Client Services Associate

This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$95,000.00/yr - $/yr

Annual Bonus

Job Title: Client Service Associate

Location: Chicago - Hybrid

Type: Full-Time, Permanent/Direct Hire

Pay Range: $95,000 - $100,000 base salary plus bonus

Benefits: Stellar health benefits, dental, and vision, plus PTO and 401K match.

Position Overview: Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team.

Key Responsibilities:

• Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
• Timely respond and resolve client requests/inquires
• Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates
• Add and maintain accurate client information in our CRM
• Maintain electronic records and files and update client information

Key Qualifications:

• Bachelor’s Degree with a minimum of 5+ years of administrative experience in financial services or 8+ years of relevant work experience
• Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure
• Knowledge of custodial platforms (NetX
  360, Schwab Advisor Center) preferred
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and Power Point

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Finance

Referrals increase your chances of interviewing at Connect Search, LLC by 2x

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Apply BELOW