Chicago Financial Search, Inc. | Client Services Representative | chicago, il
4 days ago
Client Services Representative
Are you a Client Services professional with experience managing the full Financial Services institutional client lifecycle? Do you have expertise with building client relationships and acting as a customer advocate?
The client is a premier Financial Services firm providing a broad range of services in the Financial markets. If you are looking for an opportunity to work across teams managing the onboarding of new clients while promoting service enhancements and improving delivery to customers, then this is the perfect opportunity for you
With this opportunity you will be a part of a collaborative culture that values innovation and provides competitive salary, bonus, and generous benefits.
Please note this is an onsite position at the client’s Chicago office.
As a Client Services Representative, you will:
- Guide institutional clients through the onboarding process
- Coordinate with internal teams (legal, compliance, operations) to ensure compliance with internal policies and regulatory requirements.
- Proactively build and maintain strong relationships with key decision-makers at client organizations.
- Serve as the primary point of contact for institutional clients, managing communication and inquiries.
- Act as client advocate as well as a liaison between the client and internal sales, operations, compliance, and product teams to ensure client expectations are met and service enhancements requests are communicated effectively.
Requirements:
- 5+ years Financial Industry experience.
- Experience with managing the process of opening and onboarding institutional accounts while ensuring compliance with regulatory frameworks.
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Exceptional communication and interpersonal skills to build and maintain long-term relationships.
- Problem-solving abilities with a client-centric approach to resolving issues.
- Please note this is an onsite position working at the client’s Chicago office.
- Please note that the employer will not sponsor applicants for work visas.
No recruiter represented or third party candidate submissions will be accepted. Any unsolicited resumes/candidate profiles submitted will not be considered are not subject to payment of agency fees
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