Financial Client Service Manager - in office
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2025-12-01
Listing for:
CPS, Inc.
Full Time
position Listed on 2025-12-01
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
Financial Client Service Manager
Chicago, IL
• Full‑time, In‑Office
• 4 days ago
We are seeking a motivated Financial Client Service Manager to join our team. This in‑office role requires a FINRA license (Series 65) and offers an opportunity to provide exceptional service to clients while ensuring regulatory compliance.
Key Responsibilities- Serve as the main point of contact for client inquiries and account issues.
- Assist with account openings, transactions, and maintenance.
- Process transactions and maintain client records in line with compliance standards.
- Educate clients on financial products and services.
- Collaborate with internal teams to deliver excellent service.
- Stay updated on industry regulations and maintain FINRA licensure.
- FINRA Series 65 license
- Experience in a client service role, preferably in financial services.
- Strong communication and organizational skills
- Ability to work in a fast‑paced office environment
- Familiarity with investment products and financial regulations
- Professional development opportunities
- Competitive salary and benefits package
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