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Hybrid Client Service Associate – Wealth Management

Job in Mokena, Will County, Illinois, 60448, USA
Listing for: Crossmmg,-LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with an independent wealth management firm affiliated with New Edge Advisors, Rising Light Financial Advisors.

We are seeking a personable, client-focused Client Service Associate to support advisors, provide a high level of service to clients, and manage account-related paperwork in a hybrid environment.

We have an opening for a Hybrid Client Service Associate – Wealth Management in Mokena, IL, United States within Sales.

We are currently recruiting a Hybrid Client Service Associate – Wealth Management for our team in Mokena, IL, United States.

This is a genuine role to take on the Hybrid Client Service Associate – Wealth Management role at Crossmmg,-LLC.

As a Hybrid Client Service Associate – Wealth Management, you will play an important part at Crossmmg,-LLC in Mokena, IL, United States.

Position Requirements
10+ Years work experience
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