Client Services Associate

2 weeks ago

Chicago, United States BGSF Full time

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

About you

· Positive attitude with the ability to provide an exceptional client service experience

· Comfortable working in a fast-paced, dynamic business environment in which accuracy and attention to detail is crucial

· Must be computer savvy and capable of learning new software applications with relative ease

· Can think clearly, communicate succinctly, and write well

· Empathetic and great active listening skills

· Team-oriented, with a willingness to help other team members grow

· Takes pride in ability to execute tasks and solve problems for our clients

· Are discreet in handling sensitive and confidential information




Qualifications

· Experience at RIA or Broker/Dealer 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

· Bachelor’s or Associate’s degree preferred

· Excellent written and verbal communication skills are very important as this role determines a significant part of the client experience

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

· Detail orientation is a must.

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