Client Service Associate
6 days ago
We are looking for a Client Service Associate in Chicago, IL
A reputable RIA firm in Chicago is in search of a detail-oriented Client Service Associate to assist with various administrative tasks, document preparation, new account setups, transaction processing, and more.
This role will require familiarity with internal operational systems and institutional custodian platforms to provide top-notch service to clients.
Responsibilities:
- Provide operational and organizational support such as client data entry, report creation, and preparing materials for meetings
- Handle monetary transactions and client forms using custodian platforms like Schwab, TD Ameritrade, Raymond James, RBC
- Assist clients/advisors with documentation and registration requirements, prepare transaction documents, and use e-signature systems
- Monitor alerts from custodians and communicate proactively with advisors for timely resolutions
- Develop relationships with advisors/staff by explaining operational procedures and system requirements
- Take ownership of inquiries and client service issues, ensuring follow-up until resolution
- Collaborate with internal teams to research complex issues and support projects
- Provide administrative assistance to the management team as necessary
Requirements:
- Bachelor's degree and FINRA 65 or 66 license preferred
- 3+ years of experience in a financial advisory firm
- Proficiency in Microsoft Suite, DocuSign, Adobe; familiarity with CRM and custodian systems like Orion, Schwab, TDA, Raymond James, etc.
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