Client Services Associate

6 days ago


Chicago, Illinois, United States BGSF Full time

Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus opportunities.

Responsibilities

Take ownership of administrative processes, including the client on-boarding process

Handle all requests from clients and custodian partners pertaining to account administration

Organize, scan, and maintain all paper/electronic client files

Maintain CRM system to ensure all client data is current and accurate

Monitoring and resolving daily time sensitive activities

Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.

Provide support to the rest of the team in preparing client materials

Manage ad-hoc requests, including resolving complex client issues, researching unique client needs, and coordinating operational and custodial support

Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail

Requirements

Experience in financial services is a plus

Experience with Charles Schwab Advisor Center or another custodian is a plus

Strong computer skills, including Salesforce, MS Office Suite, and DocuSign

Bachelors or Associates degree preferred

Excellent written and verbal communication and customer service skills

Strong organizational skills, attention to detail, ability to multi-task, ability to manage time efficiently, and prioritize projects



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