Client Services Associate Financial Advisors
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-03-01
Listing for:
BBF Wealth
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Deerfield is seeking a motivated Registered Client Service Associate to provide high-quality support for financial advisors and clients. This role involves client onboarding, managing inquiries, and preparing financial reports. The ideal candidate will have strong communication skills and a background in a fast-paced environment. A commitment to customer service is essential. Join a team that values growth, integrity, and client relationships in the financial industry.
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Position Requirements
10+ Years
work experience
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