disability Insurance

Retirement

PTO

Job summary

Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks in a fast-paced branch environment. You will handle inquiries, schedule meetings, process transactions, maintain CRM records, and assist with client communications while upholding accuracy and customer service standards.

At least 1 year of financial services customer service experience is expected; benefits include medical, retirement,

Qualifications

• Experience using CRM software for client records and scheduling.
• Proficiency with Excel for reporting and tracking.
• Strong communication with clients across channels.

Responsibilities

• Serve a high volume of client inquiries and schedule meetings.
• Provide support to Financial Advisors and branch staff.
• Process client transactions and maintain CRM data accurately.
• Prepare client correspondence and reports for advisors.

Skills

CRM

Excel

Communication

Education

1+ years customer service in financial services

Job description

Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks in a fast-paced branch environment. You will handle inquiries, schedule meetings, process transactions, maintain CRM records, and assist with client communications while upholding accuracy and customer service standards.

At least 1 year of financial services customer service experience is expected; benefits include medical, retirement,