Client Services Associate

4 weeks ago

Deerfield, United States Waveland Family Office, LLC Full time

**Client Services Associate (revised 5/9/24)**

Waveland Family Office, LLC (“WFO”) is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such as investment management and wealth planning, tax preparation, trust and estate strategy and implementation, cash management, and other services. The primary mission of WFO is to serve our clients in the highest manner possible. WFO is looking to add a Client Services Associate as we continue to expand our team.

**Opportunity**

The position offers an excellent opportunity for an individual with strong intellect, financial acumen, professional integrity, and excellent communication skills. Responsibilities include:

- Daily interaction with clients.
- Preparation of various reports.
- Maintenance and organization of documents and records.
- Creation, coordination and tracking of brokerage accounts.
- Preparation of deposits and bill paying.
- Tax Return e-file and correspondence.
- Processing of annual filings.
- Bookkeeping.
- Working with custodians of assets.
- Coordinating information with other professionals.

**Location**

Deerfield, Illinois (office hours flexible).

**Qualifications**

The individual should have the following qualifications:

- Prior experience working with a bank or other type of financial institution.
- Exhibits the presence, poise and professionalism to represent WFO effectively in all interactions.
- Proficient in Microsoft Word and Excel.
- Understanding of Quicken and/or QuickBooks.

**Compensation**

An industry competitive package will be offered, including a comprehensive benefits plan and 401(k) matching.

Pay: $65,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home

Compensation package:

- Yearly bonus

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Experience**:

- Customer service: 3 years (required)

Ability to Commute:

- Deerfield, IL 60015 (required)

Ability to Relocate:

- Deerfield, IL 60015: Relocate before starting work (required)

Work Location: Hybrid remote in Deerfield, IL 60015

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