Client Services Associate

job
  • LHH
Job Summary
Location
Chicago ,IL 60290
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
21 Dec 2024
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Job Description

Job Title: Senior Client Service Associate - Wealth Management Firm

Location: Chicago, IL

Job Type: Full-time with a hybrid schedule

Experience Required: Minimum of 2 years in the financial service industry


Job Summary:

We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 2 years of industry experience, a strong work ethic, excellent communication skills, and a desire to provide top-notch client service.


Responsibilities:

  • Provide exceptional client service to high net worth individuals and families
  • Build and maintain relationships with clients and advisors
  • Prepare client reports and account statements
  • Assist with client onboarding and account maintenance
  • Work closely with advisors to develop financial plans and investment strategies
  • Resolve client inquiries and concerns in a timely and professional manner
  • Coordinate with internal departments to ensure seamless client service delivery


Requirements:

  • Bachelor's or Associate's degree in finance, business, or related field
  • Minimum of 2 years of experience in the financial industry, preferably in wealth management
  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication skills
  • Ability to work in a fast-paced environment and manage multiple priorities


Benefits:

  • Competitive salary and bonus structure
  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Professional development and training opportunities
  • Generous paid time off and holidays
  • Hybrid work schedule

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